Oklo Inc (NYSE: OKLO) is up more than 10% on Wednesday after reporting an encouraging Q1.
The advanced nuclear reactor manufacturer lost 7 cents on a per-share basis in its first quarter, a cent less than the Street’s estimate.
Oklo expects to remain a pre-revenue company until the back half of 2026.
Still, Oklo shares could benefit rather significantly under the Trump administration – and that’s when they’ve already nearly doubled over the past month.
How may the Trump administration help Oklo stock in 2025?
According to recent reports, the White House could soon pass an executive order that could ramp up the deployment of advanced nuclear reactors.
Such a mandate from the US president could prove a major tailwind for Oklo shares as it could fast-track the company’s projects and help it lower its operational costs over time.
Additionally, government support could drive funding to small modular reactors (SMRs) as well.
Investors should note that interest in “nuclear” as a source of energy is already on the rise this year, amidst a surge of demand from AI data centres, and Trump’s anticipated order may further urge businesses to consider using nuclear energy to meet their power demand.
This could help Oklo Inc secure new partnerships, which may accelerate the timeline for its first revenue.
Wedbush sees further upside in OKLO shares to $45
Investors are cheering Oklo stock at the time of writing also because Wedbush analysts reiterated their “outperform” rating on the NYSE-listed firm on Wednesday.
The investment firm sees upside in shares of the California-based company to $45, which indicates potential upside of another 20% from current levels.
Wedbush is bullish on the power stock primarily because it has a unique business model.
Oklo Inc not only builds but also owns and operates its nuclear reactors, which may help streamline regulatory processes and set up a reliable source of recurring revenue over time.
How much cash does Oklo Inc currently have?
In Q1, Oklo burned cash in line with the management’s expectations.
The nuclear technology firm ended its first quarter with $261 million in cash and marketable securities, sufficient to continue development efforts through the first half of 2026.
“We continue to make progress on our path to commercialisation,” noted Jacob DeWitte, the chief executive of Oklo, in the earnings release, adding, “our first-quarter results demonstrate disciplined execution as we advance our technology and licensing efforts.”
What’s also worth mentioning here is that Wedbush is not the only Wall Street shop that’s keeping bullish on Oklo stock for 2025.
The consensus rating on the small modular reactors company currently sits at “overweight” as well.
In fact, analysts see upside in OKLO to some $47 on average, which is even higher than Wedbush’s price target.
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