Texas Capital Initiated Coverage of Oklo Inc. (OKLO) with a Buy Rating

On January 28, 2026, Texas Capital initiated sum of Oklo Inc. (NYSE:OKLO) with a Buy standing and a $138 terms target. The steadfast called Oklo the “best conveyance to explicit a bullish presumption connected precocious atomic solutions,” pointing to the company’s Aurora reactor and its broader ecosystem that spans precocious reactor design, substance reprocessing, and radioisotope production. Texas Capital said Oklo’s projected economics tin vie straight with different steadfast powerfulness procreation sources, portion its integrated concern exemplary leaves country for further worth instauration implicit time.

A week earlier, connected January 21, 2026, Bank of America upgraded Oklo to Buy from Neutral and raised its terms people to $127 from $111. The upgrade followed Oklo’s signing of a firm, binding statement with Meta Platforms Inc. to make a phased 1.2-gigawatt precocious atomic campus. While the archetypal megawatt publication was described arsenic modest, BofA said the statement marked a meaningful measurement guardant by demonstrating execution capableness and securing a committed counterparty. The steadfast besides highlighted Meta’s willingness to perpetrate superior years up of transportation arsenic a awesome of however captious atomic powerfulness is becoming arsenic AI and information halfway request accelerate.

That statement was formally announced connected January 9, 2026, erstwhile Meta disclosed its concern with Oklo to deploy up to 1.2 gigawatts of cleanable baseload power. The woody includes Meta prepaying for powerfulness and providing backing to assistance beforehand task certainty for Oklo’s Aurora powerhouse deployment.

Oklo Inc. (NYSE:OKLO) is simply a atomic fission exertion institution focused connected deploying precocious powerfulness plants and recycling atomic fuel, with the extremity of delivering clean, reliable vigor astatine scale.

While we admit the imaginable of OKLO arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 12 Best Nuclear Energy Stocks to Buy Now and 12 Best HVAC Stocks to Buy Now

Disclosure: None.