Motley Fool estimates 225% upside for Oklo in a 14-GW scenario

Motley Fool

Oklo could reach about $130 a share—roughly 225% above its current price—if it deploys its 14-GW pipeline, Motley Fool estimates. At 90% capacity and $0.09/kWh, that fleet could generate nearly $10 billion in annual revenue; deployment would take years.

Oklo plans recurring power sales under power-purchase agreements, alongside fuel and radioisotope sales. The article says potential customers extend beyond AI data centers to steel, cement and chemical plants and remote industrial sites. Its $130 estimate applies a three-times price-to-sales ratio—described as roughly the electric-utility average—and accounts for expected dilution.

The article says Oklo’s shares had fallen almost 50% in 2026 and that the company has a $7.5 billion market capitalization but almost no revenue. It warns that nuclear adoption could face friction, setbacks and failures, and says the stock may not suit investors uncomfortable with uncertainty.

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