Oklo (OKLO) Gains Attention for $75 Billion TAM and SMR Nuclear Potential

Oklo Inc. (NYSE:OKLO) ranks among the best performing utilities stocks to buy now. UBS began coverage of Oklo Inc. (NYSE:OKLO) on August 20 with a Neutral rating and a $65 price target. The bank cited Oklo’s significant total addressable market (TAM) and profit potential of over $75 billion per year, with EBITDA margins around 70%, as favorable aspects supporting its value.

UBS weighed these advantages against a number of risk factors, such as the inherent hazards in developing nuclear projects and the early stage of small modular reactor (SMR) technology. The firm added that while it awaits more commercialization developments from Oklo Inc. (NYSE:OKLO), it remains “cautiously optimistic” about the possibility of a larger U.S. nuclear infrastructure build-out.

Oklo Inc. (NYSE:OKLO) is an advanced nuclear technology company that creates and builds nuclear fuel recycling systems and small fast reactors to deliver dependable, carbon-free electricity.

While we acknowledge the potential of OKLO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds.

Disclosure: None. This article is originally published at Insider Monkey.