LOSS-6.2%-1.0R|LONGLow Conviction|$68.23$64.001d 7h

OKLO

NYSEBULLISH CONSENSUS
Swing · Multi-day confirmation3 Models · Analysis Snapshot: Feb 5, 2026, 6:17 AM · Valid for ~12h
CompletedRe-run
BULLISH CONSENSUSLow Conviction
3 models· Low conviction
2 Long1 Short
Target$85.00–$95.10
Entry$68.23
Stop$63.50–$64.00
LowConditionalHigh
Key Disagreement
  • Gemini-3-Flash(72% SHORT): "OKLO is currently exhibiting a strong bearish technical profile with the price trading significantly below its 20-day and 50-day SMAs, while a falling RSI of 36.04 indicates accelerating downside momentum. The stock recently broke down from its high-volume value area (Value Area Low at $73.05) and is now hovering near a low-volume node, suggesting a lack of institutional support and a high probability of further slippage toward the $50-$55 range. Fundamentally, the company remains speculative and pre-revenue with a negative EPS of -$0.74, making it highly vulnerable to profit-taking and cooling sentiment in the 'AI nuclear' trade as investors pivot toward tangible earnings in a sideways market regime."
BULL (2)
BEAR (1)
0%0%
Bull Case(2 models)
Claude-Haiku-4.50%

OKLO presents a capitulation reversal setup in a structurally bullish nuclear/AI power narrative. The -12.53% single-day decline triggered institutional accumulation (volume 1.56x average), pushing RSI to 36 (deeply oversold) while price sits 16.5% below key moving averages—classic mean-reversion conditions. The core bull thesis remains compelling: AI data centers require massive power infrastructure, governments are accelerating support for Small Modular Reactors, and Oklo is positioned as the leading pure-play solution. The stock's 1,000%+ rally from $17.42 to $193.84 validates strong conviction in the nuclear renaissance theme.

GPT-4o0%

Oklo Inc. presents a compelling long-term growth opportunity as a pioneering player in the clean energy sector with its innovative small modular nuclear reactors. The company's technology aligns with increasing demand for sustainable energy solutions, particularly driven by the need for reliable, carbon-free power to support AI data centers and other industrial applications. Government support and the potential for a 'nuclear renaissance' further bolster Oklo's growth prospects, making it a top stock to watch in 2026.

Bear Case(3 models)
Gemini-3-Flash0%

OKLO is currently exhibiting a strong bearish technical profile with the price trading significantly below its 20-day and 50-day SMAs, while a falling RSI of 36.04 indicates accelerating downside momentum. The stock recently broke down from its high-volume value area (Value Area Low at $73.05) and is now hovering near a low-volume node, suggesting a lack of institutional support and a high probability of further slippage toward the $50-$55 range. Fundamentally, the company remains speculative and pre-revenue with a negative EPS of -$0.74, making it highly vulnerable to profit-taking and cooling sentiment in the 'AI nuclear' trade as investors pivot toward tangible earnings in a sideways market regime.

Claude-Haiku-4.50%

OKLO is a pre-revenue development-stage company burning cash with negative EPS of -$0.74 annually, making it entirely dependent on sentiment and future commercialization success. The stock has already declined 64.8% from its 52-week high, and the recent 12.53% drop may signal that the AI power narrative is overheated or that uranium cost inflation concerns (cited as drop catalyst) are gaining traction. High volatility (ATR 12.19% of price) and sideways market regime provide no directional tailwind, and the company faces execution risk on multiple reactor projects without any revenue generation to validate the business model yet.

GPT-4o0%

Despite its innovative approach, Oklo Inc. faces significant financial challenges as a pre-revenue company with ongoing development costs, reflected in its negative earnings per share and high volatility. The company's stock has recently experienced a sharp decline, exacerbated by profit-taking after a previous rally and rising uranium prices, which could increase future operational costs. The speculative nature of Oklo's business model and financial health needs to be considered by investors.

What Would Invalidate
  • A daily close back above the Value Area Low ($73.05) or a breakout above the 20-day SMA ($81.68).
  • Close below $64 would invalidate the bullish thesis.
  • Close below $63.50 (support level) on heavy volume, which would signal breakdown of the reversal setup and suggest further capitulation. Alternatively, any negative news on project delays, government support reversal, or major uranium/cost headwinds that contradicts the AI power demand narrative.
Claude Haiku 4.5Fast
Analysis Outcome
LONG
3.55R·72% confidence
Entry
$68.23
Target
$85.00
Stop
$63.50

OKLO presents a capitulation reversal setup in a structurally bullish nuclear/AI power narrative. The -12.53% single-day decline triggered institutional accumulation (volume 1.56x average), pushing RSI to 36 (deeply oversold) while price sits 16.5% below key moving averages—classic mean-reversion conditions. The core bull thesis remains compelling: AI data centers require massive power infrastructure, governments are accelerating support for Small Modular Reactors, and Oklo is positioned as the leading pure-play solution. The stock's 1,000%+ rally from $17.42 to $193.84 validates strong conviction in the nuclear renaissance theme.

Bull/Bear CompetitionWinner: BULL
Bull 72%Δ 4%Bear 68%
Bull Case

OKLO presents a capitulation reversal setup in a structurally bullish nuclear/AI power narrative. The -12.53% single-day decline triggered institutional accumulation (volume 1.56x average), pushing RSI to 36 (deeply oversold) while price sits 16.5% below key moving averages—classic mean-reversion conditions. The core bull thesis remains compelling: AI data centers require massive power infrastructure, governments are accelerating support for Small Modular Reactors, and Oklo is positioned as the leading pure-play solution. The stock's 1,000%+ rally from $17.42 to $193.84 validates strong conviction in the nuclear renaissance theme.

Bear Case

OKLO exhibits severe technical deterioration with RSI at 36.04 (deeply oversold but falling) and price 16.5% below both SMA20 and SMA50, signaling sustained downward momentum in a bearish crossover pattern. The company is pre-revenue with consistent negative earnings surprises (53.85% miss in Nov 2025, 63.64% miss in Aug 2025), and the stock has cratered 64.8% from its $193.84 52-week high—a classic speculative bubble deflation pattern. Volume profile shows price trading near low-volume nodes ($68.23 vs. POC at $93.74), indicating weak support and vulnerability to further breakdown toward the $64 support level. Retail sentiment remains volatile and low (buzz score 10), suggesting momentum has evaporated and the stock is at risk of continued capitulation.

Analysis Notes

Thesis Competition: BULL case won (72% vs 68%).

1m 16s30 tools
Gemini 3 FlashFast
Analysis Outcome
SHORT
1.53R·72% confidence
Entry
$68.23
Target
$52.50
Stop
$78.50

OKLO is currently exhibiting a strong bearish technical profile with the price trading significantly below its 20-day and 50-day SMAs, while a falling RSI of 36.04 indicates accelerating downside momentum. The stock recently broke down from its high-volume value area (Value Area Low at $73.05) and is now hovering near a low-volume node, suggesting a lack of institutional support and a high probability of further slippage toward the $50-$55 range. Fundamentally, the company remains speculative and pre-revenue with a negative EPS of -$0.74, making it highly vulnerable to profit-taking and cooling sentiment in the 'AI nuclear' trade as investors pivot toward tangible earnings in a sideways market regime.

Bull/Bear CompetitionWinner: BEAR
Bear 72%Δ 7%Bull 65%
Bear Case

OKLO is currently exhibiting a strong bearish technical profile with the price trading significantly below its 20-day and 50-day SMAs, while a falling RSI of 36.04 indicates accelerating downside momentum. The stock recently broke down from its high-volume value area (Value Area Low at $73.05) and is now hovering near a low-volume node, suggesting a lack of institutional support and a high probability of further slippage toward the $50-$55 range. Fundamentally, the company remains speculative and pre-revenue with a negative EPS of -$0.74, making it highly vulnerable to profit-taking and cooling sentiment in the 'AI nuclear' trade as investors pivot toward tangible earnings in a sideways market regime.

Bull Case

OKLO is currently trading near a major structural support level at $64, with the RSI at 36 indicating an oversold condition that historically precedes a mean-reversion bounce. The long-term fundamental catalyst remains exceptionally strong as Big Tech's demand for carbon-free AI data center power accelerates, and recent news of government support provides a macro tailwind for the SMR sector. Price is currently sitting in a 'low volume node' ($65-$67), suggesting that if buyers step in here, the lack of overhead supply until the $73.05 Value Area Low could lead to a rapid upward correction.

Analysis Notes

Thesis Competition: BEAR case won (72% vs 65%).

17s21 tools
GPT-4oFast
Analysis Outcome
LONG
6.35R·65% confidence
Entry
$68.23
Target
$95.10
Stop
$64.00

Oklo Inc. presents a compelling long-term growth opportunity as a pioneering player in the clean energy sector with its innovative small modular nuclear reactors. The company's technology aligns with increasing demand for sustainable energy solutions, particularly driven by the need for reliable, carbon-free power to support AI data centers and other industrial applications. Government support and the potential for a 'nuclear renaissance' further bolster Oklo's growth prospects, making it a top stock to watch in 2026.

Bull/Bear CompetitionWinner: BULL
Bull 65%Δ 10%Bear 55%
Bull Case

Oklo Inc. presents a compelling long-term growth opportunity as a pioneering player in the clean energy sector with its innovative small modular nuclear reactors. The company's technology aligns with increasing demand for sustainable energy solutions, particularly driven by the need for reliable, carbon-free power to support AI data centers and other industrial applications. Government support and the potential for a 'nuclear renaissance' further bolster Oklo's growth prospects, making it a top stock to watch in 2026.

Bear Case

Oklo Inc. is experiencing significant short-term bearish momentum, as indicated by a strong bearish technical signal with RSI below 50 and the stock trading below its 20-day and 50-day SMAs. The stock has recently experienced a sharp decline of over 12%, which indicates potential further downside, especially given its pre-revenue status and high speculative risks. Rising uranium prices could also increase operational costs, further pressuring the stock price.

Analysis Notes

Thesis Competition: BULL case won (65% vs 55%).

28s19 tools