Piper Sandler initiated coverage of Oklo $OKLO with an Overweight rating and $55 price target, implying roughly 33% upside.
Nuclear is supported by bipartisan federal policy and hyperscaler demand for firm, carbon-free power, with Meta's recent deal highlighting this urgency, the firm says.
Oklo is one of the few vertically integrated developers positioned to capture AI-driven load growth as the industry moves toward commercial deployment, in Piper's view.
To understand why Cerebras built a very, very big chip, it really comes down to one number: the energy it takes to move a bit of data.
Off-chip: ~1–10 pJ/bit
On-chip: ~0.1 pJ/bit
Moving data on-chip can take up to ~100× less energy than moving it off-chip. At AI scale, where you’re constantly moving trillions of bits,
that difference becomes enormous.
Cerebras is not big for size's sake. By keeping compute and memory close together, you get minimal data movement.
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Bloom Energy $BE price target raised to $325 from $300 at
UBS analyst Manav Gupta raised the firm's price target on Bloom Energy to $325 from $300 and keeps a Buy rating on the shares after S&P Dow Jones Indices announced Bloom will be added to the S&P 500 on September 21.
Historically, S&P 500 inclusion has resulted in a meaningful increase in passive ownership, notes the analyst, who calls the inclusion "a significant positive catalyst for the stock."