Meta Platforms (META) faces renewed scrutiny as investors reassess its valuation following a recent dip in share price and a slowdown in momentum after years of strong performance. The stock, currently trading at $593.66, has declined by nearly 9% over the past month, contrasting sharply with its impressive 3-year total shareholder return. This shift has sparked debate about whether the market is undervaluing the company or signaling a potential reset in its growth trajectory. Analysts highlight the tension between Meta’s current price and its estimated fair value of $723.11, which suggests the stock is undervalued by approximately 18%. The valuation gap is attributed to Meta’s scale, its role as a global digital infrastructure provider, and its evolving liabilities. While the company remains a dominant force in advertising and content distribution, its long-term value now hinges on factors beyond growth, such as governance, legal risks, and the sustainability of its profitability. Meta’s transition from a social media platform to a foundational player in artificial intelligence and virtual reality has reshaped how investors evaluate its worth. Despite recent revenue and net income growth, the company’s heavy reinvestment in AI and Reality Labs has raised questions about its ability to balance current profitability with future expansion. The fair value estimate incorporates assumptions about sustained advertising cash flows, regional revenue growth, and margins supported by past efficiency gains. However, risks such as regulatory scrutiny and weaker returns from Reality Labs’ $2.2 billion revenue contribution could challenge this outlook. The stock’s current P/E ratio of 24.8x places it above the US Interactive Media and Services industry average of 14.7x but below peer averages and a fair ratio of 42.6x.#artificial_intelligence #investors #stock_price #meta_platforms #fair_value
Oklo Set to Release Q4 Earnings: Wall Street Eyes Nuclear Energy Stock Nuclear energy company Oklo (OKLO) is set to report its fourth-quarter 2025 results and full-year financials on March 17. The stock has seen a 19% decline year-to-date but has surged 144% over the past year. Analysts are optimistic about the company’s prospects, citing growing demand for nuclear power in artificial intelligence data centers and strategic partnerships. Oklo, a pre-revenue firm, is developing next-generation fission reactors to deliver affordable, clean energy globally. Wall Street anticipates a wider loss per share of $0.17 for Q4 2025, compared to $0.09 in the same period last year. Investors will focus on management’s discussion of the company’s project pipeline, cash burn rate, and operational progress. A key development boosting investor confidence was Oklo’s partnership with Meta Platforms (META). In January 2026, the company announced a deal to build a 1.2 GW power campus in Pike County, Ohio, to support Meta’s data centers. Additionally, Oklo recently entered a joint venture with Centrus Energy (LEU) to advance deconversion services for high-assay, low-enriched uranium and fuel-cycle technologies. Analysts like Needham’s Sean Milligan have reiterated a Buy rating on OKLO, with a $135 price target. Milligan highlighted that Oklo’s near-term results will reflect operating expenses and cash burn rather than commercial earnings. He expects the earnings call to address liquidity, fuel strategy updates, progress on hyperscaler and utility partnerships beyond the Meta deal, and developments in the Aurora/Idaho National Laboratory project, including long-lead procurement and DOE authorization. TipRanks’ AI Analyst has a Neutral rating on OKLO, with a $81 price target.#meta_platforms #oklo #centrus_energy #pike_county_ohio #doe
Should You Buy the Dip on Oklo Stock? Electricity demand is growing globally due to the energy-intensive operations of artificial intelligence data centers. Companies like Meta Platforms are seeking alternative energy sources to power their infrastructure, including partnerships with nuclear energy providers such as Oklo (NYSE: OKLO). Oklo, a relatively new player in the nuclear energy sector, aims to develop reactors for modern electricity solutions. While its stock surged in 2025, it has since declined sharply, falling 65% from its October 2022 peak. The question remains: is this a buying opportunity? Oklo’s strategy involves vertically integrating the nuclear energy market. Unlike traditional providers that sell equipment or license designs, Oklo plans to build its own reactors and sell energy directly to customers, including data centers. For instance, the company has signed a deal with Meta to potentially supply electricity for data centers in Ohio, with construction set to begin in 2026 and the reactor operational by 2030. Its small modular reactor design allows for scalable infrastructure, aligning with the expansion of AI-driven data centers. However, this approach requires significant regulatory approval and long-term planning. Despite its ambitious plans, Oklo currently has no revenue or profits. Its reactor design has not yet received approval from the Nuclear Regulatory Commission (NRC), and construction cannot proceed without full regulatory clearance. The company holds approximately $900 million in cash but faces challenges in scaling its operations, as the nuclear energy supply chain is complex and time-consuming to develop. Oklo has never generated a profit, and its free cash flow has deteriorated annually since its public offering.#meta_platforms #ohio #oklo #nuclear_regulatory_commission #ai_data_centers
Prediction: This $60 Nuclear Stock Will Outperform the S&P 500 This Year Nuclear power plant developer Oklo (OKLO) has faced a challenging start to 2026, with its stock down over 18% year to date compared to a broader market decline of about 3%. Despite this, analysts highlight several factors that could position Oklo to outperform the S&P 500 this year. The company’s small modular reactors (SMRs), known as Aurora powerhouses, use recycled nuclear fuel and are designed to operate for up to 10 years before requiring refueling. Growing demand for nuclear energy, driven by President Donald Trump’s advocacy and rising electricity needs from AI data centers, is seen as a key tailwind. Oklo’s financial position is another critical factor. The company has transitioned from a lean startup to a well-capitalized industrial player, bolstered by successful capital raises in 2025, including a secondary public offering in June and an ATM equity program launched in December. As of the third quarter, Oklo held $1.2 billion in cash and marketable securities, with minimal long-term debt. Management estimates an annual operating cash burn of $65 million to $80 million, providing over a decade of runway if spending remains stable. The company’s fourth-quarter results, due on March 17, could further influence investor sentiment. A major milestone for Oklo is its recent approval of the Nuclear Safety Design Agreement for its Aurora Fuel Fabrication Facility at Idaho National Laboratory. This marks a significant step toward regulatory clearance, with the Nuclear Regulatory Commission’s potential accelerated approval for the Aurora powerhouse seen as a validation of the company’s technology.#donald_trump #oracle #meta_platforms #oklo #idaho_national_laboratory
Nvidia to invest $2 billion in neocloud Nebius amid AI data center push Nvidia announced a $2 billion investment in Nebius, an artificial intelligence cloud company, as part of its broader strategy to expand AI infrastructure and data center capabilities. The move adds to the chipmaker's existing investments in AI firms and highlights its growing role in shaping the AI ecosystem. Shares of Nebius, a U.S.-listed company based in Amsterdam, surged over 10% in premarket trading following the announcement. Nvidia, the world's most valuable company, has been actively investing in AI-related ventures and data center infrastructure, including partnerships with firms that are also its customers. This has raised questions about potential circular deals, where companies collaborate in ways that could blur the lines between competitors and partners. Nebius, which is already a customer of Nvidia, plans to deploy more than 5 gigawatts of data center capacity by the end of 2030. This amount of power is equivalent to the needs of over 4 million U.S. households. The partnership with Nvidia is expected to accelerate Nebius's expansion, as the company aims to scale its operations to meet rising global demand for AI-driven services. Nvidia's investment comes after the company previously committed to deploying at least 10 gigawatts of its systems for OpenAI and announced a $30 billion investment in the startup. Nebius is part of a growing group of "neocloud" firms that are gaining prominence by supplying AI infrastructure to major U.S. technology companies. These firms, including Coreweave, focus primarily on tech customers and offer specialized data center capacity tailored for AI applications.#microsoft #nvidia #jensen_huang #neocloud_nebius #meta_platforms
