바클레이즈에서 핫한 원전주 두개에 대해 애널리스트 커버리지를 시작했습니다. 점점 대형 기관에서도 리포트가 나오기 시작하는구요. 투자에 참고하세요.

OKLO: 확대(매수) 의견, 목표가 146불

SMR: 중립 의견, 목표가 45불

Barclays has initiated coverage on two nuclear newcomers, Oklo and NuScale Power, highlighting small modular reactors (SMRs) as a promising solution to the world’s growing energy demands.

The bank started Oklo at Overweight with a $146 price target and NuScale Power at Equal Weight with a $45 price target.

Barclays said SMRs offer “clean 24/7 baseload generation for a world that is short power.”

After years in which load growth lagged GDP, the analysts expect a reversal “with an acceleration of power demand driven by the AI/data center craze, the onshoring of manufacturing and increased electrification.”

The bank notes that BloombergNEF estimates that the U.S. will need 900 gigawatts of new generation capacity by 2050, while globally the figure is over 9,300 gigawatts.

Oklo, which acts as developer, owner, and operator of SMR facilities, has “14 GW of non-binding agreements with various customers, such as data centers, military outposts, etc.,” Barclays said.

NuScale’s role is different, serving as an original equipment manufacturer. Its commercialization will depend on ENTRA1, which has a non-binding agreement with the Tennessee Valley Authority for up to 6 GW.

Barclays cautioned that both firms face hurdles. “It will have to prove that it is able to scale up and bring costs down to be economical compared with alternative forms of generation,” the note said.

Despite the risks, investor enthusiasm has been strong. “OKLO is up more than 5x YTD while SMR has more than doubled,” Barclays wrote, adding that policy announcements and power shortage headlines are likely to remain key drivers for share prices in the near term.

OKLO SMR 바클레이즈에서 커버리지 시작

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