Oklo Inc. Earnings Call Highlights Capital-Intensive Progress
Oklo Inc.'s Q2 earnings call revealed significant technical progress with the Groves reactor achieving criticality quickly, bolstered by $3 billion in liquidity and strategic partnerships. However, the company is experiencing higher near-term cash usage and increased capital expenditures due to the capital-intensive nature of building out nuclear facilities. Meaningful power revenue is still several years away, with initial isotope sales expected sooner from the Idaho lab.
Oklo price target lowered to $89 from $93 at Texas Capital
Texas Capital analyst Nate Pendleton has lowered the firm's price target for Oklo (OKLO) to $89 from $93, while maintaining a Buy rating on the shares. The adjustment follows an update to their nuclear power group models after Q2 reports. Despite the lowered price target, Oklo remains Texas Capital's top pick, with Pendleton noting that companies in the sector have built strong balance sheets to de-risk execution and enhance vertical integration.
NuScale Power and Oklo Drop 5%, Centrus Energy Sinks 6%: What's Behind the Nuclear Stock Selloff?
Nuclear stocks, including NuScale Power (SMR), Oklo (OKLO), and Centrus Energy (LEU), experienced significant declines, with SMR and OKLO dropping 5% and LEU sinking 6%. This selloff is primarily attributed to interest-rate anxiety, as many advanced nuclear projects require substantial capital for years before generating meaningful revenue. While long-term demand for nuclear energy remains strong, especially with the rise of AI data centers, the sensitivity of these stocks to financing costs and development timelines makes them vulnerable to market fluctuations.
How Investors May Respond To Oklo (OKLO) First Criticality Milestone Amid Wider Quarterly Loss
Oklo Inc. reported wider quarterly losses with a net loss of US$48.54 million, despite achieving first criticality at its Groves low-power test reactor. This milestone is crucial for its integrated power, fuel, and isotope production model, potentially reducing execution risks for future projects. However, investors should consider the company's high cash needs and continued operating losses, which may lead to further equity issuance.
Oklo stock just lost crucial support: Is the bear market set to continue?
Oklo stock has seen a significant decline, falling nearly 80% from its peak, amidst ongoing concerns about the small modular reactor (SMR) industry. The company, backed by Sam Altman, is in a pre-revenue development phase, burning substantial cash and diluting shareholders, leading to increased short interest. Technical analysis suggests the stock may continue its downward trend, potentially reaching $30.
X-Energy (NYSE: XE) IPO Challenges Oklo (NYSE: OKLO) As The Hot New Nuclear Stock To Own
X-Energy (NYSE: XE) recently debuted on the public market, immediately drawing comparisons to Oklo (NYSE: OKLO) as a prominent nuclear stock, with both companies focusing on innovative small modular reactor (SMR) designs. X-Energy's IPO saw its shares surge, benefiting from strong investor interest, similar to Oklo's earlier market entry backed by high-profile figures. The two companies represent a new generation of nuclear energy developers, each employing distinct reactor technologies, and are well-positioned to attract continued investment due to a nuclear-friendly regulatory environment and increasing electricity demand from AI data centers.
Nuclear Stocks Plunge Tuesday: Oklo Down 5%, Constellation Energy Down 4%, NuScale Down 5%
Nuclear stocks, including Oklo, Constellation Energy, and NuScale Power, experienced significant plunges on Tuesday due to broader market concerns rather than company-specific news. Doubts about AI capital expenditure durability, triggered by Anthropic's lower-than-expected revenue guidance, and a 19-year high in the 30-year Treasury rate, negatively impacted these capital-intensive nuclear developers. While traditional utilities saw gains, AI-linked power names suffered, highlighting the market's perception of Oklo and NuScale as derivatives of hyperscaler capex rather than stable utilities.
What Is OKLOON? Ondo Tokenized Oklo Stock Explained
OKLOON is a tokenized product from Ondo designed to offer economic exposure to Oklo Inc.'s NYSE-listed stock (OKLO). It is not direct ownership of Oklo shares, uranium, or nuclear fuel, but rather a blockchain-based token reflecting the underlying stock's price movements and reinvested dividends. The article details how OKLOON tracks OKLO, its issuance, backing, and the associated risks, emphasizing that it's a financial product linked to equity value, not physical assets or direct shareholder rights.
Oklo (NYSE: OKLO) Sets Modern U.S. Nuclear Construction Record With 229-Day Reactor Build
Oklo (NYSE: OKLO) completed its Groves One pilot isotope-production reactor in a record 229 days, positioning the company to meet rising energy demands from AI and manufacturing. While technically significant, the company's valuation at 149 times anticipated 2028 sales, ongoing losses, and share dilution raise concerns for investors. Oklo aims for first revenue in early 2027 from its isotope business, with commercial power projects expected in 2028 and 2030.
NuScale Power Falls 6% With Q2 Revenue Drop to $75,000 and a New $750M Share Sale
NuScale Power (NYSE: SMR) stock dropped 6% after reporting a significant Q2 2026 revenue decline to $75,000 and announcing a new $750 million share offering. This news extends the stock's year-to-date decline to 35%, as the market differentiates between revenue-generating nuclear companies and pre-revenue developers. Despite having the sole U.S. NRC design certification for SMRs and substantial liquidity, NuScale faces challenges with delayed commercial deployment and ongoing dilution.
What Is Oklo (NYSE: OKLO) Stock? Aurora Nuclear Power, AI Data Centers, Fuel Strategy and Growth Opportunities
Oklo Inc. (NYSE: OKLO) is an advanced nuclear technology company focused on developing fast-fission power plants (Aurora), nuclear fuel technologies, and radioisotope businesses. The company differentiates itself by designing, building, owning, and operating its powerhouses and selling electricity and heat through power purchase agreements, rather than just selling reactors. Recent milestones include an agreement with Meta Platforms for a nuclear-energy campus, significant regulatory progress for its Aurora-INL project, and advancements in nuclear fuel sourcing and radioisotope production.
Oklo: Centrus Deal Could Supply HALEU For Five Aurora Powerhouses As Fuel Fabrication Startup Activities Target 2027
Oklo is developing a multi-path nuclear fuel strategy, including a proposed supply arrangement with Centrus Energy for HALEU, which could power up to five Aurora powerhouses. Simultaneously, Oklo is advancing fuel fabrication facilities at Idaho National Laboratory and an Advanced Fuel Center in Tennessee, with startup activities for the former planned for 2027. The company is also exploring government materials and recycling used nuclear fuel to support its growing portfolio of power assets and ensure a diverse fuel supply.
$10,000 in Oklo Stock at Its High Is Worth About $2,300 Today
Oklo (OKLO) stock has fallen approximately 77% from its 52-week high of $193.84, with a $10,000 investment at that peak now worth about $2,300. Despite this significant stock decline, the nuclear reactor developer has shown operational progress, including recording its first sales and achieving first criticality at its Groves Isotope Test Reactor. The article suggests that the stock's previous high valuation was speculative, pricing in future successes that hadn't yet materialized, and while the current valuation is lower, it still represents a high multiple of existing revenue.
$10,000 in Oklo Stock at Its High Is Worth About $2,300 Today
An initial investment of $10,000 in Oklo stock at its 52-week high of $193.84 would now be worth approximately $2,300, as shares have fallen about 77% to around $44. Despite this significant stock price drop, Oklo has made operational progress, including booking its first sales and achieving first criticality at its Groves Isotope Test Reactor. The stock's previous high valuation significantly overestimated future performance, and while the current market value of $8.6 billion is lower, it still represents a high multiple of the company's trailing revenue.
Centrus Energy to make thousands of centrifuges in Oak Ridge | Exclusive
Centrus Energy Corp. is preparing to significantly ramp up the production of its 45-foot-tall AC100M centrifuge machines at its Oak Ridge plant over the next three years. This acceleration is part of a new partnership with Oklo. The company aims to make thousands of these centrifuges.
A $10,000 Bet On Oklo (NYSE: OKLO) At Its IPO Would Be Worth This Much Today
Oklo (NYSE: OKLO) debuted publicly in May 2024 at $15.50 per share, plummeting to $8.45 on its first day. Despite this volatile start, patient investors who held their shares have seen a significant recovery, with the stock now trading around $44, tripling from its initial closing price. An initial $10,000 investment would currently be worth approximately $28,600, though it briefly peaked at over $124,000 in October 2025.
Oklo (OKLO) Stock Looks Expensive As Earnings And Licensing Near
Oklo (OKLO) stock has seen a significant 5-year gain, but current valuations suggest it's expensive, with recent returns weakening. Despite commercial prospects tied to its Aurora reactor and government partnerships, ongoing heavy losses, cash burn, and licensing delays pose risks. The company scores 0/6 on Simply Wall St’s valuation checks, indicating it's not a bargain based on traditional measures, and its P/B ratio is higher than industry and peer averages, suggesting overvaluation.
Cost of goods sold of Oklo Inc. shs Thailand Depositary Receipts Repr 1 Sh – SET:OKLO23
This article displays the cost of goods sold for Oklo Inc. shs Thailand Depositary Receipts Repr 1 Sh (SET:OKLO23) on TradingView. It provides a table showing the period, value, change, and percentage change for the cost of goods sold. The data is presented within the financial overview for the company.
$OKLO stock fell 9% this week. Here's what we see in our data.
OKLO stock ($OKLO) experienced a 9% decline this week and was the 32nd most-searched ticker on Quiver Quantitative. Data reveals significant insider selling activity, with co-founders and other executives selling millions of shares. Institutional investors showed mixed activity, with some major funds decreasing their positions while others added shares, and analysts have set a median price target of $90.0 for the stock.
Is OKLO Stock Worth Buying Amid Rising Execution Risks?
Oklo Inc. (OKLO) is developing an advanced nuclear platform with significant potential in power generation, fuel fabrication, and recycling, but it faces substantial execution risks and remains pre-revenue. Despite its compelling long-term prospects and improved liquidity, the company's increased spending forecasts and absence of recurring power revenues make conventional valuation difficult. Oklo currently carries a Zacks Rank #4 (Sell) due to these near-term challenges and the need for clear evidence of commercial progress.
Can OKLO's Groves Milestone Validate Its Nuclear Strategy?
Oklo Inc. (OKLO) recently achieved first criticality at its Groves isotope test reactor, a significant operational milestone. While this validates the company's ability to execute nuclear operations, investor concerns persist regarding commercialization, costs, and execution, reflected in the stock's 37% decline over the past year. The Groves facility provides valuable experience for future projects like Aurora-INL, but commercial revenue from isotopes and power plants is still some time away, and the company's Zacks Rank remains unfavorable.
Cause for Concern or Routine Move? Oklo CEO Jacob DeWitte Sells 120,000 Shares for $4.9 Million
Oklo CEO Jacob DeWitte sold 120,000 shares of Oklo (NYSE:OKLO) for approximately $4.9 million on August 3, 2026. This transaction was conducted under a Rule 10b5-1 plan and represents a small fraction of his total holdings, suggesting it was a routine liquidity event rather than a loss of confidence. Oklo, an advanced nuclear power developer, is currently unprofitable but has a significant client in Meta Platforms.
Oklo Soars After Breakthrough Nuclear Milestone Sparks Rally
Oklo Inc. (OKLO) shares are surging due to the achievement of "first criticality" at its Groves Isotope Test Reactor, signaling a key technical milestone for its advanced nuclear design. The company also reported its first quarterly revenue, easing commercial viability concerns. Analysts maintain a Moderate Buy consensus, further fueling the rally, with Oklo positioned as a future power supplier for AI data centers.
OKLO Stock Faces New Reality Check: Wall Street Is Getting More Cautious, Retail Sentiment Slips
Oklo Inc. (OKLO) has seen its shares rise slightly despite increasing caution from Wall Street analysts and a dip in retail investor sentiment. Analysts from Citi, Canaccord, and Truist have lowered their price targets on the stock, though the average analyst target still implies significant upside. Retail sentiment has cooled, but some bulls highlight Oklo's progress with its Aurora reactor as a potential game-changer against competitors.
These Analysts Cut Their Forecasts On Oklo After Q2 Results
Oklo Inc. reported second-quarter revenue of $1.21 million, significantly beating estimates, but posted a wider loss per share of 28 cents. Following the results, Oklo shares fell 7.7%, and several analysts adjusted their price targets, with some maintaining a Buy rating while others kept a Neutral stance. The company projects 2026 operating cash flow between $120 million and $150 million, with capital expenditures of $400 million to $500 million.
OKLO Q2 Loss Widens Y/Y, Misses Estimates on Higher Costs
Oklo Inc. (OKLO) reported a wider-than-expected loss of 28 cents per share in Q2 2026, missing the Zacks Consensus Estimate of 17 cents, largely due to increased research and development and administrative expenses. Despite the loss, the company saw revenues of $1.2 million, primarily from recent acquisitions, and achieved first criticality at its Groves isotope facility, demonstrating progress in project execution and fuel supply strategies. Oklo also raised its 2026 operating cash-use and capital expenditure forecasts to support accelerated deployment activities.
Oklo shares rise as revenue beat offsets wider Q2 loss
Oklo (NYSE:OKLO) shares increased after the company reported second-quarter results showing revenue significantly above analyst estimates, despite a wider-than-expected loss. The advanced nuclear technology company attributed the increased loss to higher research, development, and operating expenses as it scales its business. Oklo ended the quarter with substantial cash and marketable securities, which increased after ATM offerings.
OKLO Q2'26 Earnings: EPS estimate is (0.16) USD
Oklo Inc. (OKLO) is scheduled to release its Q2'26 earnings before market open on August 7, with an estimated revenue of 91.42 thousand USD and an EPS of (0.16) USD. The article provides a table showing historical and estimated revenue and EPS figures, along with EPS surprise percentages for previous quarters.
Oklo's Groves Reactor Achieves First Criticality in Under a Year
Oklo Inc. announced that its Groves Isotope Test Reactor achieved first criticality, reaching a controlled, self-sustaining nuclear chain reaction less than a year after groundbreaking. This milestone, achieved through the U.S. Department of Energy’s Reactor Pilot Program, establishes a new benchmark for advanced nuclear deployment timelines and provides practical experience for future commercial isotope production and other Oklo facilities. The project demonstrates that nuclear deployment can be measured in months, not years, when developers, suppliers, and regulators collaborate effectively.
Oklo Stock Trades Flat Despite Breakthrough Nuclear Reactor Milestone
Oklo Inc. achieved a significant milestone by reaching first criticality with its Groves Isotope Test Reactor, a controlled, self-sustaining nuclear chain reaction, less than a year after breaking ground. Despite this breakthrough, Oklo's stock (NYSE: OKLO) traded flat, near its 52-week lows. This project is the first under the U.S. Department of Energy’s Reactor Pilot Program to achieve criticality on private land and is intended to support domestic radioisotope production and future advanced nuclear deployments.
Oklo's Groves reactor achieves first 'criticality' under DoE program (OKLO:NYSE)
Oklo's Groves Isotope Test Reactor in Texas has reached "criticality," achieving a controlled, self-sustaining nuclear chain reaction at low power. This milestone occurred under a Department of Energy program, leading to a 1% increase in Oklo's stock (OKLO) during Thursday's trading.
Why Oklo (OKLO) Is Up 16.7% After DOE Clears Groves Reactor For Startup And Testing
Oklo Inc. received U.S. Department of Energy startup authorization for its Groves Isotope Test Reactor, enabling fuel loading and operations for domestic isotope production. This is a positive step for Oklo's execution and regulatory readiness, potentially lowering risk for future projects. However, the company remains pre-revenue and continues to burn significant cash, with its key near-term catalyst being progress on Aurora projects and firm customer contracts.
Enterprise value of Oklo Inc. Shs Thailand Depositary Receipts Repr 1 Sh – SET:OKLO03
This article provides financial information for Oklo Inc. Shs Thailand Depositary Receipts Repr 1 Sh (SET:OKLO03), specifically focusing on its enterprise value. It notes that the market is currently closed with no trades. The content appears to be a snapshot from a financial data platform like TradingView.
Oklo, Down 75% From Peak, Faces Pivotal Earnings Test
Oklo (OKLO) is facing a critical earnings report after its stock plummeted 75% from its peak, largely due to a lack of revenue, widening losses, and an aggressive valuation. Investors are looking for updates on its Aurora reactor's regulatory progress and construction, explanations for a missed criticality target, and details on its cash burn, as the company operates in a capital-intensive industry with no clear path to profitability. The nuclear developer's commercial ambitions hinge on its Aurora reactor, designed to power data centers, but it lacks an operating license and a firm commercialization timeline, making its growth expectations highly speculative despite the long-term potential of nuclear energy.
Earnings Preview: Oklo Inc to Report Financial Results Pre-market on August 07
Oklo Inc. is scheduled to release its financial results pre-market on August 7th. This announcement will include their first quarter 2024 results, along with a business update. Investors will be looking for key insights into the company's performance and future outlook.
Oklo (OKLO) insiders file to sell 400,000 Class A shares via J.P. Morgan
Oklo Inc. insiders have filed a notice to sell up to 400,000 Class A common stock shares through J.P. Morgan Securities LLC on the NYSE, with an intended sale date of August 3, 2026. These shares include founder shares acquired by Caroline Cochran in 2013, with a portion transferred in 2025. The filing also reveals recent open-market sales by Jacob DeWitte, Caroline Cochran, and associated Grantor Annuity Trust #1 entities in June and July 2026.
Oklo (OKLO) founders plan 400,000-share Rule 144 stock sale after recent trades
Oklo Inc. insiders have filed to sell 400,000 shares of Class A Common Stock under Rule 144, valued at $15,532,000, with an anticipated sale date of August 3, 2026. The filing indicates that founder shares acquired by Jacob DeWitte in 2013 are included, and it also discloses recent sales made in June and July 2026 by both Jacob DeWitte and Caroline Cochran, along with their respective Grantor Annuity Trusts. J.P. Morgan Securities LLC is listed as the broker for the planned sale.
Form 144 Oklo Inc. For: 3 August By Investing.com
This article announces the filing of Form 144 for Oklo Inc. on August 3. Form 144 is a document filed with the SEC by an affiliate of a company who intends to sell restricted or control securities. The brief notice indicates that Oklo Inc. (OKLO) saw a 6.16% increase.
Oklo (OKLO) Stock Looks Above Fair Value Following DOE Reactor Approval
Oklo's stock (OKLO) has seen significant 5-year gains but now appears overvalued, trading above industry averages on a price-to-book basis. While a recent DOE approval for the Groves isotope reactor fueled optimism, the current price may already reflect these positive developments, with valuation checks indicating it's not a clear bargain. The company faces ongoing execution and regulatory risks in scaling advanced nuclear projects, leading to divided community views on its future potential.
Bloom Energy (NYSE: BE) Tops Oklo (NYSE: OKLO) As The Better Power Stock Pick For AI-Driven Energy Demand
The article compares Bloom Energy (NYSE: BE) and Oklo (NYSE: OKLO) as power sector investments, particularly in light of AI-driven energy demand. It highlights Bloom Energy's strong financial performance, with over $1 billion in Q2 2026 revenue and a net profit, leading to a significant stock surge. Oklo, while securing a deal with Meta Platforms, is still pre-revenue with long-dated projects, making Bloom Energy the more compelling immediate investment for AI-fueled growth.
Price to cash flow ratio of Oklo Inc. Shs Thailand Depositary Receipts Repr 1 Sh – SET:OKLO03
This article provides financial information for Oklo Inc. Shs Thailand Depositary Receipts Repr 1 Sh (SET:OKLO03), specifically focusing on its price-to-cash flow ratio. The page details the company's financial overview, with data provided by various financial services like ICE Data Services and FactSet. It also mentions SEC filings are available via Quartr.
Price to book ratio of Oklo Inc. Shs Thailand Depositary Receipts Repr 1 Sh – SET:OKLO03
The article provides information on the "Price to book ratio" for Oklo Inc. Shs Thailand Depositary Receipts Repr 1 Sh, listed under the ticker SET:OKLO03 on the Stock Exchange of Thailand. It indicates that the market is closed with no trades and presents various financial data points for the company. The content primarily comes from TradingView, highlighting financial data services and copyright information.
Oklo Secures DOE Startup Authorization for Texas Isotope Reactor
Oklo (OKLO), an advanced nuclear fission developer, has received official startup authorization from the U.S. Department of Energy (DOE) for its Groves Isotope Test Reactor in Lockhart, Texas. This milestone allows Oklo to begin fuel loading and testing, achieved in under 10 months from groundbreaking, setting a new precedent for speed in advanced nuclear infrastructure. The Groves facility will produce radioisotopes for medical and industrial applications, providing a near-term revenue stream alongside Oklo's broader strategy to power AI data centers.
Why Did SKHY, EOSE, OKLO Stocks Plunge To 52-Week Lows Today?
SK Hynix Inc. (SKHY), Eos Energy Enterprises (EOSE), and Oklo Inc. (OKLO) stocks plunged to 52-week lows due to investor concerns over the profitability of capital-intensive AI and clean-energy companies. SK Hynix's Q2 revenue missed expectations, Eos Energy's CEO sold shares, and Oklo faced regulatory delays and revenue uncertainty. The selloff reflects a broader market shift away from high-growth companies requiring significant upfront investment.
OKLO vs. Bloom Energy: Only One Clean Energy Stock Is a Buy
This article compares two clean energy stocks, Oklo Inc. (OKLO) and Bloom Energy (BE), highlighting their different stages of development and market positions. Oklo is an early-stage company developing advanced nuclear technologies, while Bloom Energy is a more established provider of on-site power systems with significant revenue growth and profitability. The analysis concludes that Bloom Energy is a stronger buy due to its current financial performance, commercial validation, and near-term execution.
BlackRock (OKLO holder) discloses 6.2M Oklo Class A shares in 13G/A filing
BlackRock, Inc. has disclosed its beneficial ownership of 6,225,585 shares of Oklo Inc. Class A stock, which represents a 3.6% stake in the company as of June 30, 2026. This information was reported in a SCHEDULE 13G/A filing. BlackRock holds sole voting power over 5,955,474 shares and sole dispositive power over all 6,225,585 shares, indicating significant control over these holdings.
Oklo strengthens executive leadership team for nuclear growth
Oklo Inc. has strengthened its executive leadership team by appointing five existing leaders as executive officers, effective July 27, 2026. These appointments formalize key roles and emphasize regulatory readiness, technical execution, and financial controls as the company scales its advanced nuclear power operations. Analysts currently rate Oklo Inc. (OKLO) as a Buy with a $76.00 price target, although TipRanks' AI Analyst, Spark, rates it as Neutral due to weak financial performance despite strong liquidity and operational progress.
Why Did SKHY, EOSE, OKLO Stocks Plunge To 52-Week Lows Today?
SK Hynix (SKHY), Eos Energy Enterprises (EOSE), and Oklo Inc. (OKLO) stocks plummeted to 52-week lows due to various factors. SK Hynix faced pressure as Q2 revenue missed estimates despite strong AI demand, while Eos Energy saw a drop after its CEO sold shares. Oklo's decline was attributed to investor caution towards advanced nuclear companies facing regulatory and construction delays, even as demand for AI data center power presents a long-term opportunity.
Is Oklo (OKLO) Turning Groves Authorization Into a Scalable Advanced Reactor Business Model?
Oklo Inc. has received U.S. Department of Energy startup authorization for its Groves Isotope Test Reactor, validating its safety framework and offering a scalable model for future advanced reactor projects. This milestone is crucial for Oklo's investment narrative, as the company needs to convert its multi-gigawatt pipeline into commercial assets despite being pre-revenue. While the authorization reduces some regulatory risk, investors keenly watch progress at Groves and Aurora, along with customer agreements, as key indicators of the company's ability to monetize its projects and achieve its projected revenues and earnings by 2029.
Why Did SKHY, EOSE, OKLO Stocks Plunge To 52-Week Lows Today?
SK Hynix (SKHY), Eos Energy Enterprises (EOSE), and Oklo (OKLO) stocks tumbled to fresh 52-week lows due to shifting investor sentiment away from high-growth, capital-intensive companies. SK Hynix missed Q2 revenue expectations, Eos Energy's CEO sold shares, and Oklo faced investor caution regarding long regulatory timelines in the advanced nuclear sector. This selloff reflects a broader market re-evaluation of businesses requiring significant investment before substantial returns.
