Oklo (OKLO) Aperçu de l'action
Oklo Inc. développe des centrales à fission pour fournir de l'énergie à grande échelle à des clients aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 2/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
+ 1 plus de risques
OKLO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$80.55
FV
24.1% sous-évalué décote intrinsèque154
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Oklo Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$61.17 |
| Plus haut sur 52 semaines | US$193.84 |
| Plus bas sur 52 semaines | US$44.88 |
| Bêta | 1.11 |
| Variation sur 1 mois | -7.15% |
| Variation sur 3 mois | 11.30% |
| Variation sur 1 an | 11.00% |
| Variation sur 3 ans | 478.71% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | 512.93% |
Nouvelles et mises à jour récentes
Seeking Alpha • 11h
Oklo: A High-Risk Nuclear Play With Optionality Hard To Find Elsewhere
Summary Oklo is a high-risk, pre-revenue nuclear innovator best suited for a speculative sleeve, with unique optionality in the energy sector. Despite a steep pullback and negative cash flow, OKLO’s narrative has strengthened due to regulatory tailwinds, customer momentum, and a near-term catalyst. Key positives include a differentiated modular reactor design, de-risked fuel supply, and deep-pocketed AI hyperscaler customers like Meta Platforms. I recommend holding or selectively buying weakness, but only with small position sizing and patience for binary, multi-year outcomes. Read the full article on Seeking Alpha
Nouveau récit • Jun 05
High risk, unproven, but with big potential.
Oklo is another modular / small nuclear reactor maker, calling them Aurora Powerhouses. But, it's not trying to sell reactors, it's trying to sell long-term electricity contracts, maintaining ownership of the plants.Recent updates
Seeking Alpha • 11h
Oklo: A High-Risk Nuclear Play With Optionality Hard To Find Elsewhere
Summary Oklo is a high-risk, pre-revenue nuclear innovator best suited for a speculative sleeve, with unique optionality in the energy sector. Despite a steep pullback and negative cash flow, OKLO’s narrative has strengthened due to regulatory tailwinds, customer momentum, and a near-term catalyst. Key positives include a differentiated modular reactor design, de-risked fuel supply, and deep-pocketed AI hyperscaler customers like Meta Platforms. I recommend holding or selectively buying weakness, but only with small position sizing and patience for binary, multi-year outcomes. Read the full article on Seeking AlphaNouveau récit • Jun 05
High risk, unproven, but with big potential.
Oklo is another modular / small nuclear reactor maker, calling them Aurora Powerhouses. But, it's not trying to sell reactors, it's trying to sell long-term electricity contracts, maintaining ownership of the plants.
Nouveau récit • Apr 02
Fuel And Isotope Execution Risks Will Limit Benefits From Long Term Nuclear Tailwinds
Catalysts About Oklo Oklo develops and deploys compact advanced nuclear reactors, along with related fuel and isotope businesses. What are the underlying business or industry changes driving this perspective?
Nouveau récit • Mar 19
Advanced Nuclear Policy And Fuel Progress Will Support Long-Term Clean Power And Isotope Demand
Catalysts About Oklo Oklo develops and deploys advanced nuclear reactors, fuel cycle capabilities and radioisotope facilities through an integrated power, fuel and isotopes platform. What are the underlying business or industry changes driving this perspective?
Nouveau récit • Mar 05
Federal Support And Fuel Integration Will Reshape Advanced Nuclear And Oklo’s Long Term Prospects
Catalysts About Oklo Oklo is an advanced nuclear company focused on building, owning and operating compact fast reactors and integrated fuel cycle facilities for power, heat and radioisotope production. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Apr 29
Oklo: Early, Risky, But Potentially Rewarding
Summary Oklo's unique vision focuses on AI infrastructure power, leveraging microreactors for clean, reliable energy. The case has merit, despite potential competition from established players like Last Energy and TerraPower. Regulatory and funding challenges persist, but Chris Wright’s appointment as Energy Secretary could signal faster clearances and support for Oklo's microreactor deployments. Recent price corrections make Oklo more attractive, suggesting a systematic investment approach to capitalize on its potential in the AI power market. Read the full article on Seeking AlphaSeeking Alpha • Mar 28
Oklo: Hype May Not Sustain The Stock's Price This Year
Summary I find the 14.6x FWD book valuation quite stretched. The long term narrative is strong, but this year, I don't see enough upside to justify this premium. I'm concerned about the 108% YoY increase in cash burn, with no meaningful recurrent revenue expected until (possibly) at least 2026 from Atomic Alchemy. I consider the 12GW Switch deal overhyped, as it's conditional and stretches 20 years out. I find the financial reporting weakness concerning, with the net loss adjusted from $563 million to $73.6 million. Until the financial reporting weakness is cleaned up and Atomic Alchemy shows tangible revenue results I don't see enough upside. Strong sell for now. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
Oklo: Take Advantage Of The Pullback Before Earnings (Technical Analysis)
Summary The chart, moving averages, and indicators present a favourable technical outlook for Oklo stock as sentiment has bottomed. The milestones that the company has achieved show the long term growth story remains highly intact. While the P/B ratio is certainly not low in absolute terms, the recent contraction provides opportunity to pick up shares for a lower price. Therefore, I initiate Oklo at a buy rating as the technical and fundamentals suggest upside from current levels. Read the full article on Seeking AlphaSeeking Alpha • Mar 01
Oklo: Pioneering Advanced Nuclear Solutions For The AI Era
Summary Oklo is looking to revolutionise the nuclear energy sector with compact fast reactors, designed for AI-driven data centres. With multiple exciting partnerships, and a favourable regulatory landscape, there could be further growth in the share price after a healthy rally. Multiple risks exist in the sector, most notably in a lack of profitability, but it represents an interesting high-risk, high-reward opportunity for investors. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Oklo: Too Far, Too Fast (Rating Downgrade)
Summary Oklo stock has surged 160% due to increasing investor speculation, but the company still lacks meaningful revenue and a working product, raising valuation concerns. OKLO's core thesis revolves around providing cheap, clean nuclear power with its 'Powerhouse' reactors, addressing the demand for sustainable energy. Despite promising deals and partnerships, the unchanged financials and increased valuation risk make OKLO less attractive for new investors. If you're already in, we think it's worth 'Holding' this stock for the long run. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Oklo: Examining The Challenges Of This Nuclear Dream
Summary I estimate Oklo may not bring its first SMR online before late 2029 at the earliest due to the long regulatory process, fuel qualification, and project delays. I expect OKLO to incur higher build costs for its SMRs than projected by at least 135% due to the novelty of its design. The Company's assumption for fuel costs is 4.7 times less than HALEU's market price and may face challenges securing the required HALEU for future SMRs due to the fuel's limited supply. These higher costs could put Oklo at a pricing disadvantage and potentially make renewable energy with storage a more attractive energy source for AI data centers. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
Oklo: Small Modular Reactor Design, Build, And Operate Business Model
Summary Oklo, a nuclear start-up, aims to design, build, and operate small modular reactors, projecting their first plant by late 2027. Despite skepticism about SMR startups, Oklo's leadership and regulatory engagement position them as a potential winner in the nuclear renaissance. Oklo's advanced sodium-cooled fast reactor technology offers efficiency but faces regulatory and operational challenges, with significant cash burn expected until 2027. Currently neutral on Oklo, I recommend further monitoring due to their innovative approach and potential in the evolving nuclear energy market. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
Oklo: Sentiment Improves, As Do Possibilities
Summary Oklo is an early-stage nuclear power company with a scalable model for small reactors, potentially powering data centers, seen as an AI play. Shares have surged over fourfold since August, pushing the market cap over $3 billion, following regulatory approvals and growing demand. The proposed acquisition of Atomic Alchemy, meanwhile, gives a little extra upside and utilizes the increased share value pretty well. Despite arguments for that $3B market cap, revenue generation is years away, raising concerns about potential share dilution. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Oklo: Nuclear Set To Have Its Time In The Sun On AI Boom
Summary Oklo has surged over the last few months as market enthusiasm builds over data center demand for AI. The company held total cash and short-term investments of $288.5 million as of the end of its fiscal 2024 third quarter. Cash burn from operating activities is expected to be between $35 million to $45 million for its full fiscal year 2024. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Oklo: We're Betting Heavily On This 'Boom Or Bust' Nuclear Reactor Startup
Summary OKLO, a nuclear reactor startup, aims to revolutionize energy with small modular reactors (SMRs) offering clean, safe, and reliable power, despite being years from production. OKLO's strong liquidity, significant cash reserves, and promising pipeline with major clients suggest a high potential for long-term returns once operational. The company’s projected economics for SMRs are compelling, with attractive unit margins and unlevered returns. Despite risks like regulatory delays and market volatility, OKLO's innovative approach and substantial TAM make it a 'Strong Buy' at its current valuation. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Oklo Q3 Earnings: Tough To Stomach Report
Summary Oklo's stock has surged, but its operational timeline has been pushed to late 2027, making it a highly speculative investment. The release of previously locked-up shares has increased Oklo's tradable float by 12%, adding to its market volatility. Oklo's innovative business model targets the growing demand for low-carbon energy, but significant shareholder dilution and funding uncertainties remain. Investors must be prepared for high volatility and a long wait for profitability, with Oklo's success hinging on optimistic market sentiment. Read the full article on Seeking AlphaSeeking Alpha • Nov 02
Decarbonization Stocks In Focus: Oklo And 5E Advanced Materials
Summary Two decarbonization stocks came into focus recently with their big price jumps - nuclear reactor developer Oklo and boron miner 5E Advanced Materials. Oklo rallied, and continues to do so, on power demand projections for data centers. It has also made progress towards eventual operationalisation recently. 5E Advanced Materials jumped on receiving a loan option from EXIM bank, providing a lifeline for the pre-production miner, though the stock has come off since. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
Oklo: Lighting Up The New Nuclear Age
Summary I’m excited about Oklo Inc.’s focus on smaller, more cost-effective nuclear powerhouses with a strong customer pipeline. I acknowledge the speculative nature of the investment and the long wait until revenue generation in 2027. Oklo's revenue generation is a concern, but the significant insider ownership suggests a commitment to future growth. I’m encouraged by Oklo’s strong liquidity position and minimal dilution risk in the near term. Read the full article on Seeking AlphaSeeking Alpha • Sep 21
Oklo Offers A Play On Advanced Nuclear Power Generation, But Investing Is Premature
Summary Oklo (NYSE: OKLO) is a new company developing advanced nuclear fission power plants, aiming to produce 15-50 MW of electricity at the Aurora site in Illinois. Despite having $106 million in cash and almost no liabilities, Oklo's price/book ratio of 3.82 is significantly higher than the sector median. Oklo faces significant risks, including no revenue until 2027, potential cash burn, and public skepticism about nuclear power. Given the high risks and long timeline to profitability, I rate Oklo as a sell and advise against investing in such an early-stage company. Read the full article on Seeking AlphaSeeking Alpha • Aug 26
Oklo Is A Potential Nuclear Winner To Buy (But Maybe Not Just Yet)
Summary Oklo Inc. is an advanced fast-fission nuclear power company. Oklo plans to deploy, own, and operate small modular reactor plants and sell electricity and heat to its clients. The growing demand for electricity globally and renewable energy policies will favour Oklo. An interesting business model, an experienced team, sufficient funds, regulatory and operational progress, and a first mover advantage indicate a possible winner. Sam Altman has invested in Oklo and serves as Chairman. Oklo is a pre-production, unprofitable company. Certain risks should be considered by investors. Read the full article on Seeking AlphaRendement pour les actionnaires
| OKLO | US Electric Utilities | US Marché | |
|---|---|---|---|
| 7D | 0.7% | 0.5% | 1.4% |
| 1Y | 11.0% | 11.6% | 25.7% |
Rendement vs Industrie: OKLO correspondait au secteur US Electric Utilities qui a rapporté 11.6 % au cours de l'année écoulée.
Rendement vs marché: OKLO a sous-performé le marché US qui a rapporté 25.7 % au cours de l'année écoulée.
Volatilité des prix
| OKLO volatility | |
|---|---|
| OKLO Average Weekly Movement | 14.6% |
| Electric Utilities Industry Average Movement | 3.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: Le cours de l'action de OKLO a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de OKLO ( 15% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2013 | 215 | Jacob Dewitte | www.oklo.com |
Oklo Inc. développe des centrales à fission pour fournir de l'énergie à grande échelle à des clients aux États-Unis. La société propose Aurora Powerhouse, qui est conçue pour produire entre 15 et 75 mégawatts d'électricité. Elle commercialise également une technologie de recyclage du combustible nucléaire et de fabrication de combustible qui permet de convertir le combustible nucléaire usagé en combustible utilisable pour ses réacteurs.
Oklo Inc. Résumé des fondamentaux
| OKLO statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$10.64b |
| Bénéfices(TTM) | -US$128.92m |
| Recettes(TTM) | n/a |
0.0x
Ratio P/S-82.6x
Ratio P/ELe site OKLO est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| OKLO compte de résultat (TTM) | |
|---|---|
| Recettes | US$0 |
| Coût des recettes | US$0 |
| Marge brute | US$0 |
| Autres dépenses | US$128.92m |
| Les revenus | -US$128.92m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.74 |
| Marge brute | 0.00% |
| Marge bénéficiaire nette | 0.00% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de OKLO?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/22 20:03 |
| Cours de l'action en fin de journée | 2026/06/18 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Oklo Inc. est couverte par 26 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | BNP Paribas |
| Dimple Gosai | BofA Global Research |