Oklo Gestion
Gestion contrôle des critères 2/4
Le PDG Oklo est Jacob Dewitte, nommé en May2024, a un mandat de 2.25 ans. La rémunération annuelle totale est $ 7.04M, composée du salaire de 8.9% et des bonus 91.1%, y compris les actions et options de la société. détient directement 5.98% des actions de la société, d'une valeur de $ 428.97M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 1.4 ans.
Informations clés
Jacob Dewitte
Directeur général
US$7.0m
Rémunération totale
| Pourcentage du salaire du PDG | 8.88% |
| Durée du mandat du directeur général | 2.3yrs |
| Propriété du PDG | 6.0% |
| Durée moyenne d'occupation des postes de direction | 2.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 1.4yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jul 24
OKLO: Capital Intensive Nuclear Buildout Will Push Meaningful Cash Flows Beyond 2030
Analysts have trimmed their average price target on Oklo to $27.28 from $31.07, citing a balance between optimism around advanced nuclear commercialization, reflected in varied targets from about $51 to $80, and caution around execution risk, capital intensity, and the timing of future cash flows. Analyst Commentary Recent research on Oklo highlights a split view, with bullish targets clustered in the US$70 to US$80 range and a growing set of more cautious voices focused on execution, funding needs, and the timing of future profitability.Seeking Alpha • Jul 24
Oklo: The Story Got Better, But The Stock Still Asks Too Much
Summary OKLO has seen a sharp de-rating, falling ~28% while the SPX rose 8.7%, validating caution on its valuation and dilution risks. Operationally, OKLO has made progress: Groves reactor construction is complete, fuel constraints are eased, and regulatory milestones are being cleared faster. Liquidity stands strong at ~$2.5B, with net interest income of ~$21M/quarter helping offset ~$51M quarterly operating losses. Despite progress, missed criticality test timelines and commercial revenue remain years away, with only $55M modeled for FY2028E. Read the full article on Seeking AlphaMise à jour du récit • Jul 10
OKLO: Capital Intensive Reactor Build Out Will Delay Earnings And Cash Flows
Oklo's analyst price target has reset higher from about $23.00 to roughly $31.07, as analysts balance the company's vertically integrated SMR model and early commercial agreements with Meta against capital intensity, execution risk, and mixed ratings that range from Neutral stances with trimmed targets to more optimistic views up to $80. Analyst Commentary on Oklo Recent Street research on Oklo highlights a mix of optimism about its small modular reactor ambitions and caution around capital needs, timelines, and cash generation.
Mise à jour du récit • Jun 26
OKLO: Regulatory And Fuel Milestones Will Support Advanced Reactor Rollout
Oklo's updated analyst price target has been reduced from about $112 to roughly $89, as analysts balance the company's early commercial traction and vertically integrated SMR model against capital-intensive project buildout, execution risk, and the long runway to positive free cash flow highlighted in recent research. Analyst Commentary Recent research on Oklo highlights a mix of optimism around its small modular reactor opportunity and caution around the long and capital-heavy path to commercial maturity.
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.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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$129m |
| Dec 31 2025 | US$7m | US$625k | -US$106m |
| Sep 30 2025 | n/a | n/a | -US$77m |
| Jun 30 2025 | n/a | n/a | -US$57m |
| Mar 31 2025 | n/a | n/a | -US$59m |
| Dec 31 2024 | US$4m | US$425k | -US$74m |
| Sep 30 2024 | n/a | n/a | -US$76m |
| Jun 30 2024 | n/a | n/a | -US$74m |
| Mar 31 2024 | n/a | n/a | -US$51m |
| Dec 31 2023 | US$332k | US$211k | -US$32m |
| Sep 30 2023 | n/a | n/a | -US$21m |
| Jun 30 2023 | n/a | n/a | -US$15m |
| Mar 31 2023 | n/a | n/a | -US$13m |
| Dec 31 2022 | US$228k | US$191k | -US$10m |
Rémunération vs marché: La rémunération totale de Jacob ($USD 7.04M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.29M ).
Rémunération et revenus: La rémunération de Jacob a augmenté alors que l'entreprise n'est pas rentable.
PDG
Jacob Dewitte (39 yo)
2.3yrs
Titularisation
US$7,037,160
Compensation
Mr. Jacob Dewitte is Co-Founder and Chief Executive Officer of Oklo Inc. and serves as Director since May 2024 and its Chairman of the Board since April 22, 2025. Mr. DeWitte co-founded Legacy Oklo and ser...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 2.3yrs | US$7.04m | 5.98% $ 429.0m | |
| Co-Founder | 2.3yrs | US$2.04m | 5.81% $ 416.5m | |
| Chief Financial Officer | 3yrs | US$5.87m | 0.26% $ 18.6m | |
| Senior Director of Investor Relations | no data | pas de données | pas de données | |
| Chief Legal & Strategy Officer | 2yrs | pas de données | pas de données | |
| Head of Communications & Media | no data | pas de données | pas de données | |
| Chief Product Officer | 2.2yrs | pas de données | pas de données |
2.3yrs
Durée moyenne de l'emploi
41.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de OKLO est considérée comme expérimentée (ancienneté moyenne 2.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 13.1yrs | US$7.04m | 5.98% $ 429.0m | |
| Co-Founder | 13.1yrs | US$2.04m | 5.81% $ 416.5m | |
| Independent Director | 2.3yrs | pas de données | 0.086% $ 6.2m | |
| Independent Director | less than a year | pas de données | pas de données | |
| Independent Director | less than a year | pas de données | pas de données | |
| Lead Independent Director | 1.4yrs | US$164.49k | pas de données | |
| Independent Director | 2.3yrs | US$242.72k | 0.0091% $ 649.1k | |
| Independent Director | less than a year | pas de données | 0.000060% $ 4.3k | |
| Independent Director | 1.4yrs | US$163.82k | pas de données | |
| Independent Director | less than a year | pas de données | pas de données | |
| Independent Director | 2.3yrs | US$237.72k | 0.0071% $ 509.2k |
1.4yrs
Durée moyenne de l'emploi
60yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la OKLO n'est pas considéré comme expérimenté ( 1.4 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/04 23:50 |
| Cours de l'action en fin de journée | 2026/08/04 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 sur la façon d’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 28 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 |