Oklo 過去の業績
過去 基準チェック /06
Okloの収益は年平均-52.1%で減少しているが、Electric Utilities業界はgrowingで6.2%年平均の収益となった。
主要情報
-52.08%
収益成長率
33.33%
EPS成長率
| Electric Utilities 業界の成長 | 6.28% |
| 収益成長率 | n/a |
| 株主資本利益率 | -7.16% |
| ネット・マージン | n/a |
| 次回の業績アップデート | 12 May 2026 |
最近の業績更新
Recent updates
Seeking Alpha • May 08
Oklo: Q1 Earnings Is The Inflection Point For The SMR Trade
Summary Oklo is rated Buy with an $88 price target, reflecting a 14% upside from ~$77, driven by its unique owner-operator SMR model. OKLO's $2.5B liquidity eliminates financing overhang, while regulatory milestones and the Meta prepayment deal anchor its near-term revenue visibility. The May 12 earnings print is a pivotal inflection point; confirmation of key milestones could unwind the duration discount and trigger a sharp move higher. Risks include timeline slippage, erosion of regulatory/timing advantages, and sodium-cooled reactor execution, but the structural revenue model and macro tailwinds remain compelling. Read the full article on Seeking Alpha
新しいナラティブ • 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?
新しいナラティブ • 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?
新しいナラティブ • Mar 15
Oklo Inc. (OKLO): The Advanced Nuclear Gamble and the Meta "Power Campus" Pivot
Oklo Inc. (OKLO) is the frontline speculative play for the AI-driven nuclear renaissance, closing the March 13, 2026, session at $58.37 USD.
新しいナラティブ • 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 Alpha収支内訳
収支内訳
Oklo の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 0 | -106 | 81 | 58 |
| 30 Sep 25 | 0 | -77 | 57 | 41 |
| 30 Jun 25 | 0 | -57 | 42 | 31 |
| 31 Mar 25 | 0 | -59 | 33 | 31 |
| 31 Dec 24 | 0 | -74 | 26 | 26 |
| 30 Sep 24 | 0 | -76 | 21 | 23 |
| 30 Jun 24 | 0 | -74 | 17 | 20 |
| 31 Mar 24 | 0 | -51 | 11 | 11 |
| 31 Dec 23 | 0 | -32 | 9 | 10 |
| 30 Sep 23 | 0 | -21 | 7 | 7 |
| 30 Jun 23 | 0 | -15 | 5 | 7 |
| 31 Mar 23 | 0 | -13 | 5 | 6 |
| 31 Dec 22 | 0 | -10 | 4 | 6 |
質の高い収益: OKLOは現在利益が出ていません。
利益率の向上: OKLOは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: OKLOは利益が出ておらず、過去 5 年間で損失は年間52.1%の割合で増加しています。
成長の加速: OKLOの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: OKLOは利益が出ていないため、過去 1 年間の収益成長をElectric Utilities業界 ( 8.3% ) と比較することは困難です。
株主資本利益率
高いROE: OKLOは現在利益が出ていないため、自己資本利益率 ( -7.16% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 01:44 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Oklo Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | BNP Paribas |
| Dimple Gosai | BofA Global Research |