Oklo Inc.

NYSE:OKLO Voorraadrapport

Marktkapitalisatie: US$8.3b

Oklo Inkomsten in het verleden

Verleden criteriumcontroles 0/6

De winst van Oklo is gedaald met een gemiddeld jaarlijks percentage van -52.4%, terwijl de winst van de Electric Utilities -industrie jaarlijks groeide met 6.7%. De inkomsten zijn groeide met een gemiddeld percentage van 171.2% per jaar.

Belangrijke informatie

-52.35%

Groei van de winst

23.68%

Groei van de winst per aandeel

Electric Utilities Groei van de industrie6.28%
Inkomstengroei171.15%
Rendement op eigen vermogen-4.67%
Nettomarge-12,625.54%
Laatste winstupdate30 Jun 2026

Recente prestatie-updates uit het verleden

Recent updates

Seeking Alpha • Aug 08

Inside Oklo's 14% Jump (Q2 Earnings Review)

Summary Oklo’s Q2 surprised with $1.2M in revenue and a 14% post‑earnings jump, but the beat came from acquired businesses and doesn’t yet validate the core fast‑fission model. The Groves reactor reaching first criticality in 229 days shows real execution capability, yet major uncertainties remain around Aurora‑INL’s full-cost structure and expected returns. Despite stronger execution and a larger cash runway, valuation still screens neutral; the stock reflects the base‑case scenario, and more cost disclosure is needed before upgrading. Read the full article on Seeking Alpha
Narratiefupdate • Aug 07

OKLO: Capital Intensive Buildout And Execution Risks Will Delay Cash Generation

Oklo's analyst fair value estimate has shifted to $30.21 from $27.28 as analysts weigh updated revenue growth, margin, and long term P/E assumptions against mixed price target revisions and ongoing execution and capital requirements highlighted in recent research. Analyst Commentary Recent Street research on Oklo shows a split view between optimism on the long term opportunity in advanced nuclear and caution around execution, capital intensity, and the timing of commercial milestones.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • 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.
Nieuw narratief • 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?
Nieuw narratief • 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?
Nieuw narratief • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Opbrengsten en kosten

Hoe Oklo geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.

Inkomsten en omzetgeschiedenis

NYSE:OKLO Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
30 Jun 261-153114104
31 Mar 260-1299677
31 Dec 250-1068158
30 Sep 250-775741
30 Jun 250-574231
31 Mar 250-593331
31 Dec 240-742626
30 Sep 240-762123
30 Jun 240-741720
31 Mar 240-511111
31 Dec 230-32910
30 Sep 230-2177
30 Jun 230-1557
31 Mar 230-1356
31 Dec 220-1046

Kwaliteitswinsten: OKLO is momenteel verliesgevend.

Groeiende winstmarge: OKLO is momenteel verliesgevend.

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Winsttrend: OKLO is verliesgevend en de verliezen zijn de afgelopen 5 jaar toegenomen met een snelheid van 52.4% per jaar.

Versnelling van de groei: Het is niet mogelijk om de winstgroei van OKLO over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.

Winst versus industrie: OKLO is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Electric Utilities industrie ( 9.1% ).

Rendement op eigen vermogen

Hoge ROE: OKLO heeft een negatief Return on Equity ( -4.67% ), omdat het momenteel verliesgevend is.

Rendement op activa

Rendement op geïnvesteerd vermogen

Ontdek sterk presterende bedrijven uit het verleden

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Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/11 22:22
Aandelenkoers aan het einde van de dag2026/08/11 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Oklo Inc. wordt gevolgd door 28 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Christine ChoBarclays
Moses SuttonBNP Paribas
Dimple GosaiBofA Global Research