Oklo (OKLO) Aktievy
Oklo Inc. utvecklar fissionskraftverk för att tillhandahålla energi i stor skala till kunder i USA. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
+ 2 fler risker
OKLO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$80.55
FV
47.7% undervärderad intrinsisk rabatt641
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Oklo Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$42.09 |
| 52 veckors högsta | US$193.84 |
| 52 veckors lägsta | US$36.61 |
| Beta | 1.2 |
| 1 månads förändring | 4.57% |
| 3 månaders förändring | -38.73% |
| 1 års förändring | -40.88% |
| 3 års förändring | 306.67% |
| 5 års förändring | 328.18% |
| Förändring sedan börsintroduktionen | 321.74% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Aug 21
OKLO: Capital Intensive Nuclear Buildout Will Prolong Execution And Cash Flow Risks
Oklo's analyst fair value estimate has been revised lower from $30.21 to $26.24 as analysts trim price targets across the sector, while still citing progress on balance sheet strength, execution capabilities, and long term deployment plans. Analyst Commentary Recent Street research on Oklo points to a mixed but increasingly cautious tone.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 AlphaUppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • Aug 21
OKLO: Capital Intensive Nuclear Buildout Will Prolong Execution And Cash Flow Risks
Oklo's analyst fair value estimate has been revised lower from $30.21 to $26.24 as analysts trim price targets across the sector, while still citing progress on balance sheet strength, execution capabilities, and long term deployment plans. Analyst Commentary Recent Street research on Oklo points to a mixed but increasingly cautious tone.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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Ny berättelse • 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.Ny berättelse • 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?
Ny berättelse • 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?Ny berättelse • 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 AlphaAktieägarnas avkastning
| OKLO | US Electric Utilities | US Marknad | |
|---|---|---|---|
| 7D | -4.1% | -3.2% | -1.2% |
| 1Y | -40.9% | 1.8% | 18.3% |
Avkastning vs industri: OKLO presterade sämre än US Electric Utilities branschen som gav 1.8 % under det senaste året.
Avkastning vs Marknaden: OKLO presterade sämre än US marknaden som gav 18.3 % under det senaste året.
Prisvolatilitet
| OKLO volatility | |
|---|---|
| OKLO Average Weekly Movement | 11.8% |
| Electric Utilities Industry Average Movement | 2.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: OKLO s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: OKLO s veckovolatilitet ( 12% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2013 | 215 | Jacob Dewitte | www.oklo.com |
Oklo Inc. utvecklar fissionskraftverk för att tillhandahålla energi i stor skala till kunder i USA. Bolaget erbjuder Aurora Powerhouse, som är konstruerat för att producera mellan 15 och upp till 75 megawatt el. Bolaget kommersialiserar också teknik för återvinning och tillverkning av kärnbränsle som kan omvandla använt kärnbränsle till användbart bränsle för bolagets reaktorer.
Oklo Inc. Sammanfattning av grunderna
| OKLO grundläggande statistik | |
|---|---|
| Börsvärde | US$7.83b |
| Vinst(TTM) | -US$152.77m |
| Intäkter(TTM) | US$1.21m |
6,471x
P/S-förhållande-51.3x
P/E-förhållandeÄr OKLO övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| OKLO resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.21m |
| Kostnad för intäkter | US$721.00k |
| Bruttovinst | US$489.00k |
| Övriga kostnader | US$153.26m |
| Intäkter | -US$152.77m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -0.82 |
| Bruttomarginal | 40.41% |
| Nettovinstmarginal | -12,625.54% |
| Skuld/egenkapitalförhållande | 0.02% |
Hur har OKLO utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/24 19:34 |
| Aktiekurs vid dagens slut | 2026/08/21 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Oklo Inc. bevakas av 28 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | BNP Paribas |
| Dimple Gosai | BofA Global Research |