Oklo Framtida tillväxt
Future kriterier kontrolleras 2/6
Oklo förväntas öka intäkter och intäkter med 23% respektive 52.6% per år. EPS förväntas tillväxt med 20.9% per år. Avkastningen på eget kapital förväntas bli -5.9% om 3 år.
Viktig information
23.0%
Tillväxttakt i vinsten
20.90%
Tillväxttakt för EPS
| Electric Utilities vinsttillväxt | 10.6% |
| Intäkternas tillväxttakt | 52.6% |
| Framtida avkastning på eget kapital | -5.91% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 17 Jun 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
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.Seeking Alpha • May 28
Oklo: The Plutonium Update Weakens My Bear Case
Summary Oklo is upgraded to Hold as the DOE Surplus Plutonium Program and NRC approval strengthen its narrative, despite lacking commercial reactor revenue. Participation in DOE's plutonium fuel program reduces a key technical risk, offering a clearer path to fuel supply for OKLO's advanced reactors. NRC approval of Oklo's Principal Design Criteria for the Aurora project decreases regulatory risk and enhances credibility, but commercial execution remains unproven. OKLO's balance sheet improved via dilution, but valuation remains aggressive, with models suggesting significant downside from the current share price. Read the full article on Seeking Alpha
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 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 AlphaPrognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 51 | -146 | -859 | -117 | 11 |
| 12/31/2027 | 5 | -141 | -639 | -102 | 15 |
| 12/31/2026 | 1 | -121 | -387 | -97 | 15 |
| 3/31/2026 | N/A | -129 | -153 | -88 | N/A |
| 12/31/2025 | N/A | -106 | -115 | -82 | N/A |
| 9/30/2025 | N/A | -77 | -69 | -62 | N/A |
| 6/30/2025 | N/A | -57 | -53 | -52 | N/A |
| 3/31/2025 | N/A | -59 | -44 | -43 | N/A |
| 12/31/2024 | N/A | -74 | -39 | -38 | N/A |
| 9/30/2024 | N/A | -76 | -31 | -31 | N/A |
| 6/30/2024 | N/A | -74 | -26 | -26 | N/A |
| 3/31/2024 | N/A | -51 | -20 | -20 | N/A |
| 12/31/2023 | N/A | -32 | -16 | -16 | N/A |
| 9/30/2023 | N/A | -21 | -13 | -13 | N/A |
| 6/30/2023 | N/A | -15 | -13 | -13 | N/A |
| 3/31/2023 | N/A | -13 | -11 | -11 | N/A |
| 12/31/2022 | N/A | -10 | -10 | -10 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: OKLO förväntas förbli olönsam under de kommande 3 åren.
Resultat vs marknad: OKLO förväntas förbli olönsam under de kommande 3 åren.
Höga tillväxtresultat: OKLO förväntas förbli olönsam under de kommande 3 åren.
Intäkt vs marknad: OKLO s intäkter ( 52.6% per år) förväntas växa snabbare än US marknaden ( 13% per år).
Hög tillväxtintäkter: OKLO s intäkter ( 52.6% per år) förutspås växa snabbare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: OKLO förväntas bli olönsam om 3 år.
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/21 10:15 |
| Aktiekurs vid dagens slut | 2026/06/18 00:00 |
| Intäkter | 2026/03/31 |
| 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 denna rapport 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 26 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 |