Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. The company is headquartered in Santa Clara, California.
| Revenue (TTM) | $1.21M |
| Gross Profit (TTM) | 489,000 |
| EBITDA | $-216.80M |
| Operating Margin | -6049.00% |
| Return on Equity | -7.70% |
| Return on Assets | -6.65% |
| Revenue/Share (TTM) | $0.01 |
| Book Value | $17.69 |
| Price-to-Book | 2.26 |
| Price-to-Sales (TTM) | 6344.59 |
| EV/Revenue | 4090.7 |
| EV/EBITDA | -125.77 |
| Quarterly Earnings Growth (YoY) | 29.70% |
| Quarterly Revenue Growth (YoY) | 0.00% |
| Shares Outstanding | $186.02M |
| Float | $149.50M |
| % Insiders | 15.38% |
| % Institutions | 47.50% |
Volatility is currently contracting
I maintain my Buy rating of Oklo with my price target revised from $99 to $88 due to dilution. Q2 2026 demonstrated tangible execution progress: Groves achieved first criticality, Aurora-INL advanced, and Aurora-Ohio secured key agreements. My normalized EBITDA estimate rises modestly to $443 million, with improved confidence in risk-adjusted capacity for Ohio, INL, Fuel, and Isotopes.
Holtec's planned IPO pairs an existing revenue base with SMR growth ambitions, putting pricing at the center of investor interest.
Two separate stories are stacked on the nuclear sector today, and Oklo (NYSE:OKLO | OKLO Price Prediction) sits at the center of both.
OKLO's Ohio energy project could face at least a 14-month delay after PJM removed it from the current grid-connection review process.
Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.
Westinghouse, which is 49% owned by Cameco Corp. (CCJ), recently achieved initial criticality for its eVinci microreactor this month, marking a notable milestone for advanced nuclear deployment. Key Takeaways Westinghouse completed zero-power criticality testing for its 5 MWe eVinci microreactor at the Nevada National Security Site alongside DOE national laboratories.
Oklo had a net loss of $81.6 million in the second quarter. It is in the process of building its first small modular reactor, the Aurora Powerhouse.
Nuclear is experiencing a $10 trillion renaissance. SMR stocks like Oklo and NuScale Power are being left behind.
Risk appetite is filtering back into speculative, long-duration equities Thursday morning, and the reactor developers are the tell. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.5% to $769.
NuScale Power (NYSE:SMR) stock is down 7% to $9.15 midday Wednesday, and the selling extends across the nuclear complex.
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