The Motley Fool·21h ago
Jensen Huang Says AI Needs 1,000 Times More Power. Here's Why Oklo and NuScale Power May Still Suffer.Scaling AI technology requires scaling data center infrastructure. Data center infrastructure is energy intensive.
Oklo is a pre-revenue advanced nuclear developer with no rate base or regulatory recovery mechanism, evidenced by only $1.2M revenue in 2026Q2 against a $73.2M operating loss.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Oklo remains pre-revenue with only $1.2M recognized in 2026Q2, while operating losses widened to -$73.2M (operating margin -60.5%), reflecting escalating R&D and licensing costs.
The increasing demand for power from AI and data centers presents a massive market opportunity for Oklo's technology. The company has secured significant customer pipeline agreements, including with Meta Platforms and Switch, indicating strong future demand.
Oklo's Aurora fast fission reactor technology is seen as a differentiator. It's designed to be more fuel-efficient and produce less waste than conventional reactors, with the potential for safer operation at higher temperatures.
Oklo benefits from a favorable federal backdrop, with projects selected for the Department of Energy's Reactor Pilot Program and Fuel Line Pilot Program. Partnerships with entities like Nvidia and Los Alamos National Laboratory for nuclear fuel validation further bolster its prospects.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 6, 2026 | -$0.28-3.9% vs -$0.27 | $2M+80.8% vs $1M |
Q3 2026 Aug 7, 2026 | -$0.28-70.9% vs -$0.16 | $1M+1223.6% vs $91,419 |
Q2 2026 May 12, 2026 | -$0.19+0.4% vs -$0.19 | — vs — |
Q2 2026 Mar 17, 2026 | -$0.27-50.0% vs -$0.18 | — vs — |
Scaling AI technology requires scaling data center infrastructure. Data center infrastructure is energy intensive.
Oklo Inc. ( OKLO ) Q3 2026 Earnings Call November 6, 2026 8:30 AM EST Company Participants Sam Doane - Senior Director of Investor Relations Jacob Dewitte - Co-Founder, CEO & Chairman Richard Bealmear - Chief Financial Officer Conference Call Participants Joseph Osha - Guggenheim Securities, LLC, Research Division Dimple Gosai - Piper Sandler & Co., Research Division George Gianarikas - Canaccord Genuity Corp., Research Division Marc Bianchi - TD Cowen, Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Nathaniel Pendleton - Texas Capital Securities, Research Division Derek Soderberg - Cantor Fitzgerald & Co., Research Division Ryan Pfingst - B. Riley Securities, Inc., Research Division Jeffrey Campbell - Seaport Research Partners Christopher Souther - Truist Securities, Inc., Research Division Seth Basham - Wedbush Securities Inc., Research Division Sameer Joshi - H.C.
Oklo stock is jumping on Friday after the nuclear company reported a loss of $0.22 per share before the bell. Oklo had $3.13 billion in cash and investments at the end of the quarter, most of it from $2.3 billion in stock sales, but it is still basically pre-revenue.
Oklo plans to build and operate small nuclear reactors, selling electricity to customers through long-term agreements. Its reactors could be cheaper to build than conventional power plants, but initial deployments will still have high costs.
Benchmark OKLO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Oklo Inc. (OKLO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.55 | $4.1B | -26.95 | — | -5366.1% | -5.97% | — | |
| $5.08 | $680.26M | -11.21 | -15.02% | -6817% | -11.98% | — | |
| $119.52 | $10.95B | 29.33 | 18.3% | 10.41% | 28.48% | 0.84% | |
| $11.11 | $596.59M | -17.18 | — | -15815.12% | -6.66% | — | |
| $4.20 | $147.62M | -5.39 | — | — | -12.33% | — | |
| $249.95 | $89.76B | 25.54 | 8.34% | 11.08% | 14.48% | 0.62% |
Oklo Inc. (OKLO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Oklo Inc. (OKLO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jun 8, 2026·SEC
May 13, 2026·SEC
Get notified when OKLO posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Oklo Inc. (OKLO) stock FAQ — growth, dividends, profitability & financials explained
Oklo Inc. (OKLO) reported $3.1M in revenue over the trailing twelve months.
No. Oklo Inc. (OKLO) reported a net loss of $164.8M over the trailing twelve months.
Oklo Inc. (OKLO) had a return on equity (ROE) of -6.0% over the trailing twelve months. A negative ROE means the company lost money over the period.
Oklo Inc. (OKLO) had negative free cash flow of $1.33B over the trailing twelve months.
