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. The company is aggressively scaling its asset base, with PPE net surging from $2.2M ...
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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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 — |
Q4 2025 Nov 11, 2025 | -$0.20-48.1% vs -$0.14 | — vs — |
NuScale's reactor design already has NRC certification, but its TVA and Romania deals are still unsigned. Oklo cleared a big Department of Energy safety milestone, though it still hasn't deployed commercially.
NuScale Power uses realistic SMR simulation to build operator familiarity with digital controls, reactor behavior and multi-module plant management.
Oklo shares have been crushed over the past year, yet the company just pulled off something no other advanced nuclear startup has done at full scale.
In a boost for struggling sector, JPMorgan highlighted long-term, structural supply deficits for uranium.
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 |
|---|---|---|---|---|---|---|---|
| $38.82 | $6.75B | -53.92 | — | — | -12.24% | — | |
| $8.69 | $1.16B | -4.00 | -15.02% | -3888.7% | -35.59% | — | |
| $141.81 | $12.99B | 39.50 | 18.3% | 10.11% | 27.93% | — | |
| $17.01 | $913.41M | -16.05 | — | -15815.12% | -6.66% | — | |
| $6.72 | $236.19M | -8.40 | — | — | -11.51% | — | |
| $263.88 | $94.76B | 35.66 | 8.34% | 11.12% | 14.54% | — |
Oklo Inc. (OKLO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Oklo Inc. (OKLO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jun 8, 2026·SEC
May 13, 2026·SEC
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Oklo Inc. (OKLO) stock FAQ — growth, dividends, profitability & financials explained
Oklo Inc. (OKLO) reported $1.2M in revenue for fiscal year 2025.
Oklo Inc. (OKLO) reported a net loss of $152.8M for fiscal year 2025.
Oklo Inc. (OKLO) has a return on equity (ROE) of -12.2%. Negative ROE indicates the company is unprofitable.
Oklo Inc. (OKLO) had negative free cash flow of $1.24B in fiscal year 2025, likely due to heavy capital investments.
