Key Takeaways OKLO is pursuing a combined NRC license to cover both construction and operations.OKLO's Part 52 pathway allows reuse of safety and design documents for future sites.OKLO's Aurora-INL application is under review, building regulatory momentum.Regulatory execution is becoming one of the biggest deciding factors in bringing advanced nuclear technologies to market. In this industry, licensing timelines often determine whether projects move forward or face delays. For Oklo Inc. (OKLO) , steady prog ...

Oklo (NYSE: OKLO) stock has been on a bit of a roller-coaster ride lately. After peaking at over $190 a share in mid-October of last year, the stock has lost roughly two-thirds of that value to trade at about $66 today. The volatility is, of course, to be expected. Oklo is a pre-revenue advanced nuclear company that's riding on the promise of delivering always-on power to clients -- like data centers -- that need it badly. However, it doesn't have regulatory approval for its nuclear reactors, and it likely ...

Oklo Inc. (NYSE:OKLO) is among the 10 best meme stocks to buy now. It has been on analysts’ radar and currently carries a consensus Moderate Buy rating, with an average share price upside of 94.99% as of the close on February 12. Oklo Inc. (OKLO) a Moderate Buy, Per Wall Street Recent updates include Goldman Sachs, on February 4, trimming the stock price target to $91 from $106 while reiterating a Neutral rating. In a research note to investors, Goldman analyst Brian K. Lee discussed the strong rally in ...

Group 1 - The core viewpoint of the news highlights the recent trading performance and financial results of Oklo Inc. (OKLO) as of February 2026 [1] - Oklo's stock had a trading volume of $618 million on February 9, 2026, with a daily increase of 5.56%, closing at $75.05, although the stock has seen a cumulative decline of 5.74% in February [1] - The latest financial report for Oklo covers the third quarter of the fiscal year 2025, showing a net loss of $64.217 million, which represents a year-over-year increase in losses of 4.81% [1] Group 2 - Oklo is focused on developing advanced fast fission nuclear power plants, with its flagship product, the Aurora plant, aimed at providing clean energy and commercializing nuclear fuel recycling technology [2]

Core Insights - Oklo has experienced significant stock volatility, trading as low as $5 and as high as $193, currently 63% below its all-time high, indicating potential vulnerability to further declines [1] Company Developments - Oklo is developing advanced fission power plants known as Aurora powerhouses, which can operate on recycled fuel and are designed for up to 10 years of operation before refueling [2] - The technology is based on the Experimental Breeder Reactor-II, which operated for 30 years at Argonne National Laboratory until its shutdown in 1994 [2] Industry Context - Nuclear energy is attractive for technology companies due to its carbon-free emissions and reliable base-load power, essential for data centers [4] - Oklo aims to address the lengthy construction times of traditional nuclear plants by creating small, factory-built reactors for quicker deployment [4] Strategic Partnerships - In January, Oklo secured a deal with Meta Platforms to develop a 1.2 GW power campus in Ohio, with Meta prepaying for power to provide upfront capital for the project [5] - The project is set to scale up to full capacity by 2034, with the first phase targeted for 2030 [5] Future Outlook - Oklo's first commercial Aurora powerhouse at the Idaho National Laboratory is not expected to operate until late 2027 or early 2028, pending regulatory approvals and construction [6] - The company has begun construction on its Aurora powerhouse and is also building a fuel fabrication facility on site [7]

Core Insights - Oklo Inc. (OKLO) is positioned at the intersection of advanced nuclear energy and the growth of artificial intelligence (AI), having secured a partnership with Meta Platforms (META) to develop a 1.2-gigawatt nuclear campus in Ohio [1][3] - Despite a previous surge in share price to a 52-week high of nearly $194, OKLO's stock has declined over 30% recently as investors reassess its valuation and execution risks [2][5] Company Developments - The agreement with META is a significant validation for OKLO, with pre-construction activities expected to start in 2026 and the first phase operational around 2030, with full delivery targeted by 2034 [3][4] - META's prepayment mechanism for the project provides upfront funding, which enhances capital visibility and reduces some financing uncertainties [3][12] Financial Performance - OKLO remains pre-revenue, reporting a loss of $0.20 per share in Q3 2025 and has missed earnings estimates in three of the last four quarters [10][12] - The company has a cash position of approximately $410 million but continues to experience negative free cash flow and relies on capital markets for funding [12] Market Position and Valuation - OKLO's shares are trading at over 8 times book value, significantly higher than its subindustry, despite having no operational reactors [6][8] - The stock's volatility reflects speculative positioning, with recent declines indicating that investor sentiment is more influenced by headlines than by financial progress [5][6] Industry Context - The nuclear energy sector is experiencing strong tailwinds, with projections indicating a potential 75% to 100% increase in U.S. electricity demand by 2050 due to AI [14] - Established operators like Constellation Energy (CEG) provide a more stable investment opportunity, generating billions in revenue and securing long-term power agreements with major tech companies [13][15] Technology and Future Prospects - OKLO is in the early stages of commercializing its sodium-cooled liquid-metal reactor technology, which presents engineering challenges and has not yet been proven at a commercial scale [16] - The company is also exploring additional initiatives, including a potential fuel facility in Tennessee and a military partnership in Alaska, which may stretch its capital and execution capabilities [16]

Core Viewpoint - Oklo Inc. (NYSE:OKLO) has experienced a significant decline in share price, dropping by 10.94% from February 3 to February 10, 2026, making it one of the worst-performing energy stocks during that week [1]. Group 1: Price Target and Analyst Ratings - Goldman Sachs has reduced its price target for Oklo Inc. from $106 to $91 while maintaining a 'Neutral' rating, indicating a potential upside of over 37% from current levels [4]. - The reduction in price target reflects a cautious outlook due to rising nuclear fuel costs, which could impact the affordability of nuclear power and subsequently the demand for Oklo's small modular reactors [5]. Group 2: Market Context and Industry Trends - There is a growing global interest in nuclear power, as highlighted by Goldman's February Global Reactor Tracker, which covers developments in North America, Europe, and Asia [4]. - The investment bank has noted a strong start-of-year rally in uranium spot prices, which may influence future pricing forecasts ahead of Q4 earnings [4].

Core Viewpoint - Oklo is positioned at the intersection of significant trends in nuclear power and technology, particularly in small modular reactors (SMRs) and their potential to address power challenges posed by artificial intelligence (AI) [1] Group 1: Company Overview - Oklo is developing liquid-metal reactors that utilize sodium as a coolant, which can operate at higher temperatures and lower pressures than traditional water-cooled reactors, although sodium is more corrosive [1] - The company is working on a nuclear fuel plant in Oak Ridge, Tennessee, with an investment of up to $1.68 billion, and has partnered with the Air Force to deploy a small liquid-cooled reactor at Eielson Air Force Base in Alaska [2] Group 2: Financial Performance - Oklo currently generates no revenue and relies entirely on investor funding and credit lines, which raises concerns about its financial sustainability [3] - In Q3 2025, Oklo reported a net loss of $29.7 million and increased its total debt to $1.9 million, despite a significant cash position growth of 346.7% to $410 million [4] - The company's free cash flow for the quarter fell by 188.8% to negative $23 million, indicating ongoing financial challenges [4] Group 3: Competitive Landscape - Other companies in the SMR sector, such as BWX Technologies, Rolls-Royce, and NuScale, are generating revenue through various means, contrasting with Oklo's current lack of income [6]

Core Viewpoint - Oklo, a nuclear start-up, has seen its stock price drop over 60% from its October highs, raising questions about its future and whether it presents a buying opportunity at current levels [2][10]. Company Overview - Oklo is in its pre-commercial phase and does not expect to begin commercial operations until late 2027 or early 2028, making current financial metrics less relevant for long-term prospects [2][5]. - The company's market capitalization is approximately $11 billion, with shares currently trading around $71.15 [2]. Stock Performance - Oklo's stock price has fluctuated significantly, with a 52-week range of $17.42 to $193.84, indicating high volatility [2]. - The stock experienced a notable drop after Cathie Wood's Ark ETF sold a portion of its shares, highlighting the impact of investor sentiment on stock performance [4]. Regulatory Environment - The Nuclear Regulatory Commission (NRC) approval process is a significant hurdle for nuclear projects, requiring years to navigate [6]. - Oklo is currently applying for a combined license from the NRC, which includes design, construction, and operational approval, while also participating in the U.S. Department of Energy's Reactor Pilot Program to expedite testing and deployment [7][8]. Investment Considerations - The current low stock price may present a buying opportunity, especially if any regulatory progress is made, which could lead to a rapid increase in stock value [10][11]. - Investors are advised to consider the inherent risks and volatility associated with investing in speculative stocks like Oklo [5][9].

Core Viewpoint - Oklo is at a pivotal moment as it seeks to establish itself as a key energy provider for AI and data centers, significantly influenced by a substantial nuclear agreement with Meta [1] Group 1: Company Positioning - Oklo is leveraging a major nuclear deal with Meta to enhance its role in supplying power to AI and data centers [1] - The stock has shown a notable increase of 14.50% as of February 2, 2026, indicating market optimism regarding its future prospects [1] Group 2: Potential Upsides - The partnership with Meta could provide Oklo with a competitive edge in the energy sector, particularly in meeting the growing demands of AI technologies [1] - Successful commercialization of its nuclear technology could lead to significant growth opportunities for Oklo [1] Group 3: Risks and Challenges - The company faces inherent risks associated with the nuclear energy sector, which could impact its stock performance as commercialization approaches [1] - The volatility of the stock price suggests that Oklo's future is uncertain, with potential for both substantial gains and losses [1]