Key Stats for Oklo Stock
- Pre-market Price Change for Oklo stock: -1%
- $OKLO Share Price as of Nov. 11: $104
- 52-Week High: $194
- $OKLO Stock Price Target: $102
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What Happened?
Oklo (OKLO) stock is down in pre-market trading following the company’s third-quarter earnings report, which showed a wider-than-expected loss as the nuclear power startup scales up its operations.
The company posted a loss of $0.20 per share, missing analyst estimates of a loss of $0.13 per share. Total operating expenses jumped to $36.3 million, nearly triple the $12.3 million reported in the same quarter last year.
The expense increase came from higher payroll costs, professional fees related to capital market activity, and $9.1 million in non-cash stock compensation.
While Oklo is pre-revenue, it ended the quarter with roughly $1.2 billion in cash and marketable securities after completing a $540 million capital raise through an at-the-market offering.
Oklo announced regulatory progress that could accelerate deployment timelines, as it was selected for three projects under the Department of Energy’s Reactor Pilot Program.
This program provides an alternative authorization pathway, allowing construction to begin while licensing work continues in parallel.
Oklo also broke ground on its first Aurora powerhouse at Idaho National Laboratory and secured approval for its Nuclear Safety Design Agreement in just two weeks, demonstrating a new fast-track authorization process.
Oklo maintains its target to deploy its first commercial Aurora plant by 2027 and has announced up to $1.68 billion in planned investments for an Advanced Fuel Center in Tennessee, which would create over 800 jobs.
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What the Market Is Telling Us About Oklo Stock
The modest decline in Oklo stock suggests investors are weighing near-term losses against long-term potential.
Despite the earnings miss, the company’s 390% gain year-to-date shows strong conviction that advanced nuclear power will play a major role in meeting AI data center energy demands.
The DOE’s Reactor Pilot Program could be a game-changer for Oklo stock. By allowing construction before full NRC licensing is complete, the company can potentially cut years off traditional timelines.
CEO Jacob DeWitte emphasized this shift represents “Manhattan Project level speed” in bringing new nuclear technology to market.
However, Oklo needs to prove it can fabricate fuel, complete construction on budget, and transition from DOE oversight to full NRC commercial licensing.
Fuel supply chain challenges and rising costs, including those from tariffs and inflation, add complexity to the first few deployments.
With zero revenue and mounting expenses, Oklo’s stock is likely to remain volatile as the company works toward its 2027 commercial deployment target.
Investors betting on the nuclear renaissance are clearly willing to look past current losses, but the path from regulatory approval to profitable operations will take time.
The strong balance sheet provides runway, but converting a 14-gigawatt customer pipeline into signed power purchase agreements will be critical to validating the business model.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
