Oklo Inc. (NYSE:OKLO) is included among the 11 Best Performing Energy Stocks in 2025. Cathie Wood's ARK Investment Acquires Stake in OKLO dan-meyers-xXbQIrWH2_A-unsplash Backed by OpenAI’s Sam Altman, Oklo Inc. (NYSE:OKLO) develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to customers in the United States. With gains of over 252% since the beginning of 2025, Oklo Inc. (NYSE:OKLO) has become the poster child for ‘data center nuclear’. While the company’s A ...

Core Viewpoint - Oklo has experienced a significant stock price increase of over 275% in 2025, but its high valuation and early development stage raise concerns for potential investors [1][5]. Company Overview - Oklo is currently valued at approximately $12 billion, with a stock price around $76.92, and is pre-revenue, not expected to generate revenue until 2027, projected at about $16 million [2][5]. - The company is in the early stages of development and lacks the necessary approval from the NRC to build powerhouses commercially [2]. Valuation Comparison - Oklo's valuation is approximately 750 times its projected 2027 sales, significantly higher than NuScale Power, which has a market cap of about $5 billion and trades at around 16 times its projected 2027 revenue [5][6][8]. - This disparity indicates that Oklo is being valued as if it is ready to deploy reactors, while NuScale is recognized as a developer still proving its technology [8]. Industry Context - The Department of Energy (DOE) highlights both advantages and challenges of nuclear-powered data centers, with Oklo's design offering benefits like 24/7 power and compact design, but also facing challenges such as the need for a domestic supply of uranium fuel and high capital costs [9][10]. - The DOE does not anticipate widespread commercial reactors until the 2030s, indicating a long and uncertain timeline for licensing and deployment [10].