Core Viewpoint - The nuclear energy industry is experiencing a renaissance, with stocks like Oklo showing significant gains, driven by increasing enthusiasm for nuclear energy and various catalysts supporting its growth [1][7]. Group 1: Factors Driving Oklo's Growth - Oklo's stock surged 559.6% due to multiple catalysts, including letters of intent from two data center customers for deploying its Aurora powerhouse small modular reactors, potentially providing up to 750 megawatts in capacity [3]. - A nonbinding agreement with Switch to deploy 12 gigawatts in Aurora powerhouse projects through 2044 further fueled investor interest [4]. - The announcement of OpenAI's Stargate Project in January 2025, aimed at developing data center infrastructure, attracted more investors to Oklo [4]. Group 2: Political and Regulatory Support - Executive orders signed by President Trump in May to reinvigorate the nuclear energy industry have positively impacted Oklo's stock, reflecting a shift in Washington's attitude towards nuclear development [5]. - The U.S. Nuclear Regulatory Commission's agreement to review Oklo's report for regulatory approval of its Aurora powerhouse represents another significant milestone for the company [9]. Group 3: Market Potential and Future Growth - The demand for data center infrastructure is expected to rise dramatically, with global spending projected to increase from $430 billion in 2024 to $1.1 trillion by 2029, benefiting companies like Oklo [8]. - Oklo's subsidiary, Atomic Alchemy, is advancing in radioisotopic production, with a facility planned in Idaho, which is expected to expand its capabilities in this growing market [10]. - The market for radioisotopic production is projected to grow at an 89.7% compound annual growth rate, from approximately $5.68 billion in 2024 to $953 billion in 2032, indicating substantial future opportunities for Oklo [11].

Core Insights - U.S. President Donald Trump signed executive orders to enhance nuclear power generation capacity, aiming to increase it from approximately 100 gigawatts (GW) in 2024 to 400 GW by 2050, which is beneficial for Oklo Inc. [1] - Oklo's shares rose 30.3% since May 23, significantly outperforming its sector's return of 7.6% and the S&P 500's rise of 3.1%, driven by Trump's nuclear expansion plan [2][8] - Oklo's management views the executive orders as a crucial step for advanced nuclear deployment, aligning with the company's mission to modernize licensing and construction processes [3] Company Developments - Oklo has secured a Department of Energy site use permit and a federal fuel award, which are seen as key enablers for its commercial rollout [4] - The executive orders may expedite Oklo's licensing process with the U.S. Nuclear Regulatory Commission (NRC), potentially fast-tracking the commercial deployment of its Aurora reactor [5] - Analysts project a potential upside for Oklo, with a high-price target of $75 indicating a 17.8% increase from its last closed price [6] Industry Context - Other nuclear stocks like BWX Technologies and NuScale Power Corporation are also expected to benefit from the executive orders [9] - BWX Technologies has seen a 15.5% increase in shares since May 23, following significant manufacturing contracts for nuclear energy projects [10] - NuScale Power's shares rose 28.4% since May 23, as it received final clearance to upgrade its module output from 50 megawatts (MW) to 77 MW [11] Valuation Metrics - Oklo is currently trading at a trailing 12-month price-to-book (P/B) multiple of 32.90X, which is a premium compared to the industry average of 5.13X [12]

Group 1 - Oklo's shares have increased by 5.7% amid broader market gains, particularly in the S&P 500 and Nasdaq Composite [1] - The company has been conditionally selected to provide power to an Air Force base in Alaska, with the contract pending finalization after years of delays [2] - The Aurora Powerhouse, an advanced small nuclear reactor (SMR) developed by Oklo, will supply all necessary power to the remote base, ensuring its independence from the grid [3] Group 2 - President Trump has signed executive orders to expedite the permitting process for new reactors and enhance domestic uranium production, which has positively impacted nuclear stocks, including Oklo [5] - SMRs, like those developed by Oklo, can be customized for specific sites, such as military bases and AI data centers, indicating a strong demand for this technology [6] - The successful development of a safe and operational SMR by Oklo could lead to significant success in the market [6]

Shares in nuclear power company Oklo (OKLO -5.32%) rose by a whopping 28% in the week to Friday morning. The move comes in a busy week for the company, whereby events helped encapsulate the investment case for the stock.What does Oklo doThe company is developing what it describes as "next-generation fast fission power plants," known as Aurora. Its Aurora powerhouse has a few interesting qualities. First, it's based on a fast fission plant (Experimental Breeder Reactor-II) that the U.S. government operated f ...

Oklo (NYSE: OKLO) stock received a price target increase on Wednesday, June 12, as Wedbush Securities analyst Daniel Ives lifted his outlook to $75 from $55 while maintaining an Outperform rating. The analyst cited the Trump Administration’s increased focus on using nuclear energy to power AI datacenter buildout.The upgrade comes on the heels of a stunning rally that saw Oklo shares surge 41.32% over the past five days and 211.35% year-to-date, hitting a fresh all-time intraday high of $68.24 on Wednesday a ...

Core Insights - The global clean energy sector is evolving, with nuclear energy stocks like Oklo Inc. and NuScale Power gaining attention due to rising government support and investment in small modular and advanced nuclear technologies [1][2] Summary of Oklo Inc. (OKLO) - Recent Achievements: Oklo signed a Memorandum of Understanding with Korea Hydro & Nuclear Power to support the development of its Aurora powerhouse and completed borehole drilling for site characterization at Idaho National Laboratory [4][5] - Financial Stability: As of Q1 2025, Oklo had cash and cash equivalents of $201 million, down from $228 million at the end of 2024, but reported no notable debt, indicating solid financial stability [7] - Challenges: Oklo has not yet started generating revenues, with its first Aurora powerhouse expected to go live in 2027, and faces high operating costs [8] Summary of NuScale Power Corporation (SMR) - Recent Achievements: NuScale reported a narrower loss per share compared to the prior year and an impressive year-over-year revenue growth of 857.1%, being the only small modular reactor company with U.S. Nuclear Regulatory Commission design approval [9][10] - Financial Stability: As of Q1 2025, NuScale had cash and cash equivalents of $527 million, up from $447 million at the end of 2024, and reported no notable debt, indicating strong financial stability [11] - Challenges: NuScale has yet to secure a firm commercial order but expects its first order this year, while also facing industry-wide challenges [12] Earnings Per Share (EPS) Estimates - Oklo's 2025 EPS estimate is a loss of 42 cents, an improvement from a loss of 74 cents the previous year, with estimates trending upward [13] - NuScale's 2025 EPS estimate is a loss of 41 cents, a deterioration from earnings of 42 cents the previous year, with estimates remaining constant [14] Stock Performance and Valuation - Over the past three months, SMR has outperformed OKLO with a 128.9% increase compared to OKLO's 88%, but OKLO has shown a 437.4% increase over the past year compared to SMR's 306.1% [17] - SMR's valuation is more attractive, with a trailing 12-month Price/Book ratio of 18.97X compared to OKLO's 28.55X [18] Investment Recommendation - NuScale is currently viewed as the more attractive investment opportunity due to its revenue generation, stronger cash position, and favorable valuation compared to Oklo, which is still in the pre-revenue stage [19][20]

Core Viewpoint - Oklo Inc. (OKLO) has experienced a significant share price increase of 87.1% year-to-date, outperforming both the Zacks Alternative-Energy industry and the broader Zacks Oils-Energy sector [1] Company Performance - OKLO's strong performance is attributed to its first-quarter 2025 results, which showed a narrower loss per share than the Zacks Consensus Estimate, alongside year-over-year improvement in its bottom line [4] - The company completed the acquisition of Atomic Alchemy in February 2025, enhancing its capabilities in radioisotope production, which is expected to meet rising demands across various sectors [5] - In March 2025, OKLO entered into an Interface Agreement with Idaho National Laboratory to ensure compliance with environmental regulations and finalized a Memorandum of Agreement with the U.S. Department of Energy for deploying its first commercial powerhouse in Idaho [6] Industry Context - Global electricity demand is increasing, particularly due to the growth of data centers and consumption in emerging economies, with the U.S. contributing approximately 30% to global nuclear electricity generation [7] - OKLO is developing next-generation fast-fission power plants, specifically the Aurora powerhouse product line, which aims to produce between 15-50 megawatts electric (MWe) from recycled and fresh nuclear fuel, with potential expansion to 100 MWe [8] Future Prospects - The completion of borehole drilling for site characterization at the Idaho National Laboratory marks a significant step in the development of OKLO's first Aurora Powerhouse, indicating strong long-term growth prospects in the nuclear power generation market [10] Financial Metrics - OKLO shares are currently trading at a high Price/Book (P/B TTM) ratio of 20.53X, significantly above the industry average of 4.68X, indicating a premium valuation [15] - The Zacks Consensus Estimate for OKLO's 2025 earnings suggests a year-over-year improvement, while the estimate for 2026 indicates a deterioration, reflecting mixed sentiment among analysts [13][14]

Oklo (OKLO) Q1 2025 Earnings Call May 13, 2025 05:00 PM ET Speaker0 Thank you for standing by. My name is JL, and I will be your conference operator today. At this time, I would like to welcome everyone to the Oklo First Quarter twenty twenty five Financial Results and Business Update Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the conference over to Sam Doane, Director of Investo ...

Company Update 1Q 2025 1 1 Forward-looking statements ABOUT THIS PRESENTATION This presentation is provided by Oklo Inc. ("Oklo") for informational purposes only. The information contained herein does not purport to be all inclusive and no representations or warranties, express or implied, are given in, or in respect of, this presentation. To the fullest extent permitted by law, in no circumstances will Oklo or any of its subsidiaries, interest holders, affiliates, representatives, partners, directors, offi ...

Core Viewpoint - Oklo, Inc. is expected to report a significant improvement in its first-quarter 2025 results, with a projected loss of 11 cents per share compared to a loss of $4.79 in the same quarter last year, although the earnings estimate has deteriorated over the past 60 days [1][2]. Financial Performance - The Zacks Consensus Estimate for Oklo's first-quarter bottom line is a loss of 11 cents per share, improving from a loss of $4.79 in the prior-year quarter [1]. - The earnings estimate has seen a downward revision of 22.22% over the last 60 days [1]. - Oklo's earnings missed the Zacks Consensus Estimate in the last reported quarter, with a reported loss of $4.79 [2]. Strategic Developments - In March 2025, Oklo acquired Atomic Alchemy, enhancing its capabilities in radioisotope production, which is crucial for healthcare, research, and defense [4][5]. - The company entered into an Interface Agreement with Idaho National Laboratory to ensure compliance with environmental regulations and finalized a Memorandum of Agreement with the U.S. Department of Energy for deploying its first commercial powerhouse [6]. - Oklo joined the DOE's Voucher Program to evaluate advanced structural materials for its Aurora powerhouse, strengthening its path to commercial deployment [7]. - A Memorandum of Understanding was signed with Lightbridge Corporation to explore co-locating a fuel fabrication facility, enhancing fuel recycling capabilities [8]. - Oklo partnered with RPower to transition data centers from diesel to natural gas, ultimately aiming for clean energy from its Aurora powerhouses [9]. Market Performance - Oklo's shares have surged 48.8% over the past year, outperforming the Zacks Alternative-Energy industry's return of 32.2% and the broader Zacks Oils-Energy sector's decline of 13.5% [11]. - The company is trading at a premium with a trailing 12-month Price/Book (P/B) ratio higher than its industry peers, indicating investor expectations for higher profit generation [12][15]. Industry Context - The global electricity demand is rising, particularly in emerging economies, driven by economic growth, with the U.S. being the largest producer of nuclear power, contributing nearly 30% to global nuclear electricity generation [16]. - Oklo is positioned for long-term growth in the nuclear power sector with its next-generation fast-fission power plants, designed to generate 15-50 megawatts electric (MWe) from recycled and fresh nuclear fuel [17]. Future Outlook - Despite the positive developments, Oklo has yet to generate revenues, with its first Aurora powerhouse expected to be deployed in 2027, indicating limited top-line performance in the near term [18]. - The company is likely to disappoint investors with its first-quarter results due to a negative earnings ESP and downward revisions in earnings estimates [19].