The nuclear energy companies, which include the likes of reactor innovator Oklo (NASDAQ:OKLO) and Canadian uranium producer Cameco (NYSE:CCJ), have been a pretty popular way to bet on the great AI race without betting on the technological innovators themselves.
OKLO's volatile microreactor ambitions and D's steady nuclear backbone offer a stark contrast as both vie for a growing clean-power future.
OKLO jumps as its binding Siemens Energy deal pushes the Aurora project into construction and cuts major supply-chain risk.
Welcome to the Green Stock News brief for Wednesday November 19th. Here are today's top headlines: Oklo (NYSE: OKLO) and Siemens Energy signed a binding contract for Siemens to design and deliver the power conversion system for Oklo's first Aurora advanced fission reactor.
OKLO's latest quarterly miss and a sharp stock slide raise fresh questions about its valuation and near-term outlook.
Oklo ( NYSE:OKLO ) has drawn investor attention as a leading player in advanced nuclear technology.
Investors can expect Oklo's NYSE: OKLO volatility to continue for the foreseeable future, but the bottom is in for this market, and a robust rebound is brewing. Forces, including the company's operations, institutional activity, analyst trends, and short interest, are aligning and need only a catalyst to ignite the movement.
Oklo (NYSE:OKLO) is positioned for growth in the US nuclear sector, according to Wedbush analysts, who maintained an ‘Outperform' rating with a 12-month price target of $150 after the pre-commercialization nuclear firm reported its Q3 financial results. Shares of Oklo traded up 8.3% post-earnings at $113.
Oklo Inc. ( OKLO ) Q3 2025 Earnings Call November 11, 2025 5:00 PM EST Company Participants Sam Doane - Director of Investor Relations Jacob Dewitte - Co-Founder, CEO & Chairman Richard Bealmear - Chief Financial Officer Conference Call Participants Ryan Pfingst - B. Riley Securities, Inc., Research Division Tyler Bisset - Goldman Sachs Group, Inc., Research Division Jonathan Dorsheimer - William Blair & Company L.L.C.
Oklo (NYSE:OKLO) continued to invest in its pre-commercial nuclear technology during Q3, achieving several operational and regulatory milestones. Oklo completed Phase 1 of its Nuclear Regulatory Commission (NRC) readiness assessment with no significant gaps and expects to file its Aurora combined license application in early Q4 2025.
Despite an impressive rise of over 400% this past year, fueled by the strong potential of advanced nuclear power for AI, Oklo's (OKLO) shares have recently retreated from their peaks in October, highlighting a crucial weakness. The company's multi-billion dollar valuation, primarily based on future possibilities and non-binding agreements, confronts the harsh truth of prolonged regulatory challenges, a lack of commercial revenue, and a developing fuel supply chain, casting doubt on the viability of its elevated market valuation.
Oklo Inc.'s stock valuation is far ahead of fundamentals, with a P/B ratio of 22.6x (1,113% above the sector) and no sales projected until 2027. Liquidity looks solid. $683M on hand vs. FY25 operating outflows guided to $65–$80M, implying roughly 9–11 years of runway. Interest and dividends payments of $7.1M in H1 modestly offset burn. Key upcoming catalysts include the accelerated NRC PDC review, Phase-1 COLA submission, and any progress in DOE Fuel Line/Reactor Pilot programs.