With increasing investments in small modular and microreactor technologies, OKLO and BWXT are well-positioned to play a pivotal role in the future energy mix.
Investors interested in OKLO stock should wait for a better entry point, considering the downward revision in its earnings estimate and a negative ROE.
Strong demand for power-hungry data centers, particularly in view of Project Stargate, saw Sam Altman-backed nuclear stock OKLO (NYSE: OKLO) rally by 153% from January 1 to a February 7 all-time high (ATH) of $55.49.
Ivan Feinseth believes Mag 7 names like Nvidia (NVDA), Microsoft (MSFT) and Meta Platforms (META) will remain dominant despite the recent market pullback. However, he points to nuclear power potential in Oklo Inc. (OKLO) and Landbridge's (LB) land development opportunities as central to future A.I.
Oklo Inc (NYSE: OKLO) says its loss widened rather significantly in 2024, leading to a more than 10% decline in its stock price on Tuesday. The nuclear energy company lost 74 cents on a per-share basis versus 47 cents only in 2023.
With A.I. demand climbing, Oklo Inc. (OKLO) CFO Craig Bealmear says the narrative has shifted to "why nuclear" to "why not nuclear" for the energy source. The company rallied Monday after securing a pre-application readiness assessment with the U.S. Nuclear Regulatory Commission.
Shares of Oklo (OKLO -8.35%) are tumbling on Tuesday. The nuclear energy start-up's stock lost 7.4% as of 1:45 p.m.
Oklo's NYSE: OKLO stock price is melting down and may head even lower before the bottom is found, opening up the buying opportunity savvy investors have been waiting for. Up more than 110% at its peak in early 2025, the stock price is now back at reasonable levels where serious growth investors can find value.
Shares of Oklo (OKLO) fell Tuesday morning after the nuclear energy startup reported its latest financial results, giving back some of the stock's Monday gains.
Oklo (NYSE:OKLO) shares fell in early trade on Tuesday after the Santa Clara, California-based nuclear energy company reported widening losses and warned of additional losses ahead. “We are an early‑stage company with a history of financial losses, and we expect to incur significant expenses and continuing financial losses,” Oklo wrote in a US Securities and Exchange Commission (SEC) filing.
Oklo's commercialization of its Aurora project has been delayed multiple times, now pushed to early 2028, making the stock less appealing. The company's valuation is high, with investors asked to pay more than 30x its projected 2028 revenues, which is a tough ask. Despite its innovative modular reactor technology and potential in AI power demand, the frequent delays and rising share count increase risks.
Oklo Inc. (NYSE:OKLO ) Q4 2024 Earnings Conference Call March 24, 2025 5:00 PM ET Company Participants Sam Doane - Director of Investor Relations Jacob DeWitte - Co-Founder and Chief Executive Officer Craig Bealmear - Chief Financial Officer Conference Call Participants Ryan Pfingst - B. Riley Securities Jeffrey Campbell - Seaport Research Partners Eric Stine - Craig-Hallum Capital Craig Shere - Tuohy Brothers Max Hopkins - CLSA Operator Thank you for standing by.