The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 27 | — | 20.8x | Bottom tier | |
Growth | 7 | — | 6.1% | Bottom tier | |
Quality | 12 | -41.8% | 6.6% | Bottom tier | |
Safety | 56 | 9.2x | 0.7x | Around median | |
Capital Return | 48 | — | 2.02% | Around median | |
Momentum | 13 | -7.9% | 4.1% | Bottom tier | |
Sentiment | 45 | 15 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Oklo Inc. (OKLO) is an advanced nuclear energy company building a vertically integrated model around three pillars: Power, Fuel, and Isotopes. The central product is the Aurora powerhouse, an advanced nuclear reactor designed to provide energy, baseload power, and heat for customers such as data centers, the industrial sector, and government entities, with announced projects including Aurora-INL at Idaho National Laboratory, Aurora-Ohio tied to plans for a 1.2-gigawatt nuclear energy campus with Meta, and Aurora-Eielson in Alaska. The company currently does not generate commercial electricity revenue from these assets, so its model at this stage is based on funding development, licensing, construction, and fuel supply chains in preparation for converting its customer and project pipeline into producing assets.
The source of differentiation that Oklo presents is combining the reactor, fuel, recycling, and isotopes within a single platform, rather than relying on a fragmented nuclear value chain. In fuel, the company is working on the Aurora Fuel Fabrication Facility at INL, the Tennessee Advanced Fuel Center, which begins with a phase for recycling used nuclear fuel, and transitional fuel options including HALEU and surplus government materials such as high-risk uranium and excess plutonium. In isotopes, the company completed the Groves facility in 229 days and is targeting criticality on July 4, 2026, while the Idaho radiochemistry laboratory has an NRC license to handle radioactive materials and is targeting early commercial isotope revenue in 2026.
In the first quarter of fiscal 2026, Oklo recorded no revenue, gross profit was negative $163 thousand, while net loss was $33.1 million and earnings per share were negative $0.19. The loss consisted of an operating loss of $51.2 million and income tax expense of $3.2 million, offset by net interest and dividend income of $21.3 million. Because of the absence of revenue, there are no measurable profit margins or segment revenue mix yet; however, capital expenditure of $32.8 million in the quarter was directed to growth in property, plant, and equipment across the Power, Fuel, and Isotopes units.
The provided market capitalization for Oklo is about $9.2 billion, while there is no usable price-to-earnings multiple because the company is loss-making and does not generate commercial revenue in the presented data. Analyst consensus is Buy, with an average price target of $91.5 and a target range between $55 and $130, and according to the provided valuation data the stock appears below the average analyst target without needing to state a real-time price in the text. Therefore, the valuation reflects a bet on the execution of Aurora, Fuel, and Isotopes more than it reflects current earnings, with a very wide 52-week range between $44.88 and $193.84 indicating high volatility around licensing, fuel, and financing news.
Figures in the text are as of 2026-06-29; the live price is shown at the top of the page.
Oklo is developing an advanced nuclear energy platform made up of Power, Fuel, and Isotopes. Its main product is the Aurora powerhouse, and it is working on it at sites including Aurora-INL, Aurora-Ohio, and Aurora-Eielson. The company does not yet sell commercial electricity in the provided data, but it is building assets, fuel facilities, and isotope facilities with the aim of converting demand from data centers, industry, and government into future revenue.
Oklo did not record revenue in the first quarter of fiscal 2026 according to the provided financial statements. Gross profit was negative $163 thousand, net loss was $33.1 million, and earnings per share were negative $0.19. Operating loss was also $51.2 million, but net interest and dividend income of $21.3 million reduced its impact on net loss. Therefore, the company is still in a spending and asset-building phase more than it is a company with stable operating revenue.
Oklo and Meta announced plans to develop a 1.2-gigawatt advanced nuclear energy campus in Ohio, a large figure for a company that has not yet begun commercial electricity revenue. The project directly links Oklo to data center demand for reliable and continuous power, a demand that management emphasized on the May 12, 2026 call. The company submitted interconnection requests to PJM as part of the latest cluster study, while management indicated that the interconnection process could be measured in months and possibly more than a year.
Automated analysis for informational purposes only — not investment advice.
Management says fuel availability is one of the most important governing factors for deploying advanced reactors, so Oklo is working on more than one path at the same time. It has a long-standing partnership with Centrus, and the June 18, 2026 news announced a uranium supply agreement between Centrus and Oklo to support advanced reactors and the Ohio project. It is also developing the Aurora Fuel Fabrication Facility at INL and the Tennessee Advanced Fuel Center for recycling, and is studying the use of excess plutonium as transitional fuel. Management stated that 20 tons of plutonium in the first potential government tranche is roughly equivalent to 160 to 200 tons of HALEU.
Groves is an isotope test reactor, and it received a certificate of substantial construction completion after only 229 days of greenfield construction, which management uses to show that some nuclear assets can be executed faster than the sector’s traditional image. Oklo is targeting criticality at Groves on July 4, 2026 after final installation, testing, and fuel delivery. The Idaho radiochemistry laboratory received an NRC license to handle radioactive materials, and the company is working on its first commercial isotope contract with the possibility of early revenue in 2026.
The provided insider activity data carry a strong_sell signal over the last 3 months. Net selling reached $71.7 million, with 45 sales and zero purchases, and the last transaction was on June 1, 2026. This does not negate the company’s progress in Aurora-INL, fuel, or Groves, but it is a clear negative factor that should be weighed against positive news such as the Centrus agreement and selection for the commercial reactor pilot program in June 2026.