OKLO

Oklo Inc.

4 mentions · 3 source(s) · avg +0.03

Live

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bid —ask —

Waiting for trade ticks (off-hours: only bid/ask updates).

知名基金持仓

ARK Investment Management LLC$17M

Price

$66.88

-1.21 (-1.78%)

Day Range

64.28–70.01

52w Range

44.88–193.84

Mkt Cap

$11.64B

Sector

Utilities

Next Earnings

2026-08-10

Fwd P/E

-79.7

Beta

1.18

Implied Move · 2026-06-05 (6.6d)

±9.87% ($60.28–$73.48)

ATM IV 90%

AI Analysis · DeepSeek

0s ago

偏多

confidence

60%

Oklo was selected by the DoE for advanced negotiations under the Surplus Plutonium Utilization Program, a concrete catalyst that could advance its reactor deployment and reduce near-term funding concerns. However, SA Quant rating is Hold (2.82) with weak profitability and value grades, and forward P/E is negative, offsetting bullish sentiment.

Key factors

DoE selection for plutonium program provides a tangible government pathway and potential revenue stream.
Short % of float at 23.1% could amplify upside if positive news triggers a squeeze.
SA Quant rating Hold (2.82) and Wall St Buy (4.04) show divergence; fundamentals (negative earnings, high valuation) remain weak.
Options implied move ±9.87% with IV 90% suggests large expected volatility around expiration.
Recent 8-Ks: material agreement (5/13) and officer change (4/14) are notable corporate actions.

Watch

Upcoming economic releases: NFP (6/5), CPI (6/10), ISM Services (6/1) could impact macro sentiment and rate expectations.
Next earnings on 2026-08-10; any operational updates on plutonium program contract details.
Execution of the DoE program and any follow-on funding or regulatory approvals.

Generating AI analysis…

源:大 V

★1zerohedge×2
★1Earnings Whispers×1

源:细分

共 39 条(过去 30 天)

news37
x_account2

题材

AI Data Center Nuclear PowerSmall Modular ReactorsNuclear Energy CommercializationAI Power Demand Beneficiary

题材组

能源转型与关键资源

本快照含 10 个成员

强关联

NEEsemantic 2.07
SVMsemantic 1.68
BEsemantic 2.33

查看题材网络图 →

SA 评级

更新于 22h ago

Quant 评分

2.88

Hold

Wall St 共识

4.04

Buy

作者评级

3.25

Hold

作者评级分布(共 8 位)

SB 0B 4H 2S 2SS 0

Factor 评分

Growth

A+

A+ · A+

Profit

C-

D+ · D+

Momentum

C- · A+

Value

F · F

Revisions

D+

D+ · D

下方两个 = 3M / 6M 前

季节性

暂无季节性数据

内部人交易 (180天)

180 天内无内部人交易

源:X 实时

实时数据暂不可用

🟣顺哥群 · lord-william 美股2 · —

🐦X · @eWhispers1 · —

🐦X · @zerohedge1 · +0.10

🐦X · @zerohedge·zerohedge+0.103d
Today, Oklo was selected by @ENERGY for advanced negotiations under the Surplus Plutonium Utilization Program, supporting a pathway to convert surplus plutonium already designated for disposal into bridge fuel for advanced reactors to deliver clean, reliable power. Read more -> https:// oklo.com/newsroom/news- details/2026/Oklo-Selected-by-U-S--Department-of-Energy-for-Advanced-Negotiations-Under-Surplus-Plutonium-Utilization-Program/default.aspx …
🐦X · @eWhispers·Earnings Whispers—17d
also:AEYE AII AIP ANDG ATRO BGS CRIS DDI DNN ELMD EVLV FLD FNV GAIN GCTS GRWG GUTS HQI HYLN HYPR INR IZEA JBS KRMN KURA LCTV MDAI MXCT NCMI NPCE NXT OPRX PAYS STXS
#earnings after the close on Tuesday, May 12, 2026 https:// earningswhispers.com/calendar $OKLO $KRMN $ELMD $NXT $AEYE $ATRO $PAYS $FNV $GCTS $AII $AIP $STXS $DNN $INR $EVLV $CRIS $DDI $AKA $ANDG $BGS $JBS $LCTV $OPRX $MDAI $MXCT $NCMI $NPCE $IZEA $KURA $FLD $GAIN $GRWG $GUTS $HQI $HYLN $HYPR
🟣顺哥群 · lord-william 美股·Lord William UK—213d
盘前现价买入了第二笔 $OKLO ，价格141；以上标的都做好买4笔的准备 https://x.com/lordwilliamuk/status/1983112579124998281?s=46
🟣顺哥群 · lord-william 美股·Lord William UK—225d
also:MP RGTI
上面提到的热门股的大跌如期而至 $MP 83.6 $RGTI 47.4 $OKLO 160，买入了第一笔； https://x.com/lordwilliamuk/status/1978912035858714917?s=46

Headlines · 15 from seekingalpha_rss

seekingalpha_rssauthor:CAN Analyst1d
Oklo: The Plutonium Update Weakens My Bear Case
seekingalpha_rssauthor:VettaFi Research2d
Advanced Reactors Hit Key Commercialization Milestones
sa_press_release2d
newcleo, A Developer of Advanced Nuclear Reactors and Nuclear Fuel, to Become Public Company Through Business Combination with NewHold Investment Corp III
sa_news3d
Oklo tapped by DoE for advanced discussions in surplus plutonium program
seekingalpha_rss3d
Oklo tapped by DoE for advanced discussions in surplus plutonium program
sa_press_release3d
Oklo Selected by U.S. Department of Energy for Advanced Negotiations Under Surplus Plutonium Utilization Program
sa_news7d
Oklo reinstated with Buy rating at BofA as potential early leader in small modular reactors
sa_news9d
Deep Fission files for IPO as nuclear startups race to power AI boom
sa_news10d
Which companies will help AI data centers break the power supply bottleneck?
sa_press_release15d
The Other Side of the Nuclear Renaissance: How Domestic Uranium Lands on the Pre-Feasibility Calendar
sa_news16d
Oklo SEC filing post-Q1: $1B ATM equity raise tied to Meta, NVIDIA AI demand
sa_news16d
Oklo slides after Q1 loss widened from year ago; William Blair reiterates Outperform rating
sa_news17d
Earnings Snapshot: Oklo Q1 misses GAAP EPS estimates on $33M net loss
sa_news17d
Oklo reports Q1 results
sa_press_release17d
Oklo Publishes First Quarter 2026 Financial Results and Business Update