Oklo Inc (OKLO)
NYSE:OKLO
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Earnings Data
Report Date
Aug 18, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.19Last Year’s EPS
-0.18Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong execution momentum across Oklo's integrated platform — notable regulatory approvals, material progress on fuel and isotope facilities, strategic commercial partnerships and a fortified balance sheet with $2.5B liquidity. At the same time, the company remains in a capital-intensive build phase with ongoing operating losses, substantial near-term cash deployment, and multiple timing dependencies (DSAs, readiness reviews, PJM interconnection and fuel availability) that present execution risk. Net-net, milestones achieved and the large cash buffer provide a positive outlook, but near-term delivery and regulatory timing remain key risks to monitor.Company Guidance
Strengthened Balance Sheet and Liquidity
Oklo ended Q1 2026 with $2.5 billion in cash and marketable securities (cash $1.6B, marketable securities $0.9B). The company generated $1.2B in capital from the completion of its ATM program in the quarter (approximately 48% of the total cash+securities on hand). Cash represents ~64% of the combined balance, marketable securities ~36%.
Clear Cash Deployment Plan and Guidance Alignment
Q1 cash used in operating activities was $17.9M and cash used in investing activities was $359M. Management reiterated 2026 guidance ranges: operating cash use $80M–$100M and P,P&E investing $350M–$450M, indicating Q1 activity is aligned with the annual deployment plan.
Regulatory and Licensing Progress for Power Assets
Aurora-INL executed an OTA with DOE, submitted its PDSA to DOE, and received NRC approval of the Principal Design Criteria topical report — a meaningful regulatory milestone that can be referenced in future applications to reduce re-review. Management is pursuing parallel DOE and NRC authorization pathways to accelerate a first build while enabling repeatable NRC licensing.
Fuel Infrastructure and Optionality Advancement
Aurora Fuel Fabrication Facility (A3F) at INL received NSDA and PDSA approval; final design deliverables are complete and early construction activities finished with the next milestone being a construction contract award. Tennessee Advanced Fuel Center site prep and NRC application readiness review are underway, giving multiple near- and mid-term fuel pathways (HALEU, government surplus, and recycling).
Isotope Business Moving Toward Near-Term Revenue
Groves test reactor reached certificate of substantial completion for construction in 229 days and is targeting criticality by July 4, 2026. Idaho Radiochemistry Laboratory has an NRC material handling permit and is advancing a pending first commercial isotope contract with potential early commercial isotope revenue in 2026.
Strategic Commercial Progress and Customer Pipeline
Oklo announced major customer and site initiatives including a planned 1.2 GW Aurora-Ohio campus with Meta (PJM interconnection applications submitted) and Aurora-Eielson for Eielson Air Force Base with a DLA notice of intent to award, demonstrating commercial traction across data center, government and defense markets.
Partnerships and Technology Acceleration
Collaborations with NVIDIA & Los Alamos National Laboratory and with Battelle/INL (Prometheus AI) were announced to apply AI and advanced modeling to fuel validation (including plutonium-bearing fuels) and reactor/fuel system design, accelerating design cycles and validation work for Pluto and other programs.
Operational Execution Proof Point
Groves construction achieved substantial completion in 229 days from greenfield start, serving as a proof point for faster nuclear asset deployment and informing procurement, construction and commissioning practices across Oklo's platform.
OKLO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OKLO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $73.63 | ― | ― |
Mar 17, 2026 | $60.53 | $56.70 | -6.33% |
Nov 11, 2025 | $104.22 | $111.17 | +6.67% |
Aug 11, 2025 | $71.86 | $78.47 | +9.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Oklo Inc (OKLO) report earnings?
Oklo Inc (OKLO) is schdueled to report earning on Aug 18, 2026, After Close (Confirmed).
What is Oklo Inc (OKLO) earnings time?
Oklo Inc (OKLO) earnings time is at Aug 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OKLO EPS forecast?
OKLO EPS forecast for the fiscal quarter 2026 (Q2) is -0.19.
