Oklo Inc (OKLO)
NYSE:OKLO
Earnings Data
Report Date
May 19, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.19Last Year’s EPS
-0.07Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and strategic progress across power, fuel and isotope business units with multiple DOE authorizations, a large commercial prepayment with Meta, rapid construction milestones (notably Groves), and a materially strengthened balance sheet after a ~$1.182 billion capital raise. Offsetting these positives are ongoing operating losses, increased 2026 operating and investing cash needs (notably $80M–$100M ops and $350M–$450M investing), some schedule shifts (Aurora-INL to 2028) and execution/regulatory uncertainties (evolving NRC framework and aggressive near-term targets). Overall, the weight of the advances, funding runway and commercial traction outweigh the near-term financial burn and execution risks, supporting a constructive outlook.Company Guidance
Major DOE Authorizations and Licensing Progress
Aurora-INL, Groves and A3F executed DOE Other Transaction Agreements and received Nuclear Safety Design Agreement (NSDA) approvals; A3F also received preliminary documented safety analysis (PDSA) approval and was selected under the DOE Advanced Nuclear Fuel Line Pilot Program (Oklo's PDSA was the first approved under the program). Idaho Radiochemistry Laboratory obtained its NRC materials license.
Commercial Partnership with Meta and Site Control in Ohio
Signed a prepayment agreement with Meta supporting plans for up to 1.2 GW Aurora campus in Pike County, Ohio; initial phase targeted at 150 MW around 2030. Oklo owns ~206 acres in Pike County and expects to use prepayment funds to support fuel procurement, improving project certainty.
Strong Balance Sheet and Recent Financing
Ended 2025 with $1.4 billion in cash and marketable securities and raised an additional $1.182 billion net in Jan 2026 (completing a $1.5 billion ATM), bringing pro forma cash and marketable securities to approximately $2.582 billion — an increase of roughly 84% versus year-end 2025.
Progress on Multiple Build Projects and Rapid Execution
Groves construction progressed from site to installed reactor tank in ~5 months; fuel procured and interior MEP work underway with an execution target for criticality by July 4. Aurora-INL site characterization and blasting completed, major vendors contracted (including Siemens Energy for power conversion), and long-lead procurement underway.
Strategic Vertical Integration: Power, Fuel, Isotopes
Company advanced integrated platform: power (Aurora-INL, Aurora Ohio), fuel (A3F at INL, Tennessee Advanced Fuel Center), and isotopes (Groves, Idaho Radiochemistry Laboratory). Completed acquisition of Atomic Alchemy to support VIPR/isotope roadmap and announced joint venture initiative with Centrus on deconversion.
Controlled Operational Cash Use Within Prior Guidance
Full-year 2025 cash used in operating activities was $82.2 million; after adjusting for $13 million of prepaid capital project expense, adjusted cash used in operating activities was $69.2 million, which was within the company’s 2025 guidance range of $65 million to $80 million.
Research and Fuel Development Milestones
Completed fast-spectrum plutonium criticality experiments (in partnership with Los Alamos and NNSA assets) to validate models and reduce uncertainties relevant to using plutonium as a bridge fuel; continuing engagement on potential plutonium allocations with DOE.
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 |
|---|---|---|---|
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% |
May 13, 2025 | $32.03 | $37.01 | +15.55% |
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 May 19, 2026, After Close (Confirmed).
What is Oklo Inc (OKLO) earnings time?
Oklo Inc (OKLO) earnings time is at May 19, 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 (Q1) is -0.19.
