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Deep dive: Why Oklo stock’s post-earnings drop may be overblown

by March 26, 2025
by March 26, 2025

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.

Still, analysts remain bullish as ever on the pre-revenue company as the narrative surrounding it is more important than its financials in the near term.

Including today’s decline, Oklo stock is down 50% versus its year-to-date high on February 7th.

Why are analysts keeping bullish on Oklo stock?

Oklo shares are being punished this morning also because its management warned of “significant expenses and continuing financial losses” on Tuesday.

However, a senior Wedbush analyst Dan Ives recommends that investors focus on the longer term.

Ives sees upside in Oklo stock to $45 as its new 75-megawatt reactor will help “deliver more power to customers, specifically data centres.” His price target indicates potential for about a 60% gain from current levels.  

Note that the nuclear technology company based out of Santa Clara, CA is committed to start delivering commercial power by the end of 2027.

Oklo’s 75MW model will lead to better plant economics

Following the company’s earnings release today, Citi analyst Vikram Bagi agreed that Oklo stock may remain choppy in the near term, but echoed a positive view for the longer term.

Bagi is also bullish on the firm’s 75MW model “due to data center customer requirements that indicate 60-75 megawatt as the sweet spot.”

Oklo’s Aurora nuclear reactors are now capable of producing between 15MW and 75MW from a single powerhouse – significantly more than 15MW to 50MW previously.

According to Bagi, larger design will lead to increased upfront costs, but will deliver “better overall plant economics” in the long run.

Despite recent pullback, Oklo shares are currently up some five-fold versus their 52-week low.

Oklo’s recent acquisition could soon drive revenue

Oklo stock remains attractive because giants like Microsoft have repeatedly shown interest in nuclear energy as a reliable and carbon-free power source for their energy-intensive data centers.

Analysts are bullish on the NYSE listed firm’s recently completed acquisition of Atomic Alchemy to expand into the radioisotope market.

Bagi expects Oklo to start reaping the benefits of that buyout by early next year.

The Atomic Alchemy deal could begin driving revenue for the company as early as the first quarter of 2026, he told clients in a recent note.

Investors should note, however, that the nuclear technology company does not currently pay a dividend. Its future hinges on its ability to secure timely agreements with potential customers.

So, delays on that front remain a significant downside risk for OKLO shares at the time of writing.

The post Deep dive: Why Oklo stock’s post-earnings drop may be overblown appeared first on Invezz

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