Street View: Oklo posts wider loss, analysts split on path to profitability

Oklo

12/11/2025 16:26

** Shares of Sam Altman-backed nuclear technology firm Oklo OKLO.N rise 8.6% to $112.81

** The company on Tuesday reported a wider net loss of $29.7 million compared to a loss of about $10 million a year ago

 ANALYSTS DIVIDED ON SCALABILITY AND COSTS

** BofA Global Research ("neutral") says that there are encouraging signs from two DoE awards, but notes that key details on fabrication costs, yields, and recycling data are still lacking, and scalability and low-cost production remain unproven.

** William Blair ("outperform") says Oklo is mitigating supply and building a sustainable fuel ecosystem through its proprietary fast-neutron reactor and fuel recycling capabilities, supporting long-term growth in advanced nuclear.

** Wedbush ("outperform") says Oklo is poised to enable widespread nuclear energy adoption over the next decade, driven by surging demand from AI data center buildout, with computing power expected to increase 10-fold by 2030

 (Reporting by Katha Kalia in Bengaluru)

 ((Katha.Kalia@thomsonreuters.com;))