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Oklo Inc. (OKLO) Stock Fundamental Analysis & AI Rating 2026

OKLO NYSE Electric Services DE CIK: 0001849056
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
SELL
68% Conf
Pending
Analysis scheduled

📊 OKLO Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-115.4M
Current Ratio: 49.08x
Debt/Equity: 0.03x
EPS: $-0.72
AI Rating: SELL with 68% confidence
Oklo Inc. (OKLO) receives a SELL rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings., and return on equity (ROE) of -7.2% Below is our complete OKLO stock analysis for 2026.

Is Oklo Inc. (OKLO) a Good Investment?

Claude

Oklo is a pre-revenue company burning $115.4M annually in free cash flow with net losses worsening 43.5% YoY, indicating significant operational challenges and no visible path to profitability. While the balance sheet is exceptionally strong with $788.4M cash and minimal debt, the absence of revenue generation and deteriorating loss metrics present substantial execution risk for an early-stage nuclear technology company.

Why Buy Oklo Inc. Stock? OKLO Key Strengths

Claude
  • + Exceptional balance sheet with $788.4M cash and only $42.6M debt
  • + Outstanding liquidity position with 49.08x current ratio provides multi-year development runway
  • + Minimal financial leverage (0.03x debt-to-equity) reduces bankruptcy risk

OKLO Stock Risks: Oklo Inc. Investment Risks

Claude
  • ! Zero revenue generation indicates pre-commercial stage with unvalidated business model
  • ! Substantial cash burn of $115.4M annually with no offsetting revenue
  • ! Net losses worsening 43.5% YoY demonstrates deteriorating operational performance
  • ! Negative ROE (-7.2%) and ROA (-6.9%) show value destruction despite capital deployment
  • ! Capital expenditure of $33.2M suggests continued heavy infrastructure investment with uncertain returns

Key Metrics to Watch

Claude
  • * Path to first revenue and commercial operations timeline
  • * Operating cash flow trend and burn rate trajectory
  • * Net loss trajectory and operating expense discipline
  • * Capital deployment efficiency and project milestone achievement

Oklo Inc. (OKLO) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$-105.7M
EPS (Diluted)
$-0.72
Free Cash Flow
$-115.4M
Total Assets
$1.5B
Cash Position
$788.4M

💡 AI Analyst Insight

Strong liquidity with a 49.08x current ratio provides a solid financial cushion.

OKLO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -7.2%
ROA -6.9%
FCF Margin N/A

OKLO vs Utilities Sector: How Oklo Inc. Compares

How Oklo Inc. compares to Utilities sector averages

Net Margin
OKLO 0.0%
vs
Sector Avg 12.0%
OKLO Sector
ROE
OKLO -7.2%
vs
Sector Avg 10.0%
OKLO Sector
Current Ratio
OKLO 49.1x
vs
Sector Avg 0.8x
OKLO Sector
Debt/Equity
OKLO 0.0x
vs
Sector Avg 1.4x
OKLO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Oklo Inc. Stock Overvalued? OKLO Valuation Analysis 2026

Based on fundamental analysis, Oklo Inc. has mixed fundamental signals relative to the Utilities sector in 2026.

Return on Equity
-7.2%
Sector avg: 10%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.03x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Oklo Inc. Balance Sheet: OKLO Debt, Cash & Liquidity

Current Ratio
49.08x
Quick Ratio
49.08x
Debt/Equity
0.03x
Debt/Assets
3.4%
Interest Coverage
N/A
Long-term Debt
$42.6M

OKLO Revenue & Earnings Growth: 5-Year Financial Trend

OKLO 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Oklo Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-0.74 indicates the company is currently unprofitable.

OKLO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

Oklo Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$82.2M
Cash generated from operations
Stock Buybacks
$215.9M
Shares repurchased (TTM)
Capital Expenditures
$33.2M
Investment in assets
Dividends
None
No dividend program

OKLO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Oklo Inc. (CIK: 0001849056)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/wk-form4_1775248597.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775248508.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775248421.xml View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775075537.xml View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775075359.xml View →

Frequently Asked Questions about OKLO

What is the AI rating for OKLO?

Oklo Inc. (OKLO) has an AI rating of SELL with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OKLO's key strengths?

Claude: Exceptional balance sheet with $788.4M cash and only $42.6M debt. Outstanding liquidity position with 49.08x current ratio provides multi-year development runway.

What are the risks of investing in OKLO?

Claude: Zero revenue generation indicates pre-commercial stage with unvalidated business model. Substantial cash burn of $115.4M annually with no offsetting revenue.

What is OKLO's revenue and growth?

Oklo Inc. reported revenue of N/A.

Does OKLO pay dividends?

Oklo Inc. does not currently pay dividends.

Where can I find OKLO SEC filings?

Official SEC filings for Oklo Inc. (CIK: 0001849056) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OKLO's EPS?

Oklo Inc. has a diluted EPS of $-0.72.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OKLO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Oklo Inc. has a SELL rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OKLO stock overvalued or undervalued?

Valuation metrics for OKLO: ROE of -7.2% (sector avg: 10%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy OKLO stock in 2026?

Our dual AI analysis gives Oklo Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OKLO's free cash flow?

Oklo Inc.'s operating cash flow is $-82.2M, with capital expenditures of $33.2M.

How does OKLO compare to other Utilities stocks?

Vs Utilities sector averages: Net margin N/A (avg: 12%), ROE -7.2% (avg: 10%), current ratio 49.08 (avg: 0.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI