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Signal Ledger LabOklo
OKLOSIGNAL LEDGER VALUATIONOklo has no revenue yet and gives no plant costs or long-range targets. This estimate values the Idaho plant and the 1.2 GW Meta campus on their stated schedules at DOE cost estimates and ~$110/MWh, plus about a fifth of the non-binding pipeline (3 GW) as the expected further build. Every input is cited on the full report.
Research updated 2026-10-23 00:34:34 UTCBUY below $10.01WATCHSELL above $18.77
Price viewSELL
Buy below · 80% of FV$10.01
Sell above · 150% of FV$18.77
BUY below 80% of FV · WATCH from 80% to 150% · SELL above 150%. Thresholds use unrounded fair values.
REPORTED FIGURES / LATEST SEC FILING
What OKLO reported, business by business.
SEC 10-Q ↗ · quarter ended 2026-06-30 · filed 2026-08-07 · checked 2026-10-29 01:22 UTC; an earnings release published before the 10-Q or 10-K is not included.
- Reported revenue
- $0.001B
- Reported net income
- −$0.049B
- Reported diluted EPS
- $-0.28
RECONCILED Business rows reconcile to SEC revenue from the same filing and reporting period. Unverified segment profits remain blank.
Non-overlapping reported revenue lines, 2026-04-01 to 2026-06-30. Reported results; the valuation above uses the dated research assumptions.
| Business | Revenue | Share of revenue | Operating profit | Margin |
|---|---|---|---|---|
| Engineering and consulting services | $0.001B | 66.1% | — | — |
| Manufacturing and fabrication services | $0B | 13.9% | — | — |
| Other | $0B | 20.0% | — | — |
| Consolidated revenue | $0.001B | 100% | — |
View reported source cells
Accession 0001628280-26-054571
Engineering and consulting services
Notes in USD thousands. Three and Six Months Ended June 30, 2026 2025 Engineering and consulting services $ 800; Total revenue recognized $ 1,210
Manufacturing and fabrication services
Notes in USD thousands. Three and Six Months Ended June 30, 2026 2025 Manufacturing and fabrication services 168; Total revenue recognized $ 1,210
Other
Notes in USD thousands. Three and Six Months Ended June 30, 2026 2025 Other 242; Total revenue recognized $ 1,210
THE COMPANY
What does Oklo do?
Advanced fission reactor design, licensing and power-project developer
Businesses: Reactor licensing · Power projects · Fuel and development pipeline
EVIDENCE
Follow every input to its source
Read the full valuation for each business, the assumptions behind it and the cited evidence.