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OKLO

Oklo Inc.

NYSE: OKLO · UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS

$64.98
-5.95% today

Updated 2026-04-29

Market cap
$11.30B
P/E ratio
—
P/S ratio
—
EPS (TTM)
$-0.72
Dividend yield
—
52W range
$25 – $194
Volume
10.6M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Oklo Inc. (OKLO) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$64.98
Consensus
$99.58
+53.25%
2030 Target
$63.39
-2.45%
DCF
—
—
15 analysts:
11 Buy4 Hold1 Sell

Management guidance

CEO Jacob DeWitte has not provided specific revenue guidance for 2026-2030 in available public statements. Company is in pre-commercial deployment phase with first Aurora reactor expected to begin power generation in 2028. Management has emphasized being in 'full build mode' with Meta prepayment deal (1.2 GW commitment) and DOE Aurora reactor agreements as near-term catalysts, but no quantified revenue targets disclosed.

Sources: Management guidance, analyst consensus, sector analysismedium confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$107.27
$0.9B Rev × 20x P/S
Base case (2030)
$63.39
$0.9B Rev × 12x P/S
Bear case (2030)
$43.88
$0.9B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$0.0B$0.0B$0.0B$0.0B$0.0B$0.0B$0.4B$0.9B
Revenue growth———205.0%250.0%1086.0%744.0%142.0%
EPS$0.20$-0.52$-0.72$-0.70$-0.60$-0.15$2.50$6.80
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$0.00$0.00$4.88$24.38$63.39

Catalysts & risks

Growth catalysts
+ Aurora reactor first power generation (2028) - first commercial revenue inflection
+ Meta 1.2 GW prepaid power agreement - $100M+ prepayment funding construction
+ DOE Safety Design Agreement and NRC licensing approvals - de-risks first deployment
+ Blykalla $100-200M investment and 30-40 engineer commitment - accelerates reactor manufacturing
+ Isotope production revenue (Atomic Alchemy acquisition) - near-term diversified revenue stream
+ Centrus Energy joint venture - fuel fabrication facility at Idaho National Laboratory
Key risks
- Pre-commercial company with $0 TTM revenue - execution risk on first reactor deployment extremely high
- Aurora reactor timeline slippage common in nuclear industry - 2028 startup could shift to 2029-2030
- CEO and COO have sold $21M in shares amid earnings disappointment - insider confidence signals weakening
- Current annual cash burn $105.66M with limited guidance on cash runway beyond 2028
- Regulatory delays at NRC or DOE could push revenue recognition 12-24 months beyond projections
- Nuclear policy dependence - changes in federal support/subsidies could impact economics
- Capital intensity: CapEx guidance increased for 2026 - stock dilution risk likely

Methodology

Oklo Inc.'s forward estimates are derived from AI-powered research synthesis combining analyst consensus from 15 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.