Oklo stock maintains Buy rating at B.Riley with $58 target after Q2

Published 12/08/2025, 14:04
Oklo stock maintains Buy rating at B.Riley with $58 target after Q2

Investing.com - B.Riley has reiterated its Buy rating and $58.00 price target on Oklo (NYSE:OKLO), currently trading at $71.86, following the company’s second-quarter earnings report released on August 11. The stock has shown remarkable momentum, delivering a 919% return over the past year according to InvestingPro data.

Oklo has secured several strategic partnerships during recent months, including a memorandum of understanding with Korea Hydro & Nuclear Power to explore cooperation on advanced nuclear projects and a collaboration with Hexium to explore laser-based enrichment for high-assay low-enriched uranium production.

The nuclear technology company selected Kiewit Nuclear Solutions Co. as lead constructor for its first commercial Aurora powerhouse at Idaho National Laboratory in July, while also announcing new partnerships with Liberty Energy and Vertiv focused on accelerating power deployment and developing solutions for data centers.

On the regulatory front, Oklo completed Phase 1 of the Nuclear Regulatory Commission’s readiness assessment for its Aurora-INL combined license application with no significant findings identified, positioning the company to proceed toward the formal application process with a targeted submission in early fourth quarter of 2025.

The company exited the second quarter with $683 million in cash following its $440 million equity raise in June, and continues to target commercial operations between late 2027 and early 2028. While currently trading above InvestingPro’s Fair Value estimate, the company maintains minimal debt with a debt-to-equity ratio of just 0.01. Discover 12 additional exclusive ProTips and comprehensive valuation metrics with an InvestingPro subscription.

In other recent news, Oklo reported its second-quarter 2025 earnings, revealing a larger-than-expected loss. The company posted an earnings per share (EPS) of -0.18, missing the forecast of -0.12. This financial performance included an operating loss of approximately $28 million, with about $11 million attributed to non-cash stock compensation. Despite these results, Oklo made significant progress toward developing its Aurora Powerhouse at the Idaho National Laboratory, signing a memorandum of understanding with Korea Hydro & Nuclear Power to collaborate on reactor development. In terms of regulatory advancements, Oklo completed Phase 1 of its Nuclear Regulatory Commission readiness assessment for its Aurora-INL combined license application, with no significant findings identified. This progress prompted Wedbush to raise its price target on Oklo to $80, maintaining an Outperform rating. Additionally, William Blair reiterated its Outperform rating, citing regulatory momentum and strategic partnerships as key factors. However, BTIG maintained a Neutral rating on the stock despite the company’s advancements.

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