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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Oklo Inc. (OKLO) is 5/10, unchanged from the prior quarter.
Oklo remains a pre-revenue, development-stage nuclear company and reported a first-quarter net loss of $33.1 million, including a $51.2 million loss from operations, a wider loss year-over-year as it scales investment across power, fuel and isotopes. The company ended the quarter with $2.5 billion of cash and marketable securities after raising an additional $1.2 billion through a completed ATM program, funding $359 million of investing cash use and $32.8 million of capital spend. Management reiterated 2026 guidance for $80 million to $100 million of operating cash use and $350 million to $450 million of PP&E investing cash use, both spend metrics rather than growth guidance. Operationally, the quarter emphasized execution: the Groves test reactor was built in 229 days and targets criticality by July 4, a first commercial isotope contract is pending with early revenue expected in 2026, and management pointed to regulatory momentum in the NRC's proposed Part 57 and government surplus plutonium as a bridge fuel. The thesis is deployment progress and a fortified balance sheet, but Oklo is still ahead of any commercial power revenue.
Scored from Oklo Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $0 | — | $3.47 | +1752.4% | — | — | $-14M |
| FY2025 Q1 | $0 | — | $-0.07 | +79.1% | — | — | $-13M |
| FY2025 Q2 | $0 | — | $-0.18 | +33.3% | — | — | $-19M |
| FY2025 Q3 | $0 | — | $-0.20 | -145.4% | — | — | $-23M |
| FY2025 Q4 | $0 | — | $-0.28 | -108.1% | — | — | $-60M |
| FY2026 Q1 | $0 | — | $-0.19 | -167.6% | — | — | $-51M |
| FY2026 Q2 | $1M | — | $-0.28 | -55.6% | -6048.8% | -4011.2% | $-142M |