Oklo Inc. Shares Soar After Key Regulatory Milestone: Analysts Cite Accelerating Approval Timelines, Rising Demand, and Bipartisan Policy Support

Oklo Inc. shares jumped 8.98% after reporting a Q2 loss of 18 cents per share, missing estimates. Analyst Sameer Joshi reiterated the Buy rating and raised the price forecast from $55 to $90, citing ongoing regulatory progress, bipartisan political support, rising electricity demand, and policy tailwinds. Joshi also projected revenue below $5 million in 2026-2027, rising to $21 billion by 2038, with gross margins turning positive in 2029 and stabilizing around 65%-75%.

Oklo Inc. (NYSE:OKLO) reported a Q2 loss of 18 cents per share, missing estimates for a loss of 12 cents per share. The company's operating losses totaled $28 million, primarily driven by payroll, stock-based compensation, and general business expenses. Despite the loss, Oklo's stock price surged 8.98% after the announcement, closing at $79.32 on August 7, 2025 [2].

Analyst Sameer Joshi reiterated his Buy rating and raised the price forecast from $55 to $90. Joshi cited ongoing regulatory progress, bipartisan political support, rising electricity demand, and policy tailwinds as key factors driving the optimism. The analyst also projected revenue below $5 million in 2026-2027, rising to $21 billion by 2038, with gross margins turning positive in 2029 and stabilizing around 65%-75% [3].

Oklo's strategic collaboration with Lightbridge Corp (NASDAQ:LTBR) to explore the co-location of a Lightbridge fuel fabrication facility within Oklo's planned advanced fuel manufacturing infrastructure was also highlighted. This partnership aims to accelerate the commercialization of advanced nuclear fuels through joint fuel fabrication and research and development [1].

Oklo's Aurora powerhouse, now targeting initial operation in late 2027 or early 2028, remains a key focus. The company is in the licensing stage with the U.S. Nuclear Regulatory Commission (NRC) for its first plant, and any delays could significantly impact investor confidence. Additionally, Oklo's partnerships with Liberty Energy (NYSE:LBRT) and Vertiv (NYSE:VRT) aimed at powering data centers will be closely watched [1].

Oklo's stock has been highly volatile, surging more than 260% year to date and over 900% in the last twelve months, driven by optimism in nuclear power's role in future energy supply. Analyst projections point to continued negative earnings through 2028, with only a brief potential for profitability in early 2026. Oklo's long-term earnings projections reflect persistent challenges, with consensus EPS expected to remain in negative territory over the next four fiscal years [3].

Oklo's Q2 2025 earnings report will provide crucial insights into the company's licensing progress, partnership activity, and financial strategy. Investors will be closely watching for any positive developments that could influence the stock's performance.

References:
[1] https://seekingalpha.com/news/4483487-oklo-lightbridge-to-evaluate-more-co-location-opportunities-to-make-advanced-fuels
[2] https://www.ainvest.com/news/oklo-q2-2025-earnings-preview-key-figures-estimates-2508/
[3] https://www.fxleaders.com/news/2025/08/04/oklo-rockets-higher-nuclear-stock-surges-ahead-of-q2-earnings-expectations/