Oklo (OKLO) Plunges 8.05% to Two-Year Low as Investor Caution Hits Clean Energy Sector

Oklo Inc. (OKLO) shares plummeted 8.05% on Tuesday, marking the lowest intraday level since September 2025, with the stock dropping 8.60% during trading hours. The sharp decline pushed the stock to its weakest point in over two years, eroding recent gains amid renewed investor caution in the clean energy sector.

Analysts noted the selloff occurred in the absence of firm catalysts, as the company has not disclosed material business developments or regulatory updates in recent weeks. The move reflects broader market jitters surrounding macroeconomic risks, including inflationary pressures and shifting capital allocation trends in energy transition technologies. Investors appear to be recalibrating expectations for Oklo’s uranium-based reactor projects, which remain in early-stage development with no commercial revenue streams yet.

Industry observers highlighted that Oklo’s valuation has historically been sensitive to swings in risk appetite, particularly as a small-cap player in a capital-intensive field. While the company has secured key partnerships and regulatory milestones, its path to profitability remains uncertain. The latest selloff underscores the sector’s vulnerability to macroeconomic headwinds, even as long-term demand for nuclear innovation remains intact.