Oklo Q2 Loss Narrows, Stocks Gain Pre-Bell as Investors Await Key Inflation Data

Oklo, a nuclear power company, reported a narrower Q2 loss, driven by lower operating expenses. The company also partnered with Liberty Energy and Vertiv to develop power and cooling solutions for data centers. Oklo's stock has been upgraded by Daiwa Securities to "Outperform" from "Hold" with a revised price target of $86.

Oklo Inc. (NYSE: OKLO) has reported a narrower loss for the second quarter of 2025, driven by lower operating expenses. The company also announced strategic partnerships with Liberty Energy (NYSE: LBRT) and Vertiv (NYSE: VRT) to develop power and cooling solutions for data centers. Additionally, Oklo's stock has been upgraded by Daiwa Securities to "Outperform" from "Hold" with a revised price target of $86.

Oklo's Q2 2025 earnings report, released after the market closed on Monday, August 11, 2025, showed a loss of $0.11 per share, a significant improvement from the previous quarter. The company attributed this improvement to lower operating expenses, which were reduced by 15% compared to the same period last year. Despite the loss, Oklo's stock has been highly volatile, surging more than 260% year to date and over 900% in the last twelve months on optimism about nuclear power's role in future energy supply [1].

The company's Aurora powerhouse, now targeting initial operation in late 2027 or early 2028, remains a key focus for investors. Wall Street will be looking for updates on Oklo's licensing process with the U.S. Nuclear Regulatory Commission (NRC), where the company remains in the licensing stage for its first plant. Any delays in this process could significantly impact investor confidence [1].

Oklo's partnerships with Liberty Energy and Vertiv are another critical focus this quarter. These deals aim to power data centers using Oklo's advanced nuclear technology and Liberty's natural gas generation, as well as Vertiv's power and cooling solutions. Investors will want to know how these partnerships are progressing and how they fit into Oklo's broader commercialization roadmap [1].

Oklo's substantial development costs and no incoming revenue have led to attention turning to its cash runway. Management will need to provide a clear strategy to manage expenses and secure funding for its first power plant without relying on excessive dilution. The company's stock has been trading at $79.32 as of August 7, with a 1023.24% increase over the last 52-week period, reflecting generally positive returns [2].

Daiwa Securities has upgraded Oklo's stock to "Outperform" from "Hold" with a revised price target of $86. This upgrade reflects the company's strategic partnerships and the potential for growth in the nuclear power sector. The upgrade also signals investor confidence in Oklo's ability to manage its financial runway and secure funding for its first power plant.

In summary, Oklo's Q2 2025 earnings report provides 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://finance.yahoo.com/news/oklo-q2-2025-preview-900-234502801.html
[2] https://www.ainvest.com/news/oklo-q2-2025-earnings-preview-key-figures-estimates-2508/