Oklo Set to Release Q4 Earnings: Wall Street Eyes Nuclear Energy Stock Nuclear energy company Oklo (OKLO) is set to report its fourth-quarter 2025 results and full-year financials on March 17. The stock has seen a 19% decline year-to-date but has surged 144% over the past year. Analysts are optimistic about the company’s prospects, citing growing demand for nuclear power in artificial intelligence data centers and strategic partnerships. Oklo, a pre-revenue firm, is developing next-generation fission reactors to deliver affordable, clean energy globally. Wall Street anticipates a wider loss per share of $0.17 for Q4 2025, compared to $0.09 in the same period last year. Investors will focus on management’s discussion of the company’s project pipeline, cash burn rate, and operational progress. A key development boosting investor confidence was Oklo’s partnership with Meta Platforms (META). In January 2026, the company announced a deal to build a 1.2 GW power campus in Pike County, Ohio, to support Meta’s data centers. Additionally, Oklo recently entered a joint venture with Centrus Energy (LEU) to advance deconversion services for high-assay, low-enriched uranium and fuel-cycle technologies. Analysts like Needham’s Sean Milligan have reiterated a Buy rating on OKLO, with a $135 price target. Milligan highlighted that Oklo’s near-term results will reflect operating expenses and cash burn rather than commercial earnings. He expects the earnings call to address liquidity, fuel strategy updates, progress on hyperscaler and utility partnerships beyond the Meta deal, and developments in the Aurora/Idaho National Laboratory project, including long-lead procurement and DOE authorization. TipRanks’ AI Analyst has a Neutral rating on OKLO, with a $81 price target.#meta_platforms #oklo #centrus_energy #pike_county_ohio #doe
