Overview
- Shares that climbed ninefold to a $166 peak in mid-October have fallen about 40% over the past month.
- Q3 results showed zero revenue, with year-to-date operating costs at $82.2 million, including $36.3 million in the quarter.
- The company reported about $923 million in cash and equivalents and a year-to-date cash burn of $55 million, implying roughly $73 million annualized.
- Oklo’s recent U.S. Department of Energy selection to build three fuel‑fabrication pilot facilities adds to prior DOE awards, but none have produced revenue to date.
- Analysts polled by S&P Global Market Intelligence expect first revenue in 2027 and costs not being offset until 2030, with some reporting free cash flow could be much later.