Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Treated as a utility. None of the usual models had enough data, so this uses Analyst consensus, Net asset value, and Net cash floor instead.
ACCE opinionOklo Inc. Class A common stock (OKLO)
Fair value
Not available
ACCE price target
$30.00
Rating
Not rated
Horizon
12 months
ACCE price target published on 10 Oct 2026, 00:00 CEST.
Price used: $26.35 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus, Net asset value, and Net cash floor.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
26
out of 100
Analysts
57% buy
23 covering
P/E
0.0x
forward 0.0x
1-year return
-78.9%
Dividend yield
0.00%
Oklo Inc. Class A common stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Oklo is developing small modular fission reactors (its Aurora design) and aims to sell power to data centers and industrial customers under long-term contracts, with no revenue yet at scale. The structural case rests on the demand side: hyperscalers are competing for firm, carbon-free power that solar and wind cannot supply around the clock, and a first-of-a-kind advanced reactor licensed by the NRC would be scarce. The near-term catalysts are regulatory milestones and any binding offtake agreements, since those would convert the thesis from option value into contracted cash flow. At a $5.6B market cap against a 26/100 internal score and an operating margin of roughly -6,049%, the stock is priced on execution risk, not current earnings, and the reported 40.4% gross margin is too thin a revenue base to say much. It merits a deeper look mainly to test whether licensing and customer commitments are arriving on schedule.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Cash burn with no revenue
Free cash flow was -$115.4M and revenue growth is 0.0% YoY, so the business is consuming cash without a revenue base to offset it. Operating margin is -6048.8%.
moderate
Heavy short interest
Short interest is 20.0% of float, a high level that signals sustained bearish conviction and can amplify volatility in either direction.
moderate
Insider selling, no buying
Last 10 disclosed insider transactions total $9.55M in sales and $0.00M in buys, with no offsetting insider accumulation.
AI research notes
AI-assisted·How I use AIWritten Oct 14, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Analysts are overwhelmingly positive, with 14 of 24 rating the stock Buy or Strong Buy.
The average analyst price target sits well above the current share price, implying substantial upside on paper.
The company carries no debt, so its balance sheet leaves room to fund development without borrowing.
Why it could disappoint
Free cash flow over the last twelve months was negative $115M, so the business is consuming cash rather than generating it.
Return on equity of -7.7% and return on invested capital of -5.9% show the company is not yet earning a return on the money invested in it.
The company missed earnings expectations badly, reporting EPS of -0.28 against -0.17 expected, and the share count rose 6.1%.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 10, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
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Valuation
INVESTOR
Where OKLO's valuation models land
Price
$26.35
Model fair valueConfidence: low
about $31.29
Model
Fair value
Upside
Analyst consensus
Net asset value
Net cash floor
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores