Oklo Inc. (OKLO) is set to release its fourth-quarter 2025 results on March 17, with a consensus earnings estimate of -$0.18 per share, reflecting a 100% decline from the same quarter last year. For the full year, analysts project an EPS of -$0.62, representing a 16.2% year-over-year increase. In the previous quarter, OKLO reported a -53.9% earnings surprise and missed estimates in three of the last four quarters.
The company is currently focused on constructing the Aurora-INL reactor, with site work beginning in late 2025. OKLO has secured a 1.2-GW development agreement with Meta Platforms to power a data center in Ohio, expected to start operations around 2030. The company reported a $36.3 million operating loss in Q3 2025, highlighting substantial ongoing expenditures without corresponding revenue, as full-scale commercial operations are not anticipated until 2027-2028.
Despite over $1.2 billion in cash reserves, OKLO’s stock has seen its price more than double over the past year, even as it trades at nearly 8 times book value with no commercial reactors in operation. The company’s current Zacks Rank is #4 (Sell), and it carries a 0.00% earnings ESP, indicating no consensus for an upcoming earnings beat.
