Open the map

OkloOKLO

Nuclear energy & uranium · NYSE · USA

$34.57
Down 6.1% todayClose

Down 48.7% this year and −34.0% since July 2, against −16.1% for the energy sector since June 26. Oklo buys from 1 mapped company.

Market cap
$6.4B
This year
−48.7%
1 year
−72.5%
P/E
n/a
P/S
n/a
P/B
2.0

Price vs the energy sector

since Jun 26OKLOEnergy sector, equal weight
Oklo (OKLO) vs the Energy sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. OKLO: −34.0% from Jul 2, 2026 to Oct 8, 2026. Energy sector index: −16.1% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%Jun 26AugSepOct 8OKLO −34.0%Sector −16.1% Oklo (OKLO) vs the Energy sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. OKLO: −34.0% from Jul 2, 2026 to Oct 8, 2026. Energy sector index: −16.1% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%Jun 26AugSepOct 8OKLO−34.0%Sector−16.1%

Supply chain

1 supplier
SUPPLIERS →→ CUSTOMERSCentrus Energy (LEU)LEUCentrus Energy−3.4%None mappedOKLOOklo

Suppliers 1

Open the full chain →

About Oklo

Aurora, its microreactor design, is meant to be sold as electricity rather than as hardware, with data centers the intended buyers. Nothing is operating commercially yet.

Theme exposure

SMRData center powerPre-revenueNew nuclearAI power demand

Products

  • Aurora microreactor
  • Power purchase agreements
  • Fuel recycling

Competitors

  • NuScale
  • TerraPower
  • Kairos

Risks

  • No revenue yet, licensing and construction risk
  • Speculative valuation

Same segment: Nuclear energy & uranium

CO2-free baseload: uranium supply, fuel, reactor technology and small modular reactors (tags mark the role). Segment 5 of 6 in the Energy, grid & critical infrastructure value chain.

Curtiss-WrightCW−0.4%BWX TechnologiesBWXT+0.5%NuScale PowerSMR−4.6%Centrus EnergyLEU−3.4%

Compare OKLO

Side by side with the largest companies in the same segment.

OKLO vs CWOKLO vs BWXTOKLO vs SMROKLO vs LEU

See where Oklo sits in the full Energy, grid & critical infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

Open the Energy value chain →