2026-09-18Holtec cancels $900M IPO due to weak sentiment, plans to retry in 3-6 months; near-term positive for Oklo
이전 이벤트 26건›
기타호재
EIB Backs SMRs, Potential Boost for Oklo and Peers영어 원문
European institutional funding validates SMR sector, aiding Oklo
첫날 -1.0% · 5일 후 +9.0%
M&A·자금조달악재
Oklo Hits 70-Week Low After $1B Stock Sale Announcement영어 원문
Dilution concerns weigh on shares, highlighting execution risks
첫날 -9.2% · 5일 후 +4.9%
›전개 과정 4회
2026-09-11A fresh $1B ATM program follows full utilization of its prior offering; shares fell >7% on the news
2026-09-13Dilution persists amid no revenue for at least a year; retail debate valuation
2026-09-15Dilution up to 14.6% plus CEO sales heighten market concerns
2026-09-16Dilution concerns weigh on shares, highlighting execution risks
애널리스트악재
Oklo CEO sells 120k shares for $4.6M; fresh $1B ATM same week영어 원문
CEO sale on Sept 1 precedes fresh ATM launch; timing proximity noted
첫날 -1.7% · 5일 후 -16.3%
›전개 과정 3회
2026-09-09Multiple sources confirm initiation; cites bipartisan policy and hyperscaler demand
2026-09-10Piper Sandler draws clear line in nuclear sector, triggering sector-wide selloff
2026-09-12CEO sale on Sept 1 precedes fresh ATM launch; timing proximity noted
8-K 공시
8-K: 중요 계약 체결, 계약 종료
첫날 -9.2% · 5일 후 +4.9%
기업악재
PJM Pulls Oklo's Ohio Project, Grid Link May Delay 14 Months영어 원문
PJM removes Oklo's Ohio project from grid review, delaying timeline by at least 14 months
첫날 -5.0% · 5일 후 +10.5%
실적악재
Oklo Posts $81.6M Q2 Net Loss; Aurora Reactor Construction Underway영어 원문
Co. in early construction phase of first SMR posts Q2 loss; Meta 1.2-GW Ohio project pre-construction 2027, general construction late 2028
첫날 -5.6% · 5일 후 +2.8%
기업
Oklo Shares Rebound as Nuclear Sector Recovers영어 원문
Premarket up ~4%, extending 12% prior gain; SMR stocks see investor return, though NuScale fell 7%
첫날 -6.0% · 5일 후 -5.0%
실적호재
Oklo Reports First Revenue, Reactor Criticality, and Centrus LOI영어 원문
New LOI with Centrus for HALEU to power up to 5 Aurora plants
첫날 -8.1% · 5일 후 -1.4%
›전개 과정 4회
2026-08-08Beat driven by acquired businesses; core model unproven, reactor milestone key
2026-08-11First quarterly revenue reported, Groves reactor reached criticality, but net loss of $81.6M; stock surged 14%.
2026-08-11First quarterly revenue achieved; Groves test reactor hit first criticality, stock surged 14%
2026-08-12New LOI with Centrus for HALEU to power up to 5 Aurora plants
실적
실적 발표
첫날 -8.1% · 5일 후 -1.4%
실적악재
Oklo Raises 2026 Spending Guidance, Q2 Loss Misses on Higher Costs영어 원문
Higher spending to protect Aurora INL 2028 startup; Q2 loss widened Y/Y and missed estimates
첫날 +14.8% · 5일 후 -8.3%
›전개 과정 6회
2026-08-07Company reports Q2 before Friday open; cash and marketable securities ~$2.5B at end of March, focus on commercialization
2026-08-07Q2 revenue beat at $1.21M, EPS miss at -$0.28, cash $3.0B, Groves reactor achieved first criticality.
2026-08-08Beat driven by acquisitions, core fast-fission model unproven; Groves reactor reached first criticality
2026-08-10Higher execution costs and raised guidance for Aurora 2028 startup prompt analyst PT cuts
2026-08-10Q2 loss widened and missed estimates; raised spending guidance to protect Aurora's 2028 startup; Groves achieved first criticality.
2026-08-10Higher spending to protect Aurora INL 2028 startup; Q2 loss widened Y/Y and missed estimates
애널리스트호재
Analysts See Nuclear Renaissance, Oklo Named Pure-Play SMR Pick영어 원문
Motley Fool compares Oklo among SMR stocks, citing AI data center power demand
첫날 -8.1% · 5일 후 -1.4%
제품호재
Oklo's Groves Reactor Achieves First Criticality, Construction-to-Operation in Under a Year영어 원문
CEO says milestone proves advanced nuclear can move from construction to operation in under a year, serving as a model for scaling future reactors and isotope production.
첫날 -8.1% · 5일 후 -1.4%
실적
실적 발표
첫날 +14.8% · 5일 후 -8.3%
규제호재
Oklo Receives DOE Startup Authorization for Groves Reactor영어 원문
Reactor reached criticality in under a year after groundbreaking, first DoE Reactor Pilot Program project on private greenfield site to do so
첫날 -8.5% · 5일 후 -3.5%
›전개 과정 5회
2026-07-24Authorization clears fuel loading, startup testing and first criticality, just 10 months after groundbreaking
2026-07-25DOE authorization allows fuel loading and testing toward first criticality, just 10 months after groundbreaking.
2026-07-25DOE authorization marks key regulatory step, 10 months after groundbreaking
2026-08-06Reactor reached criticality in under a year after groundbreaking, first DoE Reactor Pilot Program project on private greenfield site to do so
내부자 매도악재
내부자 매도 1040만 달러 (내부자 3명)
첫날 +6.2% · 5일 후 +7.9%
실적
Oklo to Report Earnings Next Week, AI Power Demand in Focus영어 원문
Multiple financial media and traders flag Oklo's earnings week, with AI power demand as key focus
첫날 +6.2% · 5일 후 +7.9%
›전개 과정 3회
2026-08-01Multiple financial media confirm Oklo's earnings next week, market watches performance amid AI power demand
2026-08-03Multiple sources mention Oklo's earnings and AI power demand, but no new facts, just repetition.
2026-08-03Multiple financial media and traders flag Oklo's earnings week, with AI power demand as key focus
8-K 공시
8-K: 이사·임원 변동
첫날 -5.3% · 5일 후 +9.5%
실적
Oklo Announces Date for Q2 2026 Financial Results and Business Update Call영어 원문
Company confirms upcoming Q2 results and business update
첫날 +3.9% · 5일 후 -1.4%
›전개 과정 2회
2026-07-27Company to release financial results soon, market watches business update
2026-07-27Company confirms upcoming Q2 results and business update
기업호재
Oklo Joins Federal AI Nuclear Push영어 원문
Report says Oklo joins federal effort to speed nuclear for AI data centers
첫날 +3.9% · 5일 후 -1.4%
기업호재
Oklo, X-Energy Join Trump Bid to Speed Nuclear Reactors for AI영어 원문
Selected for $200M AI data center nuclear initiative; shares rise
첫날 +0.8% · 5일 후 -17.2%
›전개 과정 2회
2026-07-22Multiple sources confirm both firms join government program to accelerate advanced reactor commercialization for AI data center power demand
2026-07-22Selected for $200M AI data center nuclear initiative; shares rise
기타
NASA Estimates $2.1B for Nuclear-Powered Mars Mission영어 원문
Space Reactor-1 Freedom targets late 2028 launch; nuclear stocks including OKLO draw attention
첫날 +6.3% · 5일 후 -10.3%
기타악재
Oklo shares drop 28% in a month, 76% drawdown from highs영어 원문
Multiple sources confirm continued decline, market sentiment bearish
첫날 -1.4% · 5일 후 -2.1%
기업호재
Oklo: 100K Tons US Used Nuclear Fuel as Fast Reactor Resource영어 원문
US has 100K metric tons used fuel; Oklo fast reactors aim to tap energy potential
첫날 -1.2% · 5일 후 -2.6%
애널리스트
Truist Initiates Hold, PT $55영어 원문
Truist initiates Hold with $55 target, while another firm reiterates Buy with $93 target, showing divergent views.
첫날 +0.9% · 5일 후 -4.6%
›전개 과정 2회
2026-07-14Truist Securities initiates coverage with Hold, PT $55
2026-07-14Truist initiates Hold with $55 target, while another firm reiterates Buy with $93 target, showing divergent views.
애널리스트호재
Texas Capital Reiterates Buy, PT $93영어 원문
Analyst sees Oklo as top pick, citing differentiated tech, strong capitalization, clear deployment path
첫날 -6.2% · 5일 후 -9.4%
내부자 매도악재
내부자 매도 2200만 달러 (내부자 3명)
첫날 +0.2% · 5일 후 -6.1%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
28건
애널리스트
UBS, Oklo 목표가 $41로 하향, 중립 유지
UBS, 단기 실행 리스크로 목표가 하향, 강한 정책 지원 언급
첫날 -0.7% · 현재까지 -5.0%
M&A·자금조달호재
Holtec Cancels IPO, Easing Competitive Pressure on Oklo영어 원문
Holtec cancels $900M IPO due to weak sentiment, plans to retry in 3-6 months; near-term positive for Oklo
2026-09-18Holtec cancels $900M IPO due to weak sentiment, plans to retry in 3-6 months; near-term positive for Oklo
기타호재
EIB Backs SMRs, Potential Boost for Oklo and Peers영어 원문
European institutional funding validates SMR sector, aiding Oklo
첫날 -1.0% · 5일 후 +9.0%
M&A·자금조달악재
Oklo Hits 70-Week Low After $1B Stock Sale Announcement영어 원문
Dilution concerns weigh on shares, highlighting execution risks
첫날 -9.2% · 5일 후 +4.9%
›전개 과정 4회
2026-09-11A fresh $1B ATM program follows full utilization of its prior offering; shares fell >7% on the news
2026-09-13Dilution persists amid no revenue for at least a year; retail debate valuation
2026-09-15Dilution up to 14.6% plus CEO sales heighten market concerns
2026-09-16Dilution concerns weigh on shares, highlighting execution risks
애널리스트악재
Oklo CEO sells 120k shares for $4.6M; fresh $1B ATM same week영어 원문
CEO sale on Sept 1 precedes fresh ATM launch; timing proximity noted
첫날 -1.7% · 5일 후 -16.3%
›전개 과정 3회
2026-09-09Multiple sources confirm initiation; cites bipartisan policy and hyperscaler demand
2026-09-10Piper Sandler draws clear line in nuclear sector, triggering sector-wide selloff
2026-09-12CEO sale on Sept 1 precedes fresh ATM launch; timing proximity noted
이전 이벤트 23건›
8-K 공시
8-K: 중요 계약 체결, 계약 종료
첫날 -9.2% · 5일 후 +4.9%
기업악재
PJM Pulls Oklo's Ohio Project, Grid Link May Delay 14 Months영어 원문
PJM removes Oklo's Ohio project from grid review, delaying timeline by at least 14 months
첫날 -5.0% · 5일 후 +10.5%
실적악재
Oklo Posts $81.6M Q2 Net Loss; Aurora Reactor Construction Underway영어 원문
Co. in early construction phase of first SMR posts Q2 loss; Meta 1.2-GW Ohio project pre-construction 2027, general construction late 2028
첫날 -5.6% · 5일 후 +2.8%
기업
Oklo Shares Rebound as Nuclear Sector Recovers영어 원문
Premarket up ~4%, extending 12% prior gain; SMR stocks see investor return, though NuScale fell 7%
첫날 -6.0% · 5일 후 -5.0%
실적호재
Oklo Reports First Revenue, Reactor Criticality, and Centrus LOI영어 원문
New LOI with Centrus for HALEU to power up to 5 Aurora plants
첫날 -8.1% · 5일 후 -1.4%
›전개 과정 4회
2026-08-08Beat driven by acquired businesses; core model unproven, reactor milestone key
2026-08-11First quarterly revenue reported, Groves reactor reached criticality, but net loss of $81.6M; stock surged 14%.
2026-08-11First quarterly revenue achieved; Groves test reactor hit first criticality, stock surged 14%
2026-08-12New LOI with Centrus for HALEU to power up to 5 Aurora plants
실적
실적 발표
첫날 -8.1% · 5일 후 -1.4%
실적악재
Oklo Raises 2026 Spending Guidance, Q2 Loss Misses on Higher Costs영어 원문
Higher spending to protect Aurora INL 2028 startup; Q2 loss widened Y/Y and missed estimates
첫날 +14.8% · 5일 후 -8.3%
›전개 과정 6회
2026-08-07Company reports Q2 before Friday open; cash and marketable securities ~$2.5B at end of March, focus on commercialization
2026-08-07Q2 revenue beat at $1.21M, EPS miss at -$0.28, cash $3.0B, Groves reactor achieved first criticality.
2026-08-08Beat driven by acquisitions, core fast-fission model unproven; Groves reactor reached first criticality
2026-08-10Higher execution costs and raised guidance for Aurora 2028 startup prompt analyst PT cuts
2026-08-10Q2 loss widened and missed estimates; raised spending guidance to protect Aurora's 2028 startup; Groves achieved first criticality.
2026-08-10Higher spending to protect Aurora INL 2028 startup; Q2 loss widened Y/Y and missed estimates
애널리스트호재
Analysts See Nuclear Renaissance, Oklo Named Pure-Play SMR Pick영어 원문
Motley Fool compares Oklo among SMR stocks, citing AI data center power demand
첫날 -8.1% · 5일 후 -1.4%
제품호재
Oklo's Groves Reactor Achieves First Criticality, Construction-to-Operation in Under a Year영어 원문
CEO says milestone proves advanced nuclear can move from construction to operation in under a year, serving as a model for scaling future reactors and isotope production.
첫날 -8.1% · 5일 후 -1.4%
실적
실적 발표
첫날 +14.8% · 5일 후 -8.3%
규제호재
Oklo Receives DOE Startup Authorization for Groves Reactor영어 원문
Reactor reached criticality in under a year after groundbreaking, first DoE Reactor Pilot Program project on private greenfield site to do so
첫날 -8.5% · 5일 후 -3.5%
›전개 과정 5회
2026-07-24Authorization clears fuel loading, startup testing and first criticality, just 10 months after groundbreaking
2026-07-25DOE authorization allows fuel loading and testing toward first criticality, just 10 months after groundbreaking.
2026-07-25DOE authorization marks key regulatory step, 10 months after groundbreaking
2026-08-06Reactor reached criticality in under a year after groundbreaking, first DoE Reactor Pilot Program project on private greenfield site to do so
내부자 매도악재
내부자 매도 1040만 달러 (내부자 3명)
첫날 +6.2% · 5일 후 +7.9%
실적
Oklo to Report Earnings Next Week, AI Power Demand in Focus영어 원문
Multiple financial media and traders flag Oklo's earnings week, with AI power demand as key focus
첫날 +6.2% · 5일 후 +7.9%
›전개 과정 3회
2026-08-01Multiple financial media confirm Oklo's earnings next week, market watches performance amid AI power demand
2026-08-03Multiple sources mention Oklo's earnings and AI power demand, but no new facts, just repetition.
2026-08-03Multiple financial media and traders flag Oklo's earnings week, with AI power demand as key focus
8-K 공시
8-K: 이사·임원 변동
첫날 -5.3% · 5일 후 +9.5%
실적
Oklo Announces Date for Q2 2026 Financial Results and Business Update Call영어 원문
Company confirms upcoming Q2 results and business update
첫날 +3.9% · 5일 후 -1.4%
›전개 과정 2회
2026-07-27Company to release financial results soon, market watches business update
2026-07-27Company confirms upcoming Q2 results and business update
기업호재
Oklo Joins Federal AI Nuclear Push영어 원문
Report says Oklo joins federal effort to speed nuclear for AI data centers
첫날 +3.9% · 5일 후 -1.4%
기업호재
Oklo, X-Energy Join Trump Bid to Speed Nuclear Reactors for AI영어 원문
Selected for $200M AI data center nuclear initiative; shares rise
첫날 +0.8% · 5일 후 -17.2%
›전개 과정 2회
2026-07-22Multiple sources confirm both firms join government program to accelerate advanced reactor commercialization for AI data center power demand
2026-07-22Selected for $200M AI data center nuclear initiative; shares rise
기타
NASA Estimates $2.1B for Nuclear-Powered Mars Mission영어 원문
Space Reactor-1 Freedom targets late 2028 launch; nuclear stocks including OKLO draw attention
첫날 +6.3% · 5일 후 -10.3%
기타악재
Oklo shares drop 28% in a month, 76% drawdown from highs영어 원문
Multiple sources confirm continued decline, market sentiment bearish
첫날 -1.4% · 5일 후 -2.1%
기업호재
Oklo: 100K Tons US Used Nuclear Fuel as Fast Reactor Resource영어 원문
US has 100K metric tons used fuel; Oklo fast reactors aim to tap energy potential
첫날 -1.2% · 5일 후 -2.6%
애널리스트
Truist Initiates Hold, PT $55영어 원문
Truist initiates Hold with $55 target, while another firm reiterates Buy with $93 target, showing divergent views.
첫날 +0.9% · 5일 후 -4.6%
›전개 과정 2회
2026-07-14Truist Securities initiates coverage with Hold, PT $55
2026-07-14Truist initiates Hold with $55 target, while another firm reiterates Buy with $93 target, showing divergent views.
애널리스트호재
Texas Capital Reiterates Buy, PT $93영어 원문
Analyst sees Oklo as top pick, citing differentiated tech, strong capitalization, clear deployment path
