OKLO is trading at $58.00 (-4.18%) after reporting a wider-than-expected Q4 loss and pushing back its inaugural Idaho reactor timeline to 2028.
- The company reported a $139.3M operating loss (-27 cents/share vs. -16 cents forecast) and issued 2026 guidance projecting up to $100M in cash burn and $450M in capex.
- Analysts at Craig-Hallum, Needham, and Citigroup lowered price targets to the $71-73 range, citing increased capital needs and deployment risks.
- The selloff aligns with a broader market decline, as the S&P 500 dropped -1.23% following the release of new inflation data.