"Investors are especially attuned to timelines around the Combined License Application (COLA) and whether Oklo's Aurora plant remains on track for deployment by 2027-2028."
"Consensus calls for -$0.11 in EPS and $1.5 million in revenue, with expectations that any top-line results will stem from grant or milestone revenue."
Oklo's first-quarter results are under scrutiny as investors seek updates on its regulatory advancements and commercial traction, particularly involving critical data center contracts. The company, currently pre-revenue, anticipates around -$0.11 EPS and $1.5 million revenue largely from grants. Investors are particularly focused on the timelines surrounding the Combined License Application (COLA) as the scheduling for the Aurora plant, targeted for activation by 2027-2028, remains pivotal to Oklo's credibility in the market.
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