Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
Finance

Oklo vs. NuScale: Which One Actually Has Paying Customers Lined Up?

There's a reason the hype around these two nuclear technology stocks is fading.

Oklo vs. NuScale: Which One Actually Has Paying Customers Lined Up?

Published July 30, 2026 · Category: Finance

Overview

Oklo (NYSE: OKLO) and NuScale Power (NYSE: SMR) remain two of the most popular nuclear energy stocks. However, there's a good reason why excitement about both companies has waned in the past year. Neither company has made much progress exiting the pre-revenue stage.

Oklo continues to announce major progress with its various projects. For instance, over the past month, the company has entered the testing stage for its Groves Isotope Test Reactor in Texas. Last month, the company announced progress on its Aurora project in southern Illinois by signing a nuclear fuel supply deal.

Details

Still, commercialization remains years away. Analyst estimates call for revenue of just $1.1 million this year and $5.7 million in 2027. Compare that to Oklo's nearly $7 billion market cap, which seemingly bakes in future potential as a near certainty.

Continue reading

Source

Originally published at www.fool.com.

Related Articles

CD
Capital Daily Newsroom

Capital Daily covers markets, crypto and commodities for Asia & the Middle East — tier-1 desk research, AI-driven analysis, institutional-grade data. Tip our newsroom: [email protected]

Email the newsroom →
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.