The Zacks Analyst Blog Highlights NuScale Power and Oklo

For Immediate ReleaseChicago, IL – July 31, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NuScale Power Corp. SMR and Oklo Inc. OKLO.Here are highlights from Thursday’s Analyst Blog:From Approval to Ambition: the Clear Divide Between NuScale & OkloNuScale Power Corp. is a well-known firm in the nuclear energy space, while Oklo Inc. is an emerging player, gaining visibility for its future deployment plans. Despite its pre-revenue and pre-licensed status, OKLO has skyrocketed 701.5% over the past year, surpassing the 413.3% surge of SMR.Does it mean that OKLO is a must-have stock for investors? To come to the investment conclusion, let's delve into the fundamentals and business developments of both stocks.NuScale's Regulatory Head Start vs. Oklo's Long Road AheadIn the nuclear energy space, when it comes to regulatory readiness, NuScale Power is far ahead of OKLO. The U.S. Nuclear Regulatory Commission ("NRC") has already approved SMR's reactor design, which is essential, while the process took more than a decade, culminating in 2020. Thus, the small modular reactor technology of NuScale Power has received a green signal for construction and deployment.On the contrary, Oklo's entire business plan relies heavily on support from the U.S. government. It needs favorable policies, contracts from the Department of Defense ("DOD"), and most importantly, approval from the NRC to move forward. Although the company is making some progress, NRC's approval process is known to be slow and complex. Oklo is still in the early pre-application stage for its first plant. That means there's a long road ahead before any construction or power generation can begin, and any delays or changes in government priorities could significantly affect the company's future.NuScale's Commercial Readiness vs. Oklo's Early-Stage AmbitionsNuScale is already targeting major industries like data centers, AI operations, old coal plants being converted to nuclear, factories needing industrial heat, hydrogen production and even water desalination. These aren't just ideas, but are backed by real data, strong customer interest and the company is already set up to start building.Oklo is aiming at similar markets but is still in the early stages. It hasn't built or delivered any power plants yet, and its energy and radioisotope projects are still years away from actually making money. It is to be noted that in early 2025, the company reported no revenues despite several years of development.Why Are Investors Willing to Pay a Premium for OKLO?Despite the backdrop, OKLO's valuation chart seems robust in comparison to SMR, citing the fact that investors are optimistic with the assumption that OKLO will provide clean and reliable energy once its first Aurora plant becomes operational between late 2027 and early 2028.Notably, Oklo is currently trading at a trailing 12-month price-to-book (P/B) of 36.79x. This represents a strong premium compared with NuScale Power's 26.30x.Thus, it seems that OKLO, which hasn't witnessed any earnings estimate revisions over the past seven days for 2025, is trading at levels that don't match its fundamentals. Hence, investors should avoid investing in the company, which currently carries a Zacks Rank #4 (Sell).Those who have already invested in the SMR stock should hold it as the company currently offers lower execution risk and more near-term visibility than OKLO. NuScale Power currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.One Big Gain, Every Trading DayTo help you take full advantage of this market, you’re invited to access every stock recommendation in all our private portfolios - for just $1.Zacks private portfolio services that closed 256 double and triple-digit winners in 2024 alone. That’s about one big gain every day the market was open. Of course, not all our picks are winners, but members have seen recent gains as high as +627% +1,340%, and +1,708%.Imagine how much you could profit with a steady stream of real-time picks from all our services that cover a number of strategies to suit a variety of investing and trading styles.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NuScale Power Corporation (SMR): Free Stock Analysis Report Oklo Inc. (OKLO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks