Washington, D.C., — Oklo Inc. stock (NYSE: OKLO) slipped 2.24% on Monday to close at $53.05, marking a modest retreat after a strong multi-week rally. The dip follows investor profit-taking, yet broader sentiment around the nuclear technology company remains overwhelmingly positive.
The pullback came the same day Oklo announced a key regulatory milestone: the U.S. Nuclear Regulatory Commission (NRC) has accepted the company’s Licensed Operator Topical Report for review. This development is a crucial step toward the deployment of Oklo’s Aurora fast fission powerhouses and represents a significant advancement in its long-term licensing strategy.
Regulatory Progress Fuels Scalable Vision
Oklo is pioneering a new model for advanced nuclear energy. Instead of licensing operators for each physical plant location, the company is proposing that operators be certified for the Aurora technology itself. This innovative approach would allow a single operator to monitor and manage multiple Aurora reactors remotely, supported by the design’s automated controls and inherent safety features.
By integrating design, construction, and operation into a single regulatory framework, Oklo aims to accelerate deployment timelines and scale more efficiently. The company’s strategy of owning and operating its own fleet of clean energy powerhouses—rather than selling reactors to other entities—also aligns with this streamlined regulatory approach.
“This milestone demonstrates how our licensing strategy supports our mission to deliver clean, reliable, and affordable energy quickly and at scale,” said Jacob DeWitte, co-founder and CEO of Oklo.
Stock Performance: Short-Term Pullback, Long-Term Momentum
While Monday’s trading showed a slight decline, Oklo stock remains one of the top-performing energy equities of 2025. Over the past month, the stock has climbed 95%. It has more than doubled in the past six months and surged 541% over the last year. Year to date, it is up more than 150%.
This exceptional run has been fueled by investor enthusiasm for Oklo’s advanced nuclear technology, partnerships with U.S. national laboratories, and a robust business model targeting a fast-growing market for low-carbon energy.
The Road Ahead
Oklo’s regulatory progress with the NRC positions it well for future licensing and commercial deployment. The company is also developing advanced fuel recycling technologies in collaboration with the U.S. Department of Energy and is focused on building a domestic supply chain for critical nuclear materials.
Despite short-term volatility in the stock, long-term investors remain bullish on Oklo’s potential to reshape the energy landscape with small, scalable nuclear solutions. Analysts will be closely watching upcoming regulatory milestones and commercialization updates for confirmation that the company can turn vision into reality.