From The Motley Fool · Leo Sun · · 1m 30s
Better Nuclear Energy Stock to Buy After Sell-Off
X-Energy outperforms Oklo as nuclear market rebounds.
In brief
X-Energy outperforms Oklo as nuclear market rebounds. X-Energy is the better nuclear energy stock to buy after the sell-off due to undervalued growth potential compared to Oklo's near-term deployments. Originally reported by The Motley Fool.
Nuclear Market Resurgence
The nuclear energy market cooled for a decade after Fukushima but heated up recently due to decarbonization initiatives, safer technologies, and cloud/AI energy demands.
Oklo and X-Energy Overview
Oklo went public in May 2024 at $15.50, trading at $28 now. X-Energy went public in April 2026 at $23, trading at $11 now.
Oklo's Technology
Oklo uses liquid sodium cooling and metallic uranium fuel pellets that recycle in a closed loop for a decade without refueling.
X-Energy's Technology
X-Energy uses helium cooling and TRISO particle pebbles that withstand higher temperatures and require continuous refueling.
Oklo's Deployment Timeline
Oklo plans to deploy its first commercial reactors in 2027 with a backlog of 18 GW including deals with Switch, Meta Platforms, and Equinix.
X-Energy's Deployment Timeline
X-Energy won't deploy its first SMRs until the early 2030s with a pipeline of 11.5 GW including deals with Centrica, Amazon, and Dow Chemical.
Valuation Comparison
Oklo trades at 100 times 2028 sales while X-Energy trades at 2.5 times 2028 sales, making X-Energy undervalued relative to growth potential.
Why X-Energy is Better
X-Energy's slower, more fragmented approach is undervalued compared to Oklo's near-term deployments and growth potential.
The essence
X-Energy is the better nuclear energy stock to buy after the sell-off due to undervalued growth potential compared to Oklo's near-term deployments.
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