Latest news with #LibertyEnergy
Yahoo
10 hours ago
- Business
- Yahoo
Oklo (OKLO) Completes NRC Pre-Application Assessment For Aurora Powerhouses
Oklo experienced a remarkable 199% increase in its total shareholder returns over the last quarter, coinciding with several noteworthy developments. The company's strategic alliance with Liberty Energy and collaboration with Vertiv have reinforced its commitment to providing advanced nuclear power solutions across high-demand sectors such as data centers. Additionally, the completion of the NRC pre-application assessment marked a significant milestone for its Aurora powerhouses. The company's inclusion in multiple Russell indexes signaled growing market recognition. Amid positive market sentiment around corporate earnings and economic growth, these developments likely added weight to Oklo's impressive quarter performance. We've spotted 5 risks for Oklo you should be aware of, and 1 of them is potentially serious. We've found 17 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Oklo's shares have risen a very large 701.47% over the last year, setting a remarkable benchmark in comparison to the broader US market's 17.5% return, as well as the 15.5% return of the US Electric Utilities industry. This steep increase reflects growing investor confidence in the company's capacity to innovate within the nuclear energy domain, even though Oklo has yet to generate any revenue. Despite these gains, the current share price of $71.01 surpasses the consensus analyst price target of $62.53, suggesting that market optimism might be ahead of perceived fair value. The developments Oklo has undertaken, like forming alliances with Liberty Energy and Vertiv, are crucial steps in expanding its market footprint, yet are not expected to immediately reflect in revenue or earnings as the company remains forecast to be unprofitable for the next three years. The strategic collaborations and pre-application assessment completion may enhance Oklo's long-term prospects, possibly influencing revenue and earnings forecasts positively. Investors have responded favorably to these potential future enhancements, evidenced by robust share price growth despite an ongoing net loss of $59.40 million reported for 2025. Shareholders should consider the discrepancy between the current share price and price target in the context of Oklo's high Price-To-Book Ratio, indicating caution in valuation. Assess Oklo's future earnings estimates with our detailed growth reports. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include OKLO. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
Liberty Energy (LBRT) Jumps 15.77% on New Energy Deal
We recently published . Liberty Energy Inc. (NYSE:LBRT) is one of the biggest performers recently. Liberty Energy saw its share prices jump by 15.77 percent week-on-week, ending at $13.14 on Friday versus the $11.35 the week before, as investors cheered its newly clinched deal with Oklo Inc. (NYSE:OKLO) to support energy development and strong power demand in the US. Last week, Liberty Energy Inc. (NYSE:LBRT) and Oklo Inc. (NYSE:OKLO) announced that joined forces to accelerate integrated power solutions for large-scale, high-demand customers, including data centers, industrial facilities, and utility-scale sites. Under the agreement, Liberty Energy Inc.'s (NYSE:LBRT) natural gas power generation and load management solution will provide initial reliable primary power and flexible energy services, along with future grid management services focused on optimization and resiliency. As Oklo's Aurora powerhouses come online, they will be integrated to provide clean, continuous baseload energy, complementing its partner's natural gas power. 'Our strategic alliance with Oklo advances a power strategy aimed at accelerating deployment for sophisticated, large load customers. This innovative approach redefines how today's most energy-intensive industries can scale efficiently with cost-effective, next-generation power solutions, combining rapid deployment, intelligent load management, and integrated grid management,' said Liberty Energy Inc. (NYSE:LBRT) CEO Ron Gusek. While we acknowledge the potential of LBRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Liberty Energy Inc (LBRT) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid Market ...
Revenue: $1 billion, a 7% sequential increase from $977 million in the prior quarter. Net Income: $71 million, compared to $20 million in the prior quarter. Adjusted Net Income: $20 million, compared to $7 million in the prior quarter. Fully Diluted Net Income Per Share: $0.43, compared to $0.12 in the prior quarter. Adjusted Net Income Per Diluted Share: $0.12, compared to $0.04 in the prior quarter. Adjusted EBITDA: $181 million, an 8% sequential increase from $168 million in the prior quarter. General Administrative Expenses: $58 million, down from $66 million in the prior quarter. Net Debt: $140 million, a decrease of $46 million from the prior quarter. Total Liquidity: $276 million, including availability under the credit facility. Capital Expenditures: $134 million in the second quarter. Cash Balance: $20 million at the end of the quarter. Credit Facility Expansion: Increased by $225 million to $750 million. Warning! GuruFocus has detected 3 Warning Sign with LBRT. Release Date: July 25, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Liberty Energy Inc (NYSE:LBRT) reported a 7% increase in revenue and an 8% increase in adjusted EBITDA sequentially, despite a backdrop of softening completions activity. The company is leveraging its full suite of completion products and services, including frac, wireline, sand, chemicals, logistics, fueling services, and top-tier engineering and diagnostic tools, to drive increased customer engagement. Liberty Energy Inc (NYSE:LBRT) is advancing its technology leadership with the digiPrime enhancement, featuring the industry's first variable speed natural gas reciprocating engine, which has shown promising results in field testing. The company has announced strategic alliances for power facility development, including collaborations in Pennsylvania and Colorado, to address power service requirements for data centers and industrial users. Liberty Energy Inc (NYSE:LBRT) is committed to innovation in high-efficiency, low-emission technologies, with its digiFleets showing significant operational and capital efficiency gains, including extended engine life and reduced wear and tear. Negative Points The company anticipates a slowdown in completion activity in the second half of the year, which may lead to pricing pressures on services. Liberty Energy Inc (NYSE:LBRT) plans to modestly reduce its deployed fleet count due to market pressures and near-term reductions in customer activity. The company is facing pricing headwinds, particularly with older diesel equipment, which may impact overall pricing across its asset base. Liberty Energy Inc (NYSE:LBRT) has withdrawn its full-year EBITDA target range due to macroeconomic developments and market volatility. The company refrained from share buybacks in the second quarter to allow for a period of assessment amidst market uncertainties, which may concern investors looking for immediate returns. Q & A Highlights Q: Can you discuss the current supply chain for incremental capacity in your power generation business and the potential for asset contracts in the coming quarters? A: Ron Gusek, President and CEO, explained that there is incremental capacity available, particularly on the gas reciprocating side, beyond what Liberty has already procured. They have identified meaningful additional capacity through their supply base and could significantly expand their order book for 2026. Regarding asset contracts, larger partnerships involve longer timelines due to permitting and development efforts, with asset deployment expected into 2027. However, Liberty plans to start deploying power generation assets this fall at three sites, with generation expected in 2026. Q: How does the relationship with Oklo fit into your long-term power solution strategy, especially considering the timeline for small modular reactors (SMRs)? A: Ron Gusek noted that the partnership with Oklo is part of a broader strategy to provide a bridge for customers who need power solutions before SMRs are available. Initially, Liberty provides natural gas power for startup and continuous operations until SMRs can be deployed. Once SMRs are in place, they will serve as base load power, complemented by natural gas for variable load demands. This partnership offers long-term economic opportunities by combining nuclear and gas power. Q: Can you provide more color on the revenue and EBITDA trajectory for the third quarter, considering activity reductions and pricing headwinds? A: Ron Gusek mentioned that Liberty is coming off a strong second quarter, but activity is expected to decline due to falling rig counts. They anticipate a mid-single-digit reduction in utilization and low single-digit pricing headwinds. Liberty is repurposing assets to meet customer demand for simulfrac work, which involves running fewer, larger fleets to drive efficiency. The company expects some pricing challenges, particularly with older diesel equipment, but remains optimistic about maintaining firm pricing with leading-edge technology. Q: What are the operational advantages of the sand slurry pipe system compared to traditional sand transportation methods? A: Ron Gusek explained that the sand slurry system allows for transporting sand without using trucks, especially in proximity mine scenarios. This system can eliminate truck traffic, reduce dust and noise, and minimize road maintenance costs. It offers economic opportunities by improving delivery reliability and reducing costs, although it may not be applicable in all locations. Q: How do you view the attrition of diesel equipment in the market, and what impact will it have on supply and demand dynamics? A: Ron Gusek stated that there is strong demand for next-generation capacity, while older Tier 2 diesel equipment faces challenges. As these assets end up with white space, they are likely to be sidelined and cannibalized for parts, leading to increased attrition rates. Liberty expects an accelerated rate of attrition over the back half of the year and into 2026, which will improve supply and demand dynamics and set the stage for a stronger market rebound. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Economic Times
6 days ago
- Business
- Economic Times
Oklo stock rockets 12% to record $75 — is this just the beginning for the nuclear energy disruptor?
Oklo's stock soared to a record high, fueled by regulatory progress for its Aurora powerhouse and a strategic partnership with Liberty Energy. This surge reflects strong investor confidence in Oklo's nuclear energy initiatives. With construction slated to begin in 2025, the company is poised to potentially revolutionize the energy sector, despite warnings of overvaluation. Tired of too many ads? Remove Ads Key regulatory milestone achieved Big partnership news Tired of too many ads? Remove Ads Construction plans in motion FAQs Oklo stock hit a record high of $73.71, up 12% in a day, pushing its market value to $10.79 billion. The stock has delivered a massive 769.68% gain in one year and is already up 215.45% in 2024 the hype, InvestingPro warns the stock looks overvalued right now, and it's also highly volatile. The latest rally reflects strong investor confidence in Oklo's strategic direction and future in nuclear energy, as per the cleared a key regulatory step for its Aurora powerhouse project at Idaho National Laboratory. The U.S. Nuclear Regulatory Commission found no major issues during its pre-application review — paving the way for a faster approval process, as per the teamed up with Liberty Energy Inc. to develop integrated energy solutions, mixing natural gas and advanced nuclear tech. This partnership will offer ready-to-use power solutions to industries that need constant, reliable energy, as stated by picked Kiewit Nuclear Solutions Co. to lead construction of the Aurora plant. Pre-construction starts in 2025, and if things stay on track, commercial operations will begin in late 2027 or early 2028, as per the boosted its price target for Oklo stock to $68, up from $30. The upgrade was based on Oklo's larger reactor design, which analysts say could bring higher returns in the future, according to the report by record-breaking stock surge, key regulatory wins, and big industry partnerships are fueling massive investor excitement. With construction lined up and a future-focused plan in place, many are asking — is this just the beginning for the nuclear energy disruptor?Oklo stock is rising due to strong investor interest, a key regulatory win, and new partnerships in nuclear Aurora powerhouse is Oklo's first commercial nuclear plant, set to begin operations by 2028 after clearing a major U.S. regulatory step.
CNBC
23-07-2025
- Business
- CNBC
Watch CNBC's full interview with Oklo CEO Jacob Dewitte and Liberty Energy CEO Ron Gusek
Jacob Dewitte, Oklo founder and CEO, and Ron Gusek, Liberty Energy CEO, join CNBC's 'Squawk on the Street' to discuss their new partnership to bring energy demand to large-scale customers as AI energy demand ramps up.
