Oklo Inc vs SAP SE — how do they compare? Oklo Inc trades at $42.6 (market cap $8.06B), while SAP SE trades at $206.53 (market cap $243.84B). The key difference: SAP SE is far larger — about 30.3× Oklo Inc's market cap, and SAP SE pays a 1.38% dividend while Oklo Inc pays none. Which is the better fit depends on your goals.
| OKLO | SAP | |
|---|---|---|
Market Cap | $8.06B | $243.84B |
Sector | Technology | Technology |
52-Week High | $174.14 | $280.46 |
52-Week Low | $36.84 | $146.38 |
Enterprise Value | $5.60B | $242.54B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
OKLO trades at $43.31, up 4.94% today, with a bullish technical signal from moving averages and neutral oscillators. The stock faces fundamental challenges, including negative net income margins of -12,625.54% and significant cash burn from operations. Recent news highlights progress in small modular reactor projects but also delays, such as a 14-month setback for its Ohio project noted by Zacks Investment Research on September 1, 2026.
Wall Street maintains a bullish outlook with a $71.58 consensus price target and 71.43% buy ratings, driven by long-term potential in nuclear energy for AI power demand. Key risks include lack of profitability, project execution delays, and high valuation multiples amid substantial cash outflows, requiring careful risk assessment by investors.
SAP trades at $211.545, down 1.66% today, near the consensus price target of $209.67. The stock shows mixed technical signals with a neutral overall rating. Fundamentally, SAP reported strong 2025 results with revenue of $36.80B and net income of $7.16B, beating EPS estimates in two of the last three quarters. Recent news highlights AI initiatives and cloud growth, though UBS downgraded the stock on AI monetization concerns.
Outlook: SAP's robust cloud backlog and AI integration offer growth potential, but execution risks and competitive pressures pose challenges. The stock presents a balanced risk-reward profile with moderate upside to the high target of $242.
Trailing returns across standard periods
Latest headlines on both assets
Oklo Inc. is a company focused on developing and commercializing advanced fission power plants. The company specializes in micro-reactor technology, specifically the Aurora design, which uses advanced fuel to produce reliable, clean, and cost-competitive power. Oklo aims to provide scalable, on-site power solutions to various customers, including remote communities, industrial facilities, and government entities, positioning itself as an innovator in the next generation of nuclear energy.
Read more on OKLO →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →