Oklo Inc vs Shopify Inc. — how do they compare? Oklo Inc trades at $42.52 (market cap $8.06B), while Shopify Inc. trades at $127.18 (market cap $172.54B). The key difference: Shopify Inc. is far larger — about 21.4× Oklo Inc's market cap, and Shopify Inc. is trading nearer its 52-week high, Oklo Inc nearer its low. Which is the better fit depends on your goals.
| OKLO | SHOP | |
|---|---|---|
Market Cap | $8.06B | $172.54B |
Sector | Technology | Technology |
52-Week High | $174.14 | $179.01 |
52-Week Low | $36.84 | $95.40 |
Enterprise Value | $5.60B | $167.77B |
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.
Shopify (SHOP) trades at $134.10, down 7.57% amid broader market weakness. The stock shows bearish technical signals with key support at $131 and resistance at $140. Fundamentally, revenue growth remains strong at $11.56B in 2025 with improving profitability, though valuation metrics appear elevated with a P/E of 90.6. Recent earnings show mixed results with a Q4 2025 miss but subsequent beats in 2026.
Analyst consensus remains bullish with 67% buy ratings and $167.50 price target, representing 25% upside. Key risks include premium valuation compression and competitive pressures in e-commerce infrastructure. The company's expanding B2B segment and AI integration provide growth catalysts, but investors should weigh rich multiples against execution risks.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →