Wall Street analysts are more bullish on Oklo, assigning it an average price target of $79.88, nearly double its recent share price, compared to NuScale's average target of $12.63, which is 30% above its September 7 share price. Analysts favor Oklo's build-own-operate revenue model, which involves selling electricity directly to end-users through long-term power purchase agreements, including major deals with Meta Platforms and Switch, and a collaboration with Nvidia and Los Alamos National Laboratory. NuScale, which sells small modular reactors (SMRs) to traditional public utilities, is seen as exposed to supply chain friction and order cancellation risks. Financially, Oklo reported over $1.6 billion in cash and cash equivalents in Q2, with $84.3 million in debt, while NuScale had $766.5 million in cash and $824.4 million in debt.