Encompass More Asset Management Buys New Position in Oklo Inc. $OKLO

Key Points

• New institutional stake and heavy insider activity: Encompass More Asset Management bought 43,292 shares (~$3.11M) while institutional investors hold 85.03% of Oklo, but insiders have sold 809,040 shares (~$49.16M) in the last three months, including CEO Jacob Dewitte’s 140,000‑share sale for $9.87M under a 10b5‑1 plan.
• NRC PDC approval fuels investor interest: The NRC’s Principal Design Criteria approval for the Aurora reactor reduces permitting risk and helped drive a 16.8% gain as media/analysts pitch Oklo as an AI‑infrastructure play; the consensus analyst rating is a "Moderate Buy" with an average target of $87.68.
• But risks remain: Oklo is still pre‑revenue with recent EPS misses and an expected negative EPS this year, leaving execution, financing and contract wins crucial amid high short interest and volatile price action.

Encompass More Asset Management bought a new stake in shares of Oklo Inc. (NYSE:OKLO - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 43,292 shares of the company's stock, valued at approximately $3,107,000.

Other large investors have also bought and sold shares of the company. NBC Securities Inc. boosted its stake in Oklo by 75.0% during the fourth quarter. NBC Securities Inc. now owns 350 shares of the company's stock valued at $25,000 after buying an additional 150 shares in the last quarter. GAMMA Investing LLC boosted its stake in Oklo by 356.3% during the fourth quarter. GAMMA Investing LLC now owns 365 shares of the company's stock valued at $26,000 after buying an additional 285 shares in the last quarter. Gables Capital Management Inc. bought a new position in Oklo during the third quarter valued at about $28,000. Nemes Rush Group LLC bought a new position in Oklo during the third quarter valued at about $28,000. Finally, Whittier Trust Co. of Nevada Inc. bought a new position in Oklo during the third quarter valued at about $33,000. Institutional investors own 85.03% of the company's stock.

Insider Transactions at Oklo

In other news, CEO Jacob Dewitte sold 140,000 shares of the firm's stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $70.50, for a total transaction of $9,870,000.00. Following the completion of the sale, the chief executive officer directly owned 598,039 shares of the company's stock, valued at $42,161,749.50. This trade represents a 18.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider William Carroll Murphy Goodwin sold 2,820 shares of the firm's stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $56.69, for a total value of $159,865.80. Following the sale, the insider directly owned 15,991 shares of the company's stock, valued at $906,529.79. This trade represents a 14.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 809,040 shares of company stock valued at $49,162,094 in the last three months. Corporate insiders own 18.90% of the company's stock.

Key Headlines Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: NRC PDC approval reduces permitting risk for the Aurora advanced reactor and shortens an important regulatory step, making commercial scheduling and customer discussions more credible. Oklo’s NRC Principal Design Criteria Topical Report Approved for Aurora Powerhouse in Idaho
• Positive Sentiment: Media and analysts are pitching Oklo as a potential AI‑infrastructure play — Aurora could appeal to hyperscalers needing steady, high‑density power for AI datacenters, supporting the stock’s momentum. Oklo Advances 12% on NRC Aurora Approval: Is This the AI Infrastructure Nuclear Play?
• Positive Sentiment: Institutional and street commentary highlighting Oklo’s role in the emerging $7T AI energy market has increased buy‑side interest and media coverage. Oklo gains Wall Street backing amid $7t AI energy race
• Neutral Sentiment: Price action has been volatile: Oklo jumped sharply in April and continues to see large intraday moves; that momentum can amplify both gains and pullbacks. Oklo soars 46% in April but faces high short interest
• Neutral Sentiment: The NRC action was an accelerated topical‑report approval (PDC) — a meaningful regulatory milestone but not a full construction or operating license; further steps and reviews remain. Oklo shares jump as NRC fast-tracks design criteria for Aurora powerhouse
• Negative Sentiment: High short interest reported for OKLO can increase downside pressure and exacerbate volatility if sentiment shifts. Oklo leads nuclear stocks as AI-driven power demand grows
• Negative Sentiment: Oklo remains pre‑revenue with recent quarterly EPS misses and an expected negative EPS profile this year, so execution, financing and contract wins will be key to justify valuations.

Oklo Trading Up 16.8%

Shares of Oklo stock opened at $79.85 on Thursday. The stock has a 50-day moving average price of $60.14 and a 200 day moving average price of $82.08. The company has a market cap of $13.89 billion, a P/E ratio of -110.89 and a beta of 1.16. Oklo Inc. has a 1 year low of $25.70 and a 1 year high of $193.84.

Oklo (NYSE:OKLO - Get Free Report) last announced its quarterly earnings data on Tuesday, March 17th. The company reported ($0.27) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same period in the previous year, the firm earned ($0.74) earnings per share. On average, equities analysts forecast that Oklo Inc. will post -0.75 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on OKLO shares. Tigress Financial initiated coverage on Oklo in a research note on Monday, April 27th. They set a "buy" rating and a $130.00 target price for the company. HC Wainwright reaffirmed a "buy" rating and set a $90.00 target price on shares of Oklo in a report on Wednesday, March 18th. Needham & Company LLC reduced their target price on Oklo from $135.00 to $73.00 and set a "buy" rating for the company in a report on Wednesday, March 18th. Bank of America raised Oklo from a "neutral" rating to a "buy" rating and upped their target price for the company from $111.00 to $127.00 in a report on Wednesday, January 21st. Finally, Canaccord Genuity Group reduced their target price on Oklo from $175.00 to $125.00 and set a "buy" rating for the company in a report on Wednesday, March 18th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $87.68.

Oklo Company Profile

Oklo, Inc is a California-based energy technology company specializing in the design and development of advanced nuclear microreactors. Headquartered in Fremont, the firm focuses on small modular reactor (SMR) technology that leverages fast-neutron fission and liquid-metal cooling to deliver carbon-free power. Oklo’s core objective is to bring compact, factory-built reactors online within a decade, offering a low-footprint alternative to traditional large nuclear plants.

The company’s flagship product, the Aurora microreactor, is a 1.5-megawatt electric (MWe) fast reactor cooled by a sodium alloy.

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