Oklo Inc. (NYSE:OKLO) Given Average Rating of "Moderate Buy" by Analysts

Key Points

• Analysts have an average recommendation of "Moderate Buy" on Oklo from 21 firms (2 sell, 6 hold, 11 buy, 2 strong buy) with a mean 1‑year price target of about $87.68.
• There has been notable insider selling: the CFO and CEO sold shares on April 1, and insiders disposed of 818,766 shares (~$50.9M) in the last quarter, though insiders still own 18.9% of the stock.
• The company missed EPS expectations (Q1: -$0.27 vs. -$0.17 consensus) and analysts project -$0.75 for the year, while bullish media coverage and strong year‑over‑year CapEx have contributed to pronounced price volatility (52‑week range $24.53–$193.84; opened $70.51).

Oklo Inc. (NYSE:OKLO - Get Free Report) has been assigned an average recommendation of "Moderate Buy" from the twenty-one research firms that are currently covering the firm, MarketBeat.com reports. Two research analysts have rated the stock with a sell recommendation, six have given a hold recommendation, eleven have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $87.6765.

A number of equities research analysts have commented on OKLO shares. HSBC started coverage on shares of Oklo in a research report on Thursday, April 23rd. They issued a "buy" rating and a $96.00 target price for the company. Bank of America upgraded Oklo from a "neutral" rating to a "buy" rating and raised their price target for the stock from $111.00 to $127.00 in a research note on Wednesday, January 21st. B. Riley Financial cut their price objective on Oklo from $129.00 to $92.00 and set a "buy" rating for the company in a report on Wednesday, March 18th. Needham & Company LLC lowered their target price on Oklo from $135.00 to $73.00 and set a "buy" rating on the stock in a report on Wednesday, March 18th. Finally, Zacks Research raised Oklo from a "strong sell" rating to a "hold" rating in a research report on Thursday, March 19th.

Insider Activity

In related news, CFO Richard Craig Bealmear sold 16,342 shares of the business's stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $51.08, for a total transaction of $834,749.36. Following the completion of the sale, the chief financial officer directly owned 386,008 shares in the company, valued at approximately $19,717,288.64. The trade was a 4.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Jacob Dewitte sold 60,000 shares of the company's stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $50.25, for a total transaction of $3,015,000.00. Following the sale, the chief executive officer directly owned 691,533 shares of the company's stock, valued at approximately $34,749,533.25. This represents a 7.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 818,766 shares of company stock valued at $50,855,915 in the last quarter. 18.90% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Oklo

A number of hedge funds have recently modified their holdings of OKLO. Parkside Financial Bank & Trust raised its holdings in Oklo by 3.7% in the 3rd quarter. Parkside Financial Bank & Trust now owns 2,622 shares of the company's stock worth $293,000 after purchasing an additional 94 shares during the period. Prestige Wealth Management Group LLC grew its holdings in Oklo by 1.5% during the third quarter. Prestige Wealth Management Group LLC now owns 7,066 shares of the company's stock valued at $789,000 after purchasing an additional 101 shares during the period. Meriwether Wealth & Planning LLC grew its holdings in Oklo by 2.7% during the fourth quarter. Meriwether Wealth & Planning LLC now owns 4,545 shares of the company's stock valued at $326,000 after purchasing an additional 120 shares during the period. Rossby Financial LCC increased its position in Oklo by 75.0% in the third quarter. Rossby Financial LCC now owns 350 shares of the company's stock worth $41,000 after buying an additional 150 shares in the last quarter. Finally, NBC Securities Inc. increased its position in Oklo by 75.0% in the fourth quarter. NBC Securities Inc. now owns 350 shares of the company's stock worth $25,000 after buying an additional 150 shares in the last quarter. Institutional investors own 85.03% of the company's stock.

Oklo News Summary

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Blockonomi reports OKLO shares jumped ~12% on intraday buying despite the company missing EPS and insiders selling; the piece highlights investor appetite for Oklo’s narrative and momentum that can drive short‑term rallies. Read More.
• Positive Sentiment: Seeking Alpha notes Oklo leads large‑cap utilities in year‑over‑year CapEx growth — a sign investors may be rewarding visible investment in growth (SMR buildout) and future revenue potential. Higher CapEx can underpin long‑term upside if projects advance on schedule. Read More.
• Positive Sentiment: The Motley Fool publishes a bullish thesis arguing Oklo is deeply undervalued and that its small modular reactor (SMR) technology could deliver outsized returns (the piece frames multi‑hundred to multi‑thousand percent upside scenarios). This type of analyst/promotional coverage can attract speculative buying. Read More.
• Neutral Sentiment: Yahoo Finance analyzes valuation after a ~43% one‑month gain, pointing out strong 1‑year returns but weaker YTD/3‑month performance; the piece is more contextual than a clear buy/sell signal and highlights valuation and momentum tradeoffs. Read More.
• Neutral Sentiment: The Motley Fool follow‑up asks whether OKLO is a buy now, noting the stock lags the market in 2026 and may present a buying window for long‑term bulls — useful perspective but dependent on risk tolerance and timeline. Read More.
• Negative Sentiment: Underlying negatives remain: the company missed quarterly EPS expectations (reported a larger loss than consensus) and there has been notable insider selling reported in recent filings — factors that increase near‑term downside risk and may weigh on investor confidence. (This was covered in the Blockonomi piece above and reflected in recent trading.)

Oklo Stock Performance

Shares of NYSE:OKLO opened at $70.51 on Friday. The firm has a market cap of $12.26 billion, a price-to-earnings ratio of -97.93 and a beta of 1.16. The business has a 50-day simple moving average of $59.72 and a two-hundred day simple moving average of $84.01. Oklo has a fifty-two week low of $24.53 and a fifty-two week high of $193.84.

Oklo (NYSE:OKLO - Get Free Report) last announced its quarterly earnings results on Tuesday, March 17th. The company reported ($0.27) EPS for the quarter, missing analysts' consensus estimates of ($0.17) by ($0.10). During the same period in the previous year, the company posted ($0.74) EPS. As a group, research analysts predict that Oklo will post -0.75 earnings per share for the current year.

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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