William Blair Comments on Oklo’s Q3 Earnings (NYSE:OKLO)

Oklo Inc. (NYSE:OKLO) – Analysts at William Blair upped their Q3 2025 earnings per share (EPS) estimates for shares of Oklo in a research report issued to clients and investors on Tuesday, August 12th. William Blair analyst J. Dorsheimer now expects that the company will post earnings per share of ($0.09) for the quarter, up from their previous forecast of ($0.10). William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Oklo’s current full-year earnings is ($8.20) per share. William Blair also issued estimates for Oklo’s Q4 2025 earnings at ($0.11) EPS, FY2025 earnings at ($0.44) EPS, Q1 2026 earnings at ($0.14) EPS, Q2 2026 earnings at ($0.22) EPS and FY2026 earnings at ($0.56) EPS.

Several other research firms also recently weighed in on OKLO. CLSA raised Oklo from an “outperform” rating to a “moderate buy” rating and raised their price objective for the company from $50.00 to $74.00 in a report on Tuesday, May 27th. BTIG Research reaffirmed a “neutral” rating on shares of Oklo in a report on Tuesday. Wedbush lifted their target price on Oklo from $75.00 to $80.00 and gave the stock an “outperform” rating in a report on Tuesday. Citigroup lifted their target price on Oklo from $30.00 to $68.00 and gave the stock a “neutral” rating in a report on Tuesday, July 22nd. Finally, Cantor Fitzgerald set a $73.00 target price on Oklo and gave the stock an “overweight” rating in a report on Tuesday, July 15th. Two research analysts have rated the stock with a sell rating, three have assigned a hold rating, six have given a buy rating and two have given a strong buy rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $63.78.

Oklo Stock Down 4.7%

NYSE OKLO opened at $73.75 on Thursday. Oklo has a twelve month low of $5.35 and a twelve month high of $85.35. The company has a market cap of $10.89 billion, a price-to-earnings ratio of -175.59 and a beta of 0.60. The business’s fifty day moving average is $64.47 and its 200 day moving average is $44.23.

Oklo (NYSE:OKLO) last released its quarterly earnings data on Monday, August 11th. The company reported ($0.18) earnings per share for the quarter, missing the consensus estimate of ($0.12) by ($0.06).

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Oklo by 1.5% in the 4th quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,929,139 shares of the company’s stock valued at $104,646,000 after buying an additional 74,315 shares during the period. Vanguard Group Inc. grew its stake in shares of Oklo by 0.9% in the 1st quarter. Vanguard Group Inc. now owns 4,381,397 shares of the company’s stock valued at $94,770,000 after buying an additional 37,718 shares during the period. Geode Capital Management LLC grew its stake in shares of Oklo by 195.9% in the 2nd quarter. Geode Capital Management LLC now owns 2,248,425 shares of the company’s stock valued at $125,906,000 after buying an additional 1,488,482 shares during the period. State Street Corp grew its stake in shares of Oklo by 454.5% in the 2nd quarter. State Street Corp now owns 2,138,658 shares of the company’s stock valued at $119,743,000 after buying an additional 1,752,946 shares during the period. Finally, Compound Planning Inc. grew its stake in shares of Oklo by 6.2% in the 1st quarter. Compound Planning Inc. now owns 964,827 shares of the company’s stock valued at $20,869,000 after buying an additional 56,437 shares during the period. 85.03% of the stock is owned by institutional investors.

Insider Activity

In other news, Director Michael Stuart Klein sold 150,000 shares of Oklo stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $62.74, for a total value of $9,411,000.00. Following the completion of the transaction, the director directly owned 250,000 shares of the company’s stock, valued at approximately $15,685,000. This trade represents a 37.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Jacob Dewitte sold 300,000 shares of Oklo stock in a transaction dated Monday, June 30th. The stock was sold at an average price of $55.20, for a total value of $16,560,000.00. Following the completion of the transaction, the chief executive officer directly owned 10,105,098 shares of the company’s stock, valued at approximately $557,801,409.60. This trade represents a 2.88% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 600,000 shares of company stock valued at $35,066,500. Corporate insiders own 18.90% of the company’s stock.

About Oklo

Oklo Inc designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. It also provides used nuclear fuel recycling services. The company was founded in 2013 and is based in Santa Clara, California.