William Blair Issues Pessimistic Forecast for Oklo Earnings

Oklo Inc. (NYSE:OKLO) – Equities research analysts at William Blair dropped their FY2025 earnings per share (EPS) estimates for Oklo in a research note issued on Wednesday, November 12th. William Blair analyst J. Dorsheimer now anticipates that the company will post earnings of ($0.58) per share for the year, down from their prior estimate of ($0.44). 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 ($0.14) EPS, Q1 2026 earnings at ($0.13) EPS, Q2 2026 earnings at ($0.15) EPS, Q3 2026 earnings at ($0.16) EPS, Q4 2026 earnings at ($0.15) EPS and FY2026 earnings at ($0.58) EPS.

Oklo (NYSE:OKLO) last released its quarterly earnings results on Tuesday, November 11th. The company reported ($0.20) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.07). During the same period in the previous year, the firm posted ($0.08) earnings per share.

A number of other brokerages have also recently commented on OKLO. BTIG Research reaffirmed a “neutral” rating on shares of Oklo in a report on Tuesday, August 12th. BNP Paribas upgraded shares of Oklo to a “strong sell” rating in a research note on Friday, July 25th. Seaport Res Ptn downgraded shares of Oklo from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, September 23rd. Weiss Ratings reissued a “sell (d)” rating on shares of Oklo in a report on Wednesday, October 8th. Finally, Cantor Fitzgerald restated an “overweight” rating and issued a $122.00 price target on shares of Oklo in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $106.29.

Oklo Trading Down 3.6%

Shares of NYSE OKLO opened at $97.95 on Friday. The stock has a market cap of $15.30 billion, a P/E ratio of -181.38 and a beta of 0.70. Oklo has a twelve month low of $17.14 and a twelve month high of $193.84. The stock has a 50 day moving average of $123.01 and a two-hundred day moving average of $80.47.

Insiders Place Their Bets

In related news, Director Michael Stuart Klein sold 50,000 shares of Oklo stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $133.76, for a total value of $6,688,000.00. Following the sale, the director directly owned 150,000 shares in the company, valued at $20,064,000. The trade was a 25.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Richard Craig Bealmear sold 7,622 shares of the company’s stock in a transaction on Thursday, September 18th. The stock was sold at an average price of $101.44, for a total value of $773,175.68. Following the transaction, the chief financial officer directly owned 121,913 shares in the company, valued at $12,366,854.72. This represents a 5.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 491,387 shares of company stock valued at $52,698,580 over the last 90 days. 18.90% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Oklo

A number of large investors have recently made changes to their positions in OKLO. Vanguard Group Inc. boosted its holdings in Oklo by 33.4% during the third quarter. Vanguard Group Inc. now owns 11,593,468 shares of the company’s stock worth $1,294,179,000 after buying an additional 2,901,909 shares in the last quarter. Van ECK Associates Corp lifted its position in shares of Oklo by 61.0% during the 3rd quarter. Van ECK Associates Corp now owns 3,474,993 shares of the company’s stock valued at $387,914,000 after acquiring an additional 1,316,867 shares during the period. Geode Capital Management LLC boosted its stake in shares of Oklo by 195.9% during the 2nd quarter. Geode Capital Management LLC now owns 2,248,425 shares of the company’s stock worth $125,906,000 after acquiring an additional 1,488,482 shares in the last quarter. State Street Corp boosted its stake in shares of Oklo by 454.5% during the 2nd quarter. State Street Corp now owns 2,138,658 shares of the company’s stock worth $119,743,000 after acquiring an additional 1,752,946 shares in the last quarter. Finally, Compound Planning Inc. grew its holdings in shares of Oklo by 6.2% in the 1st quarter. Compound Planning Inc. now owns 964,827 shares of the company’s stock worth $20,869,000 after acquiring an additional 56,437 shares during the period. Hedge funds and other institutional investors own 85.03% of the company’s stock.

Oklo Company Profile

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.