Oklo (NYSE:OKLO) Price Target Cut to $65.00 by Analysts at The Goldman Sachs Group

Oklo (NYSE:OKLO) had its target price reduced by The Goldman Sachs Group from $91.00 to $65.00 in a research note released on Wednesday morning,Benzinga reports. They currently have a neutral rating on the stock.

Other equities research analysts have also issued reports about the stock. Craig Hallum reissued a “hold” rating on shares of Oklo in a report on Wednesday. HC Wainwright restated a “buy” rating and set a $90.00 price objective on shares of Oklo in a research report on Wednesday. Citigroup reduced their price target on shares of Oklo from $95.00 to $73.50 and set a “neutral” rating on the stock in a research report on Wednesday. Canaccord Genuity Group reduced their price objective on Oklo from $175.00 to $125.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, Zacks Research downgraded shares of Oklo from a “hold” rating to a “strong sell” rating in a research note on Friday, January 23rd. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, Oklo presently has an average rating of “Moderate Buy” and an average target price of $86.63.

Oklo Stock Performance

Oklo stock opened at $56.75 on Wednesday. Oklo has a one year low of $17.42 and a one year high of $193.84. The stock has a market cap of $8.87 billion, a PE ratio of -78.82 and a beta of 0.80. The stock has a fifty day moving average of $74.26 and a 200 day moving average of $95.00.

Oklo (NYSE:OKLO) last issued its quarterly earnings data on Tuesday, March 17th. The company reported ($0.27) earnings per share for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same period in the previous year, the company posted ($0.74) EPS. As a group, sell-side analysts predict that Oklo will post -8.2 EPS for the current fiscal year.

Insider Activity

In related news, CEO Jacob Dewitte sold 72,960 shares of the company’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $60.00, for a total transaction of $4,377,600.00. Following the completion of the sale, the chief executive officer directly owned 751,533 shares in the company, valued at $45,091,980. This represents a 8.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, CFO Richard Craig Bealmear sold 72,090 shares of the stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $60.00, for a total transaction of $4,325,400.00. Following the sale, the chief financial officer directly owned 386,008 shares of the company’s stock, valued at approximately $23,160,480. The trade was a 15.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 2,062,424 shares of company stock worth $169,888,312. 18.90% of the stock is currently owned by corporate insiders.

Institutional Trading of Oklo

Several hedge funds and other institutional investors have recently made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Oklo by 71.8% in the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,102,234 shares of the company’s stock valued at $792,822,000 after buying an additional 2,968,981 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of 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 purchasing an additional 2,901,909 shares during the last quarter. State Street Corp lifted its holdings 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. Geode Capital Management LLC lifted its holdings in Oklo by 195.9% in the second quarter. Geode Capital Management LLC now owns 2,248,425 shares of the company’s stock valued at $125,906,000 after acquiring an additional 1,488,482 shares during the period. Finally, Van ECK Associates Corp increased its holdings 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 purchasing an additional 1,316,867 shares in the last quarter. Hedge funds and other institutional investors own 85.03% of the company’s stock.

Key Stories Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo secured multiple federal approvals that materially de‑risk commercialization pathways — including DOE Nuclear Safety Design Agreement(s) tied to its Aurora reactor and Groves isotopes test reactor, which accelerate project execution and isotope production potential. BusinessWire: DOE NSDA approval
• Positive Sentiment: Oklo’s Atomic Alchemy unit won a first-of-its-kind NRC materials license for isotope work — opening an early revenue channel (isotope processing/supply) that shortens the timeline to meaningful commercial receipts versus waiting for full reactor deployments. Yahoo: NRC license for Atomic Alchemy
• Neutral Sentiment: High‑profile media exposure — including a CNBC interview with CEO Jacob DeWitte — is increasing investor awareness and liquidity but is not by itself a fundamental catalyst. CNBC CEO interview
• Neutral Sentiment: Strategic partnerships (Meta power‑campus plans, talks with Centrus on HALEU fuel services) underpin the long‑term growth story but remain execution‑dependent and will take quarters to materially affect revenue. Yahoo: Meta deal & valuation check
• Negative Sentiment: Q4 earnings missed expectations — Oklo reported EPS of ($0.27) vs. consensus ($0.17) and remains pre‑revenue; the miss raises short‑term scrutiny on cash burn and timing of commercial revenue. ProactiveInvestors: Q4 results
• Negative Sentiment: Several sell‑side firms trimmed price targets this morning (Goldman Sachs to $65 neutral; Citigroup to $73.50 neutral; Needham, others lowered targets), increasing downward pressure despite some remaining buy ratings. Many of the revisions were published via Benzinga/TickerReport. Benzinga: analyst target moves
• Negative Sentiment: Insider selling from senior executives (CEO and CFO sold sizable blocks in mid‑March) is attracting negative attention and likely added supply into the market today, compounding selling from analyst cuts. Blockonomi: insiders offload

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.