Oklo (NYSE:OKLO) Upgraded at Zacks Research

Zacks Research upgraded shares of Oklo (NYSE:OKLO) from a strong sell rating to a hold rating in a report published on Thursday,Zacks.com reports.

A number of other research firms have also commented on OKLO. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $122.00 price target on shares of Oklo in a research report on Wednesday. Weiss Ratings restated a “sell (d)” rating on shares of Oklo in a research report on Thursday, January 22nd. B. Riley Financial lowered their target price on shares of Oklo from $129.00 to $92.00 and set a “buy” rating on the stock in a report on Wednesday. Craig Hallum reiterated a “hold” rating on shares of Oklo in a research report on Wednesday. Finally, HC Wainwright reiterated a “buy” rating and issued a $90.00 price target on shares of Oklo in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $86.63.

Oklo Price Performance

Shares of NYSE OKLO opened at $53.94 on Thursday. The firm has a market cap of $9.36 billion, a price-to-earnings ratio of -74.91 and a beta of 0.80. The stock’s fifty day moving average price is $72.38 and its two-hundred day moving average price is $94.74. Oklo has a one year low of $17.42 and a one year high of $193.84.

Oklo (NYSE:OKLO) last posted its earnings results on Tuesday, March 17th. The company reported ($0.27) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10). During the same period in the prior year, the business earned ($0.74) earnings per share. On average, equities analysts anticipate that Oklo will post -8.2 earnings per share for the current fiscal year.

Insider Activity at Oklo

In other Oklo news, CFO Richard Craig Bealmear sold 72,090 shares of the firm’s stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $60.00, for a total value of $4,325,400.00. Following the sale, the chief financial officer owned 386,008 shares in the company, valued at $23,160,480. This trade represents a 15.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Jacob Dewitte sold 840,000 shares of the business’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $82.32, for a total transaction of $69,148,800.00. Following the sale, the chief executive officer directly owned 1,580,000 shares in the company, valued at approximately $130,065,600. The trade was a 34.71% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 2,062,424 shares of company stock valued at $169,888,312. 18.90% of the stock is owned by insiders.

Institutional Investors Weigh In On Oklo

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Caprock Group LLC bought a new stake in Oklo during the 3rd quarter worth approximately $14,829,000. Mirae Asset Global Investments Co. Ltd. increased its position in Oklo by 48.8% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 164,860 shares of the company’s stock valued at $18,403,000 after acquiring an additional 54,080 shares during the period. Envestnet Asset Management Inc. raised its stake in shares of Oklo by 298.6% during the third quarter. Envestnet Asset Management Inc. now owns 23,396 shares of the company’s stock valued at $2,612,000 after acquiring an additional 17,526 shares during the last quarter. Wealthedge Investment Advisors LLC bought a new position in shares of Oklo during the second quarter valued at $738,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of Oklo during the third quarter worth $2,177,000. Institutional investors own 85.03% of the company’s stock.

Oklo News Roundup

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: HC Wainwright reaffirmed a “Buy” rating and a $90 price target, maintaining institutional support that can prop up the stock despite near-term misses. HC Wainwright Reiterates Buy
• Positive Sentiment: Oklo signed a deal with the U.S. Department of Energy to build a reactor at Idaho National Lab — a tangible program milestone that strengthens commercialization credibility and future revenue potential. DOE reactor deal
• Positive Sentiment: Analyst and media pieces highlight Oklo’s diversified pathway (isotopes, fuel, reactors) and argue the company may be near a base — supporting a longer-term bullish case if execution continues. MarketBeat: The bottom is in
• Positive Sentiment: Commentary from The Motley Fool and Zacks highlights secular tailwinds (AI/data center demand for reliable low-carbon power, geopolitical energy volatility) that could increase long-term demand for Oklo’s technology. Fool prediction on nuclear demand Zacks: nuclear model stability
• Neutral Sentiment: Cantor Fitzgerald reiterated an Overweight rating — additional coverage and differing targets are keeping the narrative mixed but visible to investors. Cantor Fitzgerald Overweight
• Negative Sentiment: Oklo reported Q4 results that missed expectations, and the market reacted negatively (shares pulled back following the release). Near-term profitability remains a distant target, increasing sensitivity to execution. Earnings miss / shares down Yahoo: stock dips after earnings
• Negative Sentiment: Several broker notes (Goldman Sachs, Needham, Canaccord, B. Riley) issued cautious/pessimistic near-term forecasts or lowered expectations, adding selling pressure and raising short-term downside risk. Goldman Sachs pessimistic forecast Needham pessimistic forecast Canaccord forecast B. Riley lowered expectations
• Negative Sentiment: Insider selling: Oklo’s CFO disclosed a large sale (~$4.33M), which can concern investors about timing and valuation. CFO insider sale
• Negative Sentiment: HC Wainwright cut multi-year EPS estimates substantially while keeping a $90 target — that combination signals longer roadmap risk (execution/timing) even as some analysts stay constructive. HC Wainwright estimates update

About Oklo

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.