HSBC Upgrades Oklo (NYSE:OKLO) to Strong-Buy

Oklo (NYSE:OKLO) was upgraded by stock analysts at HSBC to a “strong-buy” rating in a research report issued to clients and investors on Thursday,Zacks.com reports.

Several other equities analysts have also recently issued reports on the company. Bank of America upgraded Oklo from a “neutral” rating to a “buy” rating and boosted their price target for the company from $111.00 to $127.00 in a research report on Wednesday, January 21st. Needham & Company LLC dropped their price target on Oklo from $135.00 to $73.00 and set a “buy” rating on the stock in a research report on Wednesday, March 18th. UBS Group dropped their price target on Oklo from $95.00 to $60.00 and set a “neutral” rating on the stock in a research report on Thursday, March 26th. B. Riley Financial dropped their target price on Oklo from $129.00 to $92.00 and set a “buy” rating on the stock in a research report on Wednesday, March 18th. Finally, Craig Hallum reiterated a “hold” rating on shares of Oklo in a research report on Wednesday, March 18th. Three analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $85.03.

Oklo Stock Down 7.1%

Shares of OKLO stock opened at $71.07 on Thursday. The stock has a market capitalization of $12.36 billion, a PE ratio of -98.71 and a beta of 0.93. Oklo has a 52-week low of $22.52 and a 52-week high of $193.84. The stock’s 50-day moving average price is $59.43 and its 200 day moving average price is $86.50.

Oklo (NYSE:OKLO) last issued its quarterly earnings results on Tuesday, March 17th. The company reported ($0.27) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same quarter in the previous year, the business posted ($0.74) earnings per share. Analysts expect that Oklo will post -0.75 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 business’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $60.00, for a total transaction of $4,325,400.00. Following the transaction, the chief financial officer owned 386,008 shares in the company, valued at approximately $23,160,480. The trade was a 15.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Jacob Dewitte sold 140,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $75.18, for a total value of $10,525,200.00. Following the transaction, the chief executive officer owned 739,023 shares in the company, valued at $55,559,749.14. The trade was a 15.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 818,766 shares of company stock worth $50,855,915 in the last quarter. 18.90% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Oklo

Several institutional investors and hedge funds have recently added to or reduced their stakes in OKLO. NBC Securities Inc. boosted its stake in shares of Oklo by 75.0% during the 4th quarter. NBC Securities Inc. now owns 350 shares of the company’s stock worth $25,000 after acquiring an additional 150 shares in the last quarter. GAMMA Investing LLC boosted its stake in shares of Oklo by 356.3% during the 4th quarter. GAMMA Investing LLC now owns 365 shares of the company’s stock worth $26,000 after acquiring an additional 285 shares in the last quarter. Gables Capital Management Inc. purchased a new stake in shares of Oklo during the 3rd quarter worth approximately $28,000. Nemes Rush Group LLC purchased a new stake in shares of Oklo during the 3rd quarter worth approximately $28,000. Finally, Gilpin Wealth Management LLC purchased a new stake in shares of Oklo during the 4th quarter worth approximately $29,000. Institutional investors and hedge funds own 85.03% of the company’s stock.

Key Stories Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Alliance with NVIDIA and Los Alamos National Laboratory — Oklo announced a collaboration to develop nuclear‑powered AI infrastructure and accelerate nuclear fuel R&D, a high‑profile partnership that repositions Oklo at the intersection of AI demand and advanced nuclear tech. Oklo Alliance With NVIDIA And Los Alamos Puts AI Power In Focus
• Positive Sentiment: Analyst upgrades and bullish coverage — HSBC initiated a “strong‑buy” and multiple bullish writeups (Seeking Alpha, Motley Fool, others) are highlighting Oklo’s addressable market in AI data‑center power and its fuel/recycling edge, supporting longer‑term upside expectations. HSBC Upgrade via Zacks
• Neutral Sentiment: Recent price momentum — The stock has seen big rallies in recent sessions (double‑digit days as coverage flagged demand from AI/data‑center players), which attracts both fresh buyers and short‑term traders. Oklo Stock Jumps 16% Following Nvidia AI Deal
• Neutral Sentiment: High trading volume — Today’s volume is well above average, indicating heavy positioning and trade activity that can amplify intraday moves (both up and down).
• Negative Sentiment: Surging short interest — Short interest rose to 28,609,126 shares as of April 15 (+18.5% vs. Mar 31), equal to roughly 20.3% of shares sold short and ~3.0 days to cover on recent average volume. That elevated short base increases downside pressure and can exacerbate declines on profit‑taking.
• Negative Sentiment: Recent fundamentals and execution risk — Oklo reported an EPS miss in mid‑March and remains unprofitable; commercialization and regulatory milestones (NRC/licensing, fuel validation) will be key execution risks that could weigh on the stock if progress slows. Oklo Market Data and Recent Earnings

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.