Oklo (NYSE:OKLO) Rating Increased to Buy at Bank of America

Bank of America upgraded shares of Oklo (NYSE:OKLO) from a neutral rating to a buy rating in a research report report published on Wednesday, MarketBeat Ratings reports. They currently have $127.00 price target on the stock, up from their prior price target of $111.00.

Several other equities analysts have also weighed in on OKLO. The Goldman Sachs Group reissued a “neutral” rating and set a $106.00 price objective on shares of Oklo in a report on Friday, January 9th. Weiss Ratings restated a “sell (d)” rating on shares of Oklo in a research report on Wednesday, October 8th. William Blair reiterated an “outperform” rating on shares of Oklo in a research note on Wednesday, November 12th. Barclays set a $146.00 target price on shares of Oklo in a research note on Monday, September 29th. Finally, UBS Group reiterated a “neutral” rating on shares of Oklo in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Oklo currently has a consensus rating of “Moderate Buy” and a consensus target price of $103.20.

Oklo Price Performance

Shares of OKLO stock opened at $90.79 on Wednesday. The company has a market cap of $14.19 billion, a P/E ratio of -168.13 and a beta of 0.76. The firm has a 50-day moving average of $90.45 and a 200-day moving average of $95.27. Oklo has a one year low of $17.42 and a one year high of $193.84.

Oklo (NYSE:OKLO) last issued its quarterly earnings results on Wednesday, November 12th. The company reported ($0.20) EPS for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.07). During the same period last year, the company posted ($0.08) earnings per share. As a group, research analysts expect that Oklo will post -8.2 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Oklo news, CFO Richard Craig Bealmear sold 5,159 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $76.97, for a total transaction of $397,088.23. Following the transaction, the chief financial officer owned 196,913 shares in the company, valued at approximately $15,156,393.61. This represents a 2.55% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Jacob Dewitte sold 26,740 shares of the stock in a transaction on Friday, January 9th. The stock was sold at an average price of $111.38, for a total value of $2,978,301.20. Following the completion of the transaction, the chief executive officer owned 808,197 shares of the company’s stock, valued at approximately $90,016,981.86. This trade represents a 3.20% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,552,800 shares of company stock worth $137,543,426. Corporate insiders own 18.90% of the company’s stock.

Institutional Investors Weigh In On Oklo

Several hedge funds have recently added to or reduced their stakes in OKLO. Armstrong Advisory Group Inc. bought a new stake in Oklo during the 3rd quarter valued at about $27,000. Gables Capital Management Inc. purchased a new position in shares of Oklo in the third quarter worth approximately $28,000. Nemes Rush Group LLC bought a new stake in Oklo during the third quarter valued at approximately $28,000. CI Investments Inc. grew its position in Oklo by 153.0% during the third quarter. CI Investments Inc. now owns 296 shares of the company’s stock valued at $33,000 after buying an additional 179 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. purchased a new position in Oklo during the third quarter valued at $33,000. 85.03% of the stock is owned by institutional investors.

Key Headlines Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: BofA upgraded OKLO from Neutral to Buy and raised its price target to $127, citing the Meta data‑center agreement as a rare, binding commercial partnership that materially derisks Oklo’s revenue outlook. This upgrade is a major near-term bullish catalyst for the stock. Oklo Stock Upgraded to Buy. Meta Nuclear Deal Is a ‘Meaningful Step Forward.
• Positive Sentiment: Oklo’s deal to power Meta’s data‑center campus and a separate DOE radioisotope contract are being treated as concrete commercial wins that support higher future revenue visibility and valuation re‑rating. Analysts and commentary are framing these as key proofs of demand from hyperscalers. Oklo (OKLO) Valuation Check After Meta Nuclear Campus Deal And DOE Radioisotope Contract
• Positive Sentiment: Institutional interest is rising — Cathie Wood’s ARK reported increasing its stake in OKLO, which can boost investor confidence and draw attention from growth‑oriented funds. Cathie Wood Raises Stake in OKLO
• Neutral Sentiment: Positive narratives comparing Oklo to AI/energy winners are amplifying interest, but these comparisons are thematic and speculative; they help sentiment but don’t substitute for sustained revenue/profitability. Is this stock the Nvidia of 2026?
• Negative Sentiment: Macroeconomic/geopolitical moves triggered a broader market sell‑off (Trump’s Greenland tariff comments), which pressured Oklo along with cyclical/defense-linked stocks and caused sharp intraday swings. That event shows OKLO remains sensitive to risk‑off shocks. Why Oklo Stock Sank Today
• Negative Sentiment: Operational and financial risks persist: Oklo recently reported an EPS miss, consensus still projects substantial negative EPS for the year, and technicals show range trading (50‑day near the current price, 200‑day slightly higher). These factors increase downside risk if commercial wins don’t convert to predictable revenue. Benzinga / Finviz coverage

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.