Oklo Inc. (NYSE:OKLO) Receives Consensus Rating of “Moderate Buy” from Analysts

Oklo Inc. (NYSE:OKLO) has been given an average recommendation of “Moderate Buy” by the eighteen analysts that are covering the firm, Marketbeat reports. Two research analysts have rated the stock with a sell rating, six have given a hold rating, nine have given a buy rating and one has assigned a strong buy rating to the company. The average 1-year price objective among analysts that have covered the stock in the last year is $103.20.

A number of equities analysts have issued reports on OKLO shares. Canaccord Genuity Group started coverage on shares of Oklo in a report on Thursday, October 9th. They set a “buy” rating and a $175.00 price objective on the stock. Wedbush reissued an “outperform” rating on shares of Oklo in a research report on Friday, January 9th. Citigroup reaffirmed a “neutral” rating on shares of Oklo in a research report on Monday, November 24th. Bank of America upgraded shares of Oklo from a “neutral” rating to a “buy” rating and increased their price objective for the company from $111.00 to $127.00 in a research note on Wednesday. Finally, Needham & Company LLC restated a “buy” rating on shares of Oklo in a research note on Friday, January 9th.

Oklo News Summary

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 tie-up as a “meaningful step forward” and giving the stock significant upside from current levels. Oklo Stock Upgraded to Buy. Meta Nuclear Deal Is a ‘Meaningful Step Forward.
• Positive Sentiment: Oklo’s agreement with Meta Platforms is being treated as validation of Oklo’s Aurora technology and includes a prepay/funding mechanism to support early fuel procurement and Phase 1 work — a de‑risking signal for long‑dated revenue potential. Oklo: Meta Just Turned A Maybe Into A When
• Neutral Sentiment: Macro sentiment toward nuclear power improved after President Trump publicly praised nuclear at Davos, which supports long‑term demand for suppliers like Oklo but does not change near‑term project timelines. Trump’s Nuclear Nod: 3 Discounted Stocks Primed for a 2026 Breakout
• Neutral Sentiment: Several analysts and outlets are revisiting Oklo’s valuation after the Meta deal and a DOE radioisotope contract; these pieces highlight sizable upside if projects advance but also emphasize long development timelines (Phase 1 targeted “as early as 2030,” full campus not expected until the 2030s). Oklo (OKLO) Valuation Check After Meta Nuclear Campus Deal And DOE Radioisotope Contract
• Negative Sentiment: Near‑term fundamentals remain a headwind: Oklo recently missed quarterly EPS estimates and consensus still forecasts negative EPS for the fiscal year, leaving profitability and cash‑flow timing uncertain. Oklo Trading Up 0.1%
• Negative Sentiment: Stock is volatile and sits below its 200‑day moving average, reflecting skepticism about execution risk and long development horizons despite the positive headlines. BofA upgrades Oklo to Buy on Meta deal, stock jumps

Oklo Stock Performance

OKLO stock opened at $90.84 on Friday. The business has a 50-day simple moving average of $90.24 and a two-hundred day simple moving average of $95.24. The company has a market capitalization of $14.19 billion, a P/E ratio of -168.22 and a beta of 0.76. Oklo has a 52-week low of $17.42 and a 52-week high of $193.84.

Oklo (NYSE:OKLO) last issued its quarterly earnings data on Wednesday, November 12th. The company reported ($0.20) EPS for the quarter, missing the consensus estimate of ($0.13) by ($0.07). During the same period in the previous year, the firm earned ($0.08) earnings per share. As a group, sell-side analysts forecast that Oklo will post -8.2 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Oklo news, insider William Carroll Murphy Goodwin sold 11,936 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $101.84, for a total value of $1,215,562.24. Following the completion of the transaction, the insider owned 8,750 shares in the company, valued at $891,100. This represents a 57.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Richard Craig Bealmear sold 69,841 shares of Oklo stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $78.40, for a total value of $5,475,534.40. Following the sale, the chief financial officer owned 202,072 shares in the company, valued at $15,842,444.80. The trade was a 25.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,552,800 shares of company stock valued at $137,543,426. Insiders own 18.90% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in OKLO. Black Swift Group LLC purchased a new position in Oklo in the 2nd quarter worth $280,000. Prospera Financial Services Inc grew its stake in shares of Oklo by 10.0% during the second quarter. Prospera Financial Services Inc now owns 51,435 shares of the company’s stock valued at $2,880,000 after buying an additional 4,678 shares during the last quarter. Wealthedge Investment Advisors LLC bought a new position in shares of Oklo during the second quarter valued at about $738,000. Strs Ohio purchased a new position in shares of Oklo in the second quarter worth about $1,069,000. Finally, Thoroughbred Financial Services LLC bought a new stake in shares of Oklo in the 2nd quarter valued at about $1,833,000. 85.03% of the stock is currently owned by hedge funds and other institutional investors.

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.