Oklo’s (OKLO) Overweight Rating Reaffirmed at Cantor Fitzgerald

Cantor Fitzgerald restated their overweight rating on shares of Oklo (NYSE:OKLO) in a report issued on Wednesday morning,Benzinga reports. They currently have a $122.00 price objective on the stock.

Several other equities research analysts have also issued reports on the stock. Texas Capital upgraded shares of Oklo to a “strong-buy” rating in a report on Tuesday, January 27th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $106.00 target price on shares of Oklo in a report on Friday, January 9th. Citigroup reiterated a “neutral” rating on shares of Oklo in a research note on Monday, November 24th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Oklo in a research report on Thursday, January 22nd. Finally, UBS Group restated a “neutral” rating on shares of Oklo in a research note on Monday, January 12th. Two research 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 assigned a Sell rating to the stock. According to MarketBeat.com, Oklo has a consensus rating of “Moderate Buy” and an average target price of $86.63.

Oklo Stock Performance

NYSE OKLO 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 50 day moving average price of $74.26 and a 200-day moving average price of $95.00. The company has a market capitalization of $8.87 billion, a P/E ratio of -78.82 and a beta of 0.80.

Oklo (NYSE:OKLO) last issued its quarterly earnings data on Tuesday, March 17th. The company reported ($0.27) EPS for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10). During the same period last year, the firm earned ($0.74) EPS. As a group, equities analysts predict that Oklo will post -8.2 EPS for the current fiscal year.

Insider Buying and Selling at Oklo

In related news, CFO Richard Craig Bealmear sold 72,090 shares of the business’s stock in a transaction on 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 completion of the transaction, the chief financial officer directly owned 386,008 shares in the company, valued at $23,160,480. The trade was a 15.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Jacob Dewitte sold 840,000 shares of Oklo stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $82.32, for a total value of $69,148,800.00. Following the transaction, the chief executive officer owned 1,580,000 shares of the company’s stock, valued at $130,065,600. The trade was a 34.71% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 2,062,424 shares of company stock valued at $169,888,312. 18.90% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Oklo

Large investors have recently bought and sold shares of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Oklo by 71.8% during the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,102,234 shares of the company’s stock worth $792,822,000 after buying an additional 2,968,981 shares during the period. Vanguard Group Inc. lifted its position in 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 buying an additional 2,901,909 shares in the last quarter. State Street Corp raised its holdings in shares of Oklo by 454.5% during the 2nd quarter. State Street Corp now owns 2,138,658 shares of the company’s stock worth $119,743,000 after acquiring an additional 1,752,946 shares during the period. Geode Capital Management LLC raised its stake in Oklo by 195.9% during the second quarter. Geode Capital Management LLC now owns 2,248,425 shares of the company’s stock worth $125,906,000 after purchasing an additional 1,488,482 shares during the period. Finally, Van ECK Associates Corp raised its position 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 buying an additional 1,316,867 shares during the period. Institutional investors and hedge funds own 85.03% of the company’s stock.

Key Headlines 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

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.