Oklo (NYSE:OKLO) Stock Rating Upgraded by Bank of America

Oklo (NYSE:OKLO) was upgraded by equities research analysts at Bank of America from a “neutral” rating to a “buy” rating in a research note issued to investors on Wednesday, MarketBeat.com reports. The firm currently has a $127.00 target price on the stock, up from their prior target price of $111.00. Bank of America‘s price objective points to a potential upside of 39.81% from the company’s current price.

A number of other research firms have also commented on OKLO. Wedbush reaffirmed an “outperform” rating on shares of Oklo in a research note on Friday, January 9th. Barclays set a $146.00 price target on shares of Oklo in a research note on Monday, September 29th. Needham & Company LLC reissued a “buy” rating on shares of Oklo in a research report on Friday, January 9th. Cantor Fitzgerald reissued an “overweight” rating and set a $122.00 price objective on shares of Oklo in a research note on Wednesday, November 12th. Finally, Citigroup reaffirmed a “neutral” rating on shares of Oklo in a research note on Monday, November 24th. One 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 issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $103.20.

Oklo Price Performance

Shares of OKLO opened at $90.84 on Wednesday. Oklo has a 1-year low of $17.42 and a 1-year high of $193.84. The stock has a market cap of $14.19 billion, a price-to-earnings ratio of -168.22 and a beta of 0.76. The firm has a 50 day simple moving average of $90.24 and a 200-day simple moving average of $95.24.

Oklo (NYSE:OKLO) last posted its earnings results on Wednesday, November 12th. The company reported ($0.20) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.07). During the same quarter in the previous year, the firm earned ($0.08) earnings per share. On average, equities analysts expect that Oklo will post -8.2 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, 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 transaction, the chief financial officer owned 202,072 shares in the company, valued at approximately $15,842,444.80. This trade represents a 25.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider William Carroll Murphy Goodwin sold 11,936 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $101.84, for a total value of $1,215,562.24. Following the sale, the insider directly owned 8,750 shares of the company’s stock, valued at approximately $891,100. This trade represents a 57.70% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,552,800 shares of company stock valued at $137,543,426. 18.90% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Oklo

A number of large investors have recently modified their holdings of the stock. Armstrong Advisory Group Inc. purchased a new position in Oklo in the 3rd quarter worth approximately $27,000. Gables Capital Management Inc. purchased a new stake in shares of Oklo during the third quarter valued at approximately $28,000. Nemes Rush Group LLC acquired a new position in shares of Oklo during the third quarter worth $28,000. CI Investments Inc. boosted its stake in shares of Oklo by 153.0% in the third quarter. CI Investments Inc. now owns 296 shares of the company’s stock valued at $33,000 after purchasing an additional 179 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. purchased a new position in shares of Oklo in the third quarter valued at $33,000. Institutional investors and hedge funds own 85.03% of the company’s stock.

Key Oklo News

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 Company Profile

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.