Brokerages Set Oklo Inc. (NYSE:OKLO) Target Price at $98.93

Shares of Oklo Inc. (NYSE:OKLO) have been given a consensus rating of “Moderate Buy” by the nineteen brokerages that are covering the company, Marketbeat.com reports. Three investment analysts have rated the stock with a sell recommendation, five have given a hold recommendation, nine have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12-month price objective among brokerages that have issued a report on the stock in the last year is $86.6333.

OKLO has been the topic of several recent analyst reports. Needham & Company LLC dropped their target price on Oklo from $135.00 to $73.00 and set a “buy” rating on the stock in a research report on Wednesday. Wedbush reissued an “outperform” rating on shares of Oklo in a report on Friday, January 9th. Cantor Fitzgerald restated an “overweight” rating and issued a $122.00 price target on shares of Oklo in a research note on Wednesday. B. Riley Financial dropped their price objective on Oklo from $129.00 to $92.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, Barclays cut their price objective on Oklo from $146.00 to $82.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd.

Oklo Stock Down 6.2%

Shares of NYSE:OKLO opened at $56.75 on Friday. Oklo has a fifty-two week low of $17.42 and a fifty-two week high of $193.84. The firm’s 50-day simple moving average is $74.26 and its 200-day simple moving average is $95.00. The company has a market cap of $8.87 billion, a price-to-earnings ratio of -78.82 and a beta of 0.80.

Oklo (NYSE:OKLO) last posted 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 period in the previous year, the firm earned ($0.74) EPS. On average, research analysts forecast that Oklo will post -8.2 EPS for the current year.

Trending Headlines about 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

Insiders Place Their Bets

In related news, CEO Jacob Dewitte sold 840,000 shares of the business’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $82.32, for a total transaction of $69,148,800.00. Following the sale, the chief executive officer owned 1,580,000 shares of the company’s stock, valued at approximately $130,065,600. The trade was a 34.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Richard Craig Bealmear sold 72,090 shares of the company’s stock in a transaction dated 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 $23,160,480. The trade was a 15.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,062,424 shares of company stock worth $169,888,312. Corporate insiders own 18.90% of the company’s stock.

Institutional Investors Weigh In On Oklo

Hedge funds and other institutional investors have recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Oklo by 71.8% in the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,102,234 shares of the company’s stock valued at $792,822,000 after purchasing an additional 2,968,981 shares in the last quarter. Vanguard Group Inc. raised its holdings 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 purchasing an additional 2,901,909 shares during the last quarter. State Street Corp boosted its position in Oklo by 454.5% during the second quarter. State Street Corp now owns 2,138,658 shares of the company’s stock worth $119,743,000 after purchasing an additional 1,752,946 shares in the last quarter. Geode Capital Management LLC boosted its position 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 in the last quarter. Finally, Van ECK Associates Corp grew its holdings in Oklo by 61.0% in the third quarter. Van ECK Associates Corp now owns 3,474,993 shares of the company’s stock valued at $387,914,000 after purchasing an additional 1,316,867 shares during the last quarter. 85.03% of the stock is currently owned by institutional investors and hedge funds.

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.