B. Riley Financial Has Lowered Expectations for Oklo (NYSE:OKLO) Stock Price

Oklo (NYSE:OKLO) had its price objective cut by investment analysts at B. Riley Financial from $129.00 to $92.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. B. Riley Financial’s price target would suggest a potential upside of 67.88% from the company’s current price.

A number of other equities analysts have also commented on the stock. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $106.00 target price on shares of Oklo in a research report on Friday, January 9th. Barclays dropped their price objective on Oklo from $146.00 to $82.00 and set an “overweight” rating on the stock in a research note on Monday, February 23rd. Canaccord Genuity Group reduced their price objective on Oklo from $175.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday. Bank of America raised Oklo from a “neutral” rating to a “buy” rating and lifted their target price for the company from $111.00 to $127.00 in a research report on Wednesday, January 21st. Finally, Texas Capital upgraded Oklo to a “strong-buy” rating in a report on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $86.63.

Oklo Trading Down 3.4%

NYSE OKLO opened at $54.80 on Wednesday. The stock has a market cap of $9.51 billion, a PE ratio of -76.11 and a beta of 0.80. Oklo has a 12 month low of $17.42 and a 12 month high of $193.84. The company’s 50-day moving average price is $73.41 and its 200-day moving average price is $94.73.

Oklo (NYSE:OKLO) last announced its quarterly earnings data on Tuesday, March 17th. The company reported ($0.27) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10). During the same quarter in the prior year, the company posted ($0.74) EPS. As a group, sell-side analysts forecast that Oklo will post -8.2 earnings per share for the current year.

Insider Transactions at Oklo

In other news, CEO Jacob Dewitte sold 840,000 shares of the firm’s 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 sale, the chief executive officer directly owned 1,580,000 shares in the company, valued at approximately $130,065,600. This trade represents a 34.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Richard Craig Bealmear sold 72,090 shares of Oklo stock in a transaction that occurred on 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 completion of the transaction, the chief financial officer directly owned 386,008 shares in the company, valued at approximately $23,160,480. The trade was a 15.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,062,424 shares of company stock valued at $169,888,312 over the last quarter. 18.90% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Oklo

Several institutional investors have recently bought and sold shares of the company. Caprock Group LLC acquired a new position in shares of Oklo in the 3rd quarter valued at about $14,829,000. Mirae Asset Global Investments Co. Ltd. grew its holdings in Oklo by 48.8% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 164,860 shares of the company’s stock worth $18,403,000 after acquiring an additional 54,080 shares during the period. Envestnet Asset Management Inc. raised its position in Oklo by 298.6% during the third quarter. Envestnet Asset Management Inc. now owns 23,396 shares of the company’s stock valued at $2,612,000 after acquiring an additional 17,526 shares in the last quarter. Wealthedge Investment Advisors LLC purchased a new position in Oklo during the second quarter valued at approximately $738,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Oklo in the third quarter valued at approximately $2,177,000. 85.03% of the stock is currently owned by institutional investors and hedge funds.

Key Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Regulatory and DOE approvals materially de-risk commercialization plans — Oklo’s Atomic Alchemy unit secured an NRC materials license and the DOE approved a Nuclear Safety Design Agreement for its Groves Isotopes Test Reactor, opening an early isotope revenue pathway. Atomic Alchemy DOE approval
• Positive Sentiment: DOE partnership and pilot-project momentum — Oklo signed a deal to build a reactor at Idaho National Lab and has NSDAs under the Reactor Pilot Program, moving the company from concept toward execution and potential early cash from isotopes. DOE Idaho National Lab deal
• Positive Sentiment: Analyst buy-side conviction and institutional accumulation support upside — Several firms reaffirmed coverage or maintained Buy/Overweight ratings and MarketBeat highlights rising institutional ownership and a bullish technical setup that could compress float and amplify rallies. MarketBeat analysis
• Neutral Sentiment: Analyst forecasts point to long runway — HC Wainwright reiterates a Buy and models near-term losses (Q1/Q2 2026 EPS estimates negative) but projects profitability by 2030, signaling industry optimism tempered by multi-year execution risk. (HC Wainwright research)
• Neutral Sentiment: Mixed broker targets — Several broker reports raised or reaffirmed targets even as others trimmed theirs, leaving consensus upside but wider dispersion in near-term expectations. Example coverage roundup: Broker target roundup
• Negative Sentiment: Q4 earnings miss and widening loss pressured the stock — Oklo reported Q4 EPS of ($0.27) vs. consensus ($0.17), prompting short-term selling as the company remains pre-revenue and capital-intensive. Earnings and regulatory update
• Negative Sentiment: Analyst target cuts and headline volatility — Several firms trimmed price targets (Goldman, Citi and others), increasing near-term uncertainty and headline-driven trading. Coverage of the repricing and market reaction: Analyst cuts and market reaction
• Negative Sentiment: Insider selling heightened concern — Recent filings show the CFO sold shares worth several million dollars, which amplifies short-term downward pressure and investor caution. Insider sale report

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.