Cantor Fitzgerald Reiterates Overweight Rating for Oklo (NYSE:OKLO)

Oklo (NYSE:OKLO)‘s stock had its “overweight” rating reaffirmed by equities researchers at Cantor Fitzgerald in a research note issued to investors on Wednesday,Benzinga reports. They currently have a $122.00 price target on the stock. Cantor Fitzgerald’s price objective points to a potential upside of 122.63% from the company’s current price.

Other research analysts also recently issued reports about the company. 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 note on Wednesday. Weiss Ratings reissued a “sell (d)” rating on shares of Oklo in a report on Thursday, January 22nd. Bank of America upgraded Oklo from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $111.00 to $127.00 in a research note on Wednesday, January 21st. Texas Capital upgraded shares of Oklo to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, Wedbush reiterated an “outperform” rating on shares of Oklo in a research note on Friday, January 9th. Two equities research 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 given a Sell rating to the company. Based on data from MarketBeat, Oklo has an average rating of “Moderate Buy” and an average price target of $86.63.

Oklo Stock Down 3.4%

Shares of OKLO opened at $54.80 on Wednesday. The company has a market cap of $9.51 billion, a price-to-earnings ratio of -76.11 and a beta of 0.80. Oklo has a twelve month low of $17.42 and a twelve month high of $193.84. The company has a 50 day moving average of $73.41 and a two-hundred day moving average of $94.73.

Oklo (NYSE:OKLO) last released 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 last year, the firm earned ($0.74) EPS. On average, sell-side analysts expect that Oklo will post -8.2 EPS for the current year.

Insider Buying and Selling at Oklo

In other news, CEO Jacob Dewitte sold 72,960 shares of the company’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $60.00, for a total value of $4,377,600.00. Following the sale, the chief executive officer directly owned 751,533 shares of the company’s stock, valued at $45,091,980. This represents a 8.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Richard Craig Bealmear sold 72,090 shares of the stock in a transaction 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 sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 2,062,424 shares of company stock worth $169,888,312. Company insiders own 18.90% of the company’s stock.

Institutional Investors Weigh In On Oklo

Several hedge funds have recently added to or reduced their stakes in the business. Rockefeller Capital Management L.P. raised its stake in shares of Oklo by 427.1% during the 4th quarter. Rockefeller Capital Management L.P. now owns 171,128 shares of the company’s stock valued at $12,280,000 after buying an additional 138,659 shares during the last quarter. Hsbc Holdings PLC lifted its holdings in shares of Oklo by 1,184.4% in the 4th quarter. Hsbc Holdings PLC now owns 112,372 shares of the company’s stock valued at $8,063,000 after buying an additional 103,623 shares during the period. SHP Wealth Management purchased a new stake in shares of Oklo in the fourth quarter worth about $32,000. Tulsa Wealth Advisors INC purchased a new stake in shares of Oklo in the fourth quarter worth about $332,000. Finally, Strategic Investment Solutions Inc. IL grew its holdings in Oklo by 45.5% during the fourth quarter. Strategic Investment Solutions Inc. IL now owns 1,488 shares of the company’s stock worth $107,000 after acquiring an additional 465 shares during the period. 85.03% of the stock is owned by hedge funds and other institutional investors.

More 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.