Citigroup Lowers Oklo (NYSE:OKLO) Price Target to $73.50

Oklo (NYSE:OKLO) had its target price reduced by equities research analysts at Citigroup from $95.00 to $73.50 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Citigroup’s price objective points to a potential upside of 34.12% from the stock’s current price.

OKLO has been the subject of several other reports. HC Wainwright reiterated a “buy” rating and issued a $90.00 target price on shares of Oklo in a research report on Wednesday. Needham & Company LLC lowered their price target on Oklo from $135.00 to $73.00 and set a “buy” rating on the stock in a research report on Wednesday. Texas Capital raised Oklo to a “strong-buy” rating in a research note on Tuesday, January 27th. Barclays cut their price objective on Oklo from $146.00 to $82.00 and set an “overweight” rating for the company in a report on Monday, February 23rd. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Oklo in a research report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, Oklo presently has an average rating of “Moderate Buy” and an average price target of $86.63.

Oklo Price Performance

Shares of Oklo stock opened at $54.80 on Wednesday. Oklo has a 1 year low of $17.42 and a 1 year high of $193.84. The firm has a market cap of $9.51 billion, a PE ratio of -76.11 and a beta of 0.80. The company has a 50 day simple moving average of $73.41 and a two-hundred day simple moving average of $94.73.

Oklo (NYSE:OKLO) last issued its quarterly earnings results 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 in the previous year, the company earned ($0.74) EPS. As a group, research analysts anticipate that Oklo will post -8.2 earnings per share for the current year.

Insider Buying and Selling at Oklo

In related news, CFO Richard Craig Bealmear sold 72,090 shares of Oklo stock in a transaction on Friday, March 13th. The shares were sold at an average price of $60.00, for a total value of $4,325,400.00. Following the transaction, the chief financial officer owned 386,008 shares in the company, valued at $23,160,480. This trade represents a 15.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Jacob Dewitte sold 840,000 shares of the business’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $82.32, for a total transaction of $69,148,800.00. Following the completion of the sale, the chief executive officer directly owned 1,580,000 shares of the company’s stock, valued at $130,065,600. This represents a 34.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 2,062,424 shares of company stock worth $169,888,312. 18.90% of the stock is owned by insiders.

Institutional Investors Weigh In On Oklo

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

Trending Headlines about Oklo

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

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.