HC Wainwright Reiterates “Buy” Rating for Oklo (NYSE:OKLO)

Oklo (NYSE:OKLO)‘s stock had its “buy” rating reiterated by research analysts at HC Wainwright in a research report issued on Wednesday,Benzinga reports. They currently have a $90.00 price target on the stock. HC Wainwright’s price target would suggest a potential upside of 64.23% from the company’s current price. HC Wainwright also issued estimates for Oklo’s Q1 2026 earnings at ($0.19) EPS, Q2 2026 earnings at ($0.21) EPS and FY2030 earnings at $2.10 EPS.

Several other research firms also recently weighed in on OKLO. Wedbush reiterated an “outperform” rating on shares of Oklo in a research note on Friday, January 9th. Barclays lowered 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. Zacks Research downgraded shares of Oklo from a “hold” rating to a “strong sell” rating in a report on Friday, January 23rd. UBS Group reiterated a “neutral” rating on shares of Oklo in a research report on Monday, January 12th. Finally, Texas Capital upgraded shares of Oklo to a “strong-buy” rating in a research note on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, Oklo presently has an average rating of “Moderate Buy” and an average target price of $86.63.

Oklo Trading Down 3.4%

Oklo stock opened at $54.80 on Wednesday. The business’s 50 day simple moving average is $73.41 and its 200 day simple moving average is $94.73. Oklo has a 12 month low of $17.42 and a 12 month high of $193.84. 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 (NYSE:OKLO) last released its earnings results on Tuesday, March 17th. The company reported ($0.27) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10). During the same period last year, the firm earned ($0.74) earnings per share. As a group, equities research analysts forecast that Oklo will post -8.2 earnings per share for the current fiscal year.

Insider Activity at Oklo

In other Oklo news, CFO Richard Craig Bealmear sold 72,090 shares of Oklo 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 completion of the transaction, the chief financial officer owned 386,008 shares of the company’s stock, valued at $23,160,480. The trade was a 15.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Jacob Dewitte sold 72,960 shares of Oklo stock in a transaction dated 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 transaction, the chief executive officer directly owned 751,533 shares of the company’s stock, valued at $45,091,980. The trade was a 8.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 2,062,424 shares of company stock worth $169,888,312. 18.90% of the stock is owned by company insiders.

Hedge Funds Weigh In On Oklo

A number of large investors have recently modified their holdings of the company. NBC Securities Inc. increased its holdings in Oklo by 75.0% during the 4th quarter. NBC Securities Inc. now owns 350 shares of the company’s stock worth $25,000 after acquiring an additional 150 shares during the period. GAMMA Investing LLC lifted its stake in Oklo by 356.3% in the 4th quarter. GAMMA Investing LLC now owns 365 shares of the company’s stock worth $26,000 after purchasing an additional 285 shares in the last quarter. Armstrong Advisory Group Inc. bought a new position in Oklo in the 3rd quarter valued at $27,000. Elevation Point Wealth Partners LLC purchased a new position in shares of Oklo during the 2nd quarter valued at $28,000. Finally, Gables Capital Management Inc. purchased a new position in shares of Oklo during the 3rd quarter valued at $28,000. 85.03% of the stock is currently owned by 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.