Equities Analysts Issue Forecasts for Oklo Q1 Earnings

Oklo Inc. (NYSE:OKLO) – Investment analysts at HC Wainwright issued their Q1 2026 earnings estimates for Oklo in a report issued on Wednesday, March 18th. HC Wainwright analyst S. Joshi expects that the company will earn ($0.19) per share for the quarter. HC Wainwright currently has a “Buy” rating and a $90.00 price target on the stock. The consensus estimate for Oklo’s current full-year earnings is ($8.20) per share. HC Wainwright also issued estimates for Oklo’s Q2 2026 earnings at ($0.21) EPS and FY2030 earnings at $2.10 EPS.

Oklo (NYSE:OKLO) last issued its quarterly 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 in the prior year, the firm posted ($0.74) EPS.

Several other equities research analysts have also recently issued reports on OKLO. UBS Group reaffirmed a “neutral” rating on shares of Oklo in a research report on Monday, January 12th. Cantor Fitzgerald reissued an “overweight” rating and issued a $122.00 target price on shares of Oklo in a report on Wednesday. Barclays cut their price target on Oklo from $146.00 to $82.00 and set an “overweight” rating on the stock in a research note on Monday, February 23rd. B. Riley Financial lowered their price objective on Oklo from $129.00 to $92.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, Bank of America upgraded Oklo from a “neutral” rating to a “buy” rating and increased their price objective for the company from $111.00 to $127.00 in a report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $86.63.

Oklo Trading Down 1.4%

Shares of NYSE:OKLO opened at $53.94 on Thursday. Oklo has a 52 week low of $17.42 and a 52 week high of $193.84. The company’s 50 day moving average is $72.38 and its two-hundred day moving average is $94.59. The company has a market cap of $9.36 billion, a PE ratio of -74.91 and a beta of 0.80.

Insiders Place Their Bets

In other Oklo news, CEO Jacob Dewitte sold 840,000 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief executive officer owned 1,580,000 shares in the company, valued at $130,065,600. This represents a 34.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Richard Craig Bealmear sold 72,090 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 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. This represents a 15.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,062,424 shares of company stock worth $169,888,312 over the last ninety days. Insiders own 18.90% of the company’s stock.

Institutional Trading of Oklo

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Armstrong Advisory Group Inc. acquired a new stake in shares of Oklo in the 3rd quarter valued at about $27,000. Gables Capital Management Inc. acquired a new position in Oklo during the third quarter worth approximately $28,000. Nemes Rush Group LLC purchased a new stake in Oklo in the third quarter valued at approximately $28,000. CI Investments Inc. lifted its stake in Oklo by 153.0% in the third quarter. CI Investments Inc. now owns 296 shares of the company’s stock valued at $33,000 after buying an additional 179 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. acquired a new stake in shares of Oklo in the third quarter valued at approximately $33,000. Institutional investors and hedge funds own 85.03% of the company’s stock.

Oklo News Summary

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: HC Wainwright reaffirmed a “Buy” rating and a $90 price target, maintaining institutional support that can prop up the stock despite near-term misses. HC Wainwright Reiterates Buy
• Positive Sentiment: Oklo signed a deal with the U.S. Department of Energy to build a reactor at Idaho National Lab — a tangible program milestone that strengthens commercialization credibility and future revenue potential. DOE reactor deal
• Positive Sentiment: Analyst and media pieces highlight Oklo’s diversified pathway (isotopes, fuel, reactors) and argue the company may be near a base — supporting a longer-term bullish case if execution continues. MarketBeat: The bottom is in
• Positive Sentiment: Commentary from The Motley Fool and Zacks highlights secular tailwinds (AI/data center demand for reliable low-carbon power, geopolitical energy volatility) that could increase long-term demand for Oklo’s technology. Fool prediction on nuclear demand Zacks: nuclear model stability
• Neutral Sentiment: Cantor Fitzgerald reiterated an Overweight rating — additional coverage and differing targets are keeping the narrative mixed but visible to investors. Cantor Fitzgerald Overweight
• Negative Sentiment: Oklo reported Q4 results that missed expectations, and the market reacted negatively (shares pulled back following the release). Near-term profitability remains a distant target, increasing sensitivity to execution. Earnings miss / shares down Yahoo: stock dips after earnings
• Negative Sentiment: Several broker notes (Goldman Sachs, Needham, Canaccord, B. Riley) issued cautious/pessimistic near-term forecasts or lowered expectations, adding selling pressure and raising short-term downside risk. Goldman Sachs pessimistic forecast Needham pessimistic forecast Canaccord forecast B. Riley lowered expectations
• Negative Sentiment: Insider selling: Oklo’s CFO disclosed a large sale (~$4.33M), which can concern investors about timing and valuation. CFO insider sale
• Negative Sentiment: HC Wainwright cut multi-year EPS estimates substantially while keeping a $90 target — that combination signals longer roadmap risk (execution/timing) even as some analysts stay constructive. HC Wainwright estimates update

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.