Oklo (NYSE:OKLO) Shares Down 3.1% Following Analyst Downgrade

Shares of Oklo Inc. (NYSE:OKLO) fell 3.1% during trading on Friday after UBS Group lowered their price target on the stock from $95.00 to $60.00. UBS Group currently has a neutral rating on the stock. Oklo traded as low as $50.15 and last traded at $50.2210. 6,327,169 shares changed hands during trading, a decline of 39% from the average session volume of 10,454,525 shares. The stock had previously closed at $51.81.

A number of other research analysts have also issued reports on the stock. Canaccord Genuity Group dropped their price objective on shares of Oklo from $175.00 to $125.00 and set a “buy” rating for the company in a report on Wednesday, March 18th. The Goldman Sachs Group reduced their target price on shares of Oklo from $91.00 to $65.00 and set a “neutral” rating on the stock in a report on Wednesday, March 18th. B. Riley Financial decreased their price target on shares of Oklo from $129.00 to $92.00 and set a “buy” rating for the company in a research report on Wednesday, March 18th. Bank of America raised shares of Oklo from a “neutral” rating to a “buy” rating and raised their price target for the company from $111.00 to $127.00 in a research note on Wednesday, January 21st. Finally, Zacks Research upgraded shares of Oklo from a “strong sell” rating to a “hold” rating in a report on Thursday, March 19th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Oklo presently has an average rating of “Moderate Buy” and an average target price of $84.30.

Insider Buying and Selling at Oklo

In other Oklo news, insider William Carroll Murphy Goodwin sold 2,820 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $56.69, for a total transaction of $159,865.80. Following the completion of the transaction, the insider owned 15,991 shares in the company, valued at approximately $906,529.79. This trade represents a 14.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Jacob Dewitte sold 72,960 shares of the business’s 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 $4,377,600.00. Following the completion of the transaction, the chief executive officer owned 751,533 shares in the company, valued at $45,091,980. This trade represents a 8.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,222,424 shares of company stock valued at $100,739,512. 18.90% of the stock is currently owned by company insiders.

Oklo News Roundup

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Regulatory progress for the Aurora reactor program was reported, suggesting advancement on licensing milestones that de‑risk the company’s flagship project and its timeline to commercial revenue. Regulatory progress for Aurora
• Positive Sentiment: Oklo completed the acquisition of Atomic Alchemy to enter domestic production of medical and industrial isotopes, diversifying revenue potential beyond reactors and shortening a path to cash flow. The company also reiterated reactor progress in the same update. Oklo Acquisition And Reactor Progress Reframe Long Term Investor Debate
• Positive Sentiment: CEO and co‑founder Jacob DeWitte was appointed to the President’s Council of Advisors on Science and Technology (PCAST), a high‑profile government advisory role that can improve regulatory access and legitimacy for advanced nuclear projects. Oklo Co-Founder and CEO Appointed to Serve on President’s Council of Advisors on Science and Technology
• Neutral Sentiment: Analysts remain conflicted on Oklo alongside other utilities/energy names, reflecting divergent views on commercialization timelines and regulatory risk that increase short‑term volatility. Analysts Conflicted on These Utilities Names: Oklo Inc (OKLO) and PG&E (PCG)
• Neutral Sentiment: Comparative coverage with peers (e.g., Montauk Renewables) has appeared, useful for investors benchmarking Oklo’s valuation and business model but not a direct positive/negative catalyst. Critical Comparison: Montauk Renewables (NASDAQ:MNTK) and Oklo (NYSE:OKLO)
• Negative Sentiment: UBS cut its price target from $95 to $60 and set a “neutral” rating, signaling lower near‑term upside and contributing to selling pressure. Benzinga
• Negative Sentiment: B. Riley trimmed its price target to $92, another downward analyst revision that likely dampened sentiment despite longer‑term growth narratives. OKLO Price Target Trimmed to $92

Institutional Trading of Oklo

Institutional investors have recently bought and sold shares of the company. Caprock Group LLC acquired a new position in shares of Oklo during the 3rd quarter valued at $14,829,000. Mirae Asset Global Investments Co. Ltd. grew its holdings in 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 period. Envestnet Asset Management Inc. grew its holdings in 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 period. Wealthedge Investment Advisors LLC bought a new stake in Oklo in the second quarter valued at $738,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Oklo in the third quarter valued at $2,177,000. Institutional investors own 85.03% of the company’s stock.

Oklo Price Performance

The firm’s fifty day moving average price is $68.12 and its two-hundred day moving average price is $94.12. The stock has a market cap of $8.72 billion, a price-to-earnings ratio of -69.75 and a beta of 0.80.

Oklo (NYSE:OKLO) last issued its earnings results on Tuesday, March 17th. The company reported ($0.27) EPS for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same quarter in the prior year, the business posted ($0.74) earnings per share. On average, equities research analysts anticipate that Oklo Inc. will post -8.2 earnings per share for the current year.

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.