Alight Capital Management LP Sells 15,500 Shares of Oklo Inc. $OKLO

Alight Capital Management LP decreased its position in shares of Oklo Inc. (NYSE:OKLO) by 75.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 5,000 shares of the company’s stock after selling 15,500 shares during the quarter. Alight Capital Management LP’s holdings in Oklo were worth $359,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. NBC Securities Inc. grew its holdings in Oklo by 75.0% during the 4th quarter. NBC Securities Inc. now owns 350 shares of the company’s stock valued at $25,000 after buying an additional 150 shares in the last quarter. GAMMA Investing LLC grew its holdings in Oklo by 356.3% during the 4th quarter. GAMMA Investing LLC now owns 365 shares of the company’s stock valued at $26,000 after buying an additional 285 shares in the last quarter. Nemes Rush Group LLC purchased a new stake in Oklo during the 3rd quarter valued at approximately $28,000. Gilpin Wealth Management LLC purchased a new stake in Oklo during the 4th quarter valued at approximately $29,000. Finally, CI Investments Inc. grew its holdings in Oklo by 153.0% during the 3rd quarter. CI Investments Inc. now owns 296 shares of the company’s stock valued at $33,000 after buying an additional 179 shares in the last quarter. Institutional investors own 85.03% of the company’s stock.

Oklo Stock Up 2.5%

NYSE OKLO opened at $58.88 on Thursday. Oklo Inc. has a 52 week low of $44.88 and a 52 week high of $193.84. The firm has a market capitalization of $10.24 billion, a price-to-earnings ratio of -70.09 and a beta of 1.10. The company has a fifty day moving average of $64.32 and a two-hundred day moving average of $71.36.

Oklo (NYSE:OKLO) last released its earnings results on Tuesday, May 12th. The company reported ($0.19) earnings per share for the quarter, topping the consensus estimate of ($0.20) by $0.01. During the same period in the prior year, the company earned ($0.07) EPS. Equities research analysts anticipate that Oklo Inc. will post -0.78 EPS for the current year.

More Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo announced a strategic alliance with Standard Nuclear to explore commercial collaboration on nuclear fuel recycling and advanced fuel manufacturing, including converting U.S. surplus plutonium into usable fuel for Oklo reactors and potential third-party customers. The deal strengthens Oklo’s fuel-supply story and could help improve the economics and scalability of its advanced reactor platform. Article Title
• Positive Sentiment: Coverage emphasized that the Oklo-Standard Nuclear partnership creates an external offtake pathway for recycled nuclear materials, which investors may view as a meaningful step toward commercialization and energy security. Article Title
• Positive Sentiment: Additional articles highlighted Oklo as a leveraged way to play the expanding nuclear-energy theme, reinforcing bullish sentiment around the company’s growth potential and long runway if execution improves. Article Title
• Neutral Sentiment: Some commentary focused on Oklo’s prior run-up tied to AI-energy demand, its 1.2 GW Meta power agreement, and the broader nuclear sector rally, which helps explain why the stock remains highly watched but does not change the near-term fundamentals on its own. Article Title
• Neutral Sentiment: Another note said a DOE safety approval removed a key regulatory hurdle, but also reminded investors that Oklo is still a pre-revenue story and valuation depends on future execution rather than current profits. Article Title

Wall Street Analyst Weigh In

OKLO has been the subject of a number of research analyst reports. Craig Hallum reaffirmed a “hold” rating on shares of Oklo in a report on Wednesday, March 18th. HC Wainwright reaffirmed a “buy” rating and set a $90.00 price objective on shares of Oklo in a report on Wednesday, March 18th. B. Riley Financial cut their target price on shares of Oklo from $129.00 to $92.00 and set a “buy” rating for the company in a report on Wednesday, March 18th. Barclays cut their target price on shares of Oklo from $146.00 to $82.00 and set an “overweight” rating for the company in a report on Monday, February 23rd. Finally, JPMorgan Chase & Co. initiated coverage on shares of Oklo in a report on Monday, May 11th. They issued a “neutral” rating and a $83.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Oklo presently has a consensus rating of “Moderate Buy” and a consensus target price of $82.78.

Insider Transactions at Oklo

In other news, insider William Carroll Murphy Goodwin sold 10,548 shares of Oklo stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $58.04, for a total transaction of $612,205.92. Following the completion of the sale, the insider directly owned 36,175 shares in the company, valued at approximately $2,099,597. This trade represents a 22.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Richard Craig Bealmear sold 73,081 shares of Oklo stock in a transaction on Monday, June 1st. The stock was sold at an average price of $68.42, for a total value of $5,000,202.02. Following the sale, the chief financial officer owned 397,642 shares of the company’s stock, valued at approximately $27,206,665.64. This trade represents a 15.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 699,971 shares of company stock worth $44,221,357. 18.90% of the stock is currently owned by insiders.

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.