Oklo (NYSE:OKLO) Announces Earnings Results

Oklo (NYSE:OKLO) released its quarterly earnings results on Tuesday. The company reported ($0.27) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10), FiscalAI reports. During the same period in the previous year, the business earned ($0.74) earnings per share.

Oklo Trading Down 0.9%

Shares of OKLO traded down $0.54 during midday trading on Wednesday, reaching $59.99. The stock had a trading volume of 1,905,169 shares, compared to its average volume of 10,522,364. The firm has a market cap of $9.37 billion, a PE ratio of -110.65 and a beta of 0.80. The firm has a 50 day simple moving average of $75.08 and a 200-day simple moving average of $95.27. Oklo has a one year low of $17.42 and a one year high of $193.84.

Oklo News Roundup

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: DOE approved a Nuclear Safety Design Agreement (NSDA) for Atomic Alchemy’s Groves Isotopes Test Reactor — a meaningful step toward project funding/construction and potential isotope revenue. Read More.
• Positive Sentiment: Atomic Alchemy, an Oklo subsidiary, received an NRC materials/isotope license — opens immediate pathway to isotope handling and early revenue streams while core reactor commercialization continues. Read More.
• Positive Sentiment: Some sell-side support remains: HC Wainwright reaffirmed a Buy and set a $90 price target, signaling continued analyst conviction in Oklo’s longer-term potential. Read More.
• Neutral Sentiment: Analysts adjusted price targets — Canaccord cut its target from $175 to $125 and Needham cut from $135 to $73, but both kept Buy ratings; these moves lower upside projections while maintaining institutional support. Read More.
• Neutral Sentiment: Media coverage highlights the Meta power-campus tie-up and a potential uranium/HALEU JV with Centrus, which fuels upside narratives but also draws scrutiny on execution and cash burn. Read More.
• Negative Sentiment: Oklo missed Q4 EPS estimates (reported ($0.27) vs. consensus ($0.17)), reinforcing that the company remains pre-revenue and loss-making near term. Read More.
• Negative Sentiment: Large insider sales reported: CEO Jacob Dewitte and CFO Richard Bealmear sold significant blocks around $60 — such notable dispositions from senior management can increase selling pressure and raise investor concerns. Read More. Read More.

Insider Activity

In other Oklo news, insider William Carroll Murphy Goodwin sold 2,820 shares of the company’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $56.69, for a total value of $159,865.80. Following the sale, the insider owned 15,991 shares in the company, valued at $906,529.79. This represents a 14.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Jacob Dewitte sold 72,960 shares of Oklo stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $60.00, for a total value of $4,377,600.00. Following the transaction, the chief executive officer owned 751,533 shares of the company’s stock, valued at $45,091,980. This represents a 8.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 2,067,583 shares of company stock valued at $170,285,400. 18.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On Oklo

Hedge funds have recently added to or reduced their stakes in the business. Wilmington Savings Fund Society FSB acquired a new position in shares of Oklo in the third quarter valued at $45,000. Gilpin Wealth Management LLC acquired a new stake in shares of Oklo during the 4th quarter worth about $29,000. Triumph Capital Management bought a new stake in shares of Oklo during the 3rd quarter worth about $49,000. Kemnay Advisory Services Inc. bought a new stake in shares of Oklo during the 4th quarter worth about $35,000. Finally, Litman Gregory Wealth Management LLC acquired a new position in Oklo in the 4th quarter valued at about $36,000. Institutional investors and hedge funds own 85.03% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on the stock. HC Wainwright reissued a “buy” rating and issued a $90.00 price objective on shares of Oklo in a research report on Wednesday. Bank of America raised shares of Oklo from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $111.00 to $127.00 in a research report on Wednesday, January 21st. Canaccord Genuity Group reduced their price objective on shares of Oklo from $175.00 to $125.00 and set a “buy” rating for the company in a research note on Wednesday. Texas Capital upgraded Oklo to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, Barclays dropped their target price on Oklo from $146.00 to $82.00 and set an “overweight” rating on the stock in a report on Monday, February 23rd. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $91.47.

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.