HC Wainwright Issues Positive Forecast for Oklo Earnings

Oklo Inc. (NYSE:OKLO) – Equities researchers at HC Wainwright boosted their Q2 2026 earnings per share (EPS) estimates for Oklo in a report issued on Wednesday, May 13th. HC Wainwright analyst S. Joshi now forecasts that the company will post earnings per share of ($0.13) for the quarter, up from their previous forecast of ($0.21). 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 ($0.76) per share. HC Wainwright also issued estimates for Oklo’s Q3 2026 earnings at ($0.15) EPS, Q4 2026 earnings at ($0.17) EPS, FY2026 earnings at ($0.65) EPS and FY2027 earnings at ($0.87) EPS.

Several other research firms have also recently commented on OKLO. Texas Capital raised Oklo to a “strong-buy” rating in a research report on Tuesday, January 27th. Weiss Ratings raised Oklo from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday. UBS Group lowered their target price on Oklo from $95.00 to $60.00 and set a “neutral” rating on the stock in a report on Thursday, March 26th. Needham & Company LLC lowered their target price on Oklo from $135.00 to $73.00 and set a “buy” rating on the stock in a report on Wednesday, March 18th. Finally, Wedbush reaffirmed an “outperform” rating and issued a $110.00 price objective on shares of Oklo in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Oklo presently has a consensus rating of “Moderate Buy” and a consensus target price of $85.33.

Oklo Price Performance

Oklo stock opened at $67.26 on Friday. Oklo has a one year low of $34.45 and a one year high of $193.84. The stock has a market capitalization of $11.70 billion, a PE ratio of -80.07 and a beta of 1.16. The business’s fifty day moving average is $60.99 and its 200 day moving average is $79.20.

Oklo (NYSE:OKLO) last released its quarterly earnings data on Tuesday, May 12th. The company reported ($0.19) EPS for the quarter, beating the consensus estimate of ($0.20) by $0.01. During the same period in the previous year, the firm earned ($0.07) EPS.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of OKLO. Royal Bank of Canada raised its stake in Oklo by 162.6% during the 1st quarter. Royal Bank of Canada now owns 92,850 shares of the company’s stock valued at $2,009,000 after purchasing an additional 57,497 shares during the period. AQR Capital Management LLC bought a new stake in Oklo during the 1st quarter valued at approximately $519,000. Millennium Management LLC raised its stake in Oklo by 4,974.1% during the 1st quarter. Millennium Management LLC now owns 582,002 shares of the company’s stock valued at $12,589,000 after purchasing an additional 570,532 shares during the period. NewEdge Advisors LLC raised its stake in Oklo by 165.6% during the 1st quarter. NewEdge Advisors LLC now owns 15,672 shares of the company’s stock valued at $339,000 after purchasing an additional 9,772 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Oklo by 90.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 112,772 shares of the company’s stock valued at $2,439,000 after purchasing an additional 53,703 shares during the period. Hedge funds and other institutional investors own 85.03% of the company’s stock.

Insider Transactions at Oklo

In related news, CFO Richard Craig Bealmear sold 16,342 shares of Oklo stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $51.08, for a total transaction of $834,749.36. Following the transaction, the chief financial officer owned 386,008 shares in the company, valued at approximately $19,717,288.64. The trade was a 4.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider William Carroll Murphy Goodwin sold 2,820 shares of Oklo stock in a transaction 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 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 SEC filing for this sale provides additional information. Insiders sold a total of 809,040 shares of company stock valued at $49,162,094 over the last three months. Corporate insiders own 18.90% of the company’s stock.

Key Stories Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo announced a strategic partnership with Idaho National Laboratory to use its Prometheus AI platform to accelerate advanced reactor and fuel-system design, a development that supports the company’s technology roadmap and could improve execution. Oklo partners with Idaho National Lab to use AI for advanced reactor and fuel system design
• Positive Sentiment: Wedbush reaffirmed an Outperform rating and Cantor Fitzgerald reiterated Overweight, signaling that some Wall Street firms still see substantial upside despite near-term volatility. Oklo (NYSE:OKLO) Given Outperform Rating at Wedbush Oklo (NYSE:OKLO) Receives Overweight Rating from Cantor Fitzgerald
• Neutral Sentiment: Oklo is drawing attention as a nuclear stock to watch because investors are betting on future commercialization and project milestones, but the stock remains highly volatile and tied to execution. Nuclear Stocks To Keep An Eye On – May 13th
• Negative Sentiment: The company reported a wider first-quarter loss of $33.1 million, reinforcing concerns about heavy cash burn before revenue meaningfully ramps, which has weighed on the stock. Oklo Reported a Wider-Than-Expected Loss. Even a Major AI Boom Wasn’t Enough to Protect OKLO Stock.
• Negative Sentiment: Oklo also established a new at-the-market equity offering program and filed for a potential $1 billion share sale, raising dilution concerns that can hurt sentiment even if the capital supports future projects. Oklo Establishes New At-The-Market Equity Offering Program

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.