Oklo Inc. (NYSE:OKLO) Receives $103.20 Average PT from Analysts

Oklo Inc. (NYSE:OKLO) has been given an average recommendation of “Moderate Buy” by the eighteen brokerages that are covering the company, Marketbeat.com reports. Two research analysts have rated the stock with a sell recommendation, six have issued a hold recommendation, nine have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year target price among brokerages that have issued a report on the stock in the last year is $103.20.

Several brokerages recently weighed in on OKLO. Zacks Research raised shares of Oklo from a “strong sell” rating to a “hold” rating in a research note on Wednesday, November 19th. B. Riley boosted their price target on shares of Oklo from $58.00 to $129.00 and gave the stock a “buy” rating in a research note on Wednesday, November 12th. Bank of America raised Oklo from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $111.00 to $127.00 in a research report on Wednesday, January 21st. Barclays set a $146.00 price objective on Oklo in a research note on Monday, September 29th. Finally, Citigroup reissued a “neutral” rating on shares of Oklo in a research note on Monday, November 24th.

Key Stories Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Bank of America upgraded Oklo to a Buy, citing the Meta agreement as a meaningful step forward and prompting renewed analyst attention. Stock Rating Upgraded by Bank of America
• Positive Sentiment: Meta’s deal to advance the Pike County 1.2 GW campus adds a prepay funding mechanism and validates Oklo’s Aurora technology — a credibility boost that underpins recent upgrades. (Long timelines noted.) Oklo: Meta Just Turned A Maybe Into A When
• Positive Sentiment: Positive macro/policy tone for nuclear energy after President Trump praised nuclear at Davos, a tailwind for investor sentiment in the sector that can lift Oklo’s outlook. Trump’s Nuclear Nod: 3 Discounted Stocks Primed for a 2026 Breakout
• Neutral Sentiment: Market reaction included a gap up after the analyst upgrade and an industry consensus moving to a “Moderate Buy,” but that reflects sentiment rather than new revenue or contracts. Shares Gap Up After Analyst Upgrade
• Neutral Sentiment: Commentary and videos note Oklo’s strong year‑over‑year move (+125% Y/Y cited) despite zero current revenue — useful context for momentum traders but not a fundamental shift. Gilland: OKLO’s Stepping Stone with META Needs More AI Support
• Negative Sentiment: Fundamentals still weigh on the stock: no revenue, a recent EPS miss, and very long project timelines (Phase 1 “as early as 2030”, full deployment not until the mid‑2030s) — these increase execution and cash‑flow risk and justify investor caution.

Insider Activity

In other news, insider William Carroll Murphy Goodwin sold 11,936 shares of the business’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $101.84, for a total transaction of $1,215,562.24. Following the completion of the transaction, the insider directly owned 8,750 shares of the company’s stock, valued at approximately $891,100. The trade was a 57.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Richard Craig Bealmear sold 69,841 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $78.40, for a total transaction of $5,475,534.40. Following the sale, the chief financial officer owned 202,072 shares in the company, valued at $15,842,444.80. The trade was a 25.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 1,552,800 shares of company stock worth $137,543,426. 18.90% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Oklo

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Black Swift Group LLC purchased a new stake in Oklo in the 2nd quarter worth approximately $280,000. Prospera Financial Services Inc boosted its holdings in shares of Oklo by 10.0% during the second quarter. Prospera Financial Services Inc now owns 51,435 shares of the company’s stock worth $2,880,000 after purchasing an additional 4,678 shares during the last quarter. Wealthedge Investment Advisors LLC purchased a new stake in shares of Oklo in the second quarter valued at $738,000. Strs Ohio purchased a new stake in shares of Oklo in the second quarter valued at $1,069,000. Finally, Thoroughbred Financial Services LLC acquired a new position in Oklo in the second quarter valued at $1,833,000. 85.03% of the stock is owned by institutional investors and hedge funds.

Oklo Trading Down 3.7%

OKLO opened at $87.54 on Friday. The stock’s 50-day moving average price is $90.03 and its 200 day moving average price is $96.04. Oklo has a 12-month low of $17.42 and a 12-month high of $193.84. The firm has a market cap of $13.68 billion, a price-to-earnings ratio of -162.12 and a beta of 0.76.

Oklo (NYSE:OKLO) last released its earnings results on Wednesday, November 12th. The company reported ($0.20) earnings per share for the quarter, missing the consensus estimate of ($0.13) by ($0.07). During the same quarter in the prior year, the business earned ($0.08) earnings per share. On average, research analysts forecast that Oklo 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.