Oklo (NYSE:OKLO) Upgraded by HSBC to “Strong-Buy” Rating

Oklo (NYSE:OKLO) was upgraded by stock analysts at HSBC to a “strong-buy” rating in a report issued on Thursday,Zacks.com reports.

OKLO has been the topic of a number of other research reports. Needham & Company LLC lowered their price objective on Oklo from $135.00 to $73.00 and set a “buy” rating on the stock in a report on Wednesday, March 18th. The Goldman Sachs Group reduced their target price on Oklo from $91.00 to $65.00 and set a “neutral” rating for the company in a report on Wednesday, March 18th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $122.00 target price on shares of Oklo in a research report on Wednesday, March 18th. UBS Group lowered their price target on Oklo from $95.00 to $60.00 and set a “neutral” rating on the stock in a report on Thursday, March 26th. Finally, Bank of America raised shares of Oklo from a “neutral” rating to a “buy” rating and lifted their price target for the company from $111.00 to $127.00 in a research report on Wednesday, January 21st. Three analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Oklo has a consensus rating of “Moderate Buy” and an average price target of $85.03.

Oklo Trading Up 5.5%

Shares of NYSE:OKLO opened at $76.37 on Thursday. The stock has a market capitalization of $13.28 billion, a PE ratio of -106.07 and a beta of 0.93. Oklo has a 1 year low of $22.52 and a 1 year high of $193.84. The firm has a fifty day moving average price of $59.32 and a 200 day moving average price of $86.97.

Oklo (NYSE:OKLO) last posted its earnings results on Tuesday, March 17th. The company reported ($0.27) earnings per share for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same quarter in the prior year, the company posted ($0.74) earnings per share. On average, sell-side analysts forecast that Oklo will post -0.75 earnings per share for the current fiscal year.

Insider Transactions at Oklo

In related news, CFO Richard Craig Bealmear sold 72,090 shares of the business’s stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $60.00, for a total transaction of $4,325,400.00. Following the completion of the transaction, the chief financial officer owned 386,008 shares of the company’s stock, valued at approximately $23,160,480. The trade was a 15.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Jacob Dewitte sold 140,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $75.18, for a total value of $10,525,200.00. Following the sale, the chief executive officer owned 739,023 shares of the company’s stock, valued at approximately $55,559,749.14. The trade was a 15.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 818,766 shares of company stock worth $50,855,915 over the last quarter. 18.90% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Oklo

Several hedge funds have recently modified their holdings of OKLO. Parkside Financial Bank & Trust increased its position in Oklo by 3.7% during the third quarter. Parkside Financial Bank & Trust now owns 2,622 shares of the company’s stock worth $293,000 after acquiring an additional 94 shares during the period. Prestige Wealth Management Group LLC boosted its holdings in Oklo by 1.5% in the 3rd quarter. Prestige Wealth Management Group LLC now owns 7,066 shares of the company’s stock valued at $789,000 after purchasing an additional 101 shares during the period. Meriwether Wealth & Planning LLC grew its position in Oklo by 2.7% in the 4th quarter. Meriwether Wealth & Planning LLC now owns 4,545 shares of the company’s stock worth $326,000 after purchasing an additional 120 shares during the last quarter. Rossby Financial LCC grew its position in Oklo by 75.0% in the 3rd quarter. Rossby Financial LCC now owns 350 shares of the company’s stock worth $41,000 after purchasing an additional 150 shares during the last quarter. Finally, NBC Securities Inc. increased its holdings in shares of Oklo by 75.0% during the 4th quarter. NBC Securities Inc. now owns 350 shares of the company’s stock worth $25,000 after purchasing an additional 150 shares during the period. 85.03% of the stock is owned by institutional investors.

More Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo announced a partnership with NVIDIA and Los Alamos National Laboratory to accelerate nuclear fuel validation and develop nuclear‑powered AI/data‑center solutions — a concrete commercial tie to the booming AI infrastructure theme that investors view as revenue/validation upside. Oklo, NVIDIA, and Los Alamos National Laboratory Collaborate to Advance Nuclear Fuel Validation at Los Alamos in Support of Nuclear-Powered AI Factories
• Positive Sentiment: HSBC initiated coverage with a Buy on Oklo (while putting peer NuScale at Hold), which provides stamp‑of‑confidence from a large sell‑side firm and likely fueled fresh demand from institutional and momentum investors. Oklo rated a new Buy, NuScale a Hold at HSBC
• Positive Sentiment: Multiple outlets and analysts are amplifying the AI + nuclear story (Fool, Investopedia, Invezz, Blockonomi), increasing retail/institutional interest and trading volume as investors re‑rate Oklo as an AI‑infrastructure play. How Buying Oklo Inc. Stock Today Could 10X Your Net Worth
• Neutral Sentiment: Broader market moves and easing geopolitical risk contributed to recent gains; part of the move reflects sector momentum for nuclear and AI‑exposed names rather than firm‑specific revenue yet. Oklo Inc (OKLO) Mimics Wall Street Rally, Jumps 15.6%
• Negative Sentiment: Fundamental risk remains: Oklo is still pre‑commercial and unprofitable (recent quarterly EPS missed estimates), valuation is stretched vs. near‑term cashflow, and the stock is highly volatile — catalysts must translate to execution and regulatory milestones to sustain gains.

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.