Jacob Dewitte Sells 140,000 Shares of Oklo (NYSE:OKLO) Stock

Oklo Inc. (NYSE:OKLO) CEO Jacob Dewitte sold 140,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $75.18, for a total transaction of $10,525,200.00. Following the sale, the chief executive officer directly owned 739,023 shares in the company, valued at $55,559,749.14. This trade represents a 15.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

Jacob Dewitte also recently made the following trade(s):

• On Monday, February 2nd, Jacob Dewitte sold 60,000 shares of Oklo stock. The stock was sold at an average price of $74.45, for a total value of $4,467,000.00.
• On Friday, January 9th, Jacob Dewitte sold 64,888 shares of Oklo stock. The stock was sold at an average price of $112.03, for a total value of $7,269,402.64.
• On Friday, January 9th, Jacob Dewitte sold 26,740 shares of Oklo stock. The stock was sold at an average price of $111.38, for a total transaction of $2,978,301.20.
• On Thursday, January 8th, Jacob Dewitte sold 3,455 shares of Oklo stock. The stock was sold at an average price of $100.01, for a total transaction of $345,534.55.
• On Thursday, January 8th, Jacob Dewitte sold 1,255 shares of Oklo stock. The shares were sold at an average price of $100.00, for a total transaction of $125,500.00.
• On Wednesday, January 7th, Jacob Dewitte sold 231,657 shares of Oklo stock. The stock was sold at an average price of $99.25, for a total value of $22,991,957.25.
• On Wednesday, January 7th, Jacob Dewitte sold 92,005 shares of Oklo stock. The stock was sold at an average price of $98.03, for a total value of $9,019,250.15.
• On Monday, January 5th, Jacob Dewitte sold 200,000 shares of Oklo stock. The shares were sold at an average price of $90.29, for a total transaction of $18,058,000.00.
• On Monday, December 22nd, Jacob Dewitte sold 840,000 shares of Oklo stock. The stock was sold at an average price of $82.32, for a total transaction of $69,148,800.00.

Oklo Stock Down 12.6%

OKLO stock traded down $9.80 during trading on Wednesday, reaching $68.20. The company’s stock had a trading volume of 18,936,477 shares, compared to its average volume of 14,199,781. The company’s fifty day moving average is $88.68 and its 200-day moving average is $97.04. The company has a market capitalization of $10.66 billion, a P/E ratio of -126.30 and a beta of 0.76. Oklo Inc. has a 1 year low of $17.42 and a 1 year high of $193.84.

Oklo (NYSE:OKLO) last released its earnings results on Wednesday, November 12th. The company reported ($0.20) EPS for the quarter, missing the consensus estimate of ($0.13) by ($0.07). During the same period in the previous year, the firm earned ($0.08) EPS. Analysts anticipate that Oklo Inc. will post -8.2 earnings per share for the current year.

Key Stories Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Binding commercial demand and non‑dilutive capital — Oklo’s business model and recent commercial traction (including a reported 1.2 GW agreement structure with Meta that includes prepayments) position the company to receive up‑front project funding rather than equity dilution, which is supportive for future cash flow and valuations. The Atomic Pivot: AI’s $50 Billion Power Move
• Positive Sentiment: Sector narrative: AI data centers creating structural demand for behind‑the‑meter nuclear capacity — several recent articles argue that hyperscalers’ need for reliable, carbon‑free power re-rates SMR developers like Oklo as infrastructure plays. This is a strong long-term growth thesis if project timelines hold. Is Oklo (OKLO) Quietly Reframing Nuclear Power As Essential Infrastructure For AI Data Centers?
• Neutral Sentiment: Market commentary and bullish theses highlight upside but also note volatility and execution risk — multiple bull‑case writeups and think pieces praise the addressable market but warn that regulatory and construction execution will determine realized returns. Oklo Inc. (OKLO): A Bull Case Theory
• Negative Sentiment: Large insider sales by senior management — SEC filings show CEO Jacob Dewitte sold shares on Feb 2 (reported filings for ~140,000 and ~60,000 shares at ~\$75 each) and CFO Richard Bealmear sold ~9,726 shares. Combined insider selling of this size is being viewed negatively by the market and likely amplified intraday selling pressure. SEC Insider Transactions Filing
• Negative Sentiment: Recent fundamentals and expectations remain loss-making — Oklo missed consensus EPS in its last reported quarter and analysts model significant negative EPS for the year, leaving the stock sensitive to any cash‑flow or funding concerns.
• Negative Sentiment: Near‑term sentiment driver: headlines and momentum — Coverage explaining the intraday selloff (articles analyzing why OKLO dropped) can accelerate outflows in a low‑earnings, high‑expectations name. Why Oklo Stock Crashed Today

Institutional Trading of Oklo

Institutional investors have recently modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Oklo by 71.8% during the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,102,234 shares of the company’s stock worth $792,822,000 after acquiring an additional 2,968,981 shares during the period. Vanguard Group Inc. lifted its holdings in shares of Oklo by 33.4% during the third quarter. Vanguard Group Inc. now owns 11,593,468 shares of the company’s stock worth $1,294,179,000 after purchasing an additional 2,901,909 shares during the period. State Street Corp increased its holdings in Oklo by 454.5% in the 2nd quarter. State Street Corp now owns 2,138,658 shares of the company’s stock worth $119,743,000 after buying an additional 1,752,946 shares during the period. Geode Capital Management LLC raised its position in Oklo by 195.9% during the 2nd quarter. Geode Capital Management LLC now owns 2,248,425 shares of the company’s stock worth $125,906,000 after buying an additional 1,488,482 shares during the last quarter. Finally, Van ECK Associates Corp raised its position in Oklo by 61.0% during the 3rd quarter. Van ECK Associates Corp now owns 3,474,993 shares of the company’s stock worth $387,914,000 after buying an additional 1,316,867 shares during the last quarter. 85.03% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently weighed in on OKLO. Cantor Fitzgerald restated an “overweight” rating and set a $122.00 price target on shares of Oklo in a report on Wednesday, November 12th. Weiss Ratings restated a “sell (d)” rating on shares of Oklo in a research report on Thursday, January 22nd. Needham & Company LLC restated a “buy” rating on shares of Oklo in a report on Friday, January 9th. Texas Capital raised shares of Oklo to a “strong-buy” rating in a research note on Tuesday, January 27th. Finally, Wedbush reiterated an “outperform” rating on shares of Oklo in a report on Friday, January 9th. Two equities 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’s stock. According to data from MarketBeat.com, Oklo currently has an average rating of “Moderate Buy” and an average target price of $103.20.

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.