Brokers Set Expectations for Oklo’s Q1 Earnings (NYSE:OKLO)

Oklo Inc. (NYSE:OKLO) – Investment analysts at HC Wainwright issued their Q1 2026 EPS estimates for shares of Oklo in a report released on Wednesday, March 18th. HC Wainwright analyst S. Joshi forecasts that the company will post earnings of ($0.19) per share for the quarter. HC Wainwright has a “Buy” rating and a $90.00 price objective on the stock. The consensus estimate for Oklo’s current full-year earnings is ($8.20) per share. HC Wainwright also issued estimates for Oklo’s Q2 2026 earnings at ($0.21) EPS and FY2030 earnings at $2.10 EPS.

Several other equities analysts have also recently weighed in on OKLO. The Goldman Sachs Group dropped their price target on shares of Oklo from $91.00 to $65.00 and set a “neutral” rating on the stock in a research report on Wednesday. Wedbush reissued an “outperform” rating on shares of Oklo in a report on Friday, January 9th. Texas Capital raised Oklo to a “strong-buy” rating in a research note on Tuesday, January 27th. Bank of America upgraded Oklo from a “neutral” rating to a “buy” rating and raised their target price for the company from $111.00 to $127.00 in a report on Wednesday, January 21st. Finally, Citigroup decreased their price target on Oklo from $95.00 to $73.50 and set a “neutral” rating for the company in a report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $86.63.

Oklo Price Performance

NYSE:OKLO opened at $56.75 on Thursday. Oklo has a one year low of $17.42 and a one year high of $193.84. The company has a market cap of $8.87 billion, a PE ratio of -78.82 and a beta of 0.80. The firm has a 50-day moving average of $74.26 and a 200-day moving average of $95.00.

Oklo (NYSE:OKLO) last released its quarterly earnings data on Tuesday, March 17th. The company reported ($0.27) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10). During the same quarter in the previous year, the company earned ($0.74) EPS.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. increased its position in shares of Oklo by 0.4% during the 4th quarter. Vanguard Group Inc. now owns 11,637,504 shares of the company’s stock valued at $835,107,000 after purchasing an additional 44,036 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Oklo by 71.8% in 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 buying an additional 2,968,981 shares during the last quarter. Van ECK Associates Corp grew its position in Oklo by 13.9% during the fourth quarter. Van ECK Associates Corp now owns 3,956,281 shares of the company’s stock valued at $283,902,000 after buying an additional 481,288 shares during the period. State Street Corp grew its position in Oklo by 23.6% during the fourth quarter. State Street Corp now owns 3,060,220 shares of the company’s stock valued at $219,601,000 after buying an additional 584,184 shares during the period. Finally, Geode Capital Management LLC increased its holdings in Oklo by 7.0% during the fourth quarter. Geode Capital Management LLC now owns 2,816,007 shares of the company’s stock worth $201,671,000 after buying an additional 185,265 shares during the last quarter. Hedge funds and other institutional investors own 85.03% of the company’s stock.

Insider Buying and Selling at Oklo

In other news, CFO Richard Craig Bealmear sold 72,090 shares of the company’s 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 $4,325,400.00. Following the completion of the transaction, the chief financial officer directly owned 386,008 shares of the company’s stock, valued at $23,160,480. This represents a 15.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Jacob Dewitte sold 72,960 shares of the stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $60.00, for a total value of $4,377,600.00. Following the sale, the chief executive officer directly owned 751,533 shares of the company’s stock, valued at $45,091,980. The trade was a 8.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 2,062,424 shares of company stock worth $169,888,312. Insiders own 18.90% of the company’s stock.

More Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo secured multiple federal approvals that materially de‑risk commercialization pathways — including DOE Nuclear Safety Design Agreement(s) tied to its Aurora reactor and Groves isotopes test reactor, which accelerate project execution and isotope production potential. BusinessWire: DOE NSDA approval
• Positive Sentiment: Oklo’s Atomic Alchemy unit won a first-of-its-kind NRC materials license for isotope work — opening an early revenue channel (isotope processing/supply) that shortens the timeline to meaningful commercial receipts versus waiting for full reactor deployments. Yahoo: NRC license for Atomic Alchemy
• Neutral Sentiment: High‑profile media exposure — including a CNBC interview with CEO Jacob DeWitte — is increasing investor awareness and liquidity but is not by itself a fundamental catalyst. CNBC CEO interview
• Neutral Sentiment: Strategic partnerships (Meta power‑campus plans, talks with Centrus on HALEU fuel services) underpin the long‑term growth story but remain execution‑dependent and will take quarters to materially affect revenue. Yahoo: Meta deal & valuation check
• Negative Sentiment: Q4 earnings missed expectations — Oklo reported EPS of ($0.27) vs. consensus ($0.17) and remains pre‑revenue; the miss raises short‑term scrutiny on cash burn and timing of commercial revenue. ProactiveInvestors: Q4 results
• Negative Sentiment: Several sell‑side firms trimmed price targets this morning (Goldman Sachs to $65 neutral; Citigroup to $73.50 neutral; Needham, others lowered targets), increasing downward pressure despite some remaining buy ratings. Many of the revisions were published via Benzinga/TickerReport. Benzinga: analyst target moves
• Negative Sentiment: Insider selling from senior executives (CEO and CFO sold sizable blocks in mid‑March) is attracting negative attention and likely added supply into the market today, compounding selling from analyst cuts. Blockonomi: insiders offload

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.