Oklo (NYSE:OKLO) CEO Sells 64,888 Shares

Oklo Inc. (NYSE:OKLO) CEO Jacob Dewitte sold 64,888 shares of the company’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $112.03, for a total transaction of $7,269,402.64. Following the completion of the transaction, the chief executive officer owned 799,023 shares in the company, valued at approximately $89,514,546.69. This represents a 7.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

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

• 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 shares were 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 transaction 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 value of $69,148,800.00.

Oklo Trading Down 5.4%

NYSE OKLO traded down $5.56 during trading on Tuesday, hitting $96.94. 11,089,088 shares of the company’s stock were exchanged, compared to its average volume of 16,286,640. The stock’s 50 day moving average price is $92.94 and its two-hundred day moving average price is $93.59. The company has a market cap of $15.15 billion, a PE ratio of -179.51 and a beta of 0.76. Oklo Inc. has a fifty-two week low of $17.42 and a fifty-two week high of $193.84.

Oklo (NYSE:OKLO) last issued its earnings results on Wednesday, November 12th. The company reported ($0.20) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.07). During the same quarter in the previous year, the business posted ($0.08) EPS. Analysts forecast that Oklo Inc. will post -8.2 earnings per share for the current fiscal year.

Key Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Big strategic customer: Meta signed a definitive agreement to develop up to a 1.2 GW nuclear campus with Oklo, giving Oklo a corporate anchor customer and potential prepayments that help fund construction and reduce project risk. Power Hungry: Inside Meta’s Huge Investment in a Nuclear Strategy (OKLO)
• Positive Sentiment: Prepayment structure improves project finance: Analysts note Meta’s prepayment model boosts Oklo’s Ohio 1.2 GW build by providing early capital and locked‑in demand, which reduces execution and market‑demand risk. What META’s 1.2 GW Deal Means for OKLO’s Ohio Nuclear Build
• Positive Sentiment: Falling short interest: Short interest dropped ~17.9% to ~16.97M shares at Dec 31, lowering the percent of float sold short (~13.4%) and reducing one source of downside pressure from short squeezes or concentrated bearish positioning.
• Neutral Sentiment: Sector tailwind but massive capital need: BloombergNEF / FinancialPost estimates Meta‑backed projects (including Oklo and peers) require roughly $14B in new reactors — signals strong demand but also highlights the enormous capital intensity of scaling SMR/advanced reactors. Meta deals need US$14 billion in new reactors
• Neutral Sentiment: Broader market narrative: Coverage argues Big Tech is locking in baseload power (AI/data center driven), which supports Oklo’s long‑term addressable market but also steers capital toward both fuel suppliers and reactor builders, increasing competition and expectations. Power Struggle: Why Big Tech Is Buying Nuclear Stocks
• Negative Sentiment: Long timeline & execution risk: Oklo’s CEO and coverage point to first reactors possibly coming online around 2030 — a multi‑year horizon that keeps revenue far off and leaves the company exposed to regulatory delays, construction cost overruns and shifting energy policy. Oklo CEO: First phase could come online as early as 2030
• Negative Sentiment: Near‑term financial/operational pressure: Oklo recently missed quarterly EPS estimates and analysts forecast continued negative earnings (large negative FY EPS consensus), which keeps institutional investors focused on valuation, cash burn and dilution risk while the builds are funded and constructed.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in OKLO. Caldwell Sutter Capital Inc. purchased a new position in shares of Oklo during the second quarter worth approximately $25,000. Private Trust Co. NA bought a new position in shares of Oklo during the 2nd quarter valued at $25,000. Fourth Dimension Wealth LLC grew its holdings in shares of Oklo by 125.0% during the 2nd quarter. Fourth Dimension Wealth LLC now owns 450 shares of the company’s stock valued at $25,000 after purchasing an additional 250 shares during the last quarter. GAMMA Investing LLC raised its position in Oklo by 356.3% in the 4th quarter. GAMMA Investing LLC now owns 365 shares of the company’s stock worth $26,000 after purchasing an additional 285 shares during the period. Finally, Armstrong Advisory Group Inc. bought a new stake in Oklo in the third quarter worth $27,000. Institutional investors own 85.03% of the company’s stock.

Analyst Ratings Changes

A number of research firms have commented on OKLO. Wedbush reiterated an “outperform” rating on shares of Oklo in a research report on Friday. Canaccord Genuity Group started coverage on shares of Oklo in a report on Thursday, October 9th. They set a “buy” rating and a $175.00 price objective on the stock. B. Riley lifted their price target on shares of Oklo from $58.00 to $129.00 and gave the company a “buy” rating in a research report on Wednesday, November 12th. Zacks Research raised Oklo from a “strong sell” rating to a “hold” rating in a research note on Wednesday, November 19th. Finally, The Goldman Sachs Group reissued a “neutral” rating and set a $106.00 price target on shares of Oklo in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, Oklo has a consensus rating of “Hold” and a consensus target price of $102.13.

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.