Oklo (NYSE:OKLO) Issues Quarterly Earnings Results, Misses Expectations By $0.10 EPS

Oklo (NYSE:OKLO) announced its earnings results on Tuesday. The company reported ($0.27) EPS for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10), FiscalAI reports. During the same quarter last year, the firm earned ($0.74) EPS.

Oklo Stock Performance

OKLO traded down $0.13 during trading on Wednesday, reaching $60.41. 3,186,109 shares of the company traded hands, compared to its average volume of 10,550,718. The company has a market cap of $9.44 billion, a P/E ratio of -111.99 and a beta of 0.80. Oklo has a 12-month low of $17.42 and a 12-month high of $193.84. The firm has a fifty day simple moving average of $75.08 and a 200 day simple moving average of $95.27.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on OKLO shares. Wedbush reiterated an “outperform” rating on shares of Oklo in a research note on Friday, January 9th. UBS Group restated a “neutral” rating on shares of Oklo in a research note on Monday, January 12th. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $106.00 target price on shares of Oklo in a report on Friday, January 9th. Canaccord Genuity Group lowered their target price on Oklo from $175.00 to $125.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Bank of America raised Oklo from a “neutral” rating to a “buy” rating and boosted their price target for the company from $111.00 to $127.00 in a report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $91.47.

Trending Headlines about Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: DOE approved a Nuclear Safety Design Agreement (NSDA) for Atomic Alchemy’s Groves Isotopes Test Reactor — a meaningful step toward project funding/construction and potential isotope revenue. Read More.
• Positive Sentiment: Atomic Alchemy, an Oklo subsidiary, received an NRC materials/isotope license — opens immediate pathway to isotope handling and early revenue streams while core reactor commercialization continues. Read More.
• Positive Sentiment: Some sell-side support remains: HC Wainwright reaffirmed a Buy and set a $90 price target, signaling continued analyst conviction in Oklo’s longer-term potential. Read More.
• Neutral Sentiment: Analysts adjusted price targets — Canaccord cut its target from $175 to $125 and Needham cut from $135 to $73, but both kept Buy ratings; these moves lower upside projections while maintaining institutional support. Read More.
• Neutral Sentiment: Media coverage highlights the Meta power-campus tie-up and a potential uranium/HALEU JV with Centrus, which fuels upside narratives but also draws scrutiny on execution and cash burn. Read More.
• Negative Sentiment: Oklo missed Q4 EPS estimates (reported ($0.27) vs. consensus ($0.17)), reinforcing that the company remains pre-revenue and loss-making near term. Read More.
• Negative Sentiment: Large insider sales reported: CEO Jacob Dewitte and CFO Richard Bealmear sold significant blocks around $60 — such notable dispositions from senior management can increase selling pressure and raise investor concerns. Read More. Read More.

Insider Buying and Selling at Oklo

In other Oklo news, CFO Richard Craig Bealmear sold 72,090 shares of the business’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $60.00, for a total value of $4,325,400.00. Following the sale, the chief financial officer owned 386,008 shares in the company, valued at $23,160,480. The trade was a 15.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Jacob Dewitte sold 840,000 shares of the stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $82.32, for a total transaction of $69,148,800.00. Following the transaction, the chief executive officer directly owned 1,580,000 shares of the company’s stock, valued at $130,065,600. This trade represents a 34.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,067,583 shares of company stock worth $170,285,400 in the last three months. Insiders own 18.90% of the company’s stock.

Institutional Investors Weigh In On Oklo

Several large investors have recently made changes to their positions in OKLO. Northwestern Mutual Wealth Management Co. lifted its position in shares of Oklo by 6.6% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 2,800 shares of the company’s stock worth $313,000 after buying an additional 174 shares in the last quarter. Kestra Advisory Services LLC boosted its stake in Oklo by 0.5% during the fourth quarter. Kestra Advisory Services LLC now owns 41,689 shares of the company’s stock valued at $2,992,000 after buying an additional 197 shares during the last quarter. O Shaughnessy Asset Management LLC grew its holdings in Oklo by 4.8% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 4,519 shares of the company’s stock valued at $324,000 after buying an additional 205 shares in the last quarter. Apexium Financial LP grew its holdings in Oklo by 6.0% during the 3rd quarter. Apexium Financial LP now owns 4,000 shares of the company’s stock valued at $447,000 after buying an additional 225 shares in the last quarter. Finally, Comerica Bank increased its stake in Oklo by 37.0% in the 3rd quarter. Comerica Bank now owns 981 shares of the company’s stock worth $110,000 after acquiring an additional 265 shares during the last quarter. 85.03% of the stock is owned by institutional investors.

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.