Oklo Inc. (NYSE:OKLO) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Oklo Inc. (NYSE:OKLO) have received a consensus recommendation of “Moderate Buy” from the twenty-five ratings firms that are presently covering the stock, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, ten have assigned a hold rating, eleven have issued a buy rating and two have assigned a strong buy rating to the company. The average 1-year target price among brokers that have updated their coverage on the stock in the last year is $84.00.

Several equities research analysts have recently weighed in on the stock. Cantor Fitzgerald reiterated an “overweight” rating and set a $122.00 target price on shares of Oklo in a research note on Wednesday, May 13th. HSBC assumed coverage on Oklo in a research report on Thursday, April 23rd. They issued a “buy” rating and a $96.00 price target on the stock. UBS Group reduced their price objective on Oklo from $60.00 to $55.00 and set a “neutral” rating for the company in a research note on Thursday, June 11th. Truist Financial initiated coverage on Oklo in a research report on Monday. They set a “hold” rating and a $55.00 price objective for the company. Finally, Bank of America initiated coverage on Oklo in a research note on Friday, May 22nd. They issued a “buy” rating and a $80.00 target price on the stock.

Oklo News Roundup

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Truist highlighted Oklo as one of the leading nuclear names to own, which keeps analyst interest and the sector’s long-term growth narrative intact. Oklo or Centrus Energy: Truist Picks the Top Nuclear Stock to Buy
• Positive Sentiment: Oklo continues to promote its used nuclear fuel recycling strategy and planned clean energy campus in Ohio, reinforcing the company’s long-term growth thesis around advanced nuclear power. Oklo (OKLO) Plans Used Fuel Recycling And Ohio Clean Energy Campus
• Positive Sentiment: Articles about the U.S. stockpile of used nuclear fuel frame Oklo’s technology as a potential solution for turning waste into a valuable energy source, supporting the bull case for the company. The U.S. Has Accumulated 100,000 Metric Tons of Used Nuclear Fuel. Oklo Sees It as a Massive Potential Energy Resource.
• Neutral Sentiment: Recent coverage from multiple outlets has kept Oklo in the spotlight, but much of it is focused on long-term potential rather than near-term financial results or catalysts. Oklo Stock Is Down 41% in 2026: Here’s What Investors Need to Understand Now
• Negative Sentiment: Oklo’s sharp recent slide has led to growing investor concern that the stock may be unwinding after a big prior run-up, with valuation now under heavier scrutiny. Oklo Stock Down 8.8%
• Negative Sentiment: Several recent articles describe Oklo as potentially overvalued and emphasize continued volatility, which may be weighing on sentiment and pressuring the shares. Oklo (OKLO) Stock May Be Overvalued On Book Value But Strong On Returns

Insider Buying and Selling

In related news, CFO Richard Craig Bealmear sold 73,081 shares of Oklo stock in a transaction on Monday, June 1st. The shares were sold at an average price of $68.42, for a total value of $5,000,202.02. Following the transaction, the chief financial officer directly owned 397,642 shares in the company, valued at $27,206,665.64. This trade represents a 15.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider William Carroll Murphy Goodwin sold 10,548 shares of Oklo stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $58.04, for a total transaction of $612,205.92. Following the completion of the transaction, the insider owned 36,175 shares in the company, valued at approximately $2,099,597. This trade represents a 22.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 683,629 shares of company stock valued at $43,902,208 over the last three months. 18.90% of the stock is currently owned by company insiders.

Institutional Trading of Oklo

Hedge funds and other institutional investors have recently made changes to their positions in the company. DNB Asset Management AS lifted its position in Oklo by 151.7% in the fourth quarter. DNB Asset Management AS now owns 28,625 shares of the company’s stock valued at $2,054,000 after purchasing an additional 17,253 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its position in Oklo by 109.4% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 345,237 shares of the company’s stock worth $24,774,000 after purchasing an additional 180,377 shares during the period. Prakash Investment Advisors LLC purchased a new position in shares of Oklo during the 4th quarter worth approximately $1,246,000. M&T Bank Corp raised its stake in shares of Oklo by 740.6% during the 4th quarter. M&T Bank Corp now owns 22,638 shares of the company’s stock worth $1,625,000 after buying an additional 19,945 shares in the last quarter. Finally, Exchange Traded Concepts LLC raised its stake in shares of Oklo by 23.2% during the 4th quarter. Exchange Traded Concepts LLC now owns 259,726 shares of the company’s stock worth $18,638,000 after buying an additional 48,953 shares in the last quarter. Hedge funds and other institutional investors own 85.03% of the company’s stock.

Oklo Price Performance

OKLO stock opened at $41.66 on Friday. The company has a market cap of $7.25 billion, a price-to-earnings ratio of -49.59 and a beta of 1.14. The company has a fifty day moving average price of $58.83 and a 200 day moving average price of $65.66. Oklo has a 12 month low of $40.98 and a 12 month high of $193.84.

Oklo (NYSE:OKLO) last issued its quarterly earnings data on Tuesday, May 12th. The company reported ($0.19) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.20) by $0.01. During the same quarter in the previous year, the company earned ($0.07) EPS. As a group, analysts anticipate that Oklo will post -0.74 earnings per share for the current year.

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.