Oklo’s (OKLO) Buy Rating Reiterated at HC Wainwright

HC Wainwright reiterated their buy rating on shares of Oklo (NYSE:OKLO) in a research note published on Wednesday,Benzinga reports. They currently have a $90.00 price objective on the stock. HC Wainwright also issued estimates for Oklo’s Q1 2026 earnings at ($0.19) EPS, Q2 2026 earnings at ($0.21) EPS, Q3 2026 earnings at ($0.23) EPS, Q4 2026 earnings at ($0.24) EPS, FY2026 earnings at ($0.87) EPS, FY2027 earnings at ($1.11) EPS, FY2028 earnings at ($1.12) EPS, FY2029 earnings at ($0.29) EPS and FY2030 earnings at $2.10 EPS.

A number of other research analysts also recently issued reports on the company. Weiss Ratings reiterated a “sell (d)” rating on shares of Oklo in a report on Thursday, January 22nd. Needham & Company LLC reaffirmed a “buy” rating on shares of Oklo in a research report on Friday, January 9th. UBS Group reaffirmed a “neutral” rating on shares of Oklo in a research note on Monday, January 12th. Wedbush reiterated an “outperform” rating on shares of Oklo in a report on Friday, January 9th. Finally, Barclays cut their price objective on shares of Oklo from $146.00 to $82.00 and set an “overweight” rating on the stock in a research report on Monday, February 23rd. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $86.63.

Oklo Trading Down 1.4%

Shares of NYSE OKLO opened at $53.94 on Wednesday. The company has a fifty day moving average price of $72.38 and a 200 day moving average price of $94.59. The firm has a market cap of $9.36 billion, a PE ratio of -74.91 and a beta of 0.80. Oklo has a 1-year low of $17.42 and a 1-year high of $193.84.

Oklo (NYSE:OKLO) last released its quarterly earnings results on Tuesday, March 17th. The company reported ($0.27) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same quarter in the previous year, the business earned ($0.74) earnings per share. Equities research analysts forecast that Oklo will post -8.2 EPS for the current year.

Insider Activity at Oklo

In other news, CEO Jacob Dewitte sold 840,000 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief executive officer directly owned 1,580,000 shares in the company, valued at approximately $130,065,600. This represents a 34.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Richard Craig Bealmear sold 72,090 shares of the 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 completion of the transaction, the chief financial officer owned 386,008 shares of the company’s stock, valued at $23,160,480. The trade was a 15.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 2,062,424 shares of company stock valued at $169,888,312. 18.90% of the stock is owned by insiders.

Institutional Investors Weigh In On Oklo

Hedge funds and other institutional investors have recently bought and sold shares of the company. Plancorp LLC increased its holdings in Oklo by 1.2% in the 3rd quarter. Plancorp LLC now owns 6,089 shares of the company’s stock worth $680,000 after purchasing an additional 73 shares in the last quarter. Parkside Financial Bank & Trust boosted its stake in shares of Oklo by 3.7% during the third quarter. Parkside Financial Bank & Trust now owns 2,622 shares of the company’s stock valued at $293,000 after purchasing an additional 94 shares in the last quarter. Prestige Wealth Management Group LLC grew its holdings in shares of Oklo by 1.5% during the third quarter. Prestige Wealth Management Group LLC now owns 7,066 shares of the company’s stock worth $789,000 after purchasing an additional 101 shares during the last quarter. Meriwether Wealth & Planning LLC grew its holdings in shares of Oklo by 2.7% during the fourth quarter. Meriwether Wealth & Planning LLC now owns 4,545 shares of the company’s stock worth $326,000 after purchasing an additional 120 shares during the last quarter. Finally, Rossby Financial LCC increased its stake in shares of Oklo by 75.0% in the third quarter. Rossby Financial LCC now owns 350 shares of the company’s stock valued at $41,000 after buying an additional 150 shares during the period. Institutional investors own 85.03% of the company’s stock.

Trending Headlines about Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: HC Wainwright reaffirmed a “Buy” rating and a $90 price target, maintaining institutional support that can prop up the stock despite near-term misses. HC Wainwright Reiterates Buy
• Positive Sentiment: Oklo signed a deal with the U.S. Department of Energy to build a reactor at Idaho National Lab — a tangible program milestone that strengthens commercialization credibility and future revenue potential. DOE reactor deal
• Positive Sentiment: Analyst and media pieces highlight Oklo’s diversified pathway (isotopes, fuel, reactors) and argue the company may be near a base — supporting a longer-term bullish case if execution continues. MarketBeat: The bottom is in
• Positive Sentiment: Commentary from The Motley Fool and Zacks highlights secular tailwinds (AI/data center demand for reliable low-carbon power, geopolitical energy volatility) that could increase long-term demand for Oklo’s technology. Fool prediction on nuclear demand Zacks: nuclear model stability
• Neutral Sentiment: Cantor Fitzgerald reiterated an Overweight rating — additional coverage and differing targets are keeping the narrative mixed but visible to investors. Cantor Fitzgerald Overweight
• Negative Sentiment: Oklo reported Q4 results that missed expectations, and the market reacted negatively (shares pulled back following the release). Near-term profitability remains a distant target, increasing sensitivity to execution. Earnings miss / shares down Yahoo: stock dips after earnings
• Negative Sentiment: Several broker notes (Goldman Sachs, Needham, Canaccord, B. Riley) issued cautious/pessimistic near-term forecasts or lowered expectations, adding selling pressure and raising short-term downside risk. Goldman Sachs pessimistic forecast Needham pessimistic forecast Canaccord forecast B. Riley lowered expectations
• Negative Sentiment: Insider selling: Oklo’s CFO disclosed a large sale (~$4.33M), which can concern investors about timing and valuation. CFO insider sale
• Negative Sentiment: HC Wainwright cut multi-year EPS estimates substantially while keeping a $90 target — that combination signals longer roadmap risk (execution/timing) even as some analysts stay constructive. HC Wainwright estimates update

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.