Oklo (NYSE:OKLO) Insider Sells $461,013.84 in Stock

Oklo Inc. (NYSE:OKLO) insider William Carroll Murphy Goodwin sold 11,592 shares of the firm’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $39.77, for a total transaction of $461,013.84. Following the completion of the sale, the insider directly owned 45,268 shares in the company, valued at approximately $1,800,308.36. This trade represents a 20.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Oklo Trading Up 2.6%

OKLO stock opened at $42.66 on Friday. The stock has a market capitalization of $7.94 billion, a price-to-earnings ratio of -45.39 and a beta of 1.17. The firm’s 50-day moving average price is $45.99 and its two-hundred day moving average price is $56.60. Oklo Inc. has a 12-month low of $36.61 and a 12-month high of $193.84.

Oklo (NYSE:OKLO) last posted its earnings results on Friday, August 7th. The company reported ($0.28) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.16) by ($0.12). The firm had revenue of $1.21 million for the quarter, compared to the consensus estimate of $0.09 million. During the same period in the prior year, the company posted ($0.18) EPS. The company’s revenue for the quarter was up 11900.0% compared to the same quarter last year. Equities analysts predict that Oklo Inc. will post -0.9 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on OKLO shares. Barclays decreased their target price on Oklo from $82.00 to $76.00 and set an “overweight” rating for the company in a report on Wednesday, July 22nd. Truist Financial reduced their price objective on shares of Oklo from $55.00 to $51.00 and set a “hold” rating on the stock in a research report on Monday, August 10th. Royal Bank Of Canada set a $80.00 price objective on shares of Oklo in a report on Friday, May 22nd. Citigroup dropped their target price on shares of Oklo from $76.00 to $57.50 and set a “neutral” rating for the company in a research report on Monday, August 10th. Finally, UBS Group cut their target price on shares of Oklo from $60.00 to $55.00 and set a “neutral” rating on the stock in a research note on Thursday, June 11th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $85.03.

Key Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Broader risk appetite is supporting reactor developers, including Oklo, NuScale Power and uranium companies. The move appears partly driven by an oversold-sector rebound and renewed interest in domestic nuclear and uranium exposure amid U.S.-Canada trade tensions. Nuclear Stocks Rebound as Risk Appetite Returns
• Positive Sentiment: Investor attention is increasing around Oklo’s Aurora fast-reactor program. The company has received key Department of Energy safety approval, is advancing fuel-recycling plans in Tennessee and is targeting operations in late 2027 or early 2028. These milestones strengthen the long-term commercialization narrative. AI-Focused Reactors and Fuel Recycling
• Positive Sentiment: Oklo is increasingly viewed as a potential power partner for AI and data-center operators, whose electricity demand is expected to rise sharply. Its planned compact reactors could offer dedicated, carbon-free power for energy-intensive customers. OKLO Aurora Reactor Design
• Neutral Sentiment: General Counsel Vivek Narayanadas sold 223 shares for approximately $9,100 to cover tax withholding tied to vested equity awards. The transaction was made under a pre-arranged Rule 10b5-1 plan, limiting its significance as a discretionary bearish signal. Oklo SEC Insider Filing
• Negative Sentiment: Technical indicators continue to signal caution after the recent rebound, while Oklo remains unprofitable and meaningful power revenue is still years away. The company’s latest quarterly loss exceeded expectations, reinforcing execution and valuation risks.

Hedge Funds Weigh In On Oklo

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. NBC Securities Inc. grew its position in shares of Oklo by 75.0% in the 4th quarter. NBC Securities Inc. now owns 350 shares of the company’s stock worth $25,000 after buying an additional 150 shares during the period. Gilpin Wealth Management LLC purchased a new position in Oklo during the 4th quarter valued at about $29,000. Wilmington Savings Fund Society FSB purchased a new position in Oklo during the 3rd quarter valued at about $45,000. Triumph Capital Management bought a new stake in Oklo during the third quarter worth about $49,000. Finally, SHP Wealth Management bought a new stake in Oklo during the fourth quarter worth about $32,000. Hedge funds and other institutional investors own 85.03% of the company’s stock.

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.