Joule Financial LLC Trims Stock Position in Oklo Inc. $OKLO

Joule Financial LLC trimmed its holdings in Oklo Inc. (NYSE:OKLO) by 51.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,350 shares of the company’s stock after selling 8,878 shares during the quarter. Joule Financial LLC’s holdings in Oklo were worth $932,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of OKLO. Private Trust Co. NA purchased a new stake in shares of Oklo in the second quarter worth about $25,000. Fourth Dimension Wealth LLC boosted its position in Oklo by 125.0% in the 2nd quarter. Fourth Dimension Wealth LLC now owns 450 shares of the company’s stock worth $25,000 after purchasing an additional 250 shares in the last quarter. Armstrong Advisory Group Inc. acquired a new stake in shares of Oklo during the 3rd quarter worth approximately $27,000. Elevation Point Wealth Partners LLC acquired a new stake in shares of Oklo during the 2nd quarter worth approximately $28,000. Finally, Creative Financial Designs Inc. ADV increased its holdings in Oklo by 107.0% in the second quarter. Creative Financial Designs Inc. ADV now owns 590 shares of the company’s stock valued at $33,000 after buying an additional 305 shares in the last quarter. Hedge funds and other institutional investors own 85.03% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on OKLO. Cantor Fitzgerald reissued an “overweight” rating and issued a $122.00 price target on shares of Oklo in a research note on Wednesday, November 12th. Canaccord Genuity Group started coverage on shares of Oklo in a research note on Thursday, October 9th. They issued a “buy” rating and a $175.00 price target on the stock. William Blair reiterated an “outperform” rating on shares of Oklo in a report on Wednesday, November 12th. Bank of America upgraded Oklo from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $111.00 to $127.00 in a research note on Wednesday, January 21st. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $106.00 price target on shares of Oklo in a research note on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $103.20.

Insider Transactions at Oklo

In other news, CEO Jacob Dewitte sold 840,000 shares of the business’s 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 owned 1,580,000 shares of the company’s stock, valued at approximately $130,065,600. The trade was a 34.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Richard Craig Bealmear sold 69,841 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $78.40, for a total transaction of $5,475,534.40. Following the completion of the sale, the chief financial officer directly owned 202,072 shares of the company’s stock, valued at approximately $15,842,444.80. This trade represents a 25.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,552,800 shares of company stock worth $137,543,426 in the last quarter. Company insiders own 18.90% of the company’s stock.

Oklo Trading Up 10.7%

OKLO stock opened at $94.41 on Thursday. The firm has a 50-day moving average of $89.37 and a two-hundred day moving average of $96.42. Oklo Inc. has a 12 month low of $17.42 and a 12 month high of $193.84. The company has a market cap of $14.75 billion, a price-to-earnings ratio of -174.82 and a beta of 0.76.

Oklo (NYSE:OKLO) last issued its earnings results on Wednesday, November 12th. The company reported ($0.20) earnings per share for the quarter, missing the consensus estimate of ($0.13) by ($0.07). During the same period last year, the business posted ($0.08) earnings per share. As a group, equities analysts forecast that Oklo Inc. will post -8.2 earnings per share for the current year.

Oklo News Roundup

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: DOE-driven sector rally — Nuclear-focused policy news prompted a sharp uptick in Oklo shares (reported ~10.7% intraday move) as the DOE unveiled a new nuclear development program that boosted investor appetite across the group. Oklo Inc. (OKLO) Jumps 10.7% as DOE Unveils New Nuclear Devt Program
• Positive Sentiment: Commercial traction narrative — Reporting says Oklo is pursuing commercial projects including a Meta power engagement and a DOE isotope pilot, which, if realized, would be early revenue/validation milestones and help justify a higher valuation. Oklo Seeks Commercial Traction With Meta Power Deal And DOE Isotope Pilot
• Positive Sentiment: Analyst upgrade — Texas Capital upgraded Oklo to a “strong-buy,” which can drive demand from discretionary and model-driven investors and support near-term upside. Zacks.com
• Positive Sentiment: Broader sector interest — Coverage noting a renewed “nuclear materials rush” reinforces positive investor sentiment for companies positioned in advanced nuclear and materials supply chains. A New Nuclear Materials Rush Is Underway and Wall Street Is Starting to Notice
• Neutral Sentiment: Technical/market commentary — A Zacks piece highlights a repeating technical pattern in OKLO’s price action, suggesting some traders may be treating this as a momentum trade rather than fundamental re-rating. (Speculative; watch volume and follow-through.) OKLO: Deja vu? (An 11x Return Last Time this Occured)
• Negative Sentiment: High-profile skepticism — Jim Cramer publicly said “Oklo is not a commercial enterprise,” a comment that can amplify investor concerns about execution risk and timelines for reaching steady commercial revenues. Jim Cramer Says “Oklo Is Not a Commercial Enterprise”
• Negative Sentiment: Competitive/market-position risk — Analysis comparing fuel-cell players (FCEL) to Oklo suggests alternative technologies may be better positioned for near-term data-center power needs, highlighting that Oklo faces technology and time-to-market competition. Is FCEL Better Positioned Than OKLO for Data Center Power?

Oklo 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.