Sara Bay Financial Invests $720,000 in Oklo Inc. $OKLO

Sara Bay Financial bought a new stake in Oklo Inc. (NYSE:OKLO) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 6,450 shares of the company’s stock, valued at approximately $720,000.

Other hedge funds also recently made changes to their positions in the company. Black Swift Group LLC purchased a new stake in shares of Oklo in the 2nd quarter worth about $280,000. Bouvel Investment Partners LLC purchased a new position in Oklo during the 2nd quarter valued at about $2,263,000. Prospera Financial Services Inc boosted its stake in Oklo by 10.0% during the second quarter. Prospera Financial Services Inc now owns 51,435 shares of the company’s stock worth $2,880,000 after acquiring an additional 4,678 shares in the last quarter. Strs Ohio purchased a new stake in Oklo in the second quarter worth about $1,069,000. Finally, Wealthedge Investment Advisors LLC purchased a new stake in Oklo in the second quarter worth about $738,000. 85.03% of the stock is currently owned by institutional investors.

More Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: OKLO is pursuing fast?reactor technology that can consume surplus plutonium, a potential near?term feedstock advantage that could accelerate deployments and reshape the company’s addressable market. OKLO and Surplus Plutonium: A New Catalyst for Nuclear Growth
• Positive Sentiment: Retail/long?term investor enthusiasm is strong: retrospectives show sizable gains for IPO investors since last year, reinforcing the narrative that Oklo can capture demand for clean, reliable power driven by AI and decarbonization. If You’d Invested $10,000 in Oklo’s Initial Public Offering, Here’s How Much You’d Have Today
• Positive Sentiment: Broader bullishness on nuclear as a backbone for AI infrastructure is supporting valuations across the group, keeping investor appetite for Oklo intact despite limited current revenue. Should You Buy Nuclear Energy Stocks in 2026?
• Neutral Sentiment: Comparative analyst coverage (NuScale vs Oklo) highlights Oklo’s scalable model but reminds investors that modular SMR competitors carry different execution risk profiles — useful context but mixed for near?term price action. NuScale Power vs. Oklo: Which Small Modular Reactor Stock Has an Edge?
• Negative Sentiment: An analyst “sell” recommendation triggered a sharp one?day decline earlier in the week, underscoring sensitivity to negative research and the potential for momentum reversals. Oklo (OKLO) Falls 9% After ‘Sell’ Reco
• Negative Sentiment: High?visibility media criticism (Jim Cramer urging selling) adds headline?driven pressure and can amplify short?term volatility, even if the underlying technical story remains intact. Jim Cramer on Oklo: “I’ve Been Hounding You to Sell for 40 Points Now”

Insider Buying and Selling at Oklo

In other Oklo news, CEO Jacob Dewitte sold 300,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $112.26, for a total transaction of $33,678,000.00. Following the completion of the sale, the chief executive officer directly owned 9,780,098 shares of the company’s stock, valued at approximately $1,097,913,801.48. This represents a 2.98% 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, Director Michael Stuart Klein sold 50,000 shares of the stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $133.76, for a total transaction of $6,688,000.00. Following the completion of the transaction, the director owned 150,000 shares in the company, valued at $20,064,000. The trade was a 25.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 442,800 shares of company stock valued at $47,972,680. 18.90% of the stock is owned by corporate insiders.

Oklo Stock Performance

Oklo stock opened at $83.39 on Friday. Oklo Inc. has a one year low of $17.42 and a one year high of $193.84. The stock has a fifty day moving average of $112.35 and a 200 day moving average of $90.35. The stock has a market cap of $13.03 billion, a PE ratio of -154.43 and a beta of 0.73.

Oklo (NYSE:OKLO) last released its quarterly earnings results on Wednesday, November 12th. The company reported ($0.20) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.07). During the same quarter last year, the company posted ($0.08) earnings per share. As a group, sell-side analysts predict that Oklo Inc. will post -8.2 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. Citigroup reissued a “neutral” rating on shares of Oklo in a research report on Monday, November 24th. Zacks Research upgraded Oklo from a “strong sell” rating to a “hold” rating in a research note on Wednesday, November 19th. The Goldman Sachs Group began coverage on Oklo in a report on Thursday, September 25th. They issued a “neutral” rating and a $117.00 target price on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $122.00 target price on shares of Oklo in a report on Wednesday, November 12th. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Oklo in a report on Wednesday, October 8th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, seven have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $102.87.

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.