The Goldman Sachs Group Cuts Oklo (NYSE:OKLO) Price Target to $65.00

Oklo (NYSE:OKLO) had its price objective dropped by equities research analysts at The Goldman Sachs Group from $91.00 to $65.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. The Goldman Sachs Group’s target price points to a potential upside of 9.75% from the stock’s current price.

OKLO has been the topic of a number of other reports. Bank of America upgraded shares of Oklo from a “neutral” rating to a “buy” rating and upped their price target for the company from $111.00 to $127.00 in a research note on Wednesday, January 21st. Weiss Ratings reiterated a “sell (d)” rating on shares of Oklo in a research note on Thursday, January 22nd. Craig Hallum reiterated a “hold” rating on shares of Oklo in a research report on Wednesday. Cantor Fitzgerald reiterated an “overweight” rating and issued a $122.00 price target on shares of Oklo in a research note on Wednesday. Finally, Canaccord Genuity Group dropped their target price on shares of Oklo from $175.00 to $125.00 and set a “buy” rating on the stock in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $86.63.

Oklo Trading Down 2.2%

OKLO stock traded down $1.30 during midday trading on Wednesday, reaching $59.23. The company had a trading volume of 7,231,553 shares, compared to its average volume of 10,648,612. Oklo has a 1 year low of $17.42 and a 1 year high of $193.84. The company has a 50 day moving average of $75.08 and a two-hundred day moving average of $95.27. The company has a market capitalization of $9.25 billion, a P/E ratio of -109.68 and a beta of 0.80.

Oklo (NYSE:OKLO) last released its earnings results on Tuesday, March 17th. The company reported ($0.27) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10). During the same period last year, the business earned ($0.74) earnings per share. On average, sell-side analysts anticipate that Oklo will post -8.2 earnings per share for the current year.

Insider Buying and Selling at Oklo

In related news, CFO Richard Craig Bealmear sold 72,090 shares of Oklo stock in a transaction dated Friday, March 13th. The stock was 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 directly 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 transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Jacob Dewitte sold 840,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $82.32, for a total transaction of $69,148,800.00. Following the transaction, the chief executive officer directly owned 1,580,000 shares of the company’s stock, valued at $130,065,600. This represents a 34.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 2,067,583 shares of company stock valued at $170,285,400. 18.90% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Oklo

Several institutional investors have recently modified their holdings of OKLO. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Oklo by 71.8% in the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,102,234 shares of the company’s stock worth $792,822,000 after buying an additional 2,968,981 shares during the period. Vanguard Group Inc. boosted its stake in Oklo by 33.4% during the third quarter. Vanguard Group Inc. now owns 11,593,468 shares of the company’s stock valued at $1,294,179,000 after buying an additional 2,901,909 shares during the last quarter. State Street Corp increased its stake in Oklo by 454.5% in the 2nd quarter. State Street Corp now owns 2,138,658 shares of the company’s stock worth $119,743,000 after acquiring an additional 1,752,946 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Oklo by 195.9% during the 2nd quarter. Geode Capital Management LLC now owns 2,248,425 shares of the company’s stock valued at $125,906,000 after acquiring an additional 1,488,482 shares during the last quarter. Finally, Van ECK Associates Corp grew its holdings in shares of Oklo by 61.0% in the third quarter. Van ECK Associates Corp now owns 3,474,993 shares of the company’s stock valued at $387,914,000 after purchasing an additional 1,316,867 shares in the last quarter. 85.03% of the stock is currently owned by institutional investors.

Key Headlines Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Regulatory momentum — Oklo’s licensing path advanced with U.S. NRC/DOE approvals that speed isotope processing and pilot-reactor work, moving the company from concept toward commercial execution. Licensing of Oklo pilot reactor facilities advances
• Positive Sentiment: Atomic Alchemy NRC materials license — Oklo’s Atomic Alchemy subsidiary received a first-of-its-kind NRC materials license to handle isotope material, opening an early revenue pathway via isotope production and distribution. Atomic Alchemy Granted NRC License
• Positive Sentiment: Institutional/analyst backing remains — Some sell-side firms reaffirmed bullish views (e.g., Cantor Fitzgerald reaffirmed an overweight stance and $122 PT), keeping upside case alive for execution success. Cantor Fitzgerald reaffirmation
• Neutral Sentiment: CEO media appearances — CEO interviews on CNBC reiterate “full build mode” strategy and execution priorities; useful for narrative but less material than permits and financials. CNBC full interview with Oklo CEO
• Neutral Sentiment: Long-term thesis highlighted — Market commentary stresses Oklo’s multi‑year upside (isotopes + reactors) while flagging execution risk; this keeps speculative investor interest but also raises volatility. MarketBeat analysis
• Negative Sentiment: Q4 miss and wider loss — Oklo reported EPS of ($0.27) vs. consensus ($0.17), a wider-than-expected loss that underscores pre-revenue burn and heightens near-term funding/execution scrutiny. Oklo posts wider-than-expected Q4 loss
• Negative Sentiment: Analyst cuts & insider selling — Several houses trimmed targets (Citigroup, Needham, Canaccord moves noted) while reports of large insider sales (CEO, CFO) and media pieces on analysts trimming coverage have amplified downward pressure. Analysts cut targets and insiders offload

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.