Oklo’s (OKLO) Overweight Rating Reiterated at Cantor Fitzgerald

Cantor Fitzgerald reaffirmed their overweight rating on shares of Oklo (NYSE:OKLO) in a research note issued to investors on Wednesday morning,Benzinga reports. Cantor Fitzgerald currently has a $122.00 price target on the stock.

A number of other equities analysts also recently issued reports on OKLO. The Goldman Sachs Group reissued a “neutral” rating and set a $106.00 target price on shares of Oklo in a research note on Friday, January 9th. UBS Group restated a “neutral” rating on shares of Oklo in a research note on Monday, January 12th. Barclays dropped their price objective on Oklo from $146.00 to $82.00 and set an “overweight” rating on the stock in a report on Monday, February 23rd. Zacks Research cut Oklo from a “hold” rating to a “strong sell” rating in a research report on Friday, January 23rd. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Oklo in a report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, Oklo presently has an average rating of “Moderate Buy” and a consensus target price of $86.63.

Oklo Stock Down 1.4%

Shares of NYSE:OKLO opened at $53.94 on Wednesday. Oklo has a fifty-two week low of $17.42 and a fifty-two week high of $193.84. The firm’s 50-day simple moving average is $72.38 and its 200-day simple moving average is $94.59. The company has a market cap of $9.36 billion, a price-to-earnings ratio of -74.91 and a beta of 0.80.

Oklo (NYSE:OKLO) last posted 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 period in the previous year, the firm earned ($0.74) EPS. On average, research analysts forecast that Oklo will post -8.2 EPS for the current year.

Insider Buying and Selling

In other Oklo news, insider William Carroll Murphy Goodwin sold 2,820 shares of the firm’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $56.69, for a total transaction of $159,865.80. Following the completion of the transaction, the insider directly owned 15,991 shares of the company’s stock, valued at $906,529.79. This trade represents a 14.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Jacob Dewitte sold 72,960 shares of the firm’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $60.00, for a total transaction of $4,377,600.00. Following the transaction, the chief executive officer directly owned 751,533 shares of the company’s stock, valued at approximately $45,091,980. This represents a 8.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 2,062,424 shares of company stock worth $169,888,312. Insiders own 18.90% of the company’s stock.

Hedge Funds Weigh In On Oklo

Several large investors have recently modified their holdings of the stock. Royal Bank of Canada grew its stake in Oklo by 162.6% in the first quarter. Royal Bank of Canada now owns 92,850 shares of the company’s stock worth $2,009,000 after purchasing an additional 57,497 shares in the last quarter. AQR Capital Management LLC acquired a new stake in Oklo during the first quarter valued at approximately $519,000. Millennium Management LLC raised its stake in Oklo by 4,974.1% during the first quarter. Millennium Management LLC now owns 582,002 shares of the company’s stock valued at $12,589,000 after buying an additional 570,532 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in Oklo by 165.6% during the 1st quarter. NewEdge Advisors LLC now owns 15,672 shares of the company’s stock worth $339,000 after buying an additional 9,772 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Oklo by 90.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 112,772 shares of the company’s stock worth $2,439,000 after buying an additional 53,703 shares during the last quarter. Institutional investors own 85.03% of the company’s stock.

More Oklo News

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

Oklo Company 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.