Oklo (NYSE:OKLO) Stock Price Up 11.9% – Still a Buy?

Oklo Inc. (NYSE:OKLO)’s stock price rose 11.9% during mid-day trading on Thursday . The company traded as high as $72.84 and last traded at $72.6990. Approximately 14,517,534 shares traded hands during trading, an increase of 26% from the average daily volume of 11,482,688 shares. The stock had previously closed at $64.98.

Oklo News Roundup

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Blockonomi reports OKLO shares jumped ~12% on intraday buying despite the company missing EPS and insiders selling; the piece highlights investor appetite for Oklo’s narrative and momentum that can drive short‑term rallies. Read More.
• Positive Sentiment: Seeking Alpha notes Oklo leads large‑cap utilities in year‑over‑year CapEx growth — a sign investors may be rewarding visible investment in growth (SMR buildout) and future revenue potential. Higher CapEx can underpin long‑term upside if projects advance on schedule. Read More.
• Positive Sentiment: The Motley Fool publishes a bullish thesis arguing Oklo is deeply undervalued and that its small modular reactor (SMR) technology could deliver outsized returns (the piece frames multi‑hundred to multi‑thousand percent upside scenarios). This type of analyst/promotional coverage can attract speculative buying. Read More.
• Neutral Sentiment: Yahoo Finance analyzes valuation after a ~43% one‑month gain, pointing out strong 1‑year returns but weaker YTD/3‑month performance; the piece is more contextual than a clear buy/sell signal and highlights valuation and momentum tradeoffs. Read More.
• Neutral Sentiment: The Motley Fool follow‑up asks whether OKLO is a buy now, noting the stock lags the market in 2026 and may present a buying window for long‑term bulls — useful perspective but dependent on risk tolerance and timeline. Read More.
• Negative Sentiment: Underlying negatives remain: the company missed quarterly EPS expectations (reported a larger loss than consensus) and there has been notable insider selling reported in recent filings — factors that increase near‑term downside risk and may weigh on investor confidence. (This was covered in the Blockonomi piece above and reflected in recent trading.)

Wall Street Analyst Weigh In

OKLO has been the topic of a number of analyst reports. Needham & Company LLC decreased their price objective on Oklo from $135.00 to $73.00 and set a “buy” rating on the stock in a research note on Wednesday, March 18th. Texas Capital upgraded Oklo to a “strong-buy” rating in a research note on Tuesday, January 27th. Craig Hallum restated a “hold” rating on shares of Oklo in a research report on Wednesday, March 18th. HC Wainwright restated a “buy” rating and set a $90.00 target price on shares of Oklo in a research report on Wednesday, March 18th. Finally, The Goldman Sachs Group reduced their target price on Oklo from $91.00 to $65.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Oklo presently has an average rating of “Moderate Buy” and an average price target of $87.68.

Oklo Stock Down 2.7%

The company has a 50-day moving average of $59.72 and a 200 day moving average of $84.61. The firm has a market capitalization of $12.26 billion, a PE ratio of -97.93 and a beta of 1.16.

Oklo (NYSE:OKLO) last posted its earnings results on Tuesday, March 17th. The company reported ($0.27) EPS for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same period last year, the firm posted ($0.74) earnings per share. As a group, equities analysts anticipate that Oklo Inc. will post -0.75 EPS for the current fiscal year.

Insider Transactions at Oklo

In other news, CFO Richard Craig Bealmear sold 72,090 shares of the company’s 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 in the company, valued at approximately $23,160,480. This represents a 15.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Jacob Dewitte sold 140,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $75.18, for a total value of $10,525,200.00. Following the completion of the transaction, the chief executive officer owned 739,023 shares of the company’s stock, valued at $55,559,749.14. The trade was a 15.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 818,766 shares of company stock valued at $50,855,915 over the last quarter. Company insiders own 18.90% of the company’s stock.

Hedge Funds Weigh In On Oklo

Hedge funds and other institutional investors have recently modified their holdings of the company. Gables Capital Management Inc. purchased a new position in shares of Oklo in the 3rd quarter worth about $28,000. Nemes Rush Group LLC purchased a new position in shares of Oklo in the 3rd quarter worth about $28,000. CI Investments Inc. boosted its holdings in shares of Oklo by 153.0% in the 3rd quarter. CI Investments Inc. now owns 296 shares of the company’s stock worth $33,000 after purchasing an additional 179 shares in the last quarter. Whittier Trust Co. of Nevada Inc. purchased a new position in shares of Oklo in the 3rd quarter worth about $33,000. Finally, Comprehensive Financial Planning Inc. PA boosted its holdings in shares of Oklo by 950.0% in the 3rd quarter. Comprehensive Financial Planning Inc. PA now owns 315 shares of the company’s stock worth $35,000 after purchasing an additional 285 shares in the last quarter. 85.03% of the stock is currently owned by hedge funds and other institutional investors.

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.