Recent discussions on X about Oklo Inc. (OKLO) have been buzzing with excitement over the company’s role in the nuclear energy sector, particularly amid a surge in demand for sustainable power solutions driven by AI and data centers. Many users are pointing to a new Department of Energy (DOE) deal and the company’s groundbreaking Aurora project in Idaho as key drivers behind the stock’s remarkable price jump, with some noting gains of over 400% year-to-date. The narrative often positions Oklo as a potential leader in advanced nuclear technology, sparking intense interest among investors.
However, not all chatter is glowing, as skepticism persists around regulatory challenges and the company’s current lack of revenue or operational reactors. Concerns are frequently raised about ambitious timelines, with some questioning whether Oklo can deliver on promises of operational reactors by 2026 or 2027. This blend of optimism and caution creates a dynamic conversation around the stock’s future trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
Oklo Inc. Insider Trading Activity
Oklo Inc. insiders have traded $OKLO stock on the open market 43 times in the past 6 months. Of those trades, 0 have been purchases and 43 have been sales.
Here’s a breakdown of recent trading of $OKLO stock by insiders over the last 6 months:
- JACOB DEWITTE (Co-Founder, CEO) has made 0 purchases and 16 sales selling 600,000 shares for an estimated $67,358,095.
- CAROLINE COCHRAN (Co-Founder, COO) has made 0 purchases and 16 sales selling 600,000 shares for an estimated $67,358,095.
- MICHAEL STUART KLEIN has made 0 purchases and 7 sales selling 350,000 shares for an estimated $25,194,839.
- RICHARD CRAIG BEALMEAR (Chief Financial Officer) has made 0 purchases and 3 sales selling 100,000 shares for an estimated $9,431,387.
- WILLIAM CARROLL MURPHY GOODWIN (Chief Legal & Strategy Officer) sold 41,387 shares for an estimated $2,900,901
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oklo Inc. Hedge Fund Activity
We have seen 365 institutional investors add shares of Oklo Inc. stock to their portfolio, and 115 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 5,839,676 shares (+395.2%) to their portfolio in Q2 2025, for an estimated $326,963,459
- VANGUARD GROUP INC added 4,310,162 shares (+98.4%) to their portfolio in Q2 2025, for an estimated $241,325,970
- STATE STREET CORP added 1,752,946 shares (+454.5%) to their portfolio in Q2 2025, for an estimated $98,147,446
- GEODE CAPITAL MANAGEMENT, LLC added 1,488,482 shares (+195.9%) to their portfolio in Q2 2025, for an estimated $83,340,107
- EXODUSPOINT CAPITAL MANAGEMENT, LP added 1,367,968 shares (+1095.2%) to their portfolio in Q2 2025, for an estimated $76,592,528
- D. E. SHAW & CO., INC. added 1,187,223 shares (+inf%) to their portfolio in Q2 2025, for an estimated $66,472,615
- RENAISSANCE TECHNOLOGIES LLC removed 1,096,400 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $61,387,436
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Oklo Inc. Analyst Ratings
Wall Street analysts have issued reports on $OKLO in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 09/29/2025
- Wedbush issued a "Outperform" rating on 09/22/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/12/2025
- Cantor Fitzgerald issued a "Overweight" rating on 07/15/2025
- William Blair issued a "Outperform" rating on 05/28/2025
- CLSA issued a "Outperform" rating on 05/27/2025
To track analyst ratings and price targets for Oklo Inc., check out Quiver Quantitative's $OKLO forecast page.
Oklo Inc. Price Targets
Multiple analysts have issued price targets for $OKLO recently. We have seen 11 analysts offer price targets for $OKLO in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- Dimple Gosai from B of A Securities set a target price of $117.0 on 09/30/2025
- An analyst from Barclays set a target price of $146.0 on 09/29/2025
- Brian Lee from Goldman Sachs set a target price of $117.0 on 09/25/2025
- Daniel Ives from Wedbush set a target price of $150.0 on 09/22/2025
- Jon Windham from UBS set a target price of $65.0 on 08/20/2025
- Sameer Joshi from HC Wainwright & Co. set a target price of $90.0 on 08/12/2025
- Vikram Bagri from Citigroup set a target price of $68.0 on 07/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
