Recent discussions on X about Oklo Inc. (OKLO) have been buzzing with interest, primarily fueled by the company's selection for a Department of Energy nuclear reactor pilot program. Many users are excited about the potential for Oklo’s small modular reactors to meet growing energy demands, especially with the push for clean energy solutions. The news of fast-tracked test reactors, potentially operational by mid-2026, has sparked optimism among some investors.
However, not all sentiments are positive, as skepticism persists around the company’s current lack of revenue and regulatory challenges. Concerns have been raised about whether Oklo can meet its ambitious timelines, with some pointing to past rejections by the Nuclear Regulatory Commission as a significant hurdle. This blend of enthusiasm and caution creates a dynamic conversation around the stock’s future.
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 16 times in the past 6 months. Of those trades, 1 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $OKLO stock by insiders over the last 6 months:
- MICHAEL STUART KLEIN has made 0 purchases and 5 sales selling 300,000 shares for an estimated $18,506,927.
- JACOB DEWITTE (Co-Founder, CEO) has made 0 purchases and 5 sales selling 216,000 shares for an estimated $4,978,265.
- CAROLINE COCHRAN (Co-Founder, COO) has made 0 purchases and 5 sales selling 216,000 shares for an estimated $4,978,265.
- JOHN M JANSEN purchased 6,000 shares for an estimated $147,411
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oklo Inc. Hedge Fund Activity
We have seen 359 institutional investors add shares of Oklo Inc. stock to their portfolio, and 146 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
- DATA COLLECTIVE IV GP, LLC removed 5,277,513 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $114,152,606
- VANGUARD GROUP INC added 4,310,162 shares (+98.4%) to their portfolio in Q2 2025, for an estimated $241,325,970
- TIGER GLOBAL MANAGEMENT LLC removed 3,056,992 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $66,122,736
- 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
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:
- Wedbush issued a "Outperform" rating on 08/14/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/12/2025
- Cantor Fitzgerald issued a "Overweight" rating on 07/15/2025
- Seaport Global issued a "Buy" rating on 06/09/2025
- 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 6 analysts offer price targets for $OKLO in the last 6 months, with a median target of $73.5.
Here are some recent targets:
- Daniel Ives from Wedbush set a target price of $80.0 on 08/14/2025
- 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
- Derek Soderberg from Cantor Fitzgerald set a target price of $73.0 on 07/15/2025
- Jeff Campbell from Seaport Global set a target price of $71.0 on 06/09/2025
- Max Hopkins from CLSA set a target price of $74.0 on 05/27/2025
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.