Recent discussions on X about Oklo Inc. (OKLO) have centered on the company's ambitious plans in the nuclear energy sector, particularly its push toward modular reactors and a significant investment in a nuclear fuel recycling facility. Many users are captivated by the potential of Oklo’s technology to meet the soaring energy demands of AI and data centers, with some pointing to a recent announcement of a $1.68 billion project in Tennessee as a major catalyst. The stock’s dramatic price surge over the past year has also fueled intense interest and debate.
However, not all sentiments on X are uniformly positive, as some express skepticism about the company’s timeline to profitability, with concerns raised over regulatory hurdles and the lack of current revenue. Discussions often highlight the speculative nature of the stock, with a few noting the high forward sales multiples and recent capital raises through dilution as points of caution. Despite these concerns, the broader narrative around Oklo remains tied to the growing hype for nuclear power as a sustainable energy solution.
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 17 times in the past 6 months. Of those trades, 1 have been purchases and 16 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.
- WILLIAM CARROLL MURPHY GOODWIN (Chief Legal & Strategy Officer) sold 41,387 shares for an estimated $2,900,901
- 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 363 institutional investors add shares of Oklo Inc. stock to their portfolio, and 147 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 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 08/26/2025
- 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 8 analysts offer price targets for $OKLO in the last 6 months, with a median target of $73.5.
Here are some recent targets:
- Dimple Gosa from B of A Securities set a target price of $92.0 on 08/26/2025
- Jon Windham from UBS set a target price of $65.0 on 08/20/2025
- 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
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.
