Q2 Results Highlight Losses: Oklo Inc. reported a wider quarterly net loss amid ongoing development spending, with revenue coming in modestly above expectations but still minimal. Analysts noted the firm's substantial cash reserves as a buffer for licensing and construction efforts ahead of commercial operations. Social media commentary focused on the extended timeline to revenue generation expected in 2027-2028.
Reactor Milestone Achieved: The company announced that its Groves Isotope Test Reactor reached first criticality, enabling initial production of medical isotopes in a test setting. This step follows rapid progress under a Department of Energy pilot program and underscores technical advancements in advanced nuclear designs. Discussions emphasized the potential implications for future power generation projects targeting data centers.
Stock Volatility Observed: Shares saw notable intraday gains following the updates, though the price remains well below recent peaks amid broader market reactions. Observers highlighted technical patterns suggesting a possible reversal from prior declines while acknowledging regulatory and execution risks. Overall sentiment on social media appears cautiously positive.
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 103 times in the past 6 months. Of those trades, 0 have been purchases and 103 have been sales.
Here’s a breakdown of recent trading of $OKLO stock by insiders over the last 6 months:
- CAROLINE COCHRAN (Co-Founder, COO) has made 0 purchases and 44 sales selling 1,037,788 shares for an estimated $62,404,114.
- JACOB DEWITTE (Co-Founder, CEO) has made 0 purchases and 44 sales selling 1,037,788 shares for an estimated $62,403,894.
- RICHARD CRAIG BEALMEAR (Chief Financial Officer) has made 0 purchases and 9 sales selling 216,341 shares for an estimated $13,153,304.
- WILLIAM CARROLL MURPHY GOODWIN (Chief Legal & Strategy Officer) has made 0 purchases and 3 sales selling 24,007 shares for an estimated $1,372,962.
- JOHN M JANSEN sold 10,500 shares for an estimated $540,960
- PATRICK JOSEPH SCHWEIGER (Chief Technology Officer) sold 5,561 shares for an estimated $314,085
- RICHARD KINZLEY sold 4,000 shares for an estimated $208,360
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Oklo Inc. Revenue
Oklo Inc. had revenues of $1.2M in Q2 2026.
You can track OKLO financials on Quiver Quantitative's OKLO stock page.
You can access data on OKLO stock through the Quiver Quantitative API.
Oklo Inc. Hedge Fund Activity
We have seen 367 institutional investors add shares of Oklo Inc. stock to their portfolio, and 308 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 8,595,544 shares (-54.0%) from their portfolio in Q2 2026, for an estimated $449,804,817
- DEFIANCE ETFS, LLC added 3,643,044 shares (+inf%) to their portfolio in Q1 2026, for an estimated $172,589,209
- VAN ECK ASSOCIATES CORP added 2,125,236 shares (+53.7%) to their portfolio in Q1 2026, for an estimated $100,683,055
- ALYESKA INVESTMENT GROUP, L.P. added 1,709,692 shares (+inf%) to their portfolio in Q1 2026, for an estimated $80,996,658
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 1,033,259 shares (+13.2%) to their portfolio in Q1 2026, for an estimated $48,950,645
- STATE STREET CORP removed 948,084 shares (-28.5%) from their portfolio in Q2 2026, for an estimated $49,613,235
- MORGAN STANLEY added 797,647 shares (+42.3%) to their portfolio in Q1 2026, for an estimated $37,788,526
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Oklo Inc. Price Targets
Multiple analysts have issued price targets for $OKLO recently. We have seen 13 analysts offer price targets for $OKLO in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- Jon Windham from UBS set a target price of $55.0 on 06/11/2026
- Dan Ives from Wedbush set a target price of $110.0 on 05/27/2026
- Vikram Bagri from Citigroup set a target price of $76.0 on 05/14/2026
- Derek Soderberg from Cantor Fitzgerald set a target price of $122.0 on 05/13/2026
- Jeremy Tonet from JP Morgan set a target price of $83.0 on 05/11/2026
- Ivan Feinseth from Tigress Financial set a target price of $130.0 on 04/27/2026
- Samantha Hoh from HSBC set a target price of $96.0 on 04/23/2026
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.
