Recent Sell-Off Sparks Debate: Oklo Inc. (OKLO) has seen a sharp decline in its stock price, dropping over 10% in a single day, as highlighted in recent posts on X. This pullback follows a year-to-date surge of nearly 500%, raising questions about the sustainability of its rally. Many are pointing to a critical report questioning the company’s $20 billion valuation with no revenue or operating licenses.
Nuclear Energy Hype Persists: Despite the downturn, discussions on X remain energized by Oklo’s role in the nuclear energy sector, especially with partnerships for data center power supply and DOE pilot programs. Some argue the recent dip is just a temporary reset before another upward move, citing regulatory tailwinds and AI-driven energy demand. The tension between optimism and skepticism keeps the conversation lively.
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 396 institutional investors add shares of Oklo Inc. stock to their portfolio, and 125 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 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 10/09/2025
- 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 12 analysts offer price targets for $OKLO in the last 6 months, with a median target of $91.0.
Here are some recent targets:
- George Gianarikas from Canaccord Genuity set a target price of $175.0 on 10/09/2025
- 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
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.
