Recent Stock Surge: Oklo Inc. has caught significant attention on X following a recent stock surge of over 8%, driven by a strategic partnership in nuclear energy. Discussions highlight optimism around the company’s deal to develop advanced fuel infrastructure in the US. Many see this as a boost to Oklo’s growth potential in sustainable energy.
Earnings Concerns: Despite the upbeat market reaction, X posts reveal mixed views after Oklo’s Q3 earnings missed estimates with steep losses. Some express concern over rising costs and the lack of revenue until at least 2027. The high-risk nature of the nuclear sector adds to the debate on long-term viability.
Nuclear Energy Prospects: Beyond financials, chatter on X emphasizes Oklo’s role in meeting future energy demands, especially for AI-driven data centers. Partnerships to supply low-carbon power are fueling excitement about the company’s innovative reactor technology. However, regulatory hurdles remain a frequent point of contention among users.
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 433 institutional investors add shares of Oklo Inc. stock to their portfolio, and 207 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 2,901,909 shares (+33.4%) to their portfolio in Q3 2025, for an estimated $323,940,101
- EXODUSPOINT CAPITAL MANAGEMENT, LP added 1,367,968 shares (+1095.2%) to their portfolio in Q2 2025, for an estimated $76,592,528
- VAN ECK ASSOCIATES CORP added 1,316,867 shares (+61.0%) to their portfolio in Q3 2025, for an estimated $147,001,863
- BLACKROCK, INC. added 1,298,177 shares (+17.7%) to their portfolio in Q3 2025, for an estimated $144,915,498
- D. E. SHAW & CO., INC. added 1,187,223 shares (+inf%) to their portfolio in Q2 2025, for an estimated $66,472,615
- UBS GROUP AG added 1,098,263 shares (+77.1%) to their portfolio in Q3 2025, for an estimated $122,599,098
- MORGAN STANLEY removed 671,215 shares (-34.2%) from their portfolio in Q2 2025, for an estimated $37,581,327
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 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B. Riley Securities issued a "Buy" rating on 11/12/2025
- 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
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 13 analysts offer price targets for $OKLO in the last 6 months, with a median target of $92.0.
Here are some recent targets:
- Daniel Ives from Wedbush set a target price of $150.0 on 11/12/2025
- Ryan Pfingst from B. Riley Securities set a target price of $129.0 on 11/12/2025
- Dimple Gosai from B of A Securities set a target price of $111.0 on 11/12/2025
- George Gianarikas from Canaccord Genuity set a target price of $175.0 on 10/09/2025
- 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
- Jon Windham from UBS set a target price of $65.0 on 08/20/2025
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.
