Recent discussions on X about Oklo Inc. (OKLO) have been buzzing with excitement over the company's strategic partnerships and potential in the nuclear energy sector. Many users are highlighting the stock's dramatic surge, with some pointing to new deals with data center providers and regulatory tailwinds as key drivers of interest. The focus on nuclear power as a solution for rising energy demands, particularly from AI and data centers, has fueled intense speculation.
However, not all sentiments are uniformly positive, as some voices on X express skepticism about the company’s lack of revenue and operational challenges, including past regulatory hurdles with reactor approvals. Concerns about high volatility and overly optimistic price targets are also circulating, creating a polarized conversation. Despite the doubts, the stock remains a hot topic among retail investors eager to capitalize on the nuclear energy narrative.
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 228 institutional investors add shares of Oklo Inc. stock to their portfolio, and 121 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DATA COLLECTIVE IV GP, LLC removed 5,277,513 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $114,152,606
- TIGER GLOBAL MANAGEMENT LLC removed 3,056,992 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $66,122,736
- MORGAN STANLEY added 1,391,579 shares (+243.3%) to their portfolio in Q1 2025, for an estimated $30,099,853
- ALYESKA INVESTMENT GROUP, L.P. removed 1,056,281 shares (-87.6%) from their portfolio in Q1 2025, for an estimated $22,847,358
- VAN ECK ASSOCIATES CORP added 946,626 shares (+52.0%) to their portfolio in Q1 2025, for an estimated $20,475,520
- TIMESSQUARE CAPITAL MANAGEMENT, LLC removed 805,635 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $17,425,885
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 768,867 shares (-81.0%) from their portfolio in Q1 2025, for an estimated $16,630,593
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:
- Cantor Fitzgerald issued a "Overweight" rating on 07/15/2025
- Wedbush issued a "Outperform" rating on 06/12/2025
- 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
- HC Wainwright & Co. issued a "Buy" rating on 04/23/2025
- B. Riley Securities issued a "Buy" rating on 02/06/2025
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 7 analysts offer price targets for $OKLO in the last 6 months, with a median target of $71.0.
Here are some recent targets:
- 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
- Daniel Ives from Wedbush set a target price of $75.0 on 06/12/2025
- 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
- Sameer Joshi from HC Wainwright & Co. set a target price of $55.0 on 04/23/2025
- Ryan Pfingst from B. Riley Securities set a target price of $58.0 on 02/06/2025
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.
