Oklo shares jump as investors revisit Meta-backed Ohio power-campus plan and broader AI-driven nuclear demand theme

Oklo Inc. (OKLO) is up 8.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most plausible driver appears to be renewed momentum in the “AI power” trade, with investors rotating back into nuclear names tied to data-center electricity demand and Oklo’s previously announced large-scale Ohio development plans. With no single company announcement clearly tied to today’s session, the move also looks consistent with a sentiment/positioning rebound after recent volatility.

Details:

Oklo has disclosed an agreement tied to developing a planned 1.2 GW nuclear energy campus in Southern Ohio intended to support Meta’s regional data center operations, a narrative that can amplify risk-on buying when AI-infrastructure themes are in focus.

In its annual filing, Oklo discussed a prepayment mechanism connected to the Meta arrangement designed to provide a potential funding pathway to advance powerhouse deployment (though the timing and amounts may vary).

Oklo and Centrus announced plans for a joint venture aimed at advancing nuclear fuel services in Ohio, adding to the company’s broader “buildout” story beyond reactor licensing alone.

Oklo has described ongoing pre-application engagement with the U.S. nuclear regulator as it works toward submitting a combined license application for its first Aurora reactor, which can be viewed positively when regulatory progress is a key investor concern.

Sources:

Oklo (Company newsroom), U.S. SEC (EDGAR), PR Newswire, NucNet

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$OKLO Insider Trading Activity

$OKLO insiders have traded $OKLO stock on the open market 165 times in the past 6 months. Of those trades, 0 have been purchases and 165 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 76 sales selling 2,177,788 shares for an estimated $174,725,448.
CAROLINE COCHRAN (Co-Founder, COO) has made 0 purchases and 76 sales selling 2,177,788 shares for an estimated $174,725,448.
RICHARD CRAIG BEALMEAR (Chief Financial Officer) has made 0 purchases and 6 sales selling 178,997 shares for an estimated $12,142,597.
WILLIAM CARROLL MURPHY GOODWIN (Chief Legal & Strategy Officer) has made 0 purchases and 4 sales selling 31,259 shares for an estimated $2,494,812.
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.

$OKLO Hedge Fund Activity

We have seen 374 institutional investors add shares of $OKLO stock to their portfolio, and 334 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. added 6,204,837 shares (+72.0%) to their portfolio in Q4 2025, for an estimated $445,259,103
UBS GROUP AG removed 1,520,407 shares (-60.3%) from their portfolio in Q4 2025, for an estimated $109,104,406
NORGES BANK added 1,028,227 shares (+inf%) to their portfolio in Q4 2025, for an estimated $73,785,569
JPMORGAN CHASE & CO removed 728,032 shares (-70.6%) from their portfolio in Q4 2025, for an estimated $52,243,576
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 721,003 shares (+10.2%) to their portfolio in Q4 2025, for an estimated $51,739,175
HOOD RIVER CAPITAL MANAGEMENT LLC removed 662,576 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $47,546,453
BANK OF MONTREAL /CAN/ added 643,746 shares (+1029.5%) to their portfolio in Q4 2025, for an estimated $46,195,212

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$OKLO Analyst Ratings

Wall Street analysts have issued reports on $OKLO in the last several months. We have seen 1 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

To track analyst ratings and price targets for $OKLO, check out Quiver Quantitative's $OKLO forecast page.

$OKLO 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:

Jon Windham from UBS set a target price of $60.0 on 03/26/2026
Sameer Joshi from HC Wainwright & Co. set a target price of $90.0 on 03/18/2026
Sean Milligan from Needham set a target price of $73.0 on 03/18/2026
Derek Soderberg from Cantor Fitzgerald set a target price of $122.0 on 03/18/2026
George Gianarikas from Canaccord Genuity set a target price of $125.0 on 03/18/2026
Vikram Bagri from Citigroup set a target price of $73.5 on 03/18/2026
Brian Lee from Goldman Sachs set a target price of $65.0 on 03/18/2026

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.