Equities Analysts Issue Forecasts for Oklo FY2030 Earnings

Oklo Inc. (NYSE:OKLO) – Stock analysts at HC Wainwright lowered their FY2030 earnings per share (EPS) estimates for shares of Oklo in a research note issued to investors on Monday, November 9th. HC Wainwright analyst S. Joshi now forecasts that the company will post earnings per share of $1.33 for the year, down from their previous estimate of $1.46. HC Wainwright currently has a “Buy” rating and a $90.00 target price on the stock. The consensus estimate for Oklo’s current full-year earnings is ($1.00) per share.

Oklo (NYSE:OKLO) last announced its quarterly earnings data on Friday, November 6th. The company reported ($0.22) earnings per share for the quarter, beating the consensus estimate of ($0.27) by $0.05. The firm had revenue of $1.86 million during the quarter, compared to analyst estimates of $1.03 million. During the same quarter last year, the company earned ($0.20) EPS.

Several other equities research analysts have also recently commented on OKLO. Weiss Ratings reiterated a “sell (d-)” rating on shares of Oklo in a research report on Wednesday, November 4th. Canaccord Genuity Group cut their price target on shares of Oklo from $100.00 to $66.00 and set a “buy” rating for the company in a report on Monday. Piper Sandler reduced their price objective on shares of Oklo from $55.00 to $49.00 and set an “overweight” rating for the company in a research report on Monday, October 19th. Barclays reduced their price objective on shares of Oklo from $76.00 to $59.00 and set an “overweight” rating for the company in a research report on Tuesday, October 20th. Finally, TD Cowen assumed coverage on shares of Oklo in a research note on Monday, October 26th. They issued a “hold” rating and a $26.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $67.83.

Oklo Stock Up 13.8%

Shares of OKLO stock opened at $26.81 on Tuesday. The stock has a 50-day simple moving average of $33.29 and a 200 day simple moving average of $52.04. The stock has a market capitalization of $4.99 billion, a P/E ratio of -27.92 and a beta of 1.31. Oklo has a fifty-two week low of $18.53 and a fifty-two week high of $117.44.

Insider Buying and Selling

In other news, insider William Carroll Murphy Goodwin sold 11,592 shares of the firm’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $39.77, for a total transaction of $461,013.84. Following the completion of the sale, the insider directly owned 45,268 shares of the company’s stock, valued at $1,800,308.36. This trade represents a 20.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Jacob DeWitte sold 80,000 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $38.69, for a total value of $3,095,200.00. Following the sale, the chief executive officer directly owned 398,039 shares of the company’s stock, valued at approximately $15,400,128.91. This represents a 16.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 350,203 shares of company stock valued at $12,424,945 in the last three months. Insiders own 12.70% of the company’s stock.

Institutional Investors Weigh In On Oklo

A number of institutional investors and hedge funds have recently modified their holdings of OKLO. IFG Advisory LLC boosted its position in shares of Oklo by 48.3% in the 3rd quarter. IFG Advisory LLC now owns 7,046 shares of the company’s stock valued at $261,000 after purchasing an additional 2,295 shares during the period. Moors & Cabot Inc. increased its stake in Oklo by 7.3% in the 3rd quarter. Moors & Cabot Inc. now owns 22,478 shares of the company’s stock worth $832,000 after purchasing an additional 1,525 shares in the last quarter. Russell Investments Group Ltd. increased its stake in Oklo by 48.5% in the 3rd quarter. Russell Investments Group Ltd. now owns 371,761 shares of the company’s stock worth $13,763,000 after purchasing an additional 121,438 shares in the last quarter. Nikulski Financial Inc. increased its stake in Oklo by 45.5% in the 3rd quarter. Nikulski Financial Inc. now owns 16,403 shares of the company’s stock worth $607,000 after purchasing an additional 5,133 shares in the last quarter. Finally, Fifth Third Bancorp raised its holdings in Oklo by 304.1% during the 3rd quarter. Fifth Third Bancorp now owns 16,698 shares of the company’s stock worth $618,000 after buying an additional 12,566 shares during the period. 85.03% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo reported a third-quarter loss of $0.22 per share, narrower than the $0.27 loss analysts expected, and revenue of $1.86 million versus a $1.03 million estimate. The company also highlighted progress on reactor construction, fuel fabrication and isotope production, with $3.1 billion in liquidity. OKLO Q3 Earnings Call Highlights Reactor and Fuel Expansion Plans
• Positive Sentiment: A manufacturing agreement reserves U.S. capacity for large forged components for as many as 27 Aurora reactor modules. Deliveries are expected from 2030, supporting longer-term plans to scale deployment and reduce supply-chain bottlenecks. Oklo Secures U.S. Forging Capacity for Future Aurora Expansion
• Positive Sentiment: Several firms maintained bullish ratings: H.C. Wainwright reiterated a $90 target and Wedbush reaffirmed its outperform rating with a $36 target. Canaccord also kept a buy rating, although it cut its target from $100 to $66. These targets indicate analyst optimism, but differ substantially. H.C. Wainwright’s $90 Target Says Oklo’s Selloff Went Too Far
• Neutral Sentiment: Wedbush described Oklo as shifting from design toward execution, citing the Groves-1 test reactor becoming operational. This could mark progress, but commercial deployment and its financial impact remain ahead. Oklo Seeing Solid Execution as it Shifts From Design, Wedbush Says
• Negative Sentiment: Oklo is still far from profitability, with meaningful commercial catalysts potentially years away. Analysts and coverage warn that licensing and deployment delays, ongoing cash burn and possible future share offerings could constrain returns or dilute shareholders. Should You Buy Oklo Stock While It’s Under $30?

Oklo Company Profile

Oklo Inc develops advanced nuclear fission power plants designed to provide reliable, carbon-free electricity. Its Aurora powerhouse concept uses fast-reactor technology and is designed to operate with metallic fuel, including fuel derived from recycled nuclear material. Oklo is developing its technology and has not yet established a commercial operating fleet.

The company plans to supply electricity through long-term power agreements rather than relying solely on equipment sales. Its prospective customers include data centers, industrial facilities, and other users seeking dependable power, with its development efforts focused primarily on the United States.

Founded in 2013, Oklo is headquartered in Santa Clara, California.