Vivek Narayanadas Sells 538 Shares of Oklo (NYSE:OKLO) Stock

Oklo Inc. (NYSE:OKLO) General Counsel Vivek Narayanadas sold 538 shares of the firm’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $39.88, for a total transaction of $21,455.44. Following the completion of the transaction, the general counsel directly owned 8,075 shares of the company’s stock, valued at approximately $322,031. This trade represents a 6.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Vivek Narayanadas also recently made the following trade(s):

• On Tuesday, September 8th, Vivek Narayanadas sold 238 shares of Oklo stock. The stock was sold at an average price of $42.06, for a total transaction of $10,010.28.
• On Tuesday, August 25th, Vivek Narayanadas sold 223 shares of Oklo stock. The stock was sold at an average price of $40.80, for a total transaction of $9,098.40.
• On Monday, August 24th, Vivek Narayanadas sold 3,264 shares of Oklo stock. The shares were sold at an average price of $39.77, for a total value of $129,809.28.

Oklo Price Performance

Shares of NYSE OKLO opened at $42.60 on Thursday. The business has a 50-day moving average of $43.54 and a 200-day moving average of $54.89. The stock has a market capitalization of $7.92 billion, a price-to-earnings ratio of -45.32 and a beta of 1.18. Oklo Inc. has a fifty-two week low of $36.61 and a fifty-two week high of $193.84.

Oklo (NYSE:OKLO) last released its earnings results on Friday, August 7th. The company reported ($0.28) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.16) by ($0.12). The company had revenue of $1.21 million during the quarter, compared to analyst estimates of $0.09 million. During the same quarter in the previous year, the firm earned ($0.18) EPS. The business’s quarterly revenue was up 11900.0% compared to the same quarter last year. On average, sell-side analysts expect that Oklo Inc. will post -0.9 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts have recently commented on the company. Barclays cut their price objective on Oklo from $82.00 to $76.00 and set an “overweight” rating for the company in a report on Wednesday, July 22nd. Piper Sandler assumed coverage on shares of Oklo in a research report on Tuesday. They set an “overweight” rating and a $55.00 price target on the stock. Cantor Fitzgerald reiterated an “overweight” rating and issued a $122.00 price target on shares of Oklo in a research note on Wednesday, May 13th. Weiss Ratings reissued a “sell (d-)” rating on shares of Oklo in a research report on Friday, August 7th. Finally, HC Wainwright restated a “buy” rating and set a $90.00 price objective on shares of Oklo in a research note on Monday, August 10th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Oklo currently has a consensus rating of “Moderate Buy” and a consensus target price of $83.26.

Oklo News Roundup

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Nuclear-sector rebound: Small modular reactor stocks recently rallied as investors rotated back into nuclear-energy names and the Global X Uranium ETF advanced. The move suggests sector sentiment may be stabilizing, although Oklo remains far below its 52-week high. NuScale Power Spikes 13%, Oklo Climbs 7%
• Positive Sentiment: AI-related electricity demand: Commentary identified Oklo as a potential beneficiary of hyperscalers’ search for reliable, carbon-free power as U.S. grid capacity remains constrained. This supports the long-term opportunity but does not represent a new contract or near-term revenue. Small Nuclear Stocks and AI Power Demand
• Positive Sentiment: Fuel-cycle expansion potential: Futurum Equities strategist Shay Boloor said Oklo’s opportunity could extend beyond reactor deployment into the nuclear fuel cycle, giving investors an additional potential growth avenue. OKLO Stock and the Fuel-Cycle Opportunity
• Neutral Sentiment: Insider stock sale: General Counsel Vivek Narayanadas sold 238 shares for about $10,010 after an earlier sale of 538 shares for approximately $21,455. Both transactions were conducted under pre-arranged Rule 10b5-1 plans to cover tax withholding on vested equity awards, limiting their bearish significance. SEC Form 4 Filing
• Negative Sentiment: Valuation and execution concerns: Oklo has not yet deployed a commercial reactor, has limited revenue, and remains unprofitable. Analysts and commentators therefore find the stock difficult to value, while comparisons with NuScale and other nuclear companies have led some investors to favor alternatives. Oklo Trades at $43; Wall Street’s Average Target
• Negative Sentiment: Recent earnings miss: Oklo’s latest quarterly loss of $0.28 per share was wider than the $0.16 consensus estimate, reinforcing concerns about financing, licensing and the timeline for commercial operations. Wall Street’s average target remains well above the current level, but the wide gap reflects substantial execution risk.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Costello Asset Management INC boosted its position in Oklo by 66.7% during the first quarter. Costello Asset Management INC now owns 500 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the period. Gilpin Wealth Management LLC bought a new position in shares of Oklo in the fourth quarter valued at about $29,000. SHP Wealth Management acquired a new stake in shares of Oklo during the 4th quarter worth about $32,000. Ascentis Independent Advisors acquired a new stake in shares of Oklo during the 1st quarter worth about $33,000. Finally, Kemnay Advisory Services Inc. bought a new stake in shares of Oklo during the 4th quarter worth about $35,000. 85.03% of the stock is owned by institutional investors and hedge funds.

Oklo Company Profile

Oklo, Inc is a California-based energy technology company specializing in the design and development of advanced nuclear microreactors. Headquartered in Fremont, the firm focuses on small modular reactor (SMR) technology that leverages fast-neutron fission and liquid-metal cooling to deliver carbon-free power. Oklo’s core objective is to bring compact, factory-built reactors online within a decade, offering a low-footprint alternative to traditional large nuclear plants.

The company’s flagship product, the Aurora microreactor, is a 1.5-megawatt electric (MWe) fast reactor cooled by a sodium alloy.