William Blair Has Pessimistic View of Oklo FY2025 Earnings

Oklo Inc. (NYSE:OKLO) – Equities research analysts at William Blair lowered their FY2025 earnings per share (EPS) estimates for Oklo in a research note issued to investors on Wednesday, November 12th. William Blair analyst J. Dorsheimer now anticipates that the company will post earnings of ($0.58) per share for the year, down from their prior forecast of ($0.44). William Blair has a “Outperform” rating on the stock. The consensus estimate for Oklo’s current full-year earnings is ($8.20) per share. William Blair also issued estimates for Oklo’s Q4 2025 earnings at ($0.14) EPS, Q1 2026 earnings at ($0.13) EPS, Q2 2026 earnings at ($0.15) EPS, Q3 2026 earnings at ($0.16) EPS, Q4 2026 earnings at ($0.15) EPS and FY2026 earnings at ($0.58) EPS.

Oklo (NYSE:OKLO) last issued its earnings results on Tuesday, November 11th. The company reported ($0.20) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.07). During the same period last year, the business posted ($0.08) earnings per share.

Several other brokerages also recently issued reports on OKLO. BTIG Research reissued a “neutral” rating on shares of Oklo in a research note on Tuesday, August 12th. Seaport Res Ptn downgraded Oklo from a “strong-buy” rating to a “hold” rating in a report on Tuesday, September 23rd. Bank of America dropped their price objective on shares of Oklo from $117.00 to $111.00 and set a “neutral” rating on the stock in a research note on Wednesday. BNP Paribas Exane assumed coverage on shares of Oklo in a report on Friday, July 25th. They set an “underperform” rating and a $14.00 price target on the stock. Finally, UBS Group set a $175.00 price objective on Oklo in a report on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $106.29.

Oklo Trading Down 8.5%

Shares of OKLO opened at $101.72 on Friday. The business’s 50-day moving average price is $122.45 and its 200 day moving average price is $79.96. The stock has a market capitalization of $15.01 billion, a P/E ratio of -188.37 and a beta of 0.70. Oklo has a 1-year low of $17.14 and a 1-year high of $193.84.

Insider Buying and Selling

In related news, Director Michael Stuart Klein sold 50,000 shares of the business’s stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $133.76, for a total value of $6,688,000.00. Following the completion of the sale, the director directly owned 150,000 shares in the company, valued at approximately $20,064,000. The trade was a 25.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Richard Craig Bealmear sold 92,378 shares of the company’s stock in a transaction that occurred on Wednesday, September 17th. The stock was sold at an average price of $93.73, for a total value of $8,658,589.94. Following the sale, the chief financial officer directly owned 75,738 shares of the company’s stock, valued at $7,098,922.74. The trade was a 54.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 491,387 shares of company stock valued at $52,698,580 over the last 90 days. 18.90% of the stock is currently owned by insiders.

Institutional Trading of Oklo

Hedge funds have recently added to or reduced their stakes in the business. Armstrong Advisory Group Inc. bought a new position in Oklo in the 3rd quarter worth approximately $27,000. Gables Capital Management Inc. acquired a new position in Oklo during the 3rd quarter valued at $28,000. Nemes Rush Group LLC bought a new stake in Oklo in the 3rd quarter valued at $28,000. CI Investments Inc. grew its position in Oklo by 153.0% in the 3rd quarter. CI Investments Inc. now owns 296 shares of the company’s stock worth $33,000 after purchasing an additional 179 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. bought a new position in shares of Oklo during the 3rd quarter worth about $33,000. Institutional investors own 85.03% of the company’s stock.

About Oklo

Oklo Inc designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. It also provides used nuclear fuel recycling services. The company was founded in 2013 and is based in Santa Clara, California.