The Goldman Sachs Group Cuts Oklo (NYSE:OKLO) Price Target to $65.00

Oklo (NYSE:OKLO) had its price objective lowered by The Goldman Sachs Group from $91.00 to $65.00 in a research report released on Wednesday,Benzinga reports. The brokerage currently has a neutral rating on the stock.

Several other equities research analysts also recently issued reports on OKLO. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $122.00 price target on shares of Oklo in a research report on Wednesday. Craig Hallum reaffirmed a “hold” rating on shares of Oklo in a research report on Wednesday. Bank of America raised Oklo from a “neutral” rating to a “buy” rating and increased their price objective for the company from $111.00 to $127.00 in a research report on Wednesday, January 21st. Canaccord Genuity Group cut their target price on shares of Oklo from $175.00 to $125.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, UBS Group reissued a “neutral” rating on shares of Oklo in a report on Monday, January 12th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $86.63.

Oklo Stock Down 1.4%

NYSE:OKLO opened at $53.94 on Wednesday. The company’s 50 day moving average is $72.38 and its 200-day moving average is $94.59. The firm has a market cap of $9.36 billion, a price-to-earnings ratio of -74.91 and a beta of 0.80. Oklo has a 12 month low of $17.42 and a 12 month high of $193.84.

Oklo (NYSE:OKLO) last announced its earnings results on Tuesday, March 17th. The company reported ($0.27) EPS for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same period in the previous year, the company posted ($0.74) EPS. Research analysts predict that Oklo will post -8.2 EPS for the current fiscal year.

Insider Activity

In related news, CFO Richard Craig Bealmear sold 72,090 shares of the stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $60.00, for a total transaction of $4,325,400.00. Following the sale, the chief financial officer owned 386,008 shares of the company’s stock, valued at $23,160,480. This represents a 15.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider William Carroll Murphy Goodwin sold 2,820 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $56.69, for a total value of $159,865.80. Following the transaction, the insider owned 15,991 shares in the company, valued at approximately $906,529.79. This trade represents a 14.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 2,062,424 shares of company stock valued at $169,888,312. 18.90% of the stock is owned by company insiders.

Institutional Trading of Oklo

Institutional investors and hedge funds have recently made changes to their positions in the company. NBC Securities Inc. lifted its position in shares of Oklo by 75.0% during the 4th quarter. NBC Securities Inc. now owns 350 shares of the company’s stock worth $25,000 after buying an additional 150 shares during the last quarter. GAMMA Investing LLC grew its position in Oklo by 356.3% in the fourth quarter. GAMMA Investing LLC now owns 365 shares of the company’s stock valued at $26,000 after acquiring an additional 285 shares during the last quarter. Armstrong Advisory Group Inc. acquired a new position in Oklo during the third quarter worth about $27,000. Elevation Point Wealth Partners LLC acquired a new position in Oklo during the second quarter worth about $28,000. Finally, Gables Capital Management Inc. bought a new position in shares of Oklo in the third quarter worth about $28,000. Institutional investors own 85.03% of the company’s stock.

Key Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: HC Wainwright reaffirmed a “Buy” rating and a $90 price target, maintaining institutional support that can prop up the stock despite near-term misses. HC Wainwright Reiterates Buy
• Positive Sentiment: Oklo signed a deal with the U.S. Department of Energy to build a reactor at Idaho National Lab — a tangible program milestone that strengthens commercialization credibility and future revenue potential. DOE reactor deal
• Positive Sentiment: Analyst and media pieces highlight Oklo’s diversified pathway (isotopes, fuel, reactors) and argue the company may be near a base — supporting a longer-term bullish case if execution continues. MarketBeat: The bottom is in
• Positive Sentiment: Commentary from The Motley Fool and Zacks highlights secular tailwinds (AI/data center demand for reliable low-carbon power, geopolitical energy volatility) that could increase long-term demand for Oklo’s technology. Fool prediction on nuclear demand Zacks: nuclear model stability
• Neutral Sentiment: Cantor Fitzgerald reiterated an Overweight rating — additional coverage and differing targets are keeping the narrative mixed but visible to investors. Cantor Fitzgerald Overweight
• Negative Sentiment: Oklo reported Q4 results that missed expectations, and the market reacted negatively (shares pulled back following the release). Near-term profitability remains a distant target, increasing sensitivity to execution. Earnings miss / shares down Yahoo: stock dips after earnings
• Negative Sentiment: Several broker notes (Goldman Sachs, Needham, Canaccord, B. Riley) issued cautious/pessimistic near-term forecasts or lowered expectations, adding selling pressure and raising short-term downside risk. Goldman Sachs pessimistic forecast Needham pessimistic forecast Canaccord forecast B. Riley lowered expectations
• Negative Sentiment: Insider selling: Oklo’s CFO disclosed a large sale (~$4.33M), which can concern investors about timing and valuation. CFO insider sale
• Negative Sentiment: HC Wainwright cut multi-year EPS estimates substantially while keeping a $90 target — that combination signals longer roadmap risk (execution/timing) even as some analysts stay constructive. HC Wainwright estimates update

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.