Oklo Inc. $OKLO Stock Holdings Lifted by DNB Asset Management AS

DNB Asset Management AS lifted its position in Oklo Inc. (NYSE:OKLO) by 151.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 28,625 shares of the company’s stock after acquiring an additional 17,253 shares during the period. DNB Asset Management AS’s holdings in Oklo were worth $2,054,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in OKLO. NBC Securities Inc. lifted its holdings in shares of Oklo by 75.0% in the fourth quarter. NBC Securities Inc. now owns 350 shares of the company’s stock valued at $25,000 after purchasing an additional 150 shares in the last quarter. GAMMA Investing LLC lifted its holdings in shares of 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 purchasing an additional 285 shares in the last quarter. Gables Capital Management Inc. purchased a new stake in shares of Oklo in the third quarter valued at $28,000. Nemes Rush Group LLC purchased a new stake in shares of Oklo in the third quarter valued at $28,000. Finally, Whittier Trust Co. of Nevada Inc. purchased a new stake in shares of Oklo in the third quarter valued at $33,000. 85.03% of the stock is owned by institutional investors and hedge funds.

Oklo Stock Performance

Oklo stock opened at $62.77 on Thursday. The firm has a market cap of $10.92 billion, a PE ratio of -74.72 and a beta of 1.16. The firm’s 50 day moving average price is $60.83 and its two-hundred day moving average price is $77.01. Oklo Inc. has a twelve month low of $35.69 and a twelve month high of $193.84.

Oklo (NYSE:OKLO) last released its quarterly earnings data on Tuesday, May 12th. The company reported ($0.19) earnings per share for the quarter, beating the consensus estimate of ($0.20) by $0.01. During the same quarter last year, the business posted ($0.07) earnings per share. Equities analysts anticipate that Oklo Inc. will post -0.77 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on OKLO shares. B. Riley Financial reduced their target price on Oklo from $129.00 to $92.00 and set a “buy” rating for the company in a report on Wednesday, March 18th. Canaccord Genuity Group reduced their target price on Oklo from $175.00 to $125.00 and set a “buy” rating for the company in a report on Wednesday, March 18th. Wedbush reaffirmed an “outperform” rating and set a $110.00 price objective on shares of Oklo in a research report on Wednesday, May 13th. Tigress Financial assumed coverage on shares of Oklo in a research note on Monday, April 27th. They issued a “buy” rating and a $130.00 price objective on the stock. Finally, Citigroup upped their price objective on shares of Oklo from $73.50 to $76.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $85.33.

More Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Multiple recent pieces say AI data centers are creating a major new demand tailwind for nuclear power, which could benefit Oklo as a potential next-generation reactor supplier. AI Provides Tailwind for the Next Phase of the Nuclear Renaissance
• Positive Sentiment: One bullish analysis argued that Oklo is well positioned as AI data centers run into power constraints, reinforcing the stock’s long-term growth narrative. A Buy Rating For Oklo As AI Data Centers Run Into The Power Wall
• Positive Sentiment: Coverage highlighting Oklo’s Q1 loss beat, strong liquidity, and progress on NRC work and AI-related partnerships with Meta and Nvidia may support investor confidence. Analyzing OKLO Post Q1 Results and Fresh AI-Nuclear Milestones
• Neutral Sentiment: A comparison article weighing Oklo against another nuclear name is unlikely to be a direct catalyst, but it keeps the company in the spotlight as investors compare winners in the sector. X-Energy vs. Oklo: Which nuclear stock should you own in 2026?
• Neutral Sentiment: General watchlist and comparison pieces suggest continued market interest in nuclear stocks, but they do not provide a clear new fundamental driver for Oklo. Nuclear Stocks To Add to Your Watchlist – May 17th
• Negative Sentiment: Wolfe Research initiated coverage with a cautious “Peer Perform” rating, citing valuation concerns, execution risk, and a long timeline to commercialization, which pressured sentiment. Oklo plunges 6%: why this analyst is cautious on the stock
• Negative Sentiment: Broader nuclear and uranium shares have also weakened, suggesting a sector-wide pullback is weighing on Oklo as well. Oklo Sinks 5%, Uranium Energy Tumbles 9%, Energy Fuels Slides 6: The Nuclear Trade Goes Cold
• Negative Sentiment: Another recent article warned that Oklo carries significant risks and unanswered questions, reinforcing investor caution around the stock’s premium valuation. The Big Question You Need to Ask Yourself Before Buying Oklo Stock

Insider Buying and Selling at Oklo

In other Oklo news, CFO Richard Craig Bealmear sold 16,342 shares of Oklo stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $51.08, for a total value of $834,749.36. Following the completion of the sale, the chief financial officer directly owned 386,008 shares in the company, valued at $19,717,288.64. The trade was a 4.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider William Carroll Murphy Goodwin sold 2,820 shares of Oklo stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $56.69, for a total transaction of $159,865.80. Following the completion of the sale, the insider owned 15,991 shares of the company’s stock, valued at $906,529.79. This trade represents a 14.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 809,040 shares of company stock worth $49,162,094 over the last ninety days. 18.90% of the stock is currently owned by insiders.

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.