MRA Advisory Group lowered its stake in Oklo Inc. (NYSE:OKLO – Free Report) by 56.7% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 10,446 shares of the company’s stock after selling 13,699 shares during the period. MRA Advisory Group’s holdings in Oklo were worth $547,000 as of its most recent filing with the SEC.
Other large investors have also recently bought and sold shares of the company. NBC Securities Inc. lifted its position in Oklo by 75.0% during the fourth quarter. NBC Securities Inc. now owns 350 shares of the company’s stock worth $25,000 after acquiring an additional 150 shares during the last quarter. Wilmington Savings Fund Society FSB bought a new stake in shares of Oklo during the third quarter worth approximately $45,000. Gilpin Wealth Management LLC bought a new stake in shares of Oklo during the fourth quarter worth approximately $29,000. Triumph Capital Management acquired a new position in shares of Oklo in the third quarter valued at approximately $49,000. Finally, SHP Wealth Management acquired a new position in shares of Oklo in the fourth quarter valued at approximately $32,000. 85.03% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth
OKLO has been the subject of several research reports. Guggenheim assumed coverage on Oklo in a report on Thursday, June 25th. They set a “neutral” rating for the company. Royal Bank Of Canada set a $80.00 price objective on Oklo in a report on Friday, May 22nd. Barclays lowered their price objective on Oklo from $82.00 to $76.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 22nd. Truist Financial started coverage on Oklo in a report on Monday, July 13th. They set a “hold” rating and a $55.00 target price for the company. Finally, Wolfe Research began coverage on shares of Oklo in a research report on Tuesday, May 19th. They issued a “peer perform” rating for the company. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Oklo has an average rating of “Moderate Buy” and an average price target of $88.00.
Key Headlines Impacting Oklo
Here are the key news stories impacting Oklo this week:
- Positive Sentiment: First quarterly revenue beat expectations. Oklo reported Q2 revenue of $1.21 million, far above the approximately $90,000 consensus estimate and up sharply year over year. The result provided an early indication of potential commercial activity, despite revenue remaining very small. Oklo Publishes Second Quarter 2026 Financial Results and Business Update
- Positive Sentiment: Groves reactor reached first criticality. Oklo’s Groves Isotope Test Reactor in Texas achieved a controlled, self-sustaining chain reaction at low power less than a year after groundbreaking. The DOE-authorized milestone supports initial isotope-production testing and strengthens the company’s technical and execution case for future reactor projects, including potential data-center power applications. Oklo’s Groves Reactor Achieves First Criticality in Under a Year
- Neutral Sentiment: Investors still face a long commercialization timeline. Management and market commentary indicate that meaningful power-generation revenue may not arrive until 2027–2028. Oklo’s substantial cash reserves provide funding for licensing, development and construction, but the stock’s valuation remains dependent on successful regulatory approvals and project execution. Oklo Q2 2026 Earnings Call Transcript
- Negative Sentiment: Quarterly losses were wider than expected. Oklo reported an adjusted loss of $0.28 per share versus the $0.16 consensus estimate, reflecting continued heavy development spending. The company remains unprofitable, making future financing needs and execution particularly important for shareholders. Oklo Quarterly Earnings Results
- Negative Sentiment: Insider selling remains a risk signal. Reported open-market activity over the past six months showed numerous insider sales and no purchases, including substantial sales by co-founders Jacob DeWitte and Caroline Cochran. This may weigh on sentiment, even though sales can also reflect scheduled transactions or diversification. Oklo Stock Opinions on Reactor Criticality Milestone
Insiders Place Their Bets
In other news, CEO Jacob Dewitte sold 140,000 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $68.29, for a total transaction of $9,560,600.00. Following the completion of the sale, the chief executive officer directly owned 538,039 shares in the company, valued at approximately $36,742,683.31. This represents a 20.65% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider William Carroll Murphy Goodwin sold 10,548 shares of the company’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $58.04, for a total value of $612,205.92. Following the sale, the insider owned 36,175 shares of the company’s stock, valued at approximately $2,099,597. The trade was a 22.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 483,629 shares of company stock worth $29,855,608 in the last 90 days. Company insiders own 12.70% of the company’s stock.
Oklo Trading Up 14.7%
Shares of OKLO opened at $48.38 on Friday. Oklo Inc. has a 12 month low of $36.61 and a 12 month high of $193.84. The firm’s 50 day moving average is $50.88 and its 200-day moving average is $60.58. The stock has a market capitalization of $8.42 billion, a PE ratio of -57.59 and a beta of 1.17.
Oklo (NYSE:OKLO – Get Free Report) last released its quarterly earnings results on Friday, August 7th. The company reported ($0.28) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.16) by ($0.12). The firm had revenue of $1.21 million for the quarter, compared to the consensus estimate of $0.09 million. The company’s quarterly revenue was up 11900.0% compared to the same quarter last year. During the same period last year, the firm posted ($0.18) EPS. Equities research analysts predict that Oklo Inc. will post -0.74 earnings per share for the current fiscal year.
Oklo 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.
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