Oklo (NYSE:OKLO) Issues Earnings Results

Posted by Brian Himes on May 12th, 2026

Oklo (NYSE:OKLO – Get Free Report) released its earnings results on Tuesday. The company reported ($0.19) EPS for the quarter, topping analysts’ consensus estimates of ($0.20) by $0.01, FiscalAI reports.

Here are the key takeaways from Oklo’s conference call:

Oklo emphasized that it is moving from planning to execution, with progress across its power, fuel, and isotope businesses, including Aurora-INL site work, Aurora Ohio development with Meta, and the Groves isotope reactor nearing criticality.
The company highlighted meaningful regulatory momentum, including NRC approval of its Principal Design Criteria Topical Report and continued advancement of DOE authorization steps, while saying new NRC Part 57 rules could better fit Oklo’s fleet-style deployment model.
Fuel strategy remains a key focus, with Oklo working on multiple pathways such as fresh HALEU, government surplus material, and recycling to support initial deployments and reduce dependence on a single supply route.
Oklo is leaning into AI partnerships with Battelle/INL and NVIDIA/Los Alamos to accelerate reactor and fuel design, particularly for its plutonium-fueled Pluto program and related material validation work.
The company ended Q1 with a strong $2.5 billion cash and marketable securities balance after its ATM program, and management said this leaves it well positioned to fund deployment plans in 2026 and beyond.

Oklo Price Performance

Shares of NYSE OKLO traded down $4.50 during mid-day trading on Tuesday, hitting $73.63. The company had a trading volume of 15,446,026 shares, compared to its average volume of 11,661,163. The stock has a market cap of $12.81 billion, a price-to-earnings ratio of -102.26 and a beta of 1.16. Oklo has a 12 month low of $29.17 and a 12 month high of $193.84. The firm’s 50 day simple moving average is $60.59 and its two-hundred day simple moving average is $80.40.

Key Stories Impacting Oklo

Here are the key news stories impacting Oklo this week:

Positive Sentiment: Oklo beat first-quarter EPS expectations by $0.01, showing results were slightly better than analysts had projected. Oklo Publishes First Quarter 2026 Financial Results and Business Update
Positive Sentiment: Oklo announced an AI-enabled partnership with Idaho National Laboratory to accelerate advanced reactor and fuel-system design, which reinforces its technology narrative and could support long-term investor interest. Oklo and Idaho National Laboratory to Employ AI-Enabled Reactor Design for Advanced Nuclear Systems
Neutral Sentiment: The U.S. Department of Energy is reportedly considering financing for long-lead nuclear plant components, a potentially supportive industry development, though it is not specific to Oklo. Reuters article on DOE financing consideration
Negative Sentiment: Investors were cautious heading into earnings, with commentary pointing to risk-off positioning and recent insider-sale filings by executives, which can weigh on a momentum-driven stock like OKLO. Quiver Quantitative article on insider-sale filings and pre-earnings risk
Negative Sentiment: Broader nuclear-stock weakness and trading expectations for a large post-earnings swing suggest investors are pricing in volatility rather than clear near-term fundamentals. Investopedia article on expected post-earnings move

Insider Activity at Oklo

In related news, insider William Carroll Murphy Goodwin sold 2,820 shares of Oklo stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $56.69, for a total value of $159,865.80. Following the sale, the insider directly owned 15,991 shares in the company, valued at $906,529.79. This trade represents a 14.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Jacob Dewitte sold 140,000 shares of Oklo stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $70.50, for a total transaction of $9,870,000.00. Following the completion of the sale, the chief executive officer owned 598,039 shares in the company, valued at approximately $42,161,749.50. This represents a 18.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 809,040 shares of company stock worth $49,162,094 in the last ninety days. 18.90% of the stock is owned by insiders.

Institutional Trading of Oklo

Institutional investors have recently made changes to their positions in the stock. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Oklo by 6.6% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 2,800 shares of the company’s stock worth $313,000 after purchasing an additional 174 shares in the last quarter. Kestra Advisory Services LLC raised its holdings in shares of Oklo by 0.5% in the 4th quarter. Kestra Advisory Services LLC now owns 41,689 shares of the company’s stock worth $2,992,000 after purchasing an additional 197 shares in the last quarter. O Shaughnessy Asset Management LLC raised its holdings in shares of Oklo by 4.8% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 4,519 shares of the company’s stock worth $324,000 after purchasing an additional 205 shares in the last quarter. Apexium Financial LP raised its holdings in shares of Oklo by 6.0% in the 3rd quarter. Apexium Financial LP now owns 4,000 shares of the company’s stock worth $447,000 after purchasing an additional 225 shares in the last quarter. Finally, Comerica Bank raised its holdings in shares of Oklo by 37.0% in the 3rd quarter. Comerica Bank now owns 981 shares of the company’s stock worth $110,000 after purchasing an additional 265 shares in the last quarter. 85.03% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Texas Capital upgraded Oklo to a “strong-buy” rating in a research report on Tuesday, January 27th. HC Wainwright reiterated a “buy” rating and issued a $90.00 target price on shares of Oklo in a research report on Wednesday, March 18th. Bank of America upgraded shares of Oklo from a “neutral” rating to a “buy” rating and raised their price target for the stock from $111.00 to $127.00 in a research report on Wednesday, January 21st. Cantor Fitzgerald restated an “overweight” rating and issued a $122.00 price target on shares of Oklo in a research report on Wednesday, March 18th. Finally, B. Riley Financial reduced their price target on shares of Oklo from $129.00 to $92.00 and set a “buy” rating on the stock in a research report on Wednesday, March 18th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Oklo currently has an average rating of “Moderate Buy” and a consensus price target of $87.42.

Read Our Latest Stock Analysis on OKLO

Oklo Company Profile

(Get Free Report)

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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Earnings History for Oklo (NYSE:OKLO)

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