Oklo (NYSE:OKLO) Trading 2.6% Higher – What’s Next?

Posted by Geri Gentry on Sep 4th, 2026

Oklo Inc. (NYSE:OKLO – Get Free Report)’s share price traded up 2.6% during trading on Wednesday . The stock traded as high as $39.72 and last traded at $39.5240. 6,642,518 shares were traded during mid-day trading, a decline of 41% from the average session volume of 11,331,269 shares. The stock had previously closed at $38.53.

Trending Headlines about Oklo

Here are the key news stories impacting Oklo this week:

Positive Sentiment: An analysis of small modular reactor stocks favors Oklo over NuScale Power, citing Oklo’s potentially larger future revenue opportunity as electricity demand from data centers and artificial intelligence increases. The thesis supports Oklo’s long-term growth prospects, although much of the opportunity remains dependent on future project execution and regulatory progress. Better Small Modular Reactor Stock to Buy After the Sell-Off: Oklo vs. NuScale Power
Positive Sentiment: Commentary that Oklo’s AI-power opportunity is becoming more tangible reinforces the broader bullish narrative that advanced nuclear reactors could benefit from rapidly rising data-center electricity demand. Oklo: The AI Power Trade Is Getting More Tangible
Neutral Sentiment: Holtec Nuclear’s planned IPO could draw fresh capital and attention to the nuclear and SMR industries, potentially improving sector sentiment. However, Holtec’s existing revenue base would give investors a more established competitor against which to compare Oklo. Holtec Nuclear IPO: A New Bet on the Nuclear Power Sector
Negative Sentiment: Several executives disclosed sales made September 1: CEO Jacob DeWitte sold 120,000 shares worth about $4.63 million, CFO Richard Bealmear sold 16,430 shares worth approximately $637,000 under a pre-arranged Rule 10b5-1 plan, and executive Alexandra Renner sold 1,930 shares worth roughly $74,000 to cover tax withholding. The CEO’s sizable reduction is the most notable bearish signal, although the planned and tax-related transactions lessen their significance. Oklo insider sale filings
Negative Sentiment: OKLO has been identified as one of the utilities sector’s most heavily shorted stocks, indicating strong bearish positioning and the potential for continued volatility. OKLO short interest in the utilities sector

Analyst Ratings Changes

A number of equities research analysts have weighed in on OKLO shares. Guggenheim started coverage on shares of Oklo in a research report on Thursday, June 25th. They set a “neutral” rating for the company. HC Wainwright reissued a “buy” rating and issued a $90.00 target price on shares of Oklo in a research report on Monday, August 10th. UBS Group dropped their target price on Oklo from $60.00 to $55.00 and set a “neutral” rating for the company in a research report on Thursday, June 11th. Canaccord Genuity Group cut their price target on shares of Oklo from $125.00 to $100.00 and set a “buy” rating on the stock in a research note on Monday, August 10th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $122.00 price target on shares of Oklo in a research note on Wednesday, May 13th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $85.03.

Check Out Our Latest Stock Report on OKLO

Oklo Price Performance

The company’s 50 day simple moving average is $44.33 and its 200 day simple moving average is $55.60. The firm has a market cap of $7.42 billion, a price-to-earnings ratio of -42.44 and a beta of 1.18.

Oklo (NYSE:OKLO – Get Free Report) last released its quarterly earnings data on Friday, August 7th. The company reported ($0.28) EPS for the quarter, missing analysts’ consensus estimates of ($0.16) by ($0.12). The firm had revenue of $1.21 million during the quarter, compared to analyst estimates of $0.09 million. The business’s revenue was up 11900.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted ($0.18) EPS. As a group, analysts forecast that Oklo Inc. will post -0.9 earnings per share for the current year.

Insider Activity at Oklo

In related news, CFO Richard Bealmear sold 16,430 shares of the business’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $38.76, for a total value of $636,826.80. Following the transaction, the chief financial officer owned 455,976 shares in the company, valued at $17,673,629.76. The trade was a 3.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Alexandra Renner sold 1,930 shares of Oklo stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $38.40, for a total value of $74,112.00. Following the completion of the transaction, the insider owned 475,022 shares in the company, valued at $18,240,844.80. This trade represents a 0.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 354,535 shares of company stock valued at $16,570,848 in the last quarter. Company insiders own 12.70% of the company’s stock.

Hedge Funds Weigh In On Oklo

A number of large investors have recently modified their holdings of the business. Gilpin Wealth Management LLC acquired a new position in Oklo during the fourth quarter worth $29,000. Wilmington Savings Fund Society FSB acquired a new position in shares of Oklo during the 3rd quarter worth $45,000. Triumph Capital Management acquired a new stake in Oklo in the 3rd quarter valued at about $49,000. SHP Wealth Management acquired a new stake in Oklo in the 4th quarter valued at about $32,000. Finally, Kemnay Advisory Services Inc. purchased a new position in Oklo during the 4th quarter valued at about $35,000. 85.03% of the stock is owned by hedge funds and other institutional investors.

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.