Oklo (NYSE:OKLO) Trading 7.8% Higher – What’s Next?

Posted by Brenda Bartman on May 13th, 2026

Oklo Inc. (NYSE:OKLO – Get Free Report)’s share price traded up 7.8% during mid-day trading on Monday . The stock traded as high as $79.65 and last traded at $78.1410. 17,176,818 shares were traded during trading, an increase of 48% from the average session volume of 11,620,602 shares. The stock had previously closed at $72.51.

Oklo News Roundup

Here are the key news stories impacting Oklo this week:

Positive Sentiment: Oklo announced a strategic partnership with Idaho National Laboratory to use AI tools to speed up advanced reactor and fuel-system design, which supports its long-term development story and could help de-risk its technology roadmap. Oklo and Idaho National Laboratory to Employ AI-Enabled Reactor Design for Advanced Nuclear Systems
Positive Sentiment: Several analysts remain constructive, with Wedbush and Cantor Fitzgerald reaffirming bullish ratings and setting price targets well above the current share price, signaling continued Wall Street confidence in the stock’s upside. Analyst price target updates
Neutral Sentiment: The company reported a smaller-than-expected quarterly loss of $0.19 per share versus estimates for a $0.20 loss, but the result still showed a wider year-over-year loss and reinforced that Oklo remains in an investment-heavy, pre-revenue phase. Oklo earnings report
Neutral Sentiment: Oklo ended the quarter with a strong cash position, which helps fund development, but the lack of revenue and ongoing losses mean investors are still focused on execution milestones rather than near-term profitability. Oklo’s losses deepen. Why the nuclear start-up still has Wall Street’s attention
Negative Sentiment: Oklo also established a new at-the-market equity offering program, raising the risk of future share dilution and putting pressure on the stock as investors weigh additional capital needs against the company’s growth plans. Oklo establishes new at-the-market equity offering program

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. B. Riley Financial lowered their target price on Oklo from $129.00 to $92.00 and set a “buy” rating for the company in a research note on Wednesday, March 18th. Canaccord Genuity Group lowered their target price on Oklo from $175.00 to $125.00 and set a “buy” rating for the company in a research note on Wednesday, March 18th. HC Wainwright restated a “buy” rating and issued a $90.00 target price on shares of Oklo in a research note on Wednesday, March 18th. Weiss Ratings lowered Oklo from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Wednesday, April 22nd. Finally, UBS Group lowered their target price on Oklo from $95.00 to $60.00 and set a “neutral” rating for the company in a research note on Thursday, March 26th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $85.19.

Read Our Latest Research Report on OKLO

Oklo Price Performance

The company has a market capitalization of $12.13 billion, a price-to-earnings ratio of -83.03 and a beta of 1.16. The stock has a 50 day moving average price of $60.90 and a two-hundred day moving average price of $79.68.

Oklo (NYSE:OKLO – Get Free Report) last announced its quarterly earnings data on Tuesday, May 12th. The company reported ($0.19) EPS for the quarter, topping analysts’ consensus estimates of ($0.20) by $0.01. During the same period last year, the business earned ($0.07) earnings per share. Sell-side analysts forecast that Oklo Inc. will post -0.76 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider William Carroll Murphy Goodwin sold 2,820 shares of Oklo stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $56.69, for a total value of $159,865.80. Following the completion of 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Richard Craig Bealmear sold 16,342 shares of Oklo stock in a transaction dated Wednesday, April 1st. The stock was 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 owned 386,008 shares of the company’s stock, valued at approximately $19,717,288.64. The trade was a 4.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 809,040 shares of company stock worth $49,162,094 over the last three months. 18.90% of the stock is currently owned by company insiders.

Institutional Trading of Oklo

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. NBC Securities Inc. boosted its holdings 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 buying an additional 150 shares during the last quarter. Costello Asset Management INC boosted its holdings in Oklo by 66.7% during the first quarter. Costello Asset Management INC now owns 500 shares of the company’s stock worth $25,000 after buying an additional 200 shares during the last quarter. GAMMA Investing LLC boosted its holdings in Oklo by 356.3% during the fourth quarter. GAMMA Investing LLC now owns 365 shares of the company’s stock worth $26,000 after buying an additional 285 shares during the last quarter. Gables Capital Management Inc. bought a new position in Oklo during the third quarter worth about $28,000. Finally, Nemes Rush Group LLC bought a new position in Oklo during the third quarter worth about $28,000. 85.03% of the stock is currently owned by institutional investors and hedge funds.

About Oklo

(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.