HC Wainwright Weighs in on Oklo’s Q3 Earnings (NYSE:OKLO)

Posted by Brian Himes on Aug 12th, 2026

Oklo Inc. (NYSE:OKLO – Free Report) – Investment analysts at HC Wainwright lowered their Q3 2026 earnings estimates for shares of Oklo in a research report issued on Monday, August 10th. HC Wainwright analyst S. Joshi now anticipates that the company will post earnings per share of ($0.30) for the quarter, down from their previous estimate of ($0.15). HC Wainwright has a “Buy” rating and a $90.00 price target on the stock. The consensus estimate for Oklo’s current full-year earnings is ($0.74) per share. HC Wainwright also issued estimates for Oklo’s Q4 2026 earnings at ($0.33) EPS, FY2026 earnings at ($1.10) EPS, FY2027 earnings at ($1.40) EPS, FY2028 earnings at ($1.51) EPS, FY2029 earnings at ($0.79) EPS and FY2030 earnings at $1.46 EPS.

Several other equities research analysts also recently issued reports on the company. Bank of America assumed coverage on Oklo in a report on Friday, May 22nd. They set a “buy” rating and a $80.00 price target for the company. Wolfe Research assumed coverage on shares of Oklo in a report on Tuesday, May 19th. They issued a “peer perform” rating on the stock. JPMorgan Chase & Co. initiated coverage on shares of Oklo in a research report on Monday, May 11th. They issued a “neutral” rating and a $83.00 price objective on the stock. Royal Bank Of Canada set a $80.00 target price on shares of Oklo in a research note on Friday, May 22nd. Finally, Wedbush reiterated an “outperform” rating and issued a $110.00 price target on shares of Oklo in a research note on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $85.03.

View Our Latest Stock Report on OKLO

Oklo Trading Up 5.9%

OKLO stock opened at $47.12 on Wednesday. The firm has a market capitalization of $8.77 billion, a PE ratio of -50.13 and a beta of 1.17. Oklo has a 1-year low of $36.61 and a 1-year high of $193.84. The business’s 50 day simple moving average is $49.90 and its 200 day simple moving average is $59.71.

Oklo (NYSE:OKLO – Get Free Report) last released its quarterly earnings data on Friday, August 7th. The company reported ($0.28) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.16) by ($0.12). The business had revenue of $1.21 million during the quarter, compared to analysts’ expectations of $0.09 million. During the same quarter last year, the company earned ($0.18) EPS. The firm’s revenue for the quarter was up 11900.0% on a year-over-year basis.

Insiders Place Their Bets

In related news, insider William Carroll Murphy Goodwin sold 10,548 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $58.04, for a total transaction of $612,205.92. Following the sale, the insider owned 36,175 shares of the company’s stock, valued at $2,099,597. This represents a 22.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Jacob Dewitte sold 140,000 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $68.29, for a total value of $9,560,600.00. Following the completion of the transaction, the chief executive officer owned 538,039 shares in the company, valued at $36,742,683.31. The trade was a 20.65% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 483,629 shares of company stock worth $29,855,608 in the last quarter. Corporate insiders own 12.70% of the company’s stock.

Institutional Trading of Oklo

Hedge funds and other institutional investors have recently modified their holdings of the stock. Royal Bank of Canada increased its holdings in Oklo by 162.6% in the 1st quarter. Royal Bank of Canada now owns 92,850 shares of the company’s stock worth $2,009,000 after purchasing an additional 57,497 shares in the last quarter. AQR Capital Management LLC bought a new stake in shares of Oklo during the first quarter worth about $519,000. Millennium Management LLC increased its stake in shares of Oklo by 4,974.1% in the first quarter. Millennium Management LLC now owns 582,002 shares of the company’s stock valued at $12,589,000 after buying an additional 570,532 shares during the period. NewEdge Advisors LLC raised its holdings in Oklo by 165.6% in the 1st quarter. NewEdge Advisors LLC now owns 15,672 shares of the company’s stock valued at $339,000 after buying an additional 9,772 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Oklo by 90.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 112,772 shares of the company’s stock worth $2,439,000 after buying an additional 53,703 shares during the period. Institutional investors own 85.03% of the company’s stock.

Oklo News Summary

Here are the key news stories impacting Oklo this week:

Positive Sentiment: Oklo’s first quarterly revenue of approximately $1.21 million, alongside progress at its Groves isotope facility and fuel-supply planning with Centrus, gives investors evidence that the business is beginning to transition from a development-stage company toward commercial operations. The company also has roughly $3 billion in liquidity, which could reduce near-term financing and dilution concerns. Oklo’s Revenue Transition Gives Bulls a New Reason to Watch
Positive Sentiment: HC Wainwright reaffirmed its Buy rating with a $90 price target, while Canaccord maintained a Buy rating despite reducing its target to $100. These targets imply substantial long-term upside if Oklo successfully commercializes its Aurora reactors, isotope operations and fuel businesses. Analysts Cut Their Forecasts on Oklo After Q2 Results
Neutral Sentiment: Truist lowered its price target from $55 to $51 and assigned a Hold rating. Citi also maintained a Hold rating, signaling that some analysts see progress but believe the current valuation already reflects much of Oklo’s potential. Oklo Gets a Hold from Truist Financial
Negative Sentiment: Second-quarter net loss widened to about $48.5 million, or $0.28 per share, missing the expected $0.16 loss. Higher project-execution costs and increased investment led Oklo to raise its 2026 spending outlook, reinforcing concerns that meaningful revenue and profitability remain several years away. OKLO Q2 Loss Widens Year Over Year
Negative Sentiment: CEO Jacob DeWitte disclosed the sale of 120,000 shares for approximately $4.9 million. Although he reportedly still owns nearly 472,000 shares directly, the sale adds to investor concern because recent insider trading has been heavily weighted toward selling rather than buying. Oklo CEO Sells Shares

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.