Oklo (NYSE:OKLO) Reaches New 12-Month Low – Should You Sell?

Posted by Geri Gentry on Sep 11th, 2026

Oklo Inc. (NYSE:OKLO – Get Free Report) shares hit a new 52-week low during mid-day trading on Friday . The stock traded as low as $36.61 and last traded at $36.5840, with a volume of 16839102 shares changing hands. The stock had previously closed at $39.88.

More Oklo News

Here are the key news stories impacting Oklo this week:

Positive Sentiment: New funding could support growth: Oklo launched a new at-the-market offering program capable of raising up to $1 billion. The proceeds could help fund reactor development, licensing, construction and other corporate needs as the company works toward commercializing its Aurora advanced-fission technology. Oklo shares slide after company launches new $1B stock offering
Positive Sentiment: Analyst support remains: Piper Sandler initiated coverage with an Overweight rating and a $55 price target. Other analysts maintain substantially higher targets, reflecting optimism about Oklo’s potential role in supplying reliable, low-carbon power to data centers and other large customers. Piper Sandler Initiates a Buy Rating on Oklo
Neutral Sentiment: Insider transactions: CEO Jacob DeWitte sold 120,000 shares for approximately $4.6 million but retained significant direct and indirect holdings. General Counsel Vivek Narayanadas also sold shares under a pre-arranged Rule 10b5-1 plan to cover tax withholding, reducing the bearish significance of those sales. Oklo CEO Sells Shares
Negative Sentiment: Dilution concerns are the primary overhang: Oklo fully used a previous $1 billion ATM program launched in May and is now seeking another $1 billion. The rapid use of the prior program highlights the company’s substantial cash needs and raises concern that additional share issuance will dilute current investors. Oklo Stock Dips After $1 Billion Stock Offering
Negative Sentiment: Commercialization risk remains high: Oklo has not deployed a commercial reactor, remains unprofitable and recently reported a wider-than-expected quarterly loss. Investors are therefore weighing the long-term AI and nuclear-power opportunity against financing, licensing, construction and execution risks.
Negative Sentiment: Sector weakness added pressure: Advanced-nuclear stocks declined broadly after mixed analyst calls, causing Oklo to fall alongside peers even though Piper Sandler rated the company favorably. Nuclear Stocks Slide After Piper Sandler Ratings

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Piper Sandler assumed coverage on shares of Oklo in a research note on Tuesday. They set an “overweight” rating and a $55.00 target price on the stock. Guggenheim initiated coverage on shares of Oklo in a research report on Thursday, June 25th. They issued a “neutral” rating on the stock. Truist Financial decreased their price objective on shares of Oklo from $55.00 to $51.00 and set a “hold” rating for the company in a research report on Monday, August 10th. UBS Group cut their price target on Oklo from $60.00 to $55.00 and set a “neutral” rating on the stock in a research note on Thursday, June 11th. Finally, Royal Bank Of Canada set a $80.00 price objective on Oklo in a research report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Oklo currently has an average rating of “Moderate Buy” and a consensus price target of $83.26.

Get Our Latest Analysis on OKLO

Oklo Trading Down 8.9%

The firm’s fifty day moving average price is $43.29 and its 200-day moving average price is $54.72. The firm has a market cap of $6.76 billion, a price-to-earnings ratio of -38.68 and a beta of 1.18.

Oklo (NYSE:OKLO – Get Free Report) last announced its quarterly earnings results on Friday, August 7th. The company reported ($0.28) EPS for the quarter, missing the consensus estimate of ($0.16) by ($0.12). The company had revenue of $1.21 million for the quarter, compared to analysts’ expectations of $0.09 million. During the same quarter in the prior year, the company earned ($0.18) EPS. Oklo’s quarterly revenue was up 11900.0% compared to the same quarter last year. On average, sell-side analysts expect that Oklo Inc. will post -0.91 earnings per share for the current year.

Insider Buying and Selling at Oklo

In related news, CEO Jacob DeWitte sold 80,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $38.69, for a total transaction of $3,095,200.00. Following the transaction, the chief executive officer owned 398,039 shares in the company, valued at $15,400,128.91. This trade represents a 16.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, General Counsel Vivek Narayanadas sold 3,264 shares of the firm’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $39.77, for a total value of $129,809.28. Following the transaction, the general counsel owned 7,822 shares in the company, valued at $311,080.94. This represents a 29.44% decrease in their position. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 355,676 shares of company stock valued at $16,618,122. 12.70% of the stock is owned by insiders.

Institutional Investors Weigh In On Oklo

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. increased its position in Oklo by 6.6% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 2,800 shares of the company’s stock worth $313,000 after buying an additional 174 shares in the last quarter. Citizens Financial Group Inc. RI lifted its position in shares of Oklo by 1.0% in the first quarter. Citizens Financial Group Inc. RI now owns 18,704 shares of the company’s stock valued at $928,000 after acquiring an additional 182 shares in the last quarter. The Manufacturers Life Insurance Company boosted its stake in shares of Oklo by 0.3% during the first quarter. The Manufacturers Life Insurance Company now owns 70,433 shares of the company’s stock valued at $3,493,000 after acquiring an additional 183 shares during the last quarter. Triton Wealth Management PLLC boosted its stake in shares of Oklo by 1.3% during the first quarter. Triton Wealth Management PLLC now owns 14,760 shares of the company’s stock valued at $734,000 after acquiring an additional 191 shares during the last quarter. Finally, Kestra Advisory Services LLC increased its position in Oklo by 0.5% during 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. Hedge funds and other institutional investors own 85.03% of the company’s stock.

About Oklo

(Get Free Report)

Oklo Inc is an advanced nuclear technology company focused on developing and commercializing small-scale fission power plants. The company’s flagship product, the Aurora powerhouse, is designed to provide reliable, long-term electricity and heat using advanced nuclear reactor technology. Oklo is targeting applications such as industrial operations, data centers, defense facilities and other customers that require dependable, low-carbon energy.

Oklo is also developing fuel-recycling capabilities intended to use certain forms of nuclear fuel more efficiently and reduce the volume of nuclear waste requiring disposal.