Analysts Set Expectations for Oklo’s Q3 Earnings (NYSE:OKLO)

Oklo Inc. (NYSE:OKLO) – Equities research analysts at William Blair boosted their Q3 2025 earnings per share estimates for shares of Oklo in a research note issued on Tuesday, August 12th. William Blair analyst J. Dorsheimer now anticipates that the company will earn ($0.09) per share for the quarter, up from their previous forecast of ($0.10). William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Oklo’s current full-year earnings is ($8.20) per share. William Blair also issued estimates for Oklo’s Q4 2025 earnings at ($0.11) EPS, FY2025 earnings at ($0.44) EPS, Q1 2026 earnings at ($0.14) EPS, Q2 2026 earnings at ($0.22) EPS and FY2026 earnings at ($0.56) EPS.

Other analysts also recently issued reports about the company. Wedbush increased their target price on Oklo from $75.00 to $80.00 and gave the company an “outperform” rating in a research note on Tuesday. HC Wainwright increased their target price on Oklo from $55.00 to $90.00 and gave the company a “buy” rating in a research note on Tuesday. Seaport Res Ptn upgraded Oklo from a “hold” rating to a “strong-buy” rating in a research note on Monday, June 9th. Daiwa America upgraded Oklo from a “hold” rating to a “strong-buy” rating in a research note on Sunday, July 27th. Finally, BNP Paribas upgraded Oklo to a “strong sell” rating in a research note on Friday, July 25th. Two equities research analysts have rated the stock with a sell rating, three have given a hold rating, six have assigned a buy rating and two have given a strong buy rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $63.78.

Oklo Stock Down 3.5%

Oklo stock opened at $71.09 on Thursday. The stock’s 50 day moving average is $64.88 and its 200 day moving average is $44.49. Oklo has a twelve month low of $5.35 and a twelve month high of $85.35. The company has a market capitalization of $10.49 billion, a P/E ratio of -169.26 and a beta of 0.60.

Oklo (NYSE:OKLO) last posted its quarterly earnings results on Monday, August 11th. The company reported ($0.18) earnings per share for the quarter, missing the consensus estimate of ($0.12) by ($0.06).

Hedge Funds Weigh In On Oklo

Several hedge funds and other institutional investors have recently modified their holdings of OKLO. State Street Corp raised its holdings in Oklo by 454.5% in the 2nd quarter. State Street Corp now owns 2,138,658 shares of the company’s stock worth $119,743,000 after purchasing an additional 1,752,946 shares during the period. Geode Capital Management LLC raised its holdings in Oklo by 195.9% in the 2nd quarter. Geode Capital Management LLC now owns 2,248,425 shares of the company’s stock worth $125,906,000 after purchasing an additional 1,488,482 shares during the period. Hood River Capital Management LLC bought a new position in Oklo in the 2nd quarter worth $40,919,000. JAT Capital Mgmt LP bought a new position in Oklo in the 4th quarter worth $14,798,000. Finally, Millennium Management LLC raised its holdings in Oklo by 4,974.1% in the 1st quarter. Millennium Management LLC now owns 582,002 shares of the company’s stock worth $12,589,000 after purchasing an additional 570,532 shares during the period. 85.03% of the stock is owned by institutional investors.

Insider Buying and Selling at Oklo

In other news, Director Michael Stuart Klein sold 150,000 shares of the stock in a transaction on Friday, June 20th. The stock was sold at an average price of $62.74, for a total transaction of $9,411,000.00. Following the transaction, the director directly owned 250,000 shares of the company’s stock, valued at $15,685,000. This represents a 37.50% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Jacob Dewitte sold 300,000 shares of the stock in a transaction on Monday, June 30th. The shares were sold at an average price of $55.20, for a total value of $16,560,000.00. Following the transaction, the chief executive officer directly owned 10,105,098 shares in the company, valued at $557,801,409.60. The trade was a 2.88% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 600,000 shares of company stock worth $35,066,500 over the last three months. Insiders own 18.90% of the company’s stock.

Oklo Company Profile

Oklo Inc designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. It also provides used nuclear fuel recycling services. The company was founded in 2013 and is based in Santa Clara, California.