Oklo Stock: Insiders Sold $50M in Stock — What Investors Should Know

TLDR

• Oklo (OKLO) rose 7.2% on Monday, closing at $53.85 on volume of around 8.29 million shares
• Analysts hold a consensus “Moderate Buy” rating with a price target of $53.85, though UBS, Citi, and B. Riley have all cut their targets recently
• Oklo missed Q4 EPS estimates, reporting −$0.27 vs. the −$0.17 expected
• Insiders sold over 818,000 shares worth roughly $50.9 million in the last quarter, including a recent CFO sale
• Oklo’s first Aurora reactor deployment is targeted for Idaho in 2027, with revenue expected to reach $36 million by 2028

Oklo (OKLO) gained 7.2% on Monday, closing at $53.85. The stock hit an intraday high of $53.96, up from Friday’s close of $50.25. Trading volume came in at around 8.29 million shares, about 17% below its average daily volume of 10 million.

Oklo Inc., OKLO

The move comes as nuclear energy stocks stay in focus, driven by growing power demand from data centers and AI infrastructure.

Oklo’s market cap sits at around $9.35 billion. Its 50-day moving average is $60.16, and its 200-day moving average is $89.90 — both well above the current price.

Analyst Targets Have Been Cut

Wall Street’s view on Oklo has cooled slightly in recent weeks. UBS cut its price target from $95 to $60 and rates the stock “neutral.” Citi trimmed its target from $95 to $73.50, also rating it “neutral.” B. Riley cut from $129 to $92 but kept a “buy” rating.

Cantor Fitzgerald held firm with an “overweight” rating and a $122 price target. Wedbush also kept its “outperform” rating.

Across the board, the consensus is “Moderate Buy” with an average target of $84.30. That’s still well above the current price, but targets have been drifting lower.

Of the 19 analysts covering the stock, two rate it a Strong Buy, nine a Buy, six a Hold, and two a Sell.

On the earnings front, Oklo reported a loss of $0.27 per share in its most recent quarter, missing the estimate of −$0.17 by $0.10. Analysts forecast a full-year EPS of −$8.20 for the current year.

Insider Selling Picks Up

Insider activity has been on the heavier side. CFO Richard Craig Bealmear sold 16,342 shares on April 1st at an average price of $51.08, a transaction worth about $834,749. That reduced his stake by roughly 4%.

Insider William Carroll Murphy Goodwin also sold 2,820 shares in March at $56.69, cutting his position by nearly 15%.

In total, insiders sold 818,766 shares worth around $50.9 million over the last quarter. Insiders still own 18.9% of the company, with institutional investors holding 85.03%.

Oklo’s Aurora microreactor generates 1.5 MW on its own and can scale up to 75 MW per deployment. The design targets remote and off-grid locations, and uses metallic uranium fuel that lasts roughly a decade without refueling.

The company has no meaningful revenue yet. It expects to deploy its first 75 MW Aurora Powerhouse reactor in Idaho in 2027. It also holds a U.S. Department of Defense contract to build a reactor at Eielson Air Force Base in Alaska.

Revenue is forecast to climb from under $1 million in 2026 to $36 million by 2028.

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