Oklo Started With Neutral Rating at BTIG, Shares Up Slightly

• BTIG reiterated a Neutral rating for Oklo (NYSE:OKLO) following its Q2 2025 earnings call.
• Oklo's stock price stood at $71.86, reflecting a 4.59% decrease from previous levels.
• The company's market capitalization is approximately $10.51 billion, with a trading volume of 15.93 million shares.

On August 12, 2025, BTIG reiterated its Neutral rating for Oklo (NYSE:OKLO), advising investors to hold the stock. At the time, the stock price was $71.86. Oklo, a company known for its innovative energy solutions, recently held its Q2 2025 earnings conference call, providing insights into its financial performance and strategic direction.

During the earnings call on August 11, 2025, key figures such as CEO Jacob Dewitte and CFO Richard Craig Bealmear discussed Oklo's financials. The stock price of $71.86 reflects a 4.59% decrease, or $3.46, from previous levels. The stock has fluctuated between $71.31 and $75.25 today, indicating some volatility.

Oklo's market capitalization is approximately $10.51 billion, with a trading volume of 15.93 million shares. This suggests a significant level of investor interest and activity. Over the past year, the stock has seen a high of $85.35 and a low of $5.35, highlighting its potential for both growth and risk.

The conference call also featured participation from investment research analysts like Craig Kenneth Shere from Tuohy Brothers Investment Research and Derek John Soderberg from Cantor Fitzgerald & Co. Their involvement underscores the importance of Oklo's financial updates to the investment community.

• Citigroup reaffirms a "Buy" rating for Oklo Inc. (NYSE: OKLO), driving a 4% stock increase.
• Oklo completes the Nuclear Regulatory Commission's pre-application readiness assessment, a critical step towards securing a combined license application for its Aurora powerhouse.
• The company's stock price reflects a 2.69% increase, with a market capitalization of approximately $10.08 billion.

On July 20, 2025, Citigroup reaffirmed its "Buy" rating for Oklo Inc. (NYSE: OKLO), a company at the forefront of advanced nuclear technology. At the time, the stock was valued at $68.98. Oklo is known for its innovative approach to nuclear energy, focusing on small modular reactors (SMRs) that promise clean and reliable power. The company competes in a niche market, aiming to revolutionize energy solutions for remote and high-demand areas.

Following Citigroup's rating update, Oklo's stock saw a 4% increase by early afternoon on Thursday. This uptick was driven by the company's completion of the Nuclear Regulatory Commission's (NRC) "pre-application readiness assessment." This assessment is a critical milestone in Oklo's journey to secure a combined license application (COLA) for its Aurora powerhouse at the Idaho National Laboratory (INL). The NRC's positive feedback indicates Oklo's readiness to advance in the licensing process.

Oklo's CEO, Jacob DeWitte, emphasized the significance of this achievement, noting that the NRC's assessment suggests a promising path for the company's application. The next step involves submitting the COLA application, anticipated later this year. This progress underscores Oklo's commitment to constructing a small modular reactor at INL, a project that could redefine energy production in remote locations.

The stock's recent performance has been impressive, with a notable surge of nearly 30% at one point. This increase is largely due to Oklo's selection by the U.S. Air Force to build a small nuclear reactor at Eielson Air Force Base in Alaska. This project enhances Oklo's credibility and showcases the potential of SMRs in delivering sustainable energy solutions. The stock's upward trajectory is further supported by growing interest in nuclear energy and Oklo's substantial stock offering.

Currently, Oklo's stock is priced at $68.98, reflecting a 2.69% increase, equivalent to a $1.81 rise. The stock has fluctuated between $65.11 and $69.13 today, with a 52-week high of $73.55 and a low of $5.35. Oklo's market capitalization is approximately $10.08 billion, with a trading volume of 15.16 million shares, highlighting investor interest and confidence in the company's future prospects.

• Derek Soderberg from Cantor Fitzgerald sets a price target of $73 for NYSE:OKLO, indicating a potential increase of approximately 16.97%.
• Oklo announces a significant partnership with Kiewit Nuclear Solutions Co. for the construction of its first commercial Aurora powerhouse in Idaho, marking a major step in advancing nuclear technology.
• The stock for OKLO has seen a notable increase of 11.29%, reflecting positive market sentiment towards the company's future prospects.

Oklo Inc. (NYSE: OKLO) is a company that focuses on advanced nuclear technology. It is making strides in the energy sector with its innovative projects. Recently, Derek Soderberg from Cantor Fitzgerald set a price target of $73 for OKLO, suggesting a potential price increase of approximately 16.97% from its current price of $62.41. This indicates a positive outlook for the company's stock.

Oklo has announced a significant partnership with Kiewit Nuclear Solutions Co. for the construction of its first commercial Aurora powerhouse in Idaho. This project will be located at the Idaho National Laboratory, a key site for nuclear research. The collaboration is formalized under a Master Services Agreement, marking a major step in Oklo's mission to advance nuclear technology.

The stock for OKLO has seen a notable increase of 11.29%, which translates to a rise of $6.33. Today, the stock has fluctuated between a low of $54.52 and a high of $62.66. This volatility reflects the market's response to Oklo's recent developments and the positive sentiment surrounding its future prospects.

Over the past year, OKLO's stock has reached a high of $73.55 and a low of $5.35, indicating significant fluctuations. The company's market capitalization is approximately $9.12 billion, with a trading volume of 25.62 million shares. These figures highlight the market's interest in Oklo and its potential for growth in the nuclear technology sector.

Kiewit Nuclear Solutions Co., a subsidiary of Kiewit Corporation, is recognized as one of the largest construction and engineering organizations in North America. This partnership is expected to enhance Oklo's capabilities and strengthen its position in the industry. As highlighted by the recent stock performance, investors are optimistic about Oklo's future and its ability to deliver on its ambitious projects.

Wedbush raised its price target on Oklo (NYSE:OKLO) to $75 from $55 while maintaining an Outperform rating, citing accelerating momentum in U.S. nuclear energy policy and growing government interest in advanced reactor deployment.

The firm highlights a recent development in which Oklo received a Notice of Intent to Award (NOITA) from the Defense Logistics Agency Energy, acting on behalf of the U.S. Air Force and Department of Defense. The award pertains to providing nuclear power to Eielson Air Force Base in Alaska. Oklo will design, build, own, and operate the plant, supplying both electricity and heat—key attributes for energy independence at remote military installations.

Wedbush also notes broader support for the nuclear sector following an executive order by former President Trump aimed at accelerating U.S. nuclear energy development. The order seeks to streamline the regulatory process for reactor approvals, bolster fuel supply chains, and support energy-intensive AI datacenter expansion.

With the Department of Defense targeting a fourfold increase in nuclear capacity to 400 GW by 2050 and possessing regulatory authority over installations on military bases, analysts see a clear path for accelerated deployment—positioning Oklo as a prime beneficiary of these strategic shifts.

BTIG initiated coverage on Oklo (NYSE:OKLO) with a Neutral rating, citing the company’s innovative but early-stage efforts to reshape the nuclear energy landscape. The company’s shares rose more than 1% pre-market today.

Unlike most small modular reactor (SMR) developers that license technology to utilities, Oklo is taking a vertically integrated approach—designing, building, owning, and operating its own nuclear power plants. Its business model centers around securing long-term power purchase agreements (PPAs), especially with high-demand customers like data centers seeking stable, carbon-free energy outside the traditional utility grid.

A major technological distinction is Oklo’s molten metal reactor design, which promises greater safety and efficiency compared to conventional light water reactors, currently the dominant technology globally. However, commercial deployment is still years away, with the company targeting the early 2030s.

Oklo has already signed six non-binding letters of intent totaling around 14 gigawatts in potential capacity. Still, critical milestones lie ahead, including regulatory approval from the Nuclear Regulatory Commission (NRC) and completion of its first plant at the Idaho National Laboratory, expected between late 2027 and early 2028.

BTIG remains cautiously optimistic about Oklo’s disruptive potential but notes the company’s commercial viability is still in its early stages.

• Oklo Inc. (NYSE:OKLO) is under investigation by Pomerantz LLP for potential securities fraud following a critical report by Kerrisdale Capital.
• The company's stock experienced a 3.9% drop after the report, which raised concerns about its regulatory approvals and commercial viability.
• Despite insider sales by executives, Oklo's stock has shown resilience with a current trading price of $24.16, indicating investor interest amidst the controversies.

Oklo Inc. (NYSE:OKLO), a pioneering nuclear energy company, recently entered the public market through a Special Purpose Acquisition Company (SPAC) merger. The company's focus on developing microreactors of 15-50 MWe capacity places it in a competitive and challenging industry dominated by established players. However, Oklo's journey has been marred by significant scrutiny regarding its commercial viability and the hurdles of regulatory approvals.

Pomerantz LLP has initiated an investigation into potential securities fraud by Oklo and its executives, triggered by a damning report from Kerrisdale Capital. This report questioned the absence of regulator-approved designs and revenue streams for Oklo, alongside highlighting the company's technical and financial obstacles. These revelations led to a 3.9% decline in Oklo's stock price, closing at $20.95.

Further complicating matters, on December 20, 2024, Oklo's CEO, DeWitte Jacob, and COO, Caroline Cochran, were reported to have sold 2,321 shares each at an approximate price of $20.24 per share. Despite these sales, both executives maintain a significant stake in the company, holding 12.77 million shares each. These transactions, disclosed under Form 4, signal insider trading activity that could be pivotal in the ongoing investigation by Pomerantz LLP.

As of now, Oklo's stock is trading at $24.16, marking a 2.31% increase. The stock's daily trading range was between $23.03 and $24.99, with a yearly high of $28.12 and a low of $5.35. With a market capitalization of approximately $2.95 billion and a trading volume of 10.15 million shares, investor interest in Oklo remains strong despite the challenges and ongoing investigation.

The investigation by Pomerantz LLP, coupled with the insider sales by Oklo's executives, adds layers of complexity to the company's current situation. Investors are advised to stay abreast of the developments, as the outcome of the investigation could significantly influence Oklo's stock performance and its future prospects in the nuclear energy sector.