Research
Piper Sandler Initiates Oklo at Overweight
Oklo (OKLO) has an average rating of overweight and mean price target of $75.03, according to analysts polled by FactSet.
$OKLO
$OKLO
25 stories mentioning OKLOUpdated 4d ago
Every FINWIRES story that references OKLO, newest first.
What are analysts saying about OKLO?
Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.
What's the latest news on OKLO?
Sectors
Sector Update: Energy Stocks Fall Late Afternoon
Energy stocks were lower late Friday afternoon, with the NYSE Energy Sector Index falling 1.1% and the State Street Energy Select Sector SPDR ETF (XLE) dropping 1.3%.The Philadelphia Oil Service Sector Index was shedding 1.4%, and the Dow Jones US Utilities Index rose 0.8%.In geopolitical news, Iranian lawmakers are debating the wording of a proposed deal with Oman on the Strait of Hormuz, with President Donald Trump insisting an agreement is getting closer, Bloomberg reported. Iran's Deputy Foreign Minister Kazem Gharibabadi said earlier this week that an understanding with Oman had been reached "in principle," and state TV cited one lawmaker on Friday as saying the final text and details of an agreement with Muscat will be announced "soon," according to the news report.Front-month West Texas Intermediate crude oil slid 0.5% to $76.92 a barrel, and the global benchmark Brent crude contract fell 0.7% to $81.95 a barrel. Henry Hub natural gas futures gained 1% to $2.67 per 1 million BTU.In corporate news, Vistra's (VST) shares were down 0.3% after it reported Q2 results that fell short of consensus expectations.Calumet (CLMT) shares fell 6% after the company reported Friday it narrowed its Q2 loss to $1.09 per basic share, from a loss of $1.70 a year earlier. Analysts expected earnings of $0.07.Oklo (OKLO) shares jumped past 14% after it posted better-than-expected revenue for Q2.Energy Vault (NRGV) shares surged 17% after it said Friday it signed an agreement to deploy 1.25 gigawatts of integrated power infrastructure for hyperscaler AI data centers, with the initial deployment backed by a customer contract in Texas.
$CLMT$NRGV$OKLO$VST
US Markets
Stocks Rise Pre-Bell Ahead of Key Jobs Report; Investors Assess Iran's Hormuz Draft Plan
The benchmark US stock measures were tracking in the green before the open Friday as traders await a key employment report for July and assess media reports on Iran's restrictive draft plan for the Strait of Hormuz.The S&P 500 rose 0.2%, the Nasdaq increased 0.5% and the Dow Jones Industrial Average edged up in premarket activity. The indexes finished the previous trading session lower, with the Dow snapping a three-day streak of record closing highs.The nonfarm payrolls report for last month is scheduled to be released at 8:30 am ET. Government data is expected to show that the US economy added 80,000 jobs in July, compared with a 57,000 gain reported for the month prior, according to a Bloomberg poll.Job cuts hit a two-year low in July even as downsizing in the tech sector continued, outplacement firm Challenger Gray & Christmas said Thursday. Earlier in the week, ADP (ADP) data showed that private-sector employment in the US increased less than expected last month as gains were concentrated in services.Treasury yields were down in premarket action, with the two-year rate retreating 1.2 basis points to 4.23% and the 10-year rate off 0.8 basis points to 4.66%.Iranian state news agency Fars published on Thursday Iran's initial draft proposal for a potential deal over the Strait of Hormuz under which US and Israeli ships would be barred from transiting the key waterway, CNBC reported. The plan is reportedly under review by an Iranian parliamentary committee.Iranian Deputy Foreign Minister Kazem Gharibabadi earlier in the week said that an "understanding" between Iran and Oman regarding the Strait of Hormuz is close to being finalized. The proposed Iran-Oman agreement would not automatically reopen the strait, Gharibabadi told the state-run Islamic Republic News Agency, according to CNN.West Texas Intermediate crude oil nudged 0.1% lower to $77.27 a barrel before the opening bell, while Brent dipped 0.2% to $82.29.Shares of Cloudflare (NET) jumped 17% pre-bell as the cloud company lifted its full-year outlook following better-than-expected second-quarter results. Airbnb (ABNB) advanced 8.1% after the vacation rental company's second-quarter results topped Wall Street's estimates amid strong demand fueled by the FIFA World Cup.Vistra (VST), Take-Two Interactive Software (TTWO), Oklo (OKLO), Fluor (FLR), Under Armour (UAA, UA), Spectrum Brands (SPB) and Wendy's (WEN) report their latest financial results before the bell, among others.Friday's economic calendar also has the weekly Baker Hughes oil-and-gas rig count at 1 pm. Federal Reserve Bank of Richmond President Thomas Barkin is scheduled to speak at 10 am.Gold advanced 1.7% to $4,374 per troy ounce, while bitcoin gained 0.8% to $64,793.
Dow JonesNasdaq CompositeS&P 500$ABNB$FLR$NET$OKLO$SPB$TTWO$UA$UAA$VST$WEN
Wire
Oklo Q2 Loss Widens
Oklo (OKLO) reported a Q2 loss Friday of $0.28 per diluted share, compared with a loss of $0.18 a year ago.Analysts surveyed by FactSet expected a loss of $0.16.Revenue for the quarter ended June 30 was $1.2 million, compared with no revenue a year earlier. Analysts expected $100,000.Shares of the company rose more than 2% in recent premarket activity Friday.Price: $43.25, Change: $+1.06, Percent Change: +2.51%
$OKLO
Insider Trading
Oklo Insider Sold Shares Worth $4,904,396, According to a Recent SEC Filing
Jacob Dewitte, 10% Owner, Director, Co-Founder, Chief Executive Officer, on August 03, 2026, sold 120,000 shares in Oklo (OKLO) for $4,904,396. Following the Form 4 filing with the SEC, Dewitte has control over a total of 20,391,338 Class A common shares of the company, with 471,533 shares held directly and 19,919,805 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1849056/000202143326000017/xslF345X05/wk-form4_1785960333.xml
$OKLO
Insider Trading
Oklo Insider Sold Shares Worth $4,904,396, According to a Recent SEC Filing
Caroline Cochran, 10% Owner, Director, Co-Founder, Chief Operating Officer, on August 03, 2026, sold 120,000 shares in Oklo (OKLO) for $4,904,396. Following the Form 4 filing with the SEC, Cochran has control over a total of 20,391,338 Class A common shares of the company, with 438,039 shares held directly and 19,953,299 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1849056/000202178626000017/xslF345X05/wk-form4_1785960370.xml
$OKLO
Commodities
Oklo Advances Toward July Criticality as DOE Approves Texas Reactor Safety Review
Nuclear technology company Oklo (OKLO) has secured a final safety approval from the US Department of Energy for its Groves advanced reactor pilot in Texas, the company said on Wednesday.The milestone permits the facility to advance toward fuel loading and a targeted commercial criticality deadline, it said, and for it to begin readiness evaluations.Upon completing the final pre-startup reviews, Oklo will be authorized to receive and load nuclear fuel, execute initial systems testing, and target first criticality, which the company expects to reach this month, the company said.The company noted that the pilot platform is engineered to validate scalable, domestic production procedures for commercial isotopes, which face supply-chain vulnerability due to reliance on aging infrastructure and foreign imports.Price: $54.90, Change: $+2.42, Percent Change: +4.60%
$OKLO
Research
Guggenheim Initiates Oklo at Neutral
Oklo (OKLO) has an average rating of overweight and mean price target of $88.26, according to analysts polled by FactSet.
$OKLO
Sectors
Sector Update: Energy Stocks Fall Late Afternoon
Energy stocks fell late Thursday afternoon, with the NYSE Energy Sector Index down 0.5% and the State Street Energy Select Sector SPDR ETF (XLE) shedding 1.6%.The Philadelphia Oil Service Sector Index was rising 0.7%, and the Dow Jones US Utilities Index was up 0.8%.President Donald Trump said Thursday on Truth Social he has cancelled previously announced strikes on Iran tonight as "final points" of a deal have been, "in both concept and great detail, approved by all parties involved." He said the time and place of a deal signing between the nations will "be announced shortly."Front-month West Texas Intermediate crude oil fell 4.2% to $86.23 a barrel, and the global benchmark Brent crude contract dropped 4.6% to $88.82 a barrel. Henry Hub natural gas futures shed 3.3% to $3.08 per 1 million BTU.In sector news, the Organization of the Petroleum Exporting Countries on Thursday lowered its global oil demand growth forecast for this year but raised its expectations for 2027. The cartel now expects oil consumption to rise by 970,000 barrels a day this year, down from its prior estimate that called for an increase of 1.17 million barrels. For 2027, OPEC now expects world oil demand to rise by 1.73 million barrels a day, compared with its last month's forecast of a 1.54 million-barrel increase.In corporate news, BP (BP) should provide clarity on its medium-term growth targets and balance sheet goals amid the ongoing boardroom drama with the recent removal of Chair Albert Manifold, RBC Capital Markets said in a note. BP shares were down 0.6%.Oklo (OKLO) shares jumped 7% after it said Thursday that the US Department of Energy has approved the preliminary documented safety analysis for the Aurora powerhouse at Idaho National Laboratory under the department's Reactor Pilot Program.Energy Fuels (UUUU) shares surged 10% after the company said it expects finished uranium production at its White Mesa Mill to reach about 1.6 million pounds by June 30, which would already be within its full-year guidance range of 1.5 million to 2.5 million pounds of U3O8.Black Hills' (BKH) pending merger with NorthWestern Energy (NWE) has an underappreciated strategic value as the combination will likely offer larger scale, stronger balance sheet, and wider jurisdictional diversity, BofA said in a note. BofA upgraded Black Hills to buy from neutral and increased the company's price target to $78 from $76. Black Hills shares rose 0.3%.
$BKH$BP$OKLO$UUUU
Sectors
Sector Update: Energy Stocks Mixed Thursday Afternoon
Energy stocks were mixed Thursday afternoon, with the NYSE Energy Sector Index adding 0.5% and the State Street Energy Select Sector SPDR ETF (XLE) decreasing 0.8%.The Philadelphia Oil Service Sector Index was rising 0.4%, and the Dow Jones US Utilities Index was up 0.5%.Front-month West Texas Intermediate crude oil rose 0.4% to $90.36 a barrel, and the global benchmark Brent crude contract was 0.2% lower at $92.96 a barrel. Henry Hub natural gas futures fell 3.1% to $3.09 per 1 million BTU.In sector news, the US will hit Iran with an attack "VERY HARD TONIGHT," and it will take control of the Kharg Island sometime in the "not too distant future," President Donald Trump said Thursday on a Truth Social post. The island is, reportedly, the gateway for a vast majority of Iran's crude oil exports. Iran's Foreign Ministry has condemned the recent US strikes on the country, saying that it has rendered the ceasefire "practically meaningless," the Associated Press reported Thursday.Separately, the Organization of the Petroleum Exporting Countries on Thursday lowered its global oil demand growth forecast for this year but raised its expectations for 2027. The cartel now expects oil consumption to rise by 970,000 barrels a day this year, down from its prior estimate that called for an increase of 1.17 million barrels. For 2027, OPEC now expects world oil demand to rise by 1.73 million barrels a day, compared with its last month's forecast of a 1.54 million-barrel increase.In corporate news, Oklo (OKLO) shares gained 4.4% after it said Thursday that the US Department of Energy has approved the preliminary documented safety analysis for the Aurora powerhouse at Idaho National Laboratory under the department's Reactor Pilot Program.Energy Fuels (UUUU) shares jumped past 6% after the company said it expects finished uranium production at its White Mesa Mill to reach about 1.6 million pounds by June 30, which would already be within its full-year guidance range of 1.5 million to 2.5 million pounds of U3O8.BP (BP) said its Whiting refinery team held a 63rd formal bargaining meeting with the United Steelworkers Local 7-1 committee to discuss a new labor contract. Shares added 0.4%.
$BP$OKLO$UUUU
Sectors
Sector Update: Energy
Energy stocks were higher Thursday afternoon, with the NYSE Energy Sector Index adding 0.8% and the State Street Energy Select Sector SPDR ETF (XLE) increasing 0.1%.The Philadelphia Oil Service Sector Index was rising 0.7%, and the Dow Jones US Utilities Index was up 0.6%.Front-month West Texas Intermediate crude oil rose 1.4% to $91.26 a barrel, and the global benchmark Brent crude contract advanced 0.7% to $93.79 a barrel. Henry Hub natural gas futures fell 2.9% to $3.09 per 1 million BTU.In corporate news, Oklo (OKLO) shares gained 2.8% after it said Thursday that the US Department of Energy has approved the preliminary documented safety analysis for the Aurora powerhouse at Idaho National Laboratory under the department's Reactor Pilot Program.
$OKLO
Wire
Oklo Says Energy Department Approves Preliminary Documented Safety Analysis for Aurora Powerhouse
Oklo (OKLO) said Thursday that the US Department of Energy has approved the preliminary documented safety analysis for the Aurora powerhouse at Idaho National Laboratory under the department's Reactor Pilot Program.The PDSA covers the project's hazard analysis, accident analysis, safety controls, and design commitments, the company said.Shares of the company were up 4.1% in Thursday trading.Price: $56.24, Change: $+2.22, Percent Change: +4.11%
$OKLO
Wire
UBS Adjusts Oklo Price Target to $55 From $60, Maintains Neutral Rating
Oklo (OKLO) has an average rating of overweight and mean price target of $88.26, according to analysts polled by FactSet.Price: $54.64, Change: $+0.62, Percent Change: +1.16%
$OKLO
Wire
Sector Update: Energy Stocks Rise Late Afternoon
Energy stocks were higher late Monday afternoon, with the NYSE Energy Sector Index increasing 0.9% and the State Street Energy Select Sector SPDR ETF (XLE) adding 1.1%.The Philadelphia Oil Service Sector Index was climbing 3.8%, and the Dow Jones US Utilities Index fell 1.7%.Front-month West Texas Intermediate crude oil rose 0.6% to $91.06 a barrel, and the global benchmark Brent crude contract advanced 1.2% to $94.17 a barrel. Henry Hub natural gas futures fell 3% to $3.13 per 1 million BTU.In corporate news, Oklo (OKLO) shares gained 1.4% after the company said it has acquired Armec, a manufacturing and engineering firm, to expand its capabilities in reactor and fuel manufacturing programs.Eni (E) and Petronas said they have launched a 50/50 joint venture called Searah that will combine businesses across Indonesia and Malaysia. Eni shares rose 1%.Alliance Resource Partners (ARLP) shares added 0.4% after the company said Monday it has agreed to buy certain general partner and limited partner interests in AllDale Minerals III and AllDale Minerals IV for about $206.2 million.
$ARLP$E$OKLO
Wire
Oklo ARMEC Deal Enhances Supply Chain Integration, Adds Margin Support, Wedbush Says
Oklo (OKLO)'s acquisition of ARMEC is strengthening its supply chain integration and supporting its reactor deployment strategy, Wedbush Securities said in a note on Monday.The investment firm said that ARMEC's positive free cash flow and complementary capabilities are expected to enhance Oklo's margin profile and expand customer and supplier relationships.With $2.54 billion in cash and securities as of fiscal Q1, Wedbush said Oklo has ample liquidity to pursue further acquisitions.The deal, which closed June 4, adds ARMEC's two decades of experience in high-precision machining, prototyping and fabrication to Oklo's operations, according to the note.Wedbush reiterated its outperform rating and $110 price target.Shares of Oklo were up 2.7% in Monday afternoon trading.Price: $59.65, Change: $+1.56, Percent Change: +2.69%
$OKLO
Sectors
Sector Update: Energy Stocks Rise Monday Afternoon
Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index up 0.7% and the State Street Energy Select Sector SPDR ETF (XLE) adding 1.1%.The Philadelphia Oil Service Sector Index was climbing 3.4%, and the Dow Jones US Utilities Index was shedding 1.6%.Oil prices were higher in Monday trading, but off session highs, as Iran reportedly halted military operations against Israel after fresh clashes erupted between the two countries. Iran has suspended strikes against Israel, the former's Ministry of Foreign Affairs told CNBC on Monday. The two countries traded strikes on Sunday night, according to reports. Tehran vowed to resume attacks if Israel continues to target Iran-backed Hezbollah in Lebanon, according to the CNBC report.Front-month West Texas Intermediate crude oil rose 0.9% to $91.34 a barrel, and the global benchmark Brent crude contract was advancing 1.5% to $94.51 a barrel. Henry Hub natural gas futures fell 2.9% to $3.14 per 1 million BTU.In corporate news, Oklo (OKLO) shares gained 2% after the company said it has acquired Armec, a manufacturing and engineering firm, to expand its capabilities in reactor and fuel manufacturing programs.Eni (E) and Petronas said they have launched a new 50/50 joint venture called Searah that will combine businesses across Indonesia and Malaysia. Eni shares rose 1%.Alliance Resource Partners (ARLP) shares were fractionally higher after the company said Monday it has agreed to buy certain general partner and limited partner interests in AllDale Minerals III and AllDale Minerals IV for about $206.2 million.
$ARLP$E$OKLO
Sectors
Sector Update: Energy
Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index and the State Street Energy Select Sector SPDR ETF (XLE) each adding about 1%.The Philadelphia Oil Service Sector Index was climbing 3.4%, and the Dow Jones US Utilities Index was shedding 1.6%.Front-month West Texas Intermediate crude oil was rising 0.8% to $91.25 a barrel, and the global benchmark Brent crude contract was advancing 1.4% to $94.39 a barrel. Henry Hub natural gas futures fell 3.1% to $3.13 per 1 million BTU.In corporate news, Oklo (OKLO) shares gained 2.5% after the company said it has acquired Armec, a manufacturing and engineering firm, to expand its capabilities in reactor and fuel manufacturing programs.
$OKLO
Sectors
Sector Update: Energy Stocks Fall Late Afternoon
Energy stocks declined late Tuesday afternoon with the NYSE Energy Sector Index falling 2.2% and the State Street Energy Select Sector SPDR ETF (XLE) dropping 2.5%.The Philadelphia Oil Service Sector Index shed 0.2%, and the Dow Jones US Utilities Index rose 0.3%.West Texas Intermediate crude oil fell 2.7% to $93.96 a barrel, and global benchmark Brent rose 3.8% to $99.79 a barrel. Henry Hub natural gas futures was slightly lower at $2.91 per 1 million BTU.In corporate news, Occidental Petroleum (OXY) is acquiring a 10% stake in Exxon Mobil's (XOM) deepwater exploration block off the coast of Trinidad and Tobago, Reuters reported. Occidental shares were down 1.9%, and Exxon fell 3.1%.BP's (BP) board unanimously removed Albert Manifold as chair and director, effective immediately. BP shares fell 3.9%.Oklo (OKLO) shares jumped 4.5% after it said Tuesday it has been selected by the US Department of Energy, along with four other nuclear companies, for advanced talks under the surplus plutonium utilization program.Baker Hughes (BKR) shares rose 1.1% after it said it has extended its contract with Petrobras (PBR) to provide integrated well construction services in Brazil's Santos Basin. Petrobras shares were down 2.3%.
$BKR$BP$OKLO$OXY$PBR$XOM
Wire
Sector Update: Energy Stocks Fall Tuesday Afternoon
Energy stocks declined Tuesday afternoon with the NYSE Energy Sector Index falling 1.6% and the State Street Energy Select Sector SPDR ETF (XLE) dropping 2%.The Philadelphia Oil Service Sector Index shed 0.6%, and the Dow Jones US Utilities Index rose 0.5%.West Texas Intermediate crude oil fell 2.7% to $93.97 a barrel, and global benchmark Brent rose 3.7% to $99.69 a barrel. Henry Hub natural gas futures advanced 0.7% to $2.93 per 1 million BTU.In corporate news, BP's (BP) board unanimously removed Albert Manifold as chair and director, effective immediately. BP shares fell 4.4%.Oklo (OKLO) shares jumped 7.1% after it said Tuesday it has been selected by the US Department of Energy, along with four other nuclear companies, for advanced talks under the surplus plutonium utilization program.Baker Hughes (BKR) shares rose 1.4% after it said it has extended its contract with Petrobras (PBR) to provide integrated well construction services in Brazil's Santos Basin. Petrobras shares were down 2.1%.
$BKR$BP$OKLO$PBR
Wire
Oklo Sees Another Fuel Optionality From Surplus Plutonium Program, Wedbush Says
Oklo (OKLO) got another fuel pathway with its selection by the US Department of Energy for advanced talks under the surplus plutonium utilization program, Wedbush Securities said in a note Tuesday.The program is intended to convert surplus plutonium into fuel for advanced reactors under US security and safeguards requirements, with Oklo leading the utilization efforts in partnership with newcleo, which would bring fuel expertise and potential project capital, the investment firm said.Fuel supply remains one of the biggest bottlenecks for advanced reactor deployment and conversion of surplus plutonium into fuel could help de-risk fuel availability if the parties reach definitive agreements, according to the note.Wedbush maintained its outperform rating on Oklo, with a $110 price target.Shares of Oklo were up 6.6% in Tuesday trading.Price: $70.21, Change: $+4.33, Percent Change: +6.56%
$OKLO
Showing 1-20 of 25
