Market Cap
$6.9B
OKLO
Oklo Inc.
$36.33 ▲ +0.53%
Prev close $36.14Market cap$6.9B
ConsensusBuy
12-mo target$75.78 (+109.2%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Nuclear & Fusion
Snapshot
The big-picture read on OKLO right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (65%)
Inst. Holders
50 funds
Inst. Value
$5.3B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $18.7M sell
Insider Net $
-$18.7M
Social Sentiment
60° Warm
SEC Reports
20
Price chart 30d -8.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: OKLO — 63.1% short (2.0M / 3.2M)
Short: 2,040,520 | Exempt: 32,447 | TRF Vol: 3,234,675 | Short Ratio: 63.1% | Off-exchange volume (d
Sep 28, 2026 Insider
Hanson John sold 1,100 shares
Chief of Staff @ $37.39 ($41.1K)
Sep 28, 2026 Insider
Goodwin William Carroll Murphy sold 1,775 shares
Chief Strategy Officer @ $37.39 ($66.4K)
Sep 28, 2026 Insider
Sep 16, 2026 SEC Renner Alexandra sold 1,100 shares
Chief Product Officer @ $37.39 ($41.1K)
Oklo Inc. insiders sold $249K in stock over the past week, including a $233K open-market sale by Director John Jansen, w
CLUSTER — Impact 5/10
Oklo Inc. filed a 424B5 prospectus supplement for an at-the-market (ATM) equity offering of up to $1 billion in common s
424B5 — Impact 7/10
Oklo Inc. entered into a new $1B at-the-market (ATM) equity distribution agreement with a syndicate of 10 banks, replaci
8-K — Impact 5/10
Jun 30, 2026 Inst.
VAN ECK ASSOCIATES CORP — ADD
7,912,353 shares ($414.1M)
Analyst ratings buy % -4.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
65% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 9, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Aug 10, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 10, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 10, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Aug 10, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 23, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | Truist Securities | INITIATE | Hold | 55% |
| Jun 25, 2026 | Guggenheim | INITIATE | Neutral | 52% |
| Jun 11, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 15 | 10 | 1 | 0 | 65% | |
| Aug 1, 2026 | 5 | 15 | 10 | 1 | 0 | 65% | |
| Jul 1, 2026 | 5 | 15 | 9 | 1 | 0 | 67% | |
| Jun 1, 2026 | 5 | 15 | 8 | 1 | 0 | 69% | |
| May 1, 2026 | 5 | 16 | 6 | 1 | 0 | 75% | |
| Apr 1, 2026 | 5 | 14 | 6 | 1 | 0 | 73% | |
| Mar 1, 2026 | 5 | 14 | 6 | 1 | 0 | 73% | |
| Feb 1, 2026 | 5 | 14 | 6 | 1 | 0 | 73% |
Price targets
Where 20 covering analysts think OKLO trades over the next 12 months.
$75.78 +109.2% upside Strong Buy
Current$36.21 Low$14.00 Median$74.50 High$130.00 20 analysts
$14.00$130.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Why is no one talking about the possibility of a real $OKLO short squeeze?
▲ 1 · 💬 0· ⚡ 0.5
OKLO Short Interest Spikes to 32M (21.4%) One Day Before $1B ATM Announcement- Insider Trading?
▲ 1 · 💬 1· ⚡ 0.5
Is there a TSM of "near-term electricity for data centers" stock?
▲ 1 · 💬 6· ⚡ 0.5
Reddit experiment with stock picking
▲ 1 · 💬 5· ⚡ 0.5
The OKLO Advantage
▲ 1 · 💬 7· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 0 bullish, 9 bearish, 0 mixed, 11 neutral · avg impact 3.9/10.
BEARISHCLUSTER5/10
Oklo Inc. insiders sold $249K in stock over the past week, including a $233K open-market sale by Dir
Sep 16, 2026
BEARISH424B57/10
Oklo Inc. filed a 424B5 prospectus supplement for an at-the-market (ATM) equity offering of up to $1
Sep 11, 2026
BEARISH8-K5/10
Oklo Inc. entered into a new $1B at-the-market (ATM) equity distribution agreement with a syndicate
Sep 11, 2026
BEARISHCLUSTER6/10
A cluster of five Oklo insiders, including the CEO, CFO, and COO, sold a combined $2.26M in open-mar
Sep 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: OKLO — 63.1% short (2.0M / 3.2M)
Short: 2,040,520 | Exempt: 32,447 | TRF Vol: 3,234,675 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: OKLO — 60.5% short (1.8M / 3.0M)
Short: 1,799,259 | Exempt: 3,894 | TRF Vol: 2,973,777 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: OKLO — 55.3% short (1.3M / 2.3M)
Short: 1,286,606 | Exempt: 2,859 | TRF Vol: 2,326,977 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: OKLO — 60.0% short (2.0M / 3.3M)
Short: 1,997,315 | Exempt: 6,253 | TRF Vol: 3,330,734 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: OKLO — 62.6% short (1.9M / 3.0M)
Short: 1,862,133 | Exempt: 2,617 | TRF Vol: 2,972,999 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.25 | $-0.37–$-0.17 | -25.6% | -10.4% | 1↑ 5↓ | $0.0B | 13 |
| Next Q | $-0.26 | $-0.38–$-0.17 | 2.9% | -8.3% | 1↑ 5↓ | $0.0B | 13 |
| Current FY | $-0.99 | $-1.23–$-0.77 | -37.4% | -5.3% | 0↑ 7↓ | $0.0B | 15 |
| Next FY | $-1.04 | $-1.55–$-0.20 | -5.0% | -8.1% | 2↑ 6↓ | $0.0B | 19 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.251 | — |
| 7d ago | $-0.241 | -0.010 |
| 30d ago | $-0.228 | -0.024 |
| 60d ago | $-0.174 | -0.077 |
| 90d ago | $-0.168 | -0.083 |
Institutional ownership
Which big funds own OKLO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.3B total value (98,387,003 shares) as of 2026-Q2. Top holders: MIRAE, VAN, BlackRock,. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8,935,822 | $467.6M | 8.9% | — |
| VAN ECK ASSOCIATES CORP | 7,912,353 | $414.1M | 7.9% | ADD +30.1% |
| BlackRock, Inc. | 7,311,968 | $382.6M | 7.3% | TRIM -54.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,539,334 | $342.2M | 6.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,425,515 | $336.2M | 6.4% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,094,100 | $318.9M | 6.1% | — |
| CITADEL ADVISORS LLC | 4,879,000 | $255.3M | 4.9% | — |
| JANE STREET GROUP, LLC | 4,621,700 | $241.9M | 4.6% | DOUBLED +138.1% |
| JANE STREET GROUP, LLC | 4,506,300 | $235.8M | 4.5% | DOUBLED +138.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,534,700 | $185.0M | 3.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | ADD | 6,081,517 | 7,912,353 | +30.1% | $414.1M |
| BlackRock, Inc. | TRIM | 15,907,512 | 7,311,968 | -54.0% | $382.6M |
| STATE STREET CORP | TRIM | 3,326,142 | 2,378,058 | -28.5% | $124.4M |
| UBS Group AG | ADD | 1,206,299 | 2,095,153 | +73.7% | $109.6M |
| NORGES BANK | NEW | — | 1,758,267 | — | $92.0M |
| Clear Street Group Inc. | DOUBLED | 499,442 | 1,329,523 | +166.2% | $69.6M |
| JANE STREET GROUP, LLC | DOUBLED | 533,000 | 1,269,146 | +138.1% | $66.4M |
| Marex Group Ltd | DOUBLED | 589,864 | 1,207,636 | +104.7% | $63.2M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 609,164 | 1,185,312 | +94.6% | $62.1M |
| MARSHALL WACE, LLP | NEW | — | 1,066,394 | — | $55.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$18.7M — $0.00 bought, $18.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Hanson John | Chief of Staff | SELL | 1,100 | $37.39 | $41.1K |
| Sep 28, 2026 | Goodwin William Carroll Murphy | Chief Strategy Officer | SELL | 1,775 | $37.39 | $66.4K |
| Sep 28, 2026 | Renner Alexandra | Chief Product Officer | SELL | 1,100 | $37.39 | $41.1K |
| Sep 26, 2026 | Hanson John | Chief of Staff | EXERCISE | 2,059 | — | — |
| Sep 26, 2026 | Goodwin William Carroll Murphy | Chief Strategy Officer | EXERCISE | 3,294 | — | — |
| Sep 26, 2026 | Renner Alexandra | Chief Product Officer | EXERCISE | 2,471 | — | — |
| Sep 14, 2026 | Renner Alexandra | Chief Product Officer | GIFT | 6,763 | — | — |
| Sep 14, 2026 | Jansen John M | Director | SELL | 6,354 | $36.67 | $233.0K |
| Sep 13, 2026 | Hanson John | Chief of Staff | EXERCISE | 961 | — | — |
| Sep 13, 2026 | Renner Alexandra | Chief Product Officer | EXERCISE | 1,202 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OKLO.
Shares short
33,649,294
Settlement Sep 15, 2026
Change vs prior
+4.5%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈18.1%
Estimate — not % of float
All OKLO filing & press-release reports (27)
- CLUSTER reportSep 16, 2026
- 424B5 reportSep 11, 2026
- 8-K reportSep 11, 2026
- CLUSTER reportSep 10, 2026
- CLUSTER reportSep 4, 2026
- CLUSTER reportSep 3, 2026
- CLUSTER reportSep 2, 2026
- CLUSTER reportAug 28, 2026
- CLUSTER reportAug 26, 2026
- INST-CLUSTER reportAug 9, 2026
- CLUSTER reportAug 6, 2026
- 8-K reportJul 28, 2026
- CLUSTER reportJul 7, 2026
- CLUSTER reportJul 3, 2026
- INST-CLUSTER reportJun 11, 2026
- 424B5 reportMay 13, 2026
- 8-K reportMay 13, 2026
- CLUSTER reportMay 4, 2026
- 3 reportApr 20, 2026
- CLUSTER reportMar 30, 2026
- 144 reportMar 27, 2026
- CLUSTER reportMar 26, 2026
- CLUSTER reportMar 16, 2026
- CLUSTER reportMar 11, 2026
- CLUSTER reportMar 10, 2026
- CLUSTER reportMar 5, 2026
- INST-CLUSTER reportFeb 28, 2026