Overview
- Regulatory filings show recent insider sales totaled about $10.9–$11 million after earlier tallies double-counted overlapping founder and family trust entries, and the stock ticked higher on the clarification.
- Executives executed the trades under pre-set Rule 10b5-1 plans, which schedule sales in advance to reduce the risk of trading on nonpublic information.
- CNBC’s Jim Cramer renewed his critique, calling Oklo a science project with little chance of near-term profits and urging investors to favor established nuclear suppliers instead.
- Oklo missed its latest quarterly estimate with a loss of $0.27 per share versus a forecast of $0.17, remains pre-revenue, and reported a 2025 net loss of about $105.7 million as it prepares for higher 2026 spending.
- Analysts cut targets but kept a “Moderate Buy” consensus near $84, with UBS, Needham, and Canaccord lowering price goals and Cantor staying overweight, while ARK Invest added shares and partnerships and DOE approvals support a 2027–2028 first plant goal.