OKLO Oklo Inc.

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Oklo Inc. shares dropped by nearly 4% after co-founders Jacob DeWitte and Caroline Cochran transferred approximately 15.4 million shares into family trusts and grantor retained annuity trusts (GRATs). These transfers, valued at around $1.1 billion at Monday's close, led to concerns among investors and contributed to the stock's recent decline in thin year-end markets. Oklo describes itself as a fission technology and nuclear fuel recycling company.

Oklo (NYSE:OKLO) shares dropped 3.9% during Monday's trading, closing at $73.9540 with significantly reduced trading volume. The company faces a mixed analyst outlook, with a consensus "Hold" rating but wide-ranging price targets, alongside concerns about significant insider selling and missed quarterly earnings estimates. Oklo, specializing in advanced nuclear microreactors, reported an EPS of ($0.20) against an estimated ($0.13), and insiders sold a combined $110.4 million worth of shares in the last 90 days.

Oklo Inc. shares dropped 3.5% today, mirroring a broader decline in U.S.-listed small modular reactor (SMR) stocks, following an article that raised doubts about SMR economics and deployment timelines. Other related stocks like NuScale Power and Nano Nuclear Energy also fell. Oklo, backed by Sam Altman, is developing fast-fission reactors and has an "at-the-market" program to sell up to $1.5 billion of stock, while investors await a potential U.S. Energy Department announcement on plutonium allocation and the company's next earnings report around March 23.

FFG Partners LLC has acquired a new position in Oklo Inc. (NYSE:OKLO), purchasing 91,975 shares valued at approximately $10.27 million, making it a significant holding in their portfolio. This comes amidst substantial insider selling, with CEO Jacob Dewitte selling 840,000 shares for about $69.15 million recently. Analysts maintain a "Hold" consensus rating for Oklo, with an average price target of $102.87, while the stock currently trades around $76.85.

Oklo Inc. (OKLO) experienced a significant drop on Friday, down roughly 5.4% at $76.92, despite generally quiet market conditions. The decline was influenced by renewed valuation concerns, its inclusion on nuclear sector watchlists, and investor sensitivity to its plutonium-related testing. Ahead of the next trading session, investors should monitor DOE headlines, potential follow-through on Friday's thin-volume drop, and ongoing dilution narrative risks.