NEW YORK, Jan 7, 2026, 13:54 EST — Regular session
- Oklo shares rose again on Wednesday after it signed a U.S. Department of Energy agreement tied to a radioisotope pilot plant.
- The company said it pulled a prior Nuclear Regulatory Commission permit application for a commercial isotope facility to focus on the DOE-backed pilot.
- A recent Form 4 showed top insiders sold shares on Jan. 5 under a pre-arranged trading plan.
Oklo Inc. shares were up about 2.6% at $98.04 in afternoon trade, after swinging between $92.31 and $100.44 earlier in the session.
The move followed a company announcement that it signed a DOE “Other Transaction Agreement” — a type of federal contracting vehicle — to support the design, construction and operation of a radioisotope pilot plant under the agency’s Reactor Pilot Program. Oklo also said its subsidiary Atomic Alchemy withdrew a previously submitted NRC construction permit application for the Meitner-1 commercial radioisotope facility at Idaho National Laboratory to focus on the pilot plant. 1
Why it matters now: the company is leaning on a DOE pilot framework at a moment when investors are trying to handicap what gets built — and licensed — first in the next wave of advanced nuclear projects. Lawmakers also held a House Energy and Commerce subcommittee hearing on Wednesday focused on nuclear licensing and deployment, an event traders have been watching for policy signals. 2
Oklo’s stock has been volatile this week. It closed up 14.83% on Monday and added 7.01% on Tuesday, taking the three-day run (including Wednesday’s move so far) into the kind of momentum trade that can amplify headlines — good or bad. 3
Some investors are also parsing insider activity. A Form 4 filed late Tuesday showed co-founder and CEO Jacob DeWitte and co-founder and COO Caroline Cochran each sold 100,000 shares on Jan. 5 at a weighted average price of $90.291, with the filing noting the trades were under a Rule 10b5-1 plan — a pre-arranged program often used to avoid the appearance of timing sales around news. 4
Peers were mixed on Wednesday, underscoring how stock-specific Oklo’s tape has become. NuScale Power was slightly lower, while Nano Nuclear Energy was little changed.
But the pivot to a pilot facility comes with its own questions. Pulling an NRC permit application can read as focus — or as a reset that pushes out a commercial timeline, depending on how quickly Oklo can turn a pilot plant into a repeatable build and a paying customer base.
Next up, traders are looking for more detail on schedule and scope under the DOE agreement, and for the company to post a firm date for its next results update. Oklo’s investor calendar did not list upcoming events, while Zacks currently flags March 23, 2026 as an expected earnings window. 5
