Oklo Inc (OKLO) Stock News Today: Institutional Buying, Insider Selling and Nuclear AI Hype on 29 November 2025

Published: 29 November 2025

Oklo Inc. (NYSE: OKLO), the nuclear micro‑reactor start‑up tied to the boom in AI data‑center power demand, is back in the headlines today. Fresh coverage on November 29 highlights new institutional buying, heavy insider selling, and bold predictions that the stock could still multiply in value, even after a huge run‑up this year. ^[1]

Below is a deep dive into today’s Oklo stock news, how the shares are trading, and what it all might mean for investors watching this high‑beta nuclear story.

Oklo (NYSE: OKLO) stock today: price, trend and volatility

As of Friday’s close on 28 November 2025, Oklo stock finished at $91.38, up about 0.3% on the day. ^[2]

That marks a modest weekly gain after a bruising stretch:

Between 19 and 26 November, Oklo’s share price dropped 13.75%, putting it among the worst‑performing energy names that week. ^[3]
Over the most recent week tracked by Quiver Quantitative, however, OKLO is up about 3%, reflecting a small rebound from that pullback. ^[4]

Even after the correction, Oklo remains a classic boom‑bust momentum story:

The stock has surged more than 400% in 2025, despite being down roughly half from its all‑time high near $193.84 set on 15 October 2025. ^[5]
Oklo’s market capitalization sits in the mid‑teens of billions of dollars, with no revenue yet, giving it a rich valuation for a pre‑commercial utility‑sector company. ^[6]

In short, Oklo trades far more like a speculative growth or “concept” stock than a traditional regulated utility.

Today’s Oklo stock news: what’s moving the narrative on 29 November 2025

Several new articles and data‑driven updates about Oklo have hit the tape today. Together, they paint a picture of a company attracting serious institutional capital and bullish commentary, even as insiders cash out and skeptics warn of nuclear hype.

1. Ameritas Investment Partners opens a new position in Oklo

A filing‑based story from DefenseWorld reports that Ameritas Investment Partners Inc. bought a new stake of 10,487 Oklo shares during the second quarter, valued at about $587,000. ^[7]

That piece highlights that hedge funds and other institutional investors now control roughly 85% of Oklo’s outstanding stock, underlining how quickly the name has been absorbed into professional portfolios and ETFs. ^[8]

Today’s Ameritas headline follows a string of recent 13F‑style updates showing new or increased positions by firms like Quadrature Capital, Envestnet, Insigneo Advisory Services, Cornerstone Capital, and public pension funds over the past week. ^[9]

2. Motley Fool: “This Nuclear Stock Could Turn $1,000 Into $100,000”

In a widely shared article published today, The Motley Fool argues that Oklo is one of the few nuclear stocks with the potential to turn $1,000 into $100,000 over the very long term. ^[10]

Key points from that bullish thesis:

Oklo’s fast‑fission microreactors (“Aurora” powerhouses) are designed to be small, factory‑built units that can be co‑located with AI data centers, industrial loads and remote communities, targeting always‑on, carbon‑free power. ^[11]
The article highlights Oklo’s strategic partnerships with data‑center customers and nuclear fuel partners as a potential backbone for the AI era’s massive electricity needs. ^[12]
It stresses that Oklo is still pre‑revenue and highly speculative, but suggests that if even a portion of its pipeline is realized, early investors could see multi‑bagger returns.

This sort of headline naturally attracts retail attention and can reinforce momentum, especially when combined with high search interest in the ticker.

3. Recap of the 13.75% weekly drop – and a Citi price‑target hike

A separate piece originally published on 27 November and now surfacing on Yahoo Finance and other portals today is titled “Oklo Inc. (OKLO) Fell by Over 13% This Week. Here is Why.” ^[13]

That article notes:

Oklo’s share price fell 13.75% between 19 and 26 November, despite strong year‑to‑date performance. ^[14]
Citi analyst Vikram Bagri recently raised his price target from $68 to $95 while maintaining a Neutral rating, incorporating Oklo’s radioisotope business into his model and describing the company as “executing on all fronts.” ^[15]

The message: even analysts who see execution progress remain cautious about valuation after the huge rally.

4. MarketBeat: Oklo tops “Best Nuclear Stocks To Consider – November 29th”

MarketBeat published a curated list today of “Best Nuclear Stocks To Consider – November 29th”, and Oklo features prominently. ^[16]

Key takeaways:

Oklo is listed alongside NuScale Power, Centrus Energy, BWX Technologies, Nano Nuclear Energy, Lightbridge and Karyopharm Therapeutics, based on recent dollar trading volume in the “nuclear” category. ^[17]
The piece reiterates Oklo’s business model: the company designs and develops fission power plants and offers used nuclear fuel recycling services, with headquarters in Santa Clara, California. ^[18]

While largely descriptive, the inclusion in MarketBeat’s screener‑driven nuclear list keeps Oklo front‑of‑mind for traders scanning sector ideas.

5. Quiver Quantitative: stock up 3% this week, but insider selling is intense

In a fresh Quiver Quantitative note titled “$OKLO stock rose 3% this week. Here’s what we see in our data,” the data‑provider reports that Oklo has been the 32nd most‑searched ticker on its platform over the last week, and is up roughly 3% over that period. ^[19]

More importantly, Quiver flags two striking data points:

Insiders have made 44 open‑market trades in the last six months — all of them sales, zero purchases.
- Co‑founder & CEO Jacob DeWitte has sold about 600,000 shares,
- Co‑founder & COO Caroline Cochran has also sold 600,000 shares,
- Other executives and early backers, including Michael Klein and CFO Craig Bealmear, have sold hundreds of thousands more. ^[20]
At the same time, 441 institutional investors have added Oklo shares in their most recent quarter, compared with 235 that reduced positions, including large additions from Mirae Asset, Vanguard, VanEck, BlackRock, UBS and Morgan Stanley. ^[21]

Quiver also aggregates 12 analyst price targets with a median around $101.50, versus a current price in the low 90s, and cites bullish targets as high as $175 (Canaccord) and $150 (Wedbush). ^[22]

6. Benzinga’s “Bulls and Bears”: nuclear meltdown vs hype cycle

Finally, a Benzinga “Bulls and Bears” column out today reviews several popular stocks, including Oklo. One highlighted bearish piece — “Nuclear Stock Meltdown Continues For Oklo, NuScale, Nano” — notes that Oklo and other advanced‑nuclear names have tumbled roughly 37–55% in November after their euphoric summer rallies. ^[23]

The article argues that:

All three names (Oklo, NuScale Power, Nano Nuclear) remain pre‑revenue with long regulatory and construction timelines.
Investors are increasingly distinguishing between solid nuclear operators and speculative “hype‑cycle” plays, especially as broader AI‑energy trades wobble. ^[24]

In other words: bulls see a massive runway; bears see a classic speculative bubble in an unproven segment.

Oklo’s fundamental story: microreactors, AI data centers and fuel recycling

Beneath all the trading noise, the Oklo thesis rests on a few core pillars.

Advanced microreactors for the AI era

Oklo is designing small, fast‑fission reactors (“Aurora” powerhouses) intended to be far smaller than conventional nuclear plants and capable of being sited closer to customers. ^[25]

The company’s pitch:

Modular, factory‑built units to reduce construction risk and timelines.
Co‑location with AI data centers, industrial sites and remote communities, offering 24/7 carbon‑free power without dependence on the grid. ^[26]
Designs that can run on recycled nuclear fuel or surplus plutonium, potentially turning a waste liability into an asset.

Big fuel bets: newcleo and Blykalla partnerships

In October, Reuters reported that Oklo agreed with European developer newcleo to build advanced nuclear fuel fabrication and manufacturing capacity in the United States. Under the deal, newcleo may invest up to $2 billion, while Swedish startup Blykalla is considering co‑investing and purchasing fuel‑related services. ^[27]

Oklo CEO Jacob DeWitte has argued that fissioning surplus plutonium can both clean up legacy stockpiles and provide a bridge fuel to accelerate deployment of multiple gigawatts of advanced reactors. ^[28]

If these fuel projects move ahead as planned, they could give Oklo a vertically integrated position in the advanced‑nuclear fuel cycle — but they also add complexity, regulatory scrutiny and capital needs.

Siemens Energy contract: from concept toward hardware

On 19 November 2025, Oklo announced a binding contract with Siemens Energy for the design and delivery of the power conversion system for its Aurora powerhouse. The deal authorizes Siemens to start engineering work and procure long‑lead components, moving Oklo’s first plant closer to actual construction. ^[29]

Analysts have framed this as an important de‑risking step, since it pulls a critical subsystem into the orbit of a blue‑chip engineering supplier and reduces some supply‑chain and schedule risk. Several research notes and media reports subsequently credited the Siemens deal with driving a sharp bounce in Oklo’s share price in late November. ^[30]

Financials: big cash pile, no revenue (yet)

Oklo is still pre‑revenue. Its latest quarterly report (Q3 2025) showed: ^[31]

Revenue: $0
Net loss: about $36.3 million, or −$0.20 per share, wider than the previous year’s −$0.08 and below analyst expectations of −$0.13.
Liquidity: roughly $1.18 billion in cash and marketable securities at quarter‑end.

Separate analysis of Oklo’s filings suggests the company expects 2025 operating cash outflows of ~$65–80 million, implying several years of runway at current burn levels, assuming spending doesn’t ramp dramatically. ^[32]

Oklo is targeting its first commercial Aurora reactor deployment in late 2027 or early 2028, but that timeline depends on regulatory approvals and successful project execution. ^[33]

Mixed signals: institutions are buying, insiders are selling

One of the starkest contradictions in today’s Oklo story is between:

Institutional accumulation, and
Aggressive insider selling.

Institutional capital piles in

Beyond Ameritas’s newly reported stake, data from Quiver and multiple 13F‑based summaries show that hundreds of institutions have been accumulating Oklo: ^[34]

441 institutional investors increased their Oklo holdings in the most recent quarter, compared with 235 that trimmed or exited.
Major asset managers — including Vanguard, Mirae Asset, VanEck, BlackRock, UBS and Morgan Stanley — have added more than a million shares each in recent periods.
Institutional and hedge‑fund owners together control the vast majority of the float, estimated at around 80–85%.

Oklo has also become the underlying stock for single‑stock leveraged ETFs, including a 2× short Oklo ETF (OKLS) and a 2× long Oklo ETF (OKLL) launched by Defiance ETFs, a clear sign that traders are eager to speculate on the stock both ways. ^[35]

But insiders keep cashing out

Against that backdrop, insider behavior is notably one‑sided:

Over the last six months, Quiver counts 44 insider open‑market trades, every single one a sale and zero purchases.
Oklo’s co‑founder duo, Jacob DeWitte and Caroline Cochran, have each sold about 600,000 shares, with estimated proceeds in the tens of millions of dollars apiece.
Other insiders — including prominent early backer Michael Klein, CFO Craig Bealmear and legal/strategy chief William Goodwin — have also sold large blocks. ^[36]

Insider selling isn’t automatically bearish (founders often diversify after a big run), but the scale and one‑way nature of the trades will concern investors who prefer insiders to be net buyers at current prices.

Regulation, politics and controversy

Oklo doesn’t operate in a vacuum. Recent coverage has also raised questions about regulatory pathways and political ties.

A lengthy Washington Post investigation this week grouped Oklo with other nuclear start‑ups closely linked to Trump‑era officials and donors. The piece argues that these companies have benefited from accelerated federal support and regulatory shortcuts, even though they are pre‑revenue and have no operating reactors. ^[37]

The article notes critics’ concerns that:

Parts of the Department of Energy (DOE) have taken on roles normally associated with the Nuclear Regulatory Commission (NRC), potentially weakening the traditional safety review process.
Some advanced‑nuclear firms, including Oklo, rely on ambitious claims and political access more than demonstrated track records. ^[38]

Oklo and its supporters point to DOE pilot selections, site permits and fuel‑recycling collaborations as evidence of robust oversight and national‑interest alignment, but the debate underscores that regulatory and political risk is central to the investment case.

What Wall Street is saying about OKLO stock

Despite volatility and controversy, Wall Street coverage of Oklo remains broadly constructive:

Quiver’s compilation shows six “Buy” or “Overweight/Outperform” ratings and no outright “Sell” calls among recently updated brokers. ^[39]
The median 12‑month price target is around $101.50, modestly above the current price in the low 90s. ^[40]
High‑end targets range from $146 (Barclays) to $175 (Canaccord Genuity), implying 50–90% upside if Oklo executes. ^[41]

At the same time, more cautious voices — including Jim Cramer and skeptical commentators — warn that Oklo is the poster child for an era of “magical investing,” pointing out that a nuclear plant can take 6–10 years to build and that Oklo has yet to clear key NRC hurdles. ^[42]

Key risks for Oklo investors to watch

For investors reading today’s headlines and considering Oklo, the main risks boil down to:

Pre‑revenue business model
Oklo has no commercial revenue today and doesn’t expect meaningful sales until at least 2027–2028, when its first plant is targeted to come online. ^[43]
Regulatory and technology risk
The company must still secure NRC approvals, complete DOE pilot projects, and prove that its advanced fuel and reactor designs work safely and economically at scale. Any delay or negative ruling could hit the stock hard. ^[44]
Execution and construction risk
Even with Siemens on board for the power conversion system, Oklo will be building first‑of‑a‑kind plants with complex supply chains and potential cost overruns. ^[45]
Financing and dilution risk
Large nuclear projects consume capital. While Oklo has more than $1 billion in liquidity today, additional funding could still be needed for multiple reactors, potentially diluting existing shareholders. ^[46]
Political and reputational risk
Ties to controversial political figures or changes in U.S. energy policy could either accelerate or derail Oklo’s trajectory. Media investigations already highlight concerns about favoritism and safety oversight. ^[47]

Is Oklo stock a buy, sell or hold after today’s news?

Nothing in today’s coverage fundamentally changes Oklo’s underlying story — but it sharpens the contrast:

Bullish signals
- Continuing institutional accumulation and new stakes like Ameritas’s. ^[48]
- A Siemens Energy contract that nudges the Aurora project closer to real hardware. ^[49]
- Bold long‑term theses (Motley Fool, Zacks, etc.) positioning Oklo as a potential AI‑era infrastructure winner. ^[50]
Bearish or cautionary signals
- Heavy insider selling with no offsetting insider buys in sight. ^[51]
- Articles highlighting the 13.75% weekly drop and the risk that Oklo is overextended after a >400% year‑to‑date run. ^[52]
- Skeptical commentary that frames advanced nuclear as a hype‑cycle sector with long, uncertain timelines. ^[53]

For risk‑tolerant investors:

Oklo might be interesting as a long‑duration bet on advanced nuclear and AI‑driven power demand, especially for those who believe in its regulatory path and its ability to secure DOE support and commercial partners.

For more conservative or income‑focused investors:

Oklo’s lack of revenue, extreme volatility, leveraged ETFs built around it, and the scale of insider selling may make it more appropriate as a stock to watch rather than to own right now.

As always, this article is for information and education only and is not financial advice. Anyone considering OKLO should do their own research, read the company’s SEC filings, and weigh position size carefully given the stock’s speculative nature.

Oklo stock FAQ (quick facts)

What is Oklo’s ticker and exchange?
Oklo Inc. trades on the New York Stock Exchange under the ticker OKLO. ^[54]

What does Oklo do?
Oklo designs fast‑fission microreactor power plants (Aurora) and is developing fuel‑recycling and advanced fuel fabrication capabilities, targeting data centers and other high‑value customers needing reliable, carbon‑free power. ^[55]

Is Oklo profitable?
No. Oklo is pre‑revenue and reported a Q3 2025 net loss of about $36 million. ^[56]

When could Oklo’s first reactor start operating?
Management and analysts generally point to late 2027 or early 2028 for the first commercial Aurora deployment, subject to regulatory approvals and project execution. ^[57]

What is the consensus rating and price target for OKLO?
Recent data show a broad “Buy/Overweight” consensus with a median 12‑month price target around $101.50, and high‑end targets up to $175. ^[58]

How volatile is Oklo stock?
Oklo is extremely volatile: the stock hit an all‑time high near $193.84 in mid‑October and is now trading in the low 90s, yet still up more than 400% year to date.

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