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. Oklo
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.
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.
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.
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.
