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Oklo Inc.
$38.53 5.03% today
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Why Oklo Inc. (OKLO) stock moved

Updated Sep 2, 2026

Oklo Inc. (OKLO) shares tumbled 5.0% to $38.53 as of September 2, 2026, a significant decline from the prior close of $40.57. BestStocks flagged the session as a major change for OKLO. The move is tied to price move down. Below, we break down what changed for OKLO, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

OKLO fell 5.0% to $38.53

OKLO tumbled 5.0% in its latest session, moving from $40.57 to $38.53.

Material / EarningsLow confidence
Rel. volume
0.7×
Below Avg
Vs peers
No comparable peers
Market cap
$6.7B
New York Stock Exchange
Analyst target
$85
+119.5% vs price
Price chart
Aug 3 – Sep 2
EVEEEVEEFE$38$43$49Aug 3Aug 11Aug 18Aug 26Sep 2
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Oklo Inc. investors

For Oklo Inc. investors, the recent signals add up to a bearish shift. On the constructive side: Oklo Inc. (OKLO) moved +6.31% from $41.51 to $44.13 on 2026-07-21; Oklo announced that the U.S. Department of Energy approved the Documented Safety Analysis for its Groves Isotope Test Reactor, clearing a critical regulatory milestone with the reactor targeting criticality in July 2026. Weighing against that: Material negative event; Sharp 5.0% decline — elevated risk. Wall Street's consensus price target sits at $84.57, implying +119.5% upside from $38.53. BestStocks rates the overall signal quality low (55/100). With earnings roughly 69 days out, the next report is the most likely near-term test of the move.

OKLO price reaction

OKLO last traded at $38.53, down $2.04 (-5.03%) from the previous close of $40.57. The session traded on 0.7× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $38.53 and $48.42, and it currently sits about 0% of the way up that band.

Bullish and bearish analyst opinions on Oklo Inc. (OKLO)

The consensus analyst price target on Oklo Inc. (OKLO) is $84.57, 119.5% above the recent $38.53. Over the past 90 days analysts logged 0 upgrades, 6 maintains, and 0 downgrades. Here is how the bullish and bearish cases on OKLO line up.

The bullish case

  • Wall Street's consensus price target of $84.57 implies +119.5% upside from $38.53.
  • The Street's most bullish target is $130.00 (+237.4%).
  • Oklo Inc. (OKLO) moved +6.31% from $41.51 to $44.13 on 2026-07-21.
  • Oklo announced that the U.S. Department of Energy approved the Documented Safety Analysis for its Groves Isotope Test Reactor, clearing a critical regulatory milestone with the reactor targeting criticality in July 2026.

The bearish case

  • Material negative event.
  • Sharp 5.0% decline — elevated risk.
  • Oklo Inc. (OKLO) moved -5.80% from $47.23 to $44.49 on 2026-08-10.
  • Oklo Inc. fell 4.55% to $37.78 after filing a material event on Form 8-K today (oklo-20260722.htm), though the specific details of the filing were not disclosed in available sources.
  • Oklo shares fell 8.95% to $41.60, extending a broader 2026 downturn; the Motley Fool reported the stock is down 41% year-to-date with valuation compressed to $7.9 billion.
Bull vs bear balanceBearish Shift
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Sep 2, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $85+119.5%
= 6 maintains
Citigroup maintained Neutral · 2026-08-10
SEC filings watch
10-Q2026-08-07
Quarterly financial results
medium
8-K2026-07-28
Material event — review for impact
high
8-K2026-06-08
Material event — review for impact
high
8-K2026-05-13
Material event — review for impact
high
Peer context
OKLO-5.0%

Previous notable changes for OKLO

Valuation2026-08-25+11.5%via MarketWatch
Oklo rose 8.44% to $43.04 amid sustained investor enthusiasm for nuclear energy solutions powering AI data centers. The web catalyst cites three drivers: AI infrastructure demand tailwinds, the company's Groves Isotope Test Reactor achieving first criticality in August (a pre-revenue-to-operational milestone), and sector-wide support from DOE reactor pilot initiatives. Volume of 4.9M shares ran 1.39x normal for this point in the session.
Material / Earnings2026-08-19+3.8%
Oklo Inc. (OKLO) moved +5.25% from $40.80 to $42.94 on 2026-08-19, driven by positive momentum from two recent operational milestones: achieving first criticality at its Groves low-power test reactor in Texas and reporting its first-ever quarterly revenue of $1.21 million. The advance also reflected continued market interest in advanced nuclear technology for powering AI data centers.
Material / Earnings2026-08-12-4.0%
Oklo Inc. (OKLO) moved -5.82% from $47.92 to $45.13 on 2026-08-12. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was near its 5-day average, indicating the decline occurred on typical trading activity.
Material / Earnings2026-08-11+5.7%
Oklo Inc. (OKLO) moved +5.24% from $44.67 to $47.01 on 2026-08-11. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average, suggesting the move occurred without unusual trading activity.

In-depth OKLO event analyses

Permanent, dated analyses of OKLO's most significant sessions.
Upcoming catalysts & outlook
Next earnings
2026-11-10 (est.)
in 69 days
Earnings Release
2026-11-10
High impact
Thesis shift
Bearish Shift
bearish signal
Risk level
High
from change events

Frequently asked questions about OKLO

Why did Oklo Inc. (OKLO) stock move?

OKLO tumbled 5.0% to $38.53. No single company-specific catalyst was confirmed during the move window, and it looks technical.

How much did OKLO stock fall?

OKLO lost 5.03% ($2.04) versus the prior close of $40.57, last trading at $38.53 on 0.7× average volume.

When is Oklo Inc.'s next earnings date?

OKLO's next earnings report is estimated for 2026-11-10 — about 69 days away.

What is the analyst price target for OKLO?

The consensus analyst price target for OKLO is $84.57, about 119.5% above the current $38.53. Over the past 90 days, analysts recorded 0 upgrades, 6 maintains, and 0 downgrades.

How BestStocks tracks OKLO

This page is generated automatically by BestStocks' change-detection system after price move down was detected and verified against independent data sources. It draws on 20 tracked change events for OKLO, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 2, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataFMP earnings & estimatesSEC EDGAR filingsAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.