B of A Securities has downgraded Oklo Inc (OKLO) to Neutral from Buy as of September 29, 2025. The current share price stands at $83.86. This downgrade suggests increased caution regarding the company's outlook, potentially reflecting concerns related to competitive pressures, market conditions, or execution risks that could affect performance.
Oklo Inc, headquartered in New York City, engages in the development of fission reactors and employs 113 full-time staff. The firm focuses on creating fast fission power plants aimed at delivering clean, reliable, and affordable energy at scale. Additionally, Oklo collaborates with the United States Department of Energy and National Laboratories to develop advanced fuel recycling technologies. Its flagship product, Aurora, is designed to be inherently safe and capable of operating on both fresh and recycled fuel, with a production capacity of 15-50 megawatts electric (MWe), and the potential to expand to 100 MWe.
As of November 20, 2025, Oklo's market capitalisation is $16.1 billion, with a trailing twelve months earnings per share (EPS) of -0.43. The company is set to report its next earnings on August 10, 2026, with an EPS estimate of -0.19.
Analyst ratings can change as new information becomes available, and they should be considered alongside various factors, including company fundamentals, competitive positioning, and industry trends, when making investment decisions. The current analyst consensus for Oklo is a Buy, with 4 Strong Buy, 11 Buy, 8 Hold, 1 Sell, and no Strong Sell ratings.
This update provides insight into the evolving perceptions of Oklo Inc's market position and operational challenges.