TLDRs;
- Oklo shares drop as insider selling raises concerns despite Meta partnership.
- Meta nuclear deal provides long-term funding but power won’t start soon.
- Regulatory approvals and construction timelines create uncertainty for Oklo investors.
- Mixed nuclear sector performance highlights cautious trading and investor hesitation.
Oklo Inc (NASDAQ: OKLO) shares dipped 2.7% on Monday, closing at $102.50, after a volatile start to the year had pushed the stock up more than 40% since December 2025.
The pullback comes amid fresh scrutiny from traders following substantial insider selling and a reassessment of the company’s high-profile partnership with Meta Platforms.
The recent market movement highlights Oklo’s growing role in the “AI power demand” investment theme, as investors balance long-term potential against near-term uncertainty.
Meta Partnership Drives Long-Term Vision
The company recently announced that Meta signed 20-year agreements to purchase nuclear power from three Vistra plants while collaborating with Oklo and TerraPower to develop small modular reactors. This partnership supports plans for a 1.2-gigawatt nuclear campus in Pike County, Ohio, and includes multi-billion-dollar prepayments to help Oklo advance site preparation, fuel procurement, and construction planning.
Oklo CEO Jacob DeWitte confirmed that over 200 acres in Pike County have been secured for the project. Meta’s head of global energy, Urvi Parekh, called the initiative a “major step” in ensuring sustainable energy for its operations, signaling strong institutional backing for the company’s long-term growth.
Insider Sales Raise Caution
Despite the positive partnership news, Oklo shares fell after a Form 4 filing revealed that co-founder and COO Caroline Cochran sold 328,372 shares on January 7-8, totaling approximately $32.5 million. The transactions were executed under a Rule 10b5-1 trading plan, designed to automate sales and minimize concerns about timing or insider advantage.
Nevertheless, such large insider sales often give traders pause, particularly when a stock has recently surged. Analysts suggest that this could signal near-term profit-taking, even if long-term company fundamentals remain intact.
Regulatory and Timing Challenges Remain
While Meta’s investment gives Oklo a marquee partner and substantial funding, the timeline for operational power generation is long. Early work, including permitting, site preparation, and nuclear fuel logistics, is expected to begin this year, but first power delivery may not occur until 2030.
Regulatory hurdles also loom. The U.S. Nuclear Regulatory Commission previously denied Oklo an operating license in 2022. The company reapplied in late 2025, with hopes of approval by 2027, leaving room for delays. Traders note that fast-moving investment flows can quickly shift sentiment in high-beta stocks like Oklo.
Mixed Reactions Across Nuclear Sector
Monday’s trading revealed a mixed landscape for nuclear energy equities. Vistra shares rose roughly 3.7%, NuScale Power fell nearly 4%, and uranium miner Cameco gained around 2%. This divergence illustrates the sector’s sensitivity to project timelines, regulatory decisions, and the flow of large-scale corporate partnerships.
Investors are now closely watching for updates on Meta’s prepayment terms, progress on permitting in Ohio, and additional insider filings that could influence supply and sentiment. The coming weeks will be critical in determining whether Oklo’s stock momentum can sustain itself amid both promising partnerships and near-term headwinds.
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