Equities Analysts Issue Forecasts for Gevo FY2026 Earnings

Key Points

• Northland Securities sharply cut Gevo’s FY2026 EPS forecast to a loss of $0.72 per share from a loss of $0.05, well below the consensus estimate of a $0.07 loss.
• Gevo’s latest quarterly results modestly exceeded expectations, with an adjusted loss of $0.01 per share versus the projected $0.02 loss and revenue of $46.5 million versus $46.4 million expected.
• Analyst sentiment remains mixed, producing an overall “Hold” rating and a consensus price target of $2.88; the stock recently traded at $1.63, while insiders have sold shares under pre-arranged plans to cover tax obligations.

Gevo, Inc. (NASDAQ:GEVO - Free Report) - Equities researchers at Northland Securities reduced their FY2026 earnings per share estimates for shares of Gevo in a research note issued on Friday, August 7th. Northland Securities analyst J. Grampp now forecasts that the energy company will post earnings of ($0.72) per share for the year, down from their previous forecast of ($0.05). The consensus estimate for Gevo's current full-year earnings is ($0.07) per share.

Gevo (NASDAQ:GEVO - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The energy company reported ($0.01) earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.02) by $0.01. The business had revenue of $46.50 million during the quarter, compared to analyst estimates of $46.40 million. Gevo had a negative net margin of 119.93% and a negative return on equity of 5.83%.

Other equities research analysts also recently issued research reports about the stock. Weiss Ratings reiterated a "sell (d-)" rating on shares of Gevo in a research report on Friday, July 17th. HC Wainwright restated a "buy" rating on shares of Gevo in a report on Tuesday, May 26th. UBS Group reaffirmed a "neutral" rating and issued a $2.00 price target (down from $2.25) on shares of Gevo in a research note on Friday, May 22nd. Zacks Research upgraded Gevo from a "strong sell" rating to a "hold" rating in a report on Tuesday, July 7th. Finally, Wall Street Zen upgraded Gevo from a "strong sell" rating to a "sell" rating in a report on Saturday. Two research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Gevo presently has an average rating of "Hold" and a consensus target price of $2.88.

Gevo Stock Performance

Shares of GEVO opened at $1.63 on Wednesday. The company's 50 day moving average price is $1.53 and its 200 day moving average price is $1.82. Gevo has a 52 week low of $1.37 and a 52 week high of $2.97. The company has a market capitalization of $403.00 million, a PE ratio of -1.83 and a beta of 1.04. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.51 and a current ratio of 4.31.

Institutional Investors Weigh In On Gevo

Several institutional investors and hedge funds have recently modified their holdings of GEVO. Key Client Fiduciary Advisors LLC bought a new stake in Gevo in the fourth quarter worth $25,000. Berger Financial Group Inc bought a new position in Gevo during the fourth quarter valued at about $26,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new position in Gevo during the first quarter valued at about $28,000. BNP Paribas Financial Markets lifted its position in shares of Gevo by 138.1% in the second quarter. BNP Paribas Financial Markets now owns 20,927 shares of the energy company's stock worth $28,000 after buying an additional 12,136 shares during the last quarter. Finally, Franklin Resources Inc. acquired a new stake in shares of Gevo in the fourth quarter worth about $28,000. Institutional investors and hedge funds own 35.17% of the company's stock.

Insider Transactions at Gevo

In other Gevo news, CEO Paul D. Bloom sold 75,735 shares of Gevo stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $1.76, for a total value of $133,293.60. Following the completion of the sale, the chief executive officer directly owned 1,518,588 shares in the company, valued at $2,672,714.88. The trade was a 4.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Andrew Shafer sold 32,667 shares of the business's stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $1.76, for a total transaction of $57,493.92. Following the completion of the sale, the insider directly owned 321,051 shares of the company's stock, valued at $565,049.76. This represents a 9.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,067,030 shares of company stock valued at $1,691,411 in the last ninety days. 7.09% of the stock is currently owned by insiders.

Key Stories Impacting Gevo

Here are the key news stories impacting Gevo this week:

• Positive Sentiment: HC Wainwright maintained a “Buy” rating and a $14 price target for Gevo, signaling substantial potential upside from current levels. The firm also raised its Q3 2026 EPS forecast to $0.03 from $0.01 and projects $0.02 of EPS in Q4. Gevo Maintained at Buy as Earnings Outlook Strengthens
• Positive Sentiment: HC Wainwright improved its FY2027 EPS forecast to a loss of $0.10 from a loss of $0.21, suggesting expectations for a faster path toward profitability after 2026.
• Positive Sentiment: A recent review highlighted Gevo’s carbon strategy and North Dakota expansion as important elements of its future growth outlook, potentially supporting the company’s renewable-fuels and low-carbon business case. GEVO Q2 Deep Dive: Carbon Strategy and North Dakota Expansion Drive Outlook
• Neutral Sentiment: Northland Securities raised its Q3 2026 EPS estimate to $0.05 from $0.01 but lowered its Q4 forecast to breakeven from $0.01, indicating uneven near-term operating expectations.
• Neutral Sentiment: Reported short interest was zero shares, but the data showed no meaningful short-position activity and therefore provides little directional insight for GEVO.
• Negative Sentiment: HC Wainwright sharply reduced its FY2026 EPS forecast to a loss of $0.75 from a loss of $0.08. Northland also cut its FY2026 estimate to a loss of $0.72 from a loss of $0.05, far below the current consensus loss estimate of $0.07.
• Negative Sentiment: HC Wainwright lowered its long-term EPS forecasts for FY2028, FY2029 and FY2030, including reducing FY2029 from $0.65 to a loss of $0.13 and FY2030 from $0.69 to $0.23. These cuts raise concerns about the timing and scale of Gevo’s future profitability.

About Gevo

Gevo, Inc NASDAQ: GEVO is a renewable chemicals and biofuels company that develops and produces low-carbon alternatives to petroleum-based products. The company's core technology platform converts fermentable sugars into isobutanol, which can be further processed into sustainable aviation fuel (SAF), renewable gasoline, diesel, and jet fuel. Gevo's integrated biorefinery model combines fermentation, recovery, and downstream processing to deliver scalable, drop-in replacements for conventional fossil-derived hydrocarbons.

Gevo's primary products include isobutanol, a four-carbon alcohol used as a building block for various fuels and chemicals, and hydrocarbon fuels that meet ASTM specifications for aviation and road transport.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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