Gevo FY2027 EPS Estimate Increased by Northland Securities

Key Points

• Northland Securities raised Gevo’s FY2027 EPS estimate to $0.08 from $0.06, though the broader current-year consensus remains a loss of $0.07 per share.
• Gevo’s second-quarter results modestly beat expectations, with revenue of $46.5 million and a loss of $0.01 per share versus the projected $0.02 loss. Management also projects more than $60 million in adjusted EBITDA for 2026.
• The stock opened at $1.57, while analysts maintain a consensus “Hold” rating and $2.88 price target; continued losses, cash-flow concerns and recent insider selling remain risks.

Gevo, Inc. (NASDAQ:GEVO - Free Report) - Northland Securities upped their FY2027 earnings per share estimates for shares of Gevo in a research report issued to clients and investors on Friday, August 7th. Northland Securities analyst J. Grampp now forecasts that the energy company will post earnings per share of $0.08 for the year, up from their previous estimate of $0.06. The consensus estimate for Gevo's current full-year earnings is ($0.07) per share.

GEVO has been the topic of a number of other reports. UBS Group restated a "neutral" rating and set a $2.00 target price (down from $2.25) on shares of Gevo in a research report on Friday, May 22nd. Wall Street Zen upgraded shares of Gevo from a "strong sell" rating to a "sell" rating in a research note on Saturday. Zacks Research raised shares of Gevo from a "strong sell" rating to a "hold" rating in a research report on Tuesday, July 7th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Gevo in a report on Friday, July 17th. Finally, HC Wainwright reissued a "buy" rating on shares of Gevo in a report on Tuesday, May 26th. Two research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus target price of $2.88.

Gevo Price Performance

Shares of GEVO opened at $1.57 on Monday. The firm has a fifty day moving average price of $1.53 and a 200 day moving average price of $1.83. The company has a debt-to-equity ratio of 0.37, a current ratio of 4.31 and a quick ratio of 3.51. Gevo has a 1-year low of $1.15 and a 1-year high of $2.97. The stock has a market cap of $388.17 million, a PE ratio of -1.76 and a beta of 1.04.

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

Insiders Place Their Bets

In related news, CEO Paul D. Bloom sold 75,735 shares of the firm's stock in a transaction dated 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 owned 1,518,588 shares in the company, valued at $2,672,714.88. This trade represents a 4.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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, COO Christopher Michael Ryan sold 87,700 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 transaction of $154,352.00. Following the sale, the chief operating officer owned 1,314,441 shares of the company's stock, valued at approximately $2,313,416.16. The trade was a 6.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Over the last three months, insiders have sold 1,067,030 shares of company stock worth $1,691,411. Insiders own 7.09% of the company's stock.

Institutional Investors Weigh In On Gevo

Several institutional investors and hedge funds have recently made changes to their positions in the business. Bank of New York Mellon Corp acquired a new stake in Gevo in the 2nd quarter valued at about $926,000. J. Derek Lewis & Associates Inc. raised its position in Gevo by 23.0% during the first quarter. J. Derek Lewis & Associates Inc. now owns 535,000 shares of the energy company's stock worth $1,461,000 after acquiring an additional 100,000 shares during the last quarter. Bank of America Corp DE lifted its holdings in shares of Gevo by 166.1% in the first quarter. Bank of America Corp DE now owns 2,186,704 shares of the energy company's stock valued at $5,970,000 after purchasing an additional 1,364,924 shares in the last quarter. Amundi lifted its holdings in shares of Gevo by 25.6% in the first quarter. Amundi now owns 135,539 shares of the energy company's stock valued at $370,000 after purchasing an additional 27,636 shares in the last quarter. Finally, Renaissance Technologies LLC grew its position in shares of Gevo by 153.8% in the first quarter. Renaissance Technologies LLC now owns 2,215,194 shares of the energy company's stock valued at $6,047,000 after purchasing an additional 1,342,400 shares during the last quarter. 35.17% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Gevo

Here are the key news stories impacting Gevo this week:

• Positive Sentiment: Gevo projects more than $60 million in adjusted EBITDA for 2026, representing a significant increase in its earnings outlook. Management also plans to exit the South Dakota ATJ-60 facility and scale its North Dakota operation toward 75 million gallons of annual capacity by the end of 2026, supporting the company’s longer-term production and profitability goals. Gevo projects 2026 adjusted EBITDA of more than $60 million
• Positive Sentiment: Second-quarter revenue reached $46.5 million, slightly exceeding expectations, while the quarterly loss of $0.01 per share was better than the anticipated $0.02 loss. The results and higher full-year expectations helped drive the positive investor reaction. Gevo Reports Second Quarter Results and Raises Financial Expectations
• Neutral Sentiment: Gevo’s outlook upgrade is being weighed against continued execution and cash-flow risks. Third-party figures cited a roughly $177 million net loss, a $171.7 million operating loss, and $58.1 million in cash at quarter-end, although liabilities declined and operating cash use was $8.3 million. Gevo Stock Rises on Q2 2026 Earnings
• Negative Sentiment: Several insiders, including the CEO, CFO and director Patrick Gruber, sold shares totaling approximately $466,000. The transactions were conducted under pre-arranged Rule 10b5-1 plans; the CEO’s sale covered tax withholding obligations, reducing the bearish significance, but the absence of insider purchases remains a cautionary signal. Gevo insider transaction filing

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.

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