Northland Securities Predicts Gevo FY2027 Earnings

Key Points

• Northland Securities initiated FY2027 earnings coverage for Gevo with an Outperform rating and a $3.50 price target, while forecasting earnings of ($0.01) per share versus the broader consensus of ($0.08).
• Gevo’s latest quarterly results missed expectations, with Q1 EPS of ($0.05) versus the expected ($0.02) loss and revenue of $42.95 million below estimates. The miss reinforces near-term concerns about profitability and execution.
• Despite the weak results, management has said it is targeting about $30 million of adjusted EBITDA in 2026 and hopes to finance Project North Star by the end of 2026, signaling a longer-term growth and funding plan.

Gevo, Inc. (NASDAQ:GEVO - Free Report) - Equities researchers at Northland Securities issued their FY2027 earnings estimates for shares of Gevo in a note issued to investors on Friday, May 8th. Northland Securities analyst J. Grampp expects that the energy company will post earnings per share of ($0.01) for the year. Northland Securities has a "Outperform" rating and a $3.50 price target on the stock. The consensus estimate for Gevo's current full-year earnings is ($0.08) per share.

A number of other research firms have also recently commented on GEVO. Weiss Ratings restated a "sell (d-)" rating on shares of Gevo in a research report on Tuesday, April 21st. Wall Street Zen lowered Gevo from a "hold" rating to a "strong sell" rating in a report on Sunday. Two equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $6.58.

Gevo Stock Performance

Shares of NASDAQ GEVO opened at $1.83 on Monday. Gevo has a twelve month low of $1.07 and a twelve month high of $2.97. The stock has a market cap of $445.44 million, a price-to-earnings ratio of -14.08 and a beta of 1.00. The company has a quick ratio of 3.51, a current ratio of 4.31 and a debt-to-equity ratio of 0.37. The company's fifty day moving average is $2.10 and its 200-day moving average is $2.09.

Gevo (NASDAQ:GEVO - Get Free Report) last issued its earnings results on Thursday, May 7th. The energy company reported ($0.05) EPS for the quarter, missing the consensus estimate of ($0.02) by ($0.03). The firm had revenue of $42.95 million during the quarter, compared to the consensus estimate of $44.90 million. Gevo had a negative net margin of 19.38% and a negative return on equity of 5.06%.

Insider Activity

In related news, COO Christopher Michael Ryan sold 100,000 shares of the business's stock in a transaction on Monday, March 30th. The shares were sold at an average price of $2.76, for a total value of $276,000.00. Following the sale, the chief operating officer directly owned 1,431,938 shares of the company's stock, valued at approximately $3,952,148.88. The trade was a 6.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Gary W. Mize sold 107,100 shares of the company's stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $2.33, for a total transaction of $249,543.00. Following the completion of the transaction, the director directly owned 281,226 shares of the company's stock, valued at approximately $655,256.58. The trade was a 27.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 273,547 shares of company stock worth $702,348 over the last quarter. 7.09% of the stock is currently owned by company insiders.

Institutional Trading of Gevo

Several hedge funds and other institutional investors have recently modified their holdings of the company. Key Client Fiduciary Advisors LLC acquired a new position in shares of Gevo during the fourth quarter worth about $25,000. Berger Financial Group Inc bought a new position in shares of Gevo during the fourth quarter worth about $26,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management acquired a new stake in Gevo in the 1st quarter valued at approximately $28,000. BNP Paribas Financial Markets raised its position in Gevo by 138.1% in the 2nd quarter. BNP Paribas Financial Markets now owns 20,927 shares of the energy company's stock valued at $28,000 after buying an additional 12,136 shares during the last quarter. Finally, Franklin Resources Inc. bought a new stake in Gevo in the 4th quarter valued at approximately $28,000. Institutional investors and hedge funds own 35.17% of the company's stock.

Trending Headlines about Gevo

Here are the key news stories impacting Gevo this week:

• Positive Sentiment: Management said Gevo is targeting about $30 million of adjusted EBITDA in 2026 and is aiming to finance Project North Star by the end of 2026, signaling confidence in the company’s growth and funding roadmap. Article Title
• Positive Sentiment: In the earnings call, executives highlighted a potential profit turnaround and progress on expansion and the alcohol-to-jet project, which could support future revenue growth if execution improves. Article Title
• Neutral Sentiment: Gevo also provided a business update alongside first-quarter results, keeping attention on expansion milestones and the company’s renewable fuels strategy. Article Title
• Negative Sentiment: Q1 revenue came in below expectations, and the company reported an earnings miss, with adjusted results also short of analyst estimates. That kind of near-term miss is the main reason the stock is under pressure. Article Title
• Negative Sentiment: Zacks reported Gevo posted a Q1 loss of $0.05 per share versus the expected $0.02 loss, and revenue also lagged estimates, reinforcing concerns about profitability and execution. Article Title

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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