What is Northland Securities’ Forecast for Gevo Q2 Earnings?

Gevo, Inc. (NASDAQ:GEVO) – Stock analysts at Northland Securities lowered their Q2 2026 earnings per share (EPS) estimates for Gevo in a report released on Friday, May 8th. Northland Securities analyst J. Grampp now expects that the energy company will earn ($0.02) per share for the quarter, down from their previous estimate of ($0.01). Northland Securities has a “Outperform” rating and a $3.50 price objective on the stock. The consensus estimate for Gevo’s current full-year earnings is ($0.08) per share. Northland Securities also issued estimates for Gevo’s Q3 2026 earnings at ($0.02) EPS, Q4 2026 earnings at ($0.02) EPS and FY2026 earnings at ($0.10) EPS.

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

Several other research firms have also weighed in on GEVO. Zacks Research lowered Gevo from a “hold” rating to a “strong sell” rating in a research note on Friday. Wall Street Zen lowered Gevo from a “hold” rating to a “strong sell” rating in a research report on Sunday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Gevo in a research report on Tuesday, April 21st. Two analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $6.58.

Gevo Trading Down 3.8%

NASDAQ:GEVO opened at $1.76 on Tuesday. Gevo has a 1-year low of $1.07 and a 1-year high of $2.97. The business’s 50-day moving average price is $2.10 and its two-hundred day moving average price is $2.08. The company has a current ratio of 4.31, a quick ratio of 3.51 and a debt-to-equity ratio of 0.37. The firm has a market capitalization of $428.40 million, a price-to-earnings ratio of -13.54 and a beta of 1.00.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Millennium Management LLC boosted its stake in shares of Gevo by 1.9% during the 1st quarter. Millennium Management LLC now owns 3,278,261 shares of the energy company’s stock worth $3,803,000 after acquiring an additional 61,919 shares during the period. Goldman Sachs Group Inc. boosted its stake in shares of Gevo by 11.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,164,499 shares of the energy company’s stock worth $1,351,000 after acquiring an additional 123,170 shares during the period. JPMorgan Chase & Co. boosted its stake in shares of Gevo by 915.8% during the 2nd quarter. JPMorgan Chase & Co. now owns 121,305 shares of the energy company’s stock worth $160,000 after acquiring an additional 109,363 shares during the period. Legal & General Group Plc bought a new position in shares of Gevo during the 2nd quarter worth approximately $28,000. Finally, Rhumbline Advisers bought a new position in shares of Gevo during the 2nd quarter worth approximately $383,000. Institutional investors and hedge funds own 35.17% of the company’s stock.

Insider Activity at Gevo

In related news, Director Gary W. Mize sold 107,100 shares of Gevo stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $2.33, for a total value of $249,543.00. Following the sale, the director owned 281,226 shares of the company’s stock, valued at approximately $655,256.58. This trade represents a 27.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Christopher Michael Ryan sold 29,797 shares of Gevo stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $2.96, for a total value of $88,199.12. Following the completion of the sale, the chief operating officer directly owned 1,402,141 shares in the company, valued at approximately $4,150,337.36. This represents a 2.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 273,547 shares of company stock valued at $702,348. 7.09% of the stock is owned by insiders.

Key Gevo News

Here are the key news stories impacting Gevo this week:

• Positive Sentiment: Northland Securities kept an Outperform rating on Gevo and maintained a $3.50 price target, suggesting one analyst still sees meaningful upside despite cutting estimates.
• Neutral Sentiment: Analysts continue to model negative earnings for Gevo in 2026, with estimates around ($0.08) to ($0.10) per share for the full year, reflecting ongoing losses rather than a near-term turnaround.
• Negative Sentiment: Northland Securities lowered its Q2, Q3, Q4 2026 EPS forecasts, trimming quarterly expectations to roughly ($0.02) per share, which points to softer short-term profitability. Northland Securities estimate cuts
• Negative Sentiment: HC Wainwright also cut its projections, including FY2026, FY2027, FY2028, FY2029, and FY2030 earnings estimates, indicating a more bearish long-term outlook for Gevo’s earnings power. HC Wainwright estimate cuts
• Negative Sentiment: The company’s recent quarterly results also disappointed, with Gevo reporting a wider-than-expected loss and lower revenue versus consensus, which likely contributed to the analysts’ subsequent cuts.

Gevo Company Profile

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.