Northland Securities Forecasts Reduced Earnings for Gevo

Gevo, Inc. (NASDAQ:GEVO) – Analysts at Northland Securities cut their FY2026 earnings estimates for Gevo in a research report issued on Friday, August 7th. Northland Securities analyst J. Grampp now expects that the energy company will post earnings per share of ($0.72) for the year, down from their prior forecast of ($0.05). The consensus estimate for Gevo’s current full-year earnings is ($0.07) per share.

Gevo (NASDAQ:GEVO) last issued its quarterly earnings data on Thursday, August 6th. The energy company reported ($0.01) earnings per share 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 analysts’ expectations of $46.40 million. Gevo had a negative net margin of 119.93% and a negative return on equity of 5.83%.

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

Gevo Stock Performance

NASDAQ:GEVO opened at $1.63 on Wednesday. The firm has a market capitalization of $403.00 million, a PE ratio of -1.83 and a beta of 1.04. Gevo has a 1 year low of $1.37 and a 1 year high of $2.97. 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’s fifty day simple moving average is $1.53 and its 200 day simple moving average is $1.82.

Insider Buying and Selling at Gevo

In related news, Director Patrick R. Gruber sold 247,642 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $1.51, for a total transaction of $373,939.42. Following the transaction, the director owned 3,323,788 shares of the company’s stock, valued at approximately $5,018,919.88. The trade was a 6.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Paul D. Bloom sold 75,735 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $1.76, for a total transaction of $133,293.60. Following the transaction, the chief executive officer owned 1,518,588 shares of the company’s stock, valued at approximately $2,672,714.88. The trade was a 4.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 three months. 7.09% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in GEVO. Key Client Fiduciary Advisors LLC bought a new stake in shares of Gevo in the fourth quarter valued at about $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 raised its holdings 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 acquiring an additional 12,136 shares in the last quarter. Finally, Franklin Resources Inc. acquired a new position in Gevo in the 4th quarter valued at approximately $28,000. Institutional investors and hedge funds own 35.17% of the company’s stock.

Key Gevo News

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.