Gevo FY2027 EPS Estimate Lowered by Northland Securities

Gevo, Inc. (NASDAQ:GEVO) – Stock analysts at Northland Securities cut their FY2027 EPS estimates for shares of Gevo in a research note issued to investors on Friday, March 6th. Northland Securities analyst J. Grampp now forecasts that the energy company will post earnings per share of $0.00 for the year, down from their prior forecast of $0.01. Northland Securities currently has a “Outperform” rating and a $3.00 target price on the stock. The consensus estimate for Gevo’s current full-year earnings is ($0.42) per share.

Gevo (NASDAQ:GEVO) last released its quarterly earnings data on Thursday, March 5th. The energy company reported ($0.02) earnings per share for the quarter, beating the consensus estimate of ($0.03) by $0.01. The firm had revenue of $45.35 million during the quarter, compared to analysts’ expectations of $43.52 million. Gevo had a negative net margin of 21.07% and a negative return on equity of 7.20%.

Other equities analysts have also recently issued reports about the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Gevo in a report on Thursday, January 22nd. Wall Street Zen lowered Gevo from a “hold” rating to a “sell” rating in a report on Saturday. Two investment 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.com, the stock has a consensus rating of “Hold” and an average target price of $6.42.

Gevo Trading Up 13.2%

Shares of GEVO stock opened at $2.14 on Monday. The company has a current ratio of 1.82, a quick ratio of 1.58 and a debt-to-equity ratio of 0.35. Gevo has a 12-month low of $0.92 and a 12-month high of $2.95. The stock has a market capitalization of $518.54 million, a P/E ratio of -16.46 and a beta of 1.51. The firm’s 50 day moving average is $1.94 and its 200 day moving average is $2.04.

Hedge Funds Weigh In On Gevo

A number of institutional investors have recently bought and sold shares of the stock. Caitong International Asset Management Co. Ltd grew its holdings in Gevo by 250.2% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 76,538 shares of the energy company’s stock valued at $153,000 after purchasing an additional 54,683 shares during the period. Virtu Financial LLC bought a new position in shares of Gevo in the fourth quarter worth about $203,000. Invesco Ltd. raised its stake in shares of Gevo by 41.3% in the fourth quarter. Invesco Ltd. now owns 5,878,866 shares of the energy company’s stock worth $11,758,000 after buying an additional 1,719,381 shares during the period. Corient Private Wealth LLC lifted its position in shares of Gevo by 83.0% during the 4th quarter. Corient Private Wealth LLC now owns 20,950 shares of the energy company’s stock valued at $42,000 after buying an additional 9,500 shares in the last quarter. Finally, XTX Topco Ltd bought a new position in shares of Gevo during the 4th quarter valued at approximately $164,000. 35.17% of the stock is owned by institutional investors.

Gevo News Roundup

Here are the key news stories impacting Gevo this week:

• Positive Sentiment: Management set a target of $40M adjusted EBITDA in 2026 and announced expansion of its North Dakota platform to increase carbon capture and ethanol output — a concrete profitability milestone and capacity push that supports upside to future cash flow and valuation. Gevo targets $40M adjusted EBITDA in 2026 as North Dakota platform expands carbon and ethanol operations
• Positive Sentiment: Q4 results topped expectations: revenue of ~$45.4M beat consensus and EPS loss of ($0.02) was slightly better than estimates, signaling improving unit economics versus a year ago. That beat helped lift sentiment. Gevo Q4 earnings & transcript (MarketBeat)
• Positive Sentiment: Management highlighted dramatic revenue growth (reported commentary cited ~849% increase year-over-year) and ongoing SAF/ethanol expansion plans, reinforcing the growth narrative that investors reward. Gevo Inc (GEVO) Q4 2025 Earnings Call Highlights: Record Revenue Growth and Strategic Expansion …
• Neutral Sentiment: The company posted its full Q4 and FY2025 release and slide deck with operational and cash-flow updates; investors can review the slides for detailed project timing and capex cadence. Gevo Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Earnings-call transcripts and analyst previews are available for detail on timing and commercial contracts; the call contains forward-looking statements that will shape near-term expectations. Gevo Q4 2025 Earnings Call Transcript
• Negative Sentiment: Despite beats, Gevo remains unprofitable with negative net margin and negative ROE; management must convert revenue growth into sustained positive margins to justify the rally. Gevo, Inc. (GEVO) Reports Q4 Loss, Tops Revenue Estimates
• Negative Sentiment: Analysts and the market are focused on clarity around the near-term earnings path; uncertainty on timing of SAF/ethanol ramp and capital needs means execution risk remains elevated. What Gevo (GEVO)’s Latest Earnings and Guidance Reveal About Its Near‑Term Earnings Path

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.