Gevo, Inc.
- Open
- 1.67
- Day high
- 1.69
- Day low
- 1.63
- Prev close
- 1.67
- Volume
- 1.9M
- Mkt cap
- $410M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 1.5
- P/S
- 2.3
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$820K over the last 3 months (2 open-market buys, 11 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions accumulating (13F)
Gevo, Inc. (GEVO) is a Basic Materials company listed on NASDAQ. The stock is down 4% over the past year. Over the trailing 3 months, insiders filed 2 open-market buys and 11 sales (SEC Form 4).
Gevo, Inc. (GEVO) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GEVO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 6, 2026 | $-0.02 | $-0.01 | +52.2% | $47M | +0.2% |
| May 7, 2026 | $-0.02 | $-0.05 | -150.0% | $43M | -4.3% |
| Mar 5, 2026 | $-0.03 | $-0.02 | +32.1% | $45M | +3.8% |
| Mar 27, 2025 | $-0.11 | $-0.09 | +18.2% | $6M | +48.1% |
| Nov 7, 2024 | $-0.10 | $-0.09 | +10.0% | $2M | -47.9% |
| Aug 8, 2024 | $-0.09 | $-0.09 | +0.0% | $5M | +20.1% |
| May 2, 2024 | $-0.06 | $-0.08 | -33.3% | $4M | -8.9% |
| Mar 7, 2024 | $-0.05 | $-0.08 | -60.0% | $4M | -1.0% |
| Nov 13, 2023 | $-0.06 | $-0.07 | -16.7% | $5M | +9.6% |
| Aug 10, 2023 | $-0.06 | $-0.06 | +0.0% | $4M | +5.9% |
| Mar 9, 2023 | $-0.06 | $-0.11 | -83.3% | $545000 | -71.6% |
| Feb 24, 2022 | $-0.07 | $-0.08 | -14.3% | $54000 | -91.4% |
GEVO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 24, 2026 | Barber James Jdirector | Buy | 50,000 | $1.54 |
| Aug 24, 2026 | Kettner David Michaelofficer: Chief Legal & Emrg Biz Officer | Buy | 12,500 | $1.55 |
| Aug 24, 2026 | Werpy Todd Allendirector | Grant | 62,583 | — |
| Aug 13, 2026 | Bloom Paul Ddirector, officer: CEO | Option | 50,000 | $1.18 |
| Aug 7, 2026 | Bowron Kimberly Tofficer: Chief of Staff | Sell | 10,257 | $1.55 |
| Aug 7, 2026 | Agiri Oluwagbemileke Yusufofficer: CFO | Sell | 18,223 | $1.54 |
| Aug 7, 2026 | Gruber Patrick R.director | Sell | 247,642 | $1.51 |
| Aug 7, 2026 | Bloom Paul Ddirector, officer: CEO | Sell | 31,096 | $1.55 |
| Jun 15, 2026 | Agiri Oluwagbemileke Yusufofficer: CFO | Sell | 63,028 | $1.40 |
| Jun 15, 2026 | Bloom Paul Ddirector, officer: CEO | Sell | 35,189 | $1.43 |
| Jun 15, 2026 | Gendenjamts Davaajargalofficer: VP Acctg and Treasurer | Sell | 4,293 | $1.43 |
| Jun 15, 2026 | Bowron Kimberly Tofficer: Chief of Staff | Sell | 15,470 | $1.43 |
| Jun 15, 2026 | Shafer Andrewofficer: Chief Mktg Cust & Brnd Officer | Sell | 9,443 | $1.43 |
| Jun 15, 2026 | Ryan Christopher Michaelofficer: President & COO | Sell | 35,196 | $1.43 |
| Jun 15, 2026 | Gruber Patrick R.director | Sell | 157,563 | $1.40 |
Source: GEVO SEC Form 4 filings, latest Aug 24, 2026. For informational purposes only — not investment advice.
See the full GEVO insider & 13F page →Gevo, Inc. company profile
Overview
Gevo, Inc. (NASDAQ:GEVO) is a renewable fuels company founded in 2005 and headquartered in Englewood, Colorado. Originally incorporated as Methanotech, Inc., the company changed its name to Gevo in March 2006 and went public in February 2011. Gevo operates as a developer and producer of sustainable aviation fuel, renewable natural gas, and other low-carbon fuel alternatives, positioning itself as a key player in the energy transition toward net-zero carbon emissions. The company has evolved from a early-stage biofuels developer into an integrated renewable energy company with operational assets and ambitious expansion plans backed by significant government support.
Business
Gevo operates in the renewable fuels and sustainable energy sector, focusing on producing low-carbon alternatives to traditional petroleum-based fuels. The company's core mission is to develop and commercialize technologies that can achieve zero carbon emissions while providing sustainable alternatives to gasoline, jet fuel, and diesel. The company operates through four main business segments: 1. **Gevo Segment** - The primary business focused on developing and producing sustainable aviation fuel (SAF) and other renewable fuels. SAF is a drop-in replacement for conventional jet fuel that can reduce aviation carbon emissions by up to 80% compared to petroleum-based jet fuel. This segment includes the company's flagship Net-Zero 1 project in South Dakota, designed to produce 62 million gallons of low-carbon fuels annually, and the recently acquired Gevo North Dakota ethanol plant that produces low-carbon ethanol, animal feed, and corn oil while capturing and sequestering CO2. 2. **Renewable Natural Gas (RNG) Segment** - Operates RNG production facilities that convert organic waste into pipeline-quality natural gas. RNG is produced through anaerobic digestion of agricultural waste and provides a carbon-negative fuel alternative. This segment generates approximately $5-6 million in annual revenue and represents the company's most mature revenue-generating business. 3. **Agri-Energy Segment** - Encompasses agricultural operations and the production of animal feed and protein as co-products of the fuel production process. This segment emphasizes the company's integrated approach to concurrent food and energy production. 4. **Net-Zero Segment** - Focuses on carbon accounting, tracking, and credit monetization through the company's Verity platform. Verity is a carbon tracking and verification system that helps agricultural producers and fuel manufacturers measure, report, and verify their carbon footprint throughout the supply chain. This platform is essential for qualifying for various carbon credits and low-carbon fuel standards. Revenue distribution is currently heavily weighted toward the RNG business, which generates the majority of operational revenue, while the other segments are in various stages of development and commercialization.
Revenue model
Gevo employs multiple revenue models across its business segments, reflecting its integrated approach to renewable energy production: **Product Sales Revenue** - The company generates revenue through direct sales of renewable fuels, including RNG, low-carbon ethanol, sustainable aviation fuel, and co-products like animal feed and corn oil. The recently acquired Gevo North Dakota facility demonstrates this model, producing 11 million gallons of ethanol and 40,000 tons of animal feed in just two months of operation. **Environmental Credits and Tax Incentives** - A significant portion of revenue comes from monetizing environmental attributes and tax credits. This includes RNG environmental credits, carbon credits from CO2 sequestration, and federal tax credits like the 45Z credit for low-carbon fuel production. The company expects to begin monetizing 45Z credits in Q2 2025, which could provide substantial revenue enhancement. **Technology Licensing and Development Fees** - Gevo licenses its proprietary alcohol-to-jet (ATJ) and ethanol-to-olefins (ETO) technologies to third parties. The company has agreements with partners like LG Chem for bio-propylene technology and expects to receive development payments from projects with ADM and Phillips 66. **Carbon Tracking and Verification Services** - Through its Verity platform, Gevo provides carbon accounting and verification services to agricultural producers and fuel manufacturers, charging fees for tracking and certifying carbon intensity scores. **Factors Affecting Margins:** Positive margin drivers include rising carbon credit prices, expansion of low-carbon fuel standards to new markets, successful monetization of federal tax credits, and economies of scale from larger production facilities. The company's low carbon intensity scores (around 20-21) position it favorably for premium pricing in carbon-conscious markets. Negative pressures include volatile commodity prices for feedstock, regulatory delays in carbon credit approvals, competition from other renewable fuel producers, and the capital-intensive nature of scaling production facilities. The company's margins are particularly sensitive to carbon credit pricing and regulatory changes affecting environmental incentives.
Competitive moat
Gevo's competitive position relies on several factors, though its moat appears moderate and still developing rather than deeply entrenched: **Technology and Intellectual Property** - The company holds patents for its ethanol-to-jet and ethanol-to-olefins processes, providing some protection for its core technologies. However, the renewable fuels industry is rapidly evolving with multiple competing pathways, limiting the durability of any single technology advantage. **Regulatory Positioning and Government Support** - Gevo has secured significant government backing, including a $1.63 billion conditional loan commitment from the U.S. Department of Energy for its Net-Zero 1 project. The company has also received IRS approval for 45Z tax credit applications, positioning it favorably within the regulatory framework supporting renewable fuels. **Integrated Supply Chain and Carbon Tracking** - The company's Verity platform provides differentiation through comprehensive carbon tracking and verification capabilities. This integration allows Gevo to achieve very low carbon intensity scores and command premium pricing for its products. **Strategic Partnerships and Offtake Agreements** - Long-term supply agreements with airlines and other customers provide some revenue visibility, though these contracts are subject to the company's ability to deliver products at scale. **Competitive Threats** include established oil companies investing heavily in renewable fuels, other biofuel producers with different technological approaches, and potential policy changes that could reduce support for renewable fuels. The company faces execution risk in scaling its operations and achieving cost competitiveness with traditional fuels. Additionally, the capital-intensive nature of the business creates barriers to rapid expansion and leaves the company vulnerable to financing challenges.
Risks & safety
**Overall Assessment: Moderate to Low Safety** - Company has adequate liquidity but faces significant execution risk and cash burn. **Cash and Liquidity:** - Cash position: $65.3 million as of Q1 2025 (down from $189.4 million in Q4 2024) - Current ratio: 2.04x indicating adequate short-term liquidity - Minimal debt burden with debt-to-equity ratio of 0.009 **Profitability and Cash Flow:** - Negative EBITDA: -$12.9 million in Q1 2025 - Operating cash flow: -$24.0 million in Q1 2025 - Free cash flow: -$24.0 million in Q1 2025 - Company targeting EBITDA positive status in 2025 **Valuation Metrics:** - Trading at 0.57x book value, suggesting potential undervaluation - Negative P/E ratio due to losses - Enterprise value reflects significant development assets and government backing **Other Considerations:** - Substantial government support through $1.63 billion DOE loan commitment provides financing backstop - Revenue growth trajectory dependent on successful project execution - High execution risk for large-scale projects but strong regulatory tailwinds
Recent development
Over the past few years, Gevo has transformed from a development-stage company into an integrated renewable fuels producer through several strategic initiatives: **Major Acquisitions and Asset Expansion** - In 2024, Gevo acquired Red Trail Energy's low-carbon ethanol and carbon capture sequestration assets, providing immediate revenue generation and a platform for sustainable aviation fuel production. The company also acquired CultivateAI to enhance its agricultural data and analytics capabilities, integrating these with its Verity carbon tracking platform. **Government Partnership and Financing** - The company secured a $1.63 billion conditional loan commitment from the U.S. Department of Energy for its Net-Zero 1 project, representing the first large-scale alcohol-to-jet project to receive such support. This financing commitment provides the foundation for the company's flagship sustainable aviation fuel production facility. **Technology Development and Partnerships** - Gevo has expanded its technology portfolio through partnerships with LG Chem for ethanol-to-olefins technology and agreements with ADM and Phillips 66 for sustainable aviation fuel development. The company has also developed modular plant designs that can be deployed across multiple sites, potentially accelerating expansion. **Carbon Platform Development** - The Verity platform has evolved into a comprehensive carbon tracking and verification system, partnering with Google to integrate AI capabilities and expanding its customer base to cover 76,000 acres with 100% farmer retention. This platform is becoming increasingly important for monetizing carbon credits and achieving low carbon intensity scores. **Operational Scale-Up** - The RNG business has expanded capacity from 325,000 to 400,000 million BTUs annually, while the newly acquired ethanol operations demonstrate the company's ability to operate large-scale production facilities profitably.
GEVO company profile · for informational purposes only — not investment advice.
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