Gevo, Inc. (GEVO) Stock Price & Analysis
Gevo, Inc. (GEVO) is trading at USD 1.16, up 1.65% today, as of October 23, 2026 at 17:01 UTC (US market open; quotes may be delayed), according to Nexqual market data.
GEVO last closed at USD 1.16; today's session has ranged USD 1.12–1.16 on volume of 674,371 shares. Market capitalization is —, with a 52-week range of USD 1.09–2.97 (NCM). Source: Nexqual, retrieved October 23, 2026 at 17:01 UTC.
Also available as compact Markdown for AI agents: nexqual.com/GEVO.md
Key facts (GEVO)
- Last four reported quarters (through Jun 30, 2026): revenue $178M, net income -$213M (-119.9% margin), free cash flow -$56.7M (SEC filings).
- Total return with dividends: 1Y -51.9% vs S&P 500 +14.6%; 5Y -84.0% vs S&P 500 +77.3%.
- Next earnings: 2026-11-09, EPS estimate USD 0.04, revenue estimate $54.5M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (GEVO)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $711K | $1.2M | $17.2M | $16.9M | $161M | $178M |
| Gross profit | -$11.5M | — | — | — | — | — |
| Operating income | -$60.3M | -$103M | -$81.8M | -$90.8M | -$20.2M | -$182M |
| Net income | -$59.2M | -$98.0M | -$66.2M | -$78.6M | -$33.8M | -$213M |
| EPS (diluted) | -$0.30 | -$0.44 | -$0.28 | -$0.34 | -$0.14 | — |
| Free cash flow | -$105M | -$128M | -$108M | -$108M | -$43.5M | -$56.7M |
| Gross margin | -1611.0% | — | — | — | — | — |
| Operating margin | -8476.5% | -8739.2% | -475.8% | -536.9% | -12.6% | -102.8% |
| Net margin | -8326.7% | -8341.0% | -385.0% | -464.9% | -21.1% | -119.9% |
| Revenue growth | -87.2% | +65.3% | +1363.8% | -1.7% | +849.3% | — |
| Cash + short-term investments | $316M | $405M | — | — | $81.2M | — |
| Total debt | $67.0M | $67.5M | $68.1M | $67.1M | $165M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (GEVO)
Total return (dividends reinvested) (GEVO)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -51.9% | -84.0% |
| S&P 500 (SPY) | +14.6% | +77.3% |
| Per year | -51.9% | -30.7% |
| Volatility (annualized) | 61.9% | 82.3% |
| Max drawdown | -60.1% (Mar 2026→Oct 2026) | -92.9% (Nov 2021→Jul 2024) |
GEVO revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Gevo North Dakota | $40.5M | 87.2% | +9.0% |
| Renewable Natural Gas | $4.4M | 9.6% | +3.9% |
| Gevo | $1.5M | 3.3% | -21.8% |
| Total revenue | $46.5M | 100% | — |
GEVO revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Ethanol | $29.5M | 63.4% | +3.5% |
| Ethanol related products | $9.7M | 20.9% | +11.9% |
| Environmental attributes | $5.6M | 12.0% | +37.0% |
| Other | $1.5M | 3.3% | -21.6% |
| RNG Revenue | $209,000 | 0.4% | -7.1% |
| Total revenue | $46.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
GEVO suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | LG Chem | “In April 2023, we entered into a joint development agreement with LG Chem, Ltd. ("LG Chem"), a leading global chemical company, to develop bio-propylene for renewable chemicals using our Ethanol-to-Olefins ("ETO") technology.” |
| Partner | Axens North America | “We collaborate with a select group of technology, engineering, and equipment partners, most notably Fluid Quip Technologies ("FQT"), Axens North America, Inc. ("Axens"), and PRAJ Industries Limited ("Praj").” |
| Partner | PRAJ Industries | “We collaborate with a select group of technology, engineering, and equipment partners, most notably Fluid Quip Technologies ("FQT"), Axens North America, Inc. ("Axens"), and PRAJ Industries Limited ("Praj").” |
| Partner | BP Canada Energy Marketing | “We sell our RNG to the California market through an agreement with BP Canada Energy Marketing Corp. and BP Products North America Inc. (collectively, "BP").” |
| Partner | BP Products North America | “We sell our RNG to the California market through an agreement with BP Canada Energy Marketing Corp. and BP Products North America Inc. (collectively, "BP").” |
Quoted from the company's 10-K filed Mar 5, 2026.
GEVO customer concentration
In the period ended Dec 31, 2025, a single direct customer accounted for 80% of revenue, per the company's 10-K filed Mar 5, 2026. The company does not name it.
GEVO company outlook (results filed Aug 6, 2026)
- “EX-99.1 2 gevo_q2x2026-ex991.htm EX-99.1 Document Exhibit 99.1 Gevo Reports Second Quarter Results and Raises Financial Expectations for Full-Year 2026 ENGLEWOOD, Colo. – August 6, 2026 – Gevo, Inc.”
- “The improved outlook is supported by: ◦ Canada Clean Fuel Regulation Pathway: Approval of the Company's new Canada CFR pathway in the second quarter of 2026 creates a large, additional compliance market opportunity for Gevo's low-carbon ethanol, including recognition of credits associated with qualifying volumes previously delivered into that market.”
Quoted word-for-word from the SEC 8-K results press release.
GEVO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.04 | $-0.02 | -266.0% | $54.5M | 2 |
| Next quarter (ends Dec 2026) | $0.01 | $-0.03 | -137.2% | $51.0M | 2 |
| Current fiscal year (ends Dec 2026) | $-0.44 | $-0.17 | +154.9% | $194.9M | 4 |
| Next fiscal year (ends Dec 2027) | $-0.02 | $-0.11 | -83.6% | $206.0M | 4 |
GEVO options: expected move
Options price a move of about ±48.2% (±$0.55) by Nov 20, 2026, which includes earnings on Nov 9, 2026. Over the last 8 reports the stock moved ±14.6% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 233.8% | ±48.2% |
| Jan 15, 2027 | 84 | 113.9% | ±43.8% |
| Feb 19, 2027 | 119 | 116.1% | ±26.3% |
| May 21, 2027 | 210 | 84.2% | ±43.8% |
30-day implied volatility 80.1% vs 46.8% realized over the last 30 trading days. Put/call ratio (volume) 2.5. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 17:01 UTC)
| Price | USD 1.16 |
|---|---|
| Change | ▲ 1.65% (up) |
| Previous Close | USD 1.16 |
| Open | USD 1.16 |
| Day Range | USD 1.12 – 1.16 |
| 52-Week Range | USD 1.09 – 2.97 |
| Volume | 674,371 shares |
| Market Cap | — |
| Exchange | NCM |
Technical Analysis (GEVO)
Nexqual's technical model rates GEVO "SELL" based on 1 bullish and 5 bearish signals across 128 daily candles, as of October 23, 2026 at 17:01 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 28.69 (oversold) |
| vs SMA50 | Below (USD 1.45) |
| MACD | -0.09 (negative) |
Earnings (GEVO)
| Next Earnings Date | 2026-11-09 |
|---|---|
| EPS Estimate | USD 0.05 |
| Revenue Estimate | $54.50M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.75 vs est -0.02 ▼ miss |
| 2026-03-31 | USD -0.09 vs est -0.02 ▼ miss |
| 2025-12-31 | USD -0.02 vs est -0.03 ▲ beat |
| 2025-09-30 | USD -0.03 vs est -0.06 ▲ beat |
Source: Nexqual, October 23, 2026 at 17:01 UTC.
Financials & Fundamentals (GEVO)
| Total Revenue | $177.51M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.10% |
| Gross Margin | +44.66% |
| Operating Margin | -76.79% |
| Profit Margin | -119.93% |
| ROE | -55.53% |
| Debt / Equity | 0.61 |
| Current Ratio | 2.7 |
| Total Cash | $58.15M |
| Total Debt | $170.70M |
Source: Nexqual, October 23, 2026 at 17:01 UTC.
Ownership (GEVO)
| Insider Ownership | +4.51% |
|---|---|
| Institutional Ownership | +37.99% |
| Shares Outstanding | 247.24M |
| Float | 227.57M |
| Short % of Float | +9.24% |
Source: Nexqual, October 23, 2026 at 17:01 UTC.
From Gevo, Inc.'s Latest SEC 10-K Filing (filed 2026-03-05)
Source: SEC EDGAR 10-K. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BCPC | Balchem Corporation | USD 175.23 | ▲ 1.15% |
| SXT | Sensient Technologies Corporati | USD 131.54 | ▲ 0.45% |
| EMN | Eastman Chemical Company | USD 64.85 | ▼ 0.7% |
| AXTA | Axalta Coating Systems Ltd. | USD 34.34 | ▼ 2.03% |
| NEU | NewMarket Corp | USD 873.91 | ▼ 0.28% |
| ESI | Element Solutions Inc. | USD 33.07 | ▼ 0.12% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 17:01 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt