HC Wainwright Weighs in on Gevo’s Q3 Earnings (NASDAQ:GEVO)

Gevo, Inc. (NASDAQ:GEVO) – Investment analysts at HC Wainwright boosted their Q3 2026 earnings per share (EPS) estimates for Gevo in a research report issued to clients and investors on Monday, August 10th. HC Wainwright analyst A. Dayal now anticipates that the energy company will post earnings per share of $0.03 for the quarter, up from their prior estimate of $0.01. HC Wainwright has a “Buy” rating on the stock. The consensus estimate for Gevo’s current full-year earnings is ($0.07) per share. HC Wainwright also issued estimates for Gevo’s Q4 2026 earnings at $0.02 EPS, FY2026 earnings at ($0.75) EPS, FY2027 earnings at ($0.10) EPS, FY2028 earnings at ($0.07) EPS, FY2029 earnings at ($0.13) EPS and FY2030 earnings at $0.23 EPS.

Gevo (NASDAQ:GEVO) last announced its quarterly earnings results on Thursday, August 6th. The energy company reported ($0.01) EPS for the quarter, topping the consensus estimate of ($0.02) by $0.01. The company had revenue of $46.50 million during the quarter, compared to analyst estimates of $46.40 million. Gevo had a negative return on equity of 5.83% and a negative net margin of 119.93%.

A number of other research firms also recently issued reports on GEVO. Zacks Research raised shares of Gevo from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 7th. Northland Securities set a $3.75 price target on shares of Gevo in a research report on Thursday, July 16th. Wall Street Zen upgraded shares of Gevo from a “strong sell” rating to a “sell” rating in a research note on Saturday. UBS Group reissued a “neutral” rating and issued a $2.00 price objective (down from $2.25) on shares of Gevo in a research report on Friday, May 22nd. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Gevo in a research note on Friday, July 17th. Two investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $2.88.

Gevo Stock Performance

NASDAQ GEVO opened at $1.63 on Wednesday. The company has a debt-to-equity ratio of 0.37, a current ratio of 4.31 and a quick ratio of 3.51. Gevo has a 1-year low of $1.37 and a 1-year high of $2.97. The firm has a market capitalization of $403.00 million, a P/E ratio of -1.83 and a beta of 1.04. The business’s 50-day simple moving average is $1.53 and its 200-day simple moving average is $1.82.

Insider Buying and Selling

In related news, CFO Oluwagbemileke Yusuf Agiri sold 18,223 shares of the firm’s stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $1.54, for a total transaction of $28,063.42. Following the sale, the chief financial officer directly owned 472,893 shares in the company, valued at approximately $728,255.22. This trade represents a 3.71% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Patrick R. Gruber sold 247,642 shares of the company’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $1.51, for a total value of $373,939.42. Following the completion of the transaction, the director owned 3,323,788 shares of the company’s stock, valued at approximately $5,018,919.88. This represents a 6.93% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,067,030 shares of company stock worth $1,691,411 in the last ninety days. 7.09% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Gevo

Large investors have recently added to or reduced their stakes in the company. Renaissance Technologies LLC lifted its holdings in Gevo by 153.8% in the 1st quarter. Renaissance Technologies LLC now owns 2,215,194 shares of the energy company’s stock worth $6,047,000 after buying an additional 1,342,400 shares in the last quarter. J. Derek Lewis & Associates Inc. acquired a new stake in shares of Gevo during the fourth quarter valued at about $870,000. Caxton Associates LLP acquired a new stake in shares of Gevo during the first quarter valued at about $153,000. State of Wyoming increased its position in shares of Gevo by 389.6% during the first quarter. State of Wyoming now owns 139,543 shares of the energy company’s stock worth $381,000 after acquiring an additional 111,041 shares during the last quarter. Finally, Baader Bank Aktiengesellschaft purchased a new stake in shares of Gevo during the first quarter worth about $49,000. 35.17% of the stock is owned by institutional investors and hedge funds.

Gevo News Summary

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.