Wall Street Zen Upgrades Gevo (NASDAQ:GEVO) to “Sell”

Gevo (NASDAQ:GEVO) was upgraded by stock analysts at Wall Street Zen from a “strong sell” rating to a “sell” rating in a research note issued on Saturday.

Other equities analysts also recently issued research reports about the stock. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Gevo in a report on Friday, July 17th. HC Wainwright restated a “buy” rating on shares of Gevo in a research report on Tuesday, May 26th. Zacks Research raised shares of Gevo from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 7th. UBS Group reaffirmed a “neutral” rating and set a $2.00 price objective (down from $2.25) on shares of Gevo in a research report on Friday, May 22nd. Finally, Northland Securities set a $3.75 price objective on shares of Gevo in a research note on Thursday, July 16th. Two equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $2.88.

Gevo Stock Performance

NASDAQ:GEVO opened at $1.57 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.51 and a current ratio of 4.31. Gevo has a one year low of $1.15 and a one year high of $2.97. The business’s 50-day simple moving average is $1.53 and its 200 day simple moving average is $1.83. The stock has a market cap of $388.17 million, a price-to-earnings ratio of -1.76 and a beta of 1.04.

Gevo (NASDAQ:GEVO) last posted its quarterly earnings results on Thursday, August 6th. The energy company reported ($0.01) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.02) by $0.01. The firm had revenue of $46.50 million for 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%. As a group, sell-side analysts predict that Gevo will post -0.07 earnings per share for the current fiscal year.

Insider Buying and Selling at Gevo

In other Gevo news, CFO Oluwagbemileke Yusuf Agiri sold 18,223 shares of the company’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $1.54, for a total value of $28,063.42. Following the transaction, the chief financial officer owned 472,893 shares of the company’s stock, valued at approximately $728,255.22. This represents a 3.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Christopher Michael Ryan sold 35,196 shares of the stock in a transaction on Friday, June 12th. The shares were sold at an average price of $1.43, for a total value of $50,330.28. Following the sale, the chief operating officer owned 1,279,245 shares of the company’s stock, valued at $1,829,320.35. This trade represents a 2.68% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 1,067,030 shares of company stock valued at $1,691,411 over the last quarter. Company insiders own 7.09% of the company’s stock.

Hedge Funds Weigh In On Gevo

A number of hedge funds have recently modified their holdings of the stock. Nuveen LLC raised its position in shares of Gevo by 107.7% during the fourth quarter. Nuveen LLC now owns 4,138,251 shares of the energy company’s stock worth $8,277,000 after purchasing an additional 2,146,019 shares during the period. Invesco Ltd. boosted its position in shares of Gevo by 41.3% in the 4th quarter. Invesco Ltd. now owns 5,878,866 shares of the energy company’s stock valued at $11,758,000 after purchasing an additional 1,719,381 shares during the period. Goldman Sachs Group Inc. boosted its position in shares of Gevo by 118.1% in the 4th quarter. Goldman Sachs Group Inc. now owns 2,859,441 shares of the energy company’s stock valued at $5,719,000 after purchasing an additional 1,548,302 shares during the period. Bank of America Corp DE increased its stake in Gevo by 166.1% in the 1st quarter. Bank of America Corp DE now owns 2,186,704 shares of the energy company’s stock worth $5,970,000 after purchasing an additional 1,364,924 shares in the last quarter. Finally, Renaissance Technologies LLC raised its holdings in Gevo by 153.8% during 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 during the period. 35.17% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Gevo

Here are the key news stories impacting Gevo this week:

• Positive Sentiment: Gevo projects more than $60 million in adjusted EBITDA for 2026, representing a significant increase in its earnings outlook. Management also plans to exit the South Dakota ATJ-60 facility and scale its North Dakota operation toward 75 million gallons of annual capacity by the end of 2026, supporting the company’s longer-term production and profitability goals. Gevo projects 2026 adjusted EBITDA of more than $60 million
• Positive Sentiment: Second-quarter revenue reached $46.5 million, slightly exceeding expectations, while the quarterly loss of $0.01 per share was better than the anticipated $0.02 loss. The results and higher full-year expectations helped drive the positive investor reaction. Gevo Reports Second Quarter Results and Raises Financial Expectations
• Neutral Sentiment: Gevo’s outlook upgrade is being weighed against continued execution and cash-flow risks. Third-party figures cited a roughly $177 million net loss, a $171.7 million operating loss, and $58.1 million in cash at quarter-end, although liabilities declined and operating cash use was $8.3 million. Gevo Stock Rises on Q2 2026 Earnings
• Negative Sentiment: Several insiders, including the CEO, CFO and director Patrick Gruber, sold shares totaling approximately $466,000. The transactions were conducted under pre-arranged Rule 10b5-1 plans; the CEO’s sale covered tax withholding obligations, reducing the bearish significance, but the absence of insider purchases remains a cautionary signal. Gevo insider transaction filing

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.