GEVO

Gevo, Inc.

Nasdaq · Industrial Organic Chemicals · Inc. DE · CIK 0001392380
$1.64 +0.30% $399.2M
Insider Selling Cluster (2 insiders)4 New Institutional Positions
Vol
Market Cap$399.2M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders8 funds
Inst. Value$39.1M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 7S
Insider Net $-$702.5K
Reddit Sentiment50° Neutral
SEC Reports5
Press Releases2
Exchange Nasdaq·Sector Industrial Organic Chemicals·Inc. DE·CIK 0001392380·Prev Close $1.64

Recent Activity

May 20, 2026 short_volume
Short Volume: GEVO — 62.8% short (0.8M / 1.3M)
Short: 789,844 | Exempt: 5,809 | TRF Vol: 1,257,713 | Short Ratio: 62.8% | Off-exchange volume (dark
May 1, 2026 Insider
Shafer Andrew sold 5,550 shares
Chief Cust Mkt & Brnd Officer @ $0.7100 ($3.9K)
May 1, 2026 Insider
Shafer Andrew sold 5,550 shares
Chief Cust Mkt & Brnd Officer @ $2.00 ($11.1K)
May 1, 2026 Insider
Shafer Andrew sold 5,550 shares
Chief Cust Mkt & Brnd Officer @ $0.00 ($0.00)
Apr 30, 2026 SEC
Two GEVO insiders, including the President & COO, sold a combined $103K in shares over a one-week window. The sales repr
CLUSTER — Impact 2/10
Apr 21, 2026 SEC
Gevo, Inc. announced it will report Q1 2025 financial results on May 7, 2026, but did not release actual earnings data i
PRESS-RELEASE — Impact 3/10
Apr 15, 2026 SEC
Gevo, Inc. withdrew its application for a U.S. Department of Energy loan guarantee for its ATJ-60 synthetic aviation fue
8-K — Impact 6/10
Inst.
MORGAN STANLEY — ADD
1,036,048 shares ($2.1M)

Price Targets

$5.39 +227.5% upside Strong Buy
Current $1.65 Low $1.80 Median $2.88 High $14.00 4 analysts
$1.80 $14.00

Analyst Ratings

Buy73% buy · 11 analysts
2Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 16, 2026 Northland Capital Markets MAINTAIN Outperform → Outperform
Dec 31, 2025 Northland Capital Markets REITERATE Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.03 ▼ -50.0% $-0.04 — $-0.02 -400% YoY 2
Next Q $-0.04 ▼ -75.0% $-0.05 — $-0.02 -17% YoY 2
Current FY $-0.19 ▼ -107.4% $-0.22 — $-0.14 -33% YoY 3
Next FY $-0.13 ▼ -375.0% $-0.29 — $-0.01 32% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$31.3M
MORGAN STANLEY$2.1MADD
RENAISSANCE TECHNOLOGIES LLC$1.7MNEW
BANK OF AMERICA CORP$1.6MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$1.3MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026Shafer AndrewM$3.9K
May 1, 2026Shafer AndrewSELL$11.1K
May 1, 2026Shafer AndrewM$0.00
Apr 1, 2026Kettner DavidF$60.3K
Apr 1, 2026Kettner DavidA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
8 institutional holders with $39.1M total value (19,537,071 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, RENAISSANCE. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC15,645,461$31.3M80.1%
2MORGAN STANLEY1,036,048$2.1M5.3%ADD +47.6%
3RENAISSANCE TECHNOLOGIES LLC872,794$1.7M4.5%NEW
4BANK OF AMERICA CORP /DE/821,780$1.6M4.2%DOUBLED +147.4%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC665,294$1.3M3.4%DOUBLED +585.5%
6WELLS FARGO & COMPANY/MN418,334$836.7K2.1%ADD +82.4%
7FMR LLC39,386$78.8K0.2%ADD +64.2%
8TWO SIGMA INVESTMENTS, LP37,974$75.9K0.2%NEAR_EXIT -90.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD701,9471,036,048+47.6%$2.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW872,794$1.7M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED332,198821,780+147.4%$1.6M2025-Q4
FMR LLCADD23,99239,386+64.2%$78.8K2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT383,98437,974-90.1%$75.9K2025-Q4
MORGAN STANLEYTRIM1,330,866701,947-47.3%$1.4M2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED78,404332,198+323.7%$651.1K2025-Q3
UBS Group AGADD6,462,99510,658,114+64.9%$14.1M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED99,561682,506+585.5%$900.9K2025-Q2
WELLS FARGO & COMPANY/MNADD179,909328,233+82.4%$433.3K2025-Q2
BANK OF AMERICA CORP /DE/NEAR_EXIT779,34878,404-89.9%$103.5K2025-Q2
UBS Group AGADD4,505,3176,462,995+43.5%$7.5M2025-Q1
MORGAN STANLEYADD897,4161,382,709+54.1%$1.6M2025-Q1
CITADEL ADVISORS LLCTRIM1,265,361540,795-57.3%$627.3K2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT432,3300-100.0%$0.002025-Q1
UBS Group AGDOUBLED10,8224,505,317+41531.1%$9.4M2024-Q4
CITADEL ADVISORS LLCDOUBLED281,1531,265,361+350.1%$2.6M2024-Q4
MORGAN STANLEYDOUBLED161,624897,416+455.2%$1.9M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW432,330$903.6K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW101,061$164.7K2024-Q3
6 unique insiders with 7 transactions. Net insider value: -$702.5K ($0.00 bought, $702.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Shafer AndrewChief Cust Mkt & Brnd OfficerM5,550$0.7100$3.9K
May 1, 2026Shafer AndrewChief Cust Mkt & Brnd OfficerSELL5,550$2.00$11.1K
May 1, 2026Shafer AndrewChief Cust Mkt & Brnd OfficerM5,550$0.00$0.00
Apr 1, 2026Kettner David MichaelGeneral CounselF25,118$2.40$60.3K
Apr 1, 2026Kettner David MichaelGeneral CounselA158,334$0.00$0.00
Apr 1, 2026JAMES KYLE DEANChief Commercial OfficerF27,278$2.40$65.5K
Apr 1, 2026JAMES KYLE DEANChief Commercial OfficerA158,334$0.00$0.00
Apr 1, 2026Shafer AndrewChief Cust Mkt & Brnd OfficerM5,550$0.7100$3.9K
Apr 1, 2026Shafer AndrewChief Cust Mkt & Brnd OfficerSELL5,550$2.71$15.0K
Apr 1, 2026Shafer AndrewChief Cust Mkt & Brnd OfficerM5,550$0.00$0.00
Mar 31, 2026Ryan Christopher MichaelPresident & COOSELL29,797$2.96$88.2K
Mar 30, 2026Ryan Christopher MichaelPresident & COOSELL100,000$2.76$275.7K
Mar 12, 2026Mize Gary W.DirectorSELL107,100$2.34$250.1K
Mar 12, 2026Fitzgerald Lindsay ClintonChief Public Affairs OfficerSELL20,000$2.51$50.1K
Mar 10, 2026Shafer AndrewChief Cust Mkt & Brnd OfficerM5,550$0.00$0.00
Mar 10, 2026Shafer AndrewChief Cust Mkt & Brnd OfficerM5,550$0.7100$3.9K
Mar 10, 2026Shafer AndrewChief Cust Mkt & Brnd OfficerSELL5,550$2.21$12.2K
Current analyst consensus: Buy (73% buy). Based on 11 analysts: 2 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$5.39 mean target +227.5% upside Strong Buy (2.00)
$1.80 Low $14.00 High
MetricValue
Current Price$1.65
Target Low$1.80
Target Mean$5.39
Target Median$2.88
Target High$14.00
# Analysts4
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.03 $-0.04 $-0.02 -400.0% -50.0% $0.0B 2.8% 2
Next Q
2026-09-30
$-0.04 $-0.05 $-0.02 -16.7% -75.0% $0.0B 7.8% 2
Current FY
2026-12-31
$-0.19 $-0.22 $-0.14 -33.3% -107.4% 0↑ 2↓ $0.2B 12.5% 3
Next FY
2027-12-31
$-0.13 $-0.29 $-0.01 32.1% -375.0% $0.2B 7.3% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.030
7d ago$-0.020-0.010
30d ago$-0.020-0.010
60d ago$-0.020-0.010
90d ago$-0.010-0.020
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 16, 2026 Northland Capital Markets MAINTAIN Outperform Outperform
Dec 31, 2025 Northland Capital Markets REITERATE Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20262630073%
Apr 1, 20262630073%
Mar 1, 20262630073%
Feb 1, 20262630073%
Jan 1, 20262630073%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 11, 2026150° Neutral001

Recent Reddit Threads

r/pennystocks Neutral 10d 15h ago
GEVO has ugly paper and a live fuse
▲ 1 💬 0 ⚡ 0.5
May 20, 2026
short_volume
Short Volume: GEVO — 62.8% short (0.8M / 1.3M)
Short: 789,844 | Exempt: 5,809 | TRF Vol: 1,257,713 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: GEVO — 57.7% short (1.8M / 3.1M)
Short: 1,814,889 | Exempt: 61,657 | TRF Vol: 3,143,103 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Gevo Announces First Quarter 2026 Results and Provides Update on Expansion and Alcohol-to-Jet Project
Company announces preliminary agreement with Ara Energy to fund expansion plans at Gevo North Dakota; has received indications of interest for private
May 7, 2026
earnings_calendar
GEVO Q1 2026 Earnings After Market Close — 2026-05-07
May 7, 2026
short_volume
Short Volume: GEVO — 55.6% short (1.0M / 1.9M)
Short: 1,048,053 | Exempt: 3,056 | TRF Vol: 1,886,478 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: GEVO — 59.8% short (1.1M / 1.8M)
Short: 1,056,033 | Exempt: 54,358 | TRF Vol: 1,765,413 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: GEVO — 56.0% short (0.8M / 1.5M)
Short: 825,720 | Exempt: 6,182 | TRF Vol: 1,474,824 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: GEVO — 56.6% short (0.5M / 1.0M)
Short: 543,762 | Exempt: 3,347 | TRF Vol: 960,307 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
earnings
Gevo to Report First Quarter 2026 Financial Results on May 7, 2026
<p>ENGLEWOOD, Colo., April 21, 2026 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO) today announced it will host a conference call at 4:30 p.m. ET (2:
Apr 20, 2026
short_volume
Short Volume: GEVO — 55.4% short (1.9M / 3.4M)
Short: 1,902,442 | Exempt: 2,410 | TRF Vol: 3,434,775 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: GEVO — 63.1% short (3.2M / 5.1M)
Short: 3,212,194 | Exempt: 313,338 | TRF Vol: 5,086,967 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
other
Gevo Withdraws from Department of Energy Financing Process and is Developing Alternative Financing for its ATJ-30 Project
Renewable Fuels Leader Continues to Advance Toward Year-End Financing Timeline <pre>Renewable Fuels Leader Continues to Advance Toward Year-End Financ
Apr 14, 2026
short_volume
Short Volume: GEVO — 60.0% short (1.2M / 1.9M)
Short: 1,156,053 | Exempt: 11,802 | TRF Vol: 1,925,882 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
leadership
Gevo Appoints Joan Cetera as Vice President, Communications and Public Relations
<p align="left">ENGLEWOOD, Colo., April 13, 2026 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO), a leader in renewable fuels and chemicals and carbon
Apr 13, 2026
short_volume
Short Volume: GEVO — 59.8% short (1.1M / 1.9M)
Short: 1,148,628 | Exempt: 17,932 | TRF Vol: 1,922,341 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)