Gevo, Inc. (GEVO)
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-11-05
$1.22-4.69%
Close 2026-11-05 · 1-day change
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-11-05
QuarterlyIQ Insights · GEVO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
• Improved full year 2026 Non-GAAP Adjusted EBITDA 1 outlook: Gevo now expects full year 2026 non-GAAP Adjusted EBITDA 1 to be greater than $60 million, which is more than double the prior target of…
Stated in 2 of 2 supplied quarters. Management reported: “• Improved full year 2026 Non-GAAP Adjusted EBITDA 1 outlook: Gevo now expects full year 2026 non-GAAP Adjusted EBITDA 1 to be greater than $60 million, which is more than double the prior target of $30 million.” “We have launched an internal initiative, which we are calling the ‘EBITDA challenge’, to drive revenue growth, operational performance and cost discipline as we target approximately $30 million of Adjusted EBITDA in 2026, which is up from $17 million of Adjusted EBITDA in 2025.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Materials names rated weak grew net income 49% of the time over the next year (vs 53% for the rest of the cohort, n=1963).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“• Improved full year 2026 Non-GAAP Adjusted EBITDA 1 outlook: Gevo now expects full year 2026 non-GAAP Adjusted EBITDA 1 to be greater than $60 million, which is more than double the prior target of…”
“We have launched an internal initiative, which we are calling the ‘EBITDA challenge’, to drive revenue growth, operational performance and cost discipline as we target approximately $30 million of Ad…”
◦ Section 45Z Clean Fuel Production Credits: Gevo is targeting monetization of more than $70 million in Section 45Z tax credits during 2026 compared to $52 million last year, as a result of continued…
Stated in 1 of 2 supplied quarters. Management reported: “◦ Section 45Z Clean Fuel Production Credits: Gevo is targeting monetization of more than $70 million in Section 45Z tax credits during 2026 compared to $52 million last year, as a result of continued low-carbon ethanol and renewable natural gas (RNG) production and improvements in the carbon intensity of those products.” “We expect the company’s financial results for the second half of the year to reflect the cash proceeds from these monetizations.”
“◦ Section 45Z Clean Fuel Production Credits: Gevo is targeting monetization of more than $70 million in Section 45Z tax credits during 2026 compared to $52 million last year, as a result of continued…”
• Debottlenecking: Site improvement efforts at Gevo North Dakota remain on track, with debottlenecking activities expected to deliver increased low-carbon ethanol, coproduct, carbon capture and assoc…
Stated in 2 of 2 supplied quarters. Management reported: “• Debottlenecking: Site improvement efforts at Gevo North Dakota remain on track, with debottlenecking activities expected to deliver increased low-carbon ethanol, coproduct, carbon capture and associated incentive volumes by approximately 10–15%, including 75 million gallons per year of low-carbon ethanol, starting in 2027.” “Debottlenecking at Gevo North Dakota ● During the first quarter of 2026, we progressed our previously announced debottlenecking project by completing the necessary equipment tie-ins at GND during a planned shutdown.”
“• Debottlenecking: Site improvement efforts at Gevo North Dakota remain on track, with debottlenecking activities expected to deliver increased low-carbon ethanol, coproduct, carbon capture and assoc…”
“Debottlenecking at Gevo North Dakota ● During the first quarter of 2026, we progressed our previously announced debottlenecking project by completing the necessary equipment tie-ins at GND during a p…”
• Growth projects: Gevo continues to advance its portfolio of growth projects, including the planned expansion of Gevo North Dakota that would double production to about 150 million gallons per year…
Stated in 2 of 2 supplied quarters. Management reported: “• Growth projects: Gevo continues to advance its portfolio of growth projects, including the planned expansion of Gevo North Dakota that would double production to about 150 million gallons per year of low-carbon ethanol and associated carbon capture and sequestration (CCS) which is targeting startup of operations in 2028, and the ongoing development of the ATJ-30 SAF deployment, while maintaining disciplined capital allocation.” “● We are targeting startup for the new facility at GND in 2028.”
“• Growth projects: Gevo continues to advance its portfolio of growth projects, including the planned expansion of Gevo North Dakota that would double production to about 150 million gallons per year…”
“● We are targeting startup for the new facility at GND in 2028.”
[/TABLE] [TABLE] v | Continued progress on SAF: [/TABLE] [TABLE] o | Finished FEL-3 engineering for Project Northstar (also known as ATJ-30) with an estimated capital expense of construction of appro…
Stated in 1 of 2 supplied quarters. Management reported: “Bloom continued: “We continue to advance our goal of financing our ATJ-30 project, which we call Project North Star, by the end of the year.” “These modules are not site-specific and we believe enable deployment in a repeatable fashion at other locations in the future.”
“Bloom continued: “We continue to advance our goal of financing our ATJ-30 project, which we call Project North Star, by the end of the year.”
Over the trailing year it converted 1.16x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by executive changes. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 55% for the rest of the cohort, n=2453).
Not investment advice. As of 2026-11-05.