Gevo, Inc. (GEVO) AI Stock Analysis
GEVO AI stock analysis summary
AI ResearchGevo, Inc. (GEVO) is a renewable fuels company operating across Gevo, Agri-Energy, Renewable Natural Gas, and Net-Zero segments. In FY2025, revenue increased 849.3% to $160.6M, though net income remained negative at -$33.8M. Over the past year, the stock fell 55.7% to a last close of $1.17 as of October 16, 2026.
- Market cap
- $289.3M
- Revenue (TTM)
- $177.5M
- P/E
- —
- 1Y return
- -55.7% S&P 500 16.8%
- Avg. target
- $5.17 342.3% vs last close
Bull case
- Revenue climbed 849.3% in FY2025 to reach $160.6M.
- Gross margin improved from -1342.2% in FY2021 to 30.2% in FY2025.
- The mean analyst price target of $5.17 sits 342.3% above the last close of $1.17.
Bear case
- Gevo generated free cash flow of -$43.5M and operating cash flow of -$13.4M in FY2025.
- The stock experienced a 55.7% decline over the past year, compared to a 16.8% gain for the S&P 500.
- Trailing twelve months net profit margin stands at -119.9% with an EPS of -$0.89.
What Gevo does
Gevo, Inc. is a renewable fuels company focused on reducing carbon emissions and developing sustainable energy alternatives. The company operates through four segments: Gevo, Agri-Energy, Renewable Natural Gas, and Net-Zero. Its commercial product portfolio includes renewable gasoline, jet fuel, diesel, sustainable aviation fuel (SAF), renewable natural gas (RNG), isobutanol, isooctane, isobutylene, ethanol, and animal feed and protein. Gevo also collaborates with strategic partners, such as Axens North America, Inc., to advance ethanol-to-jet technology and build commercial sustainable aviation fuel projects. Founded in 2005, the company is headquartered in Englewood, Colorado.
Growth and profitability
Revenue grew from $533,000 in FY2021 to $1.2M in FY2022 and $17.2M in FY2023, before dipping 1.7% to $16.9M in FY2024. In FY2025, revenue expanded 849.3% to $160.6M, lifting gross margin to 30.2% compared to -1342.2% in FY2021. Despite top-line gains, operating margin was -11.7% and net income was -$33.8M in FY2025, an improvement from -$78.6M in FY2024. For the trailing twelve months ended June 30, 2026, revenue totaled $177.5M with an operating margin of -76.8% and an EPS of -$0.89. Quarterly revenue growth was 7.1% year-over-year in the latest quarter.
Balance sheet and cash flow
As of June 30, 2026, Gevo held $58.1M in cash and short-term investments against total debt of $170.7M, resulting in net debt of $112.6M. Total assets stood at $490.7M and shareholders' equity was $273.2M. The company maintains a current ratio of 2.70 and a debt-to-equity ratio of 0.62. In FY2025, operating cash flow was -$13.4M and free cash flow was -$43.5M, reflecting capital expenditures of $30.1M. Share count expanded 17.4% over five years.
Valuation and performance
At a last close of $1.17, Gevo holds a market capitalization of $289.3M and an enterprise value of $472.3M. The stock trades at a price-to-sales multiple of 1.6x and an EV-to-EBITDA of 28.3x, compared to medians of 1.8x and 10.5x, respectively, for its US-listed Basic Materials peers. Gevo's price-to-book ratio is 1.4x. Over the past year, Gevo fell 55.7%, while the S&P 500 (SPY) returned 16.8%. Over five years, Gevo dropped 81.9% compared to an 83.0% gain for SPY.
What analysts expect
Wall Street analysts cover Gevo with 2 Strong Buy and 2 Hold ratings. The mean price target is $5.17, representing an implied upside of 342.3% above the last close of $1.17. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $194.9M and an EPS of -$0.44. In the following fiscal year, 4 analysts estimate revenue will reach $206.0M with an EPS of -$0.02. Gevo beat EPS expectations in 3 of the last 4 quarters, with its next earnings date scheduled for November 9, 2026.
Key risks and what to watch
- Total debt reached $170.7M as of June 30, 2026, exceeding cash and short-term investments of $58.1M.
- The company's five-year share count increased 17.4%, reflecting equity dilution.
- Net losses persisted at -$33.8M in FY2025 despite significant revenue growth.
- Current fiscal year EPS is projected to decline 211.5% to -$0.44.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this GEVO AI stock analysis
This page is an AI-written research summary of Gevo, Inc. (GEVO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: GEVO income statement, GEVO balance sheet, GEVO key metrics, GEVO analyst forecast, GEVO chart. See the GEVO stock overview for the latest quote and news.
GEVO AI stock analysis FAQ
What is Gevo's revenue growth track record?
Gevo's revenue grew at a 5-year CAGR of 96.1% from FY2020 to FY2025, reaching $160.6M in FY2025. In the latest quarter ended June 30, 2026, revenue increased 7.1% year-over-year.
Does Gevo pay a dividend?
Gevo does not pay a dividend. The company reported free cash flow of -$43.5M in FY2025 as it funds capital expenditures of $30.1M.
How much debt does Gevo carry on its balance sheet?
As of June 30, 2026, Gevo had $170.7M in total debt and $58.1M in cash and short-term investments, leaving net debt at $112.6M. Its debt-to-equity ratio stood at 0.62.
What are analysts forecasting for Gevo's earnings and stock price?
Analysts maintain a mean price target of $5.17, which is 342.3% above its last close of $1.17. For FY2026, consensus estimates forecast an EPS of -$0.44 on $194.9M in revenue.