Gevo, Inc. (GEVO)

Gevo's stock has experienced notable movements and events in the past six months. As of April 9, 2026, the stock price increased by 78.44% over the last 12 months, though it decreased by 13.17% in the past month and had a year-to-date return of -2.75%. Gevo reported a $3.7 million loss from operations but achieved positive Adjusted EBITDA of approximately $6.7 million in Q3 2025. Gevo reported an 852% jump in annual revenue for 2025 compared to 2024, reaching $161 million. The acquisition of Red Trail Energy's ethanol production and carbon capture and sequestration (CCS) assets has been a significant development. Between December 23, 2025, and March 23, 2026, CFO Oluwagbemileke Yusuf Agiri was a top buyer of Gevo shares, while Chief Customer Marketing Brand Officer Andrew Shafer led selling activity. President Paul Bloom is set to succeed long-time CEO Patrick Gruber in 2026. Gevo highlighted the strategic value of its intellectual property portfolio. The stock has shown volatility, with a 52-week high of $2.97 and a 52-week low of $1.00.

Demand seasonality for Gevo's products and services is influenced by the nature of the energy and agricultural markets it serves. Demand for natural gas typically peaks in the winter due to increased heating demand. Ethanol demand can show seasonal patterns, often rallying before the summer driving season. While the overall demand for SAF is projected to grow significantly, specific short-term seasonality in SAF consumption is not explicitly detailed. The demand for animal feed can be indirectly influenced by agricultural cycles and livestock production.

Gevo, Inc. is a renewable chemicals and advanced biofuels company focused on transforming renewable energy and carbon into low-carbon liquid transportation fuels and other sustainable products. The company operates within the sustainability sector, specifically in the renewable fuel and biofuel industry, with a business model centered on the circular economy. Gevo's mission is to produce fuels with a net-zero greenhouse-gas footprint across their lifecycle. Gevo's major products include Sustainable Aviation Fuel (SAF), Renewable Gasoline and Diesel, Isobutanol, Ethanol, Renewable Natural Gas (RNG), High-value nutritional products, Corn oil, and Chemicals and Materials. The company also offers its Verity platform for tracking, measuring, and verifying attributes throughout the supply chain.

Gevo's headquarters are located in Englewood, Colorado. The company operates a development facility for ethanol and isobutanol production in Luverne, Minnesota. The planned Net-Zero 1 facility, designed to produce sustainable aviation fuel, is located in Lake Preston, South Dakota. An ethanol production facility with carbon capture and sequestration (CCS) assets, acquired in January 2025, is located in Richardton, North Dakota. A Renewable Natural Gas (RNG) facility is located in Northwest Iowa. Gevo's technology and plant designs are believed to have the potential for global deployment.

Gevo's brand reputation has been shaped by its strong commitment to sustainability and its advancements in renewable energy. The company positions itself as a leader in carbon abatement, aiming to provide cost-effective, drop-in fuels that contribute to energy security and strengthen rural economies. Gevo's mission to produce fuels with a net-zero greenhouse gas footprint enhances its environmental standing. The company's extensive intellectual property portfolio underscores its innovative capabilities. The acquisition of Red Trail Energy's assets and the development of large-scale SAF facilities demonstrate Gevo's commitment to expanding its production capacity and achieving its sustainability goals. Gevo's business model contributes positively to its reputation as a forward-thinking and responsible company.

Gevo, Inc. has a diverse ownership structure, including institutional investors, individual investors, and company insiders. Approximately 35.17% to 36.01% of Gevo's stock is owned by institutional shareholders. Retail investors hold a significant portion, estimated at 51.97% to 67.93% of the company. Company insiders own approximately 4.16% to 12.01% of Gevo's stock.