Gevo Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
47.0%projected annual EPS growth
Analyst Coverage
4analysts covering
FY Revenue (est.)
$187.8Mnext fiscal year
FY EPS (est.)
-$0.14next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
| Project North Star Financing Update / Late 2026 Target Close | 31 Dec 2026 |
Monitoring Framework
Key Performance Indicators
Non-GAAP Adjusted EBITDA Quarterly9MTarget: $30 million for full-year 2026; $40 million annualized run-rate by year-end
Quarterly Revenue Quarterly43MTarget: Continued year-over-year growth driven by Gevo North Dakota and carbon attribute monetization
Gevo North Dakota (GND) Debottlenecking Capacity Annually67MTarget: 75 million gallons per year by 2027 (representing a 10-15% segment EBITDA increase)
Project North Star (ATJ-30) Offtake Commitments Quarterly0.5Target: Secure additional take-or-pay agreements to cover remaining capacity
Watch Items
- Project North Star (ATJ-30) Private Financing ClosureTrigger: Signing of definitive project-level debt and strategic equity agreementsAction: Transition from non-binding indications of interest to binding commitments by late 2026.
- Gevo North Dakota (GND) Expansion Definitive Agreement with Ara EnergyTrigger: Finalization of legal documentation and formal signing of the co-investment agreementAction: Finalize terms to support the 2028 startup target for the doubled carbon capture and low-carbon ethanol facility.
- Summit Carbon Solutions Pipeline Permitting and Legal ProgressTrigger: State-level regulatory approvals and pipeline construction milestones in South Dakota and North DakotaAction: Monitor carbon capture and sequestration (CCS) connectivity risks which impact long-term low-carbon intensity (CI) scores.
Research as of 19 Jun 2026