Gevo Inc Stock Price, News & Analysis

Gevo (NASDAQ: GEVO) reported third quarter 2025 results on November 10, 2025, with combined operating revenue of $43.7M, loss from operations of $3.7M, and positive Adjusted EBITDA of $6.7M, marking a second consecutive quarter of positive Adjusted EBITDA.

The company ended Q3 with $108.4M cash, sold the remaining $30M of its 2025 Clean Fuel Production Credits (totaling $52M for the year), closed the sale of Agri-Energy for $2M plus $5M future payments, and received a DOE loan guarantee extension for a $1.46B conditional commitment through April 16, 2026.

Gevo (NASDAQ: GEVO) said on Nov 5, 2025 that it sold the remaining 2025 Section 45Z Clean Fuel Production Credits from its Gevo North Dakota facility for $30 million to Stifel Financial Corp. and Capital Community Bank, bringing total contracted 45Z sales for 2025 to $52 million after a prior $22 million sale in July. The credits were generated from ethanol volumes plus carbon sequestration and operating efficiencies. Gevo noted the transfers are backed by a tax insurance policy to reduce buyer risk and said the cash proceeds will be used to reinvest in ethanol and carbon operations to improve throughput, margins, and co-product production.

Gevo (NASDAQ: GEVO) completed the sale of Agri-Energy, LLC, including an 18-million-gallon-per-year ethanol facility in Luverne, Minnesota, to A.E. Innovation on Nov. 4, 2025.

Gevo received $2 million cash up front plus $5 million in future cash installments, and expects to save approximately $3 million per year in idling costs. Gevo retained most onsite isobutanol production assets and ~30 acres, preserving capacity to produce 1 million gallons per year of low-carbon isobutanol for chemicals, racing fuels, gasoline, and jet fuel.

Gevo (NASDAQ: GEVO) delivered its first certified carbon dioxide removal credits (CORCs) under the Puro.earth standard to Biorecro North America, marking the first fulfillment under a multi-year agreement announced in September.

The agreement is expected to generate approximately $26 million in revenues over five years. Gevo operates a Class VI carbon-storage well with 1 million tons/year capacity and is currently using about 165,000 tons/year; the well has captured more than 550,000 tons of CO2 since June 2022 and is certified for thousand-plus-year permanence by Puro.earth.

Gevo (NASDAQ: GEVO) announced on Oct 20, 2025 that it will report third quarter 2025 financial results on November 10, 2025. The company will host a conference call at 4:30 p.m. ET / 2:30 p.m. MT the same day to discuss the results.

Live participation requires registration via the provided event weblink to receive a dial-in number and PIN. An audio-only listen link is available via a separate registration page. A webcast replay will be available two hours after the call ends and the archived webcast will be posted in Gevo's Investor Relations section at www.gevo.com.

Gevo (NASDAQ:GEVO) announced that CEO Dr. Patrick Gruber and VP of Finance and Strategy Eric Frey will present at the upcoming MicroCap Rodeo conference. The presentation is scheduled for Thursday, September 25, 2025 at 1:00 PM ET.

The company will provide a virtual webcast of the presentation, which will be accessible to interested participants through online registration.

Frontier Infrastructure has partnered with Gevo (NASDAQ:GEVO) and its Verity platform to launch North America's first fully integrated carbon management platform for ethanol producers. The collaboration combines rail transportation, permanent sequestration, and digital carbon tracking to accelerate decarbonization in the ethanol industry.

The platform leverages Frontier's Sweetwater Carbon Storage Hub in Wyoming, featuring the nation's deepest Class VI carbon storage well and nearly 100,000 acres of pore space. The initiative targets over 200 ethanol facilities across North America, which produce approximately 70 million tons of high-purity CO₂ annually. The Granger Carbon Terminal (GCT) will be operational by 2027, handling 500,000 metric tons of CO₂ annually, with expansion capability up to 2 million tons.

Gevo (NASDAQ: GEVO) has announced a significant Carbon Dioxide Removal Sales Agreement through its subsidiary Net-Zero Richardton with Biorecro North America. The deal is expected to generate $26 million in revenues over five years through voluntary carbon credits from Gevo's North Dakota facility.

The facility, certified by Puro.earth, has been storing up to 165,000 tonnes of CO2 annually since 2022 and has capacity to store up to 1 million tonnes per year. The carbon removal credits, known as CORCs, meet strict standards for 1,000-plus-years permanence and are immediately available for customers looking to offset hard-to-abate emissions.

Gevo (NASDAQ:GEVO) announced that its Chief Financial Officer, Leke Agiri, and Vice President of Finance and Strategy, Eric Frey, will participate in a virtual fireside chat. The event is scheduled for Monday, August 25, 2025 at 2:00 PM ET. Interested investors can access the event through a registration link provided by Renmark Financial.