Gevo projects $150M adjusted EBITDA potential for ATJ-30 jet fuel facility as carbon credit sales increase.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Should l Buy GEVO?
Source: SeekingAlpha
Management Insights: CEO Patrick Gruber highlighted the successful acquisition of an ethanol and carbon capture plant in North Dakota, projecting over $100 million in annual adjusted EBITDA without major capital projects, and emphasizing the importance of robust auditing and legal frameworks for carbon credit sales.
Financial Performance: Gevo reported $108 million in cash and a combined operating revenue of $43.6 million for Q3 2025, with a net loss of $3.7 million and a positive non-GAAP adjusted EBITDA of $6.6 million, reflecting significant year-over-year growth.
Future Outlook: Management anticipates continued growth in carbon dioxide removal (CDR) sales and plans to add a 30 million gallon jet fuel plant, which could contribute an additional $150 million in adjusted EBITDA, while also addressing risks related to cash flow timing and market volatility.
Analyst Sentiment: The tone of the earnings call was notably optimistic, with analysts focusing on EBITDA growth and strategic partnerships, indicating increased confidence in Gevo's operational execution and future revenue streams compared to previous quarters.
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Analyst Views on GEVO
Wall Street analysts forecast GEVO stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 1.760
Low
3.00
Averages
8.50
High
14.00
Current: 1.760
Low
3.00
Averages
8.50
High
14.00
About GEVO
Gevo, Inc. is a diversified energy company. The Company’s segments include Gevo, GevoFuels, GevoRNG and Gevo North Dakota (GevoND). The Gevo segment is responsible for all research and development activities related to the future production of SAF, commercial opportunities for other renewable hydrocarbon products, such as hydrocarbons for gasoline blendstocks and diesel fuel; ingredients for the chemical industry, such as ethylene and butene; plastics and materials, and other chemicals. The GevoFuels segment is focused on advancing practical, low-carbon energy alternatives that promote energy independence and strengthen the economy. The GevoRNG segment is a project that leverages anaerobic digestion technology to capture and convert methane emissions into renewable natural gas. The GevoND segment includes advanced CCS technologies and low-carbon ethanol assets at a facility in North Dakota, enhancing its portfolio of integrated carbon abatement solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Gevo to Host Q4 2025 Financial Results Conference Call on March 5, 2026
- Conference Call Announcement: Gevo has announced a conference call scheduled for March 5, 2026, at 4:30 p.m. ET to report its financial results for Q4 2025, which is expected to provide investors with insights into the company's financial health and future outlook.
- Participation Details: Participants must register through the provided link to receive a dial-in number and PIN, ensuring that investors can smoothly join this important financial reporting event.
- Webcast Replay Availability: A webcast replay will be available two hours after the call ends, allowing investors who cannot attend live to access the archived information in the Investor Relations section of Gevo's website.
- Company Overview: Gevo is a next-generation energy company focused on renewable energy solutions, with innovative technologies including sustainable aviation fuel and carbon capture facilities, aimed at enhancing U.S. energy security and economic growth while revitalizing rural communities.
See More
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- Agricultural Data Integration: The integration between Verity Holdings and Bushel connects on-farm data with sustainability modeling, supporting traceability and documentation of agricultural practices, thereby enhancing credit value under carbon intensity outcomes and positioning the supply chain for evolving carbon programs.
- Market Opportunity Expansion: By linking on-farm practices to carbon intensity scoring, the integration provides agribusinesses and producers a clearer path to participate in sustainability programs, addressing the growing demand for transparent grain sourcing while preparing for potential policy shifts.
- Pilot Customer Launch: The first pilot customer is Gevo's ethanol facility in Richardton, North Dakota, reflecting shared progress toward enabling commercially viable carbon solutions under the North Dakota-supported CSEA grant, aimed at achieving transparency in carbon solutions.
- Platform Advantages: Farmers can opt into the integrated platform through their Bushel Farm subscription to securely share data, while Gevo North Dakota will utilize Verity's traceability dashboard to manage program participation and carbon intensity scoring, enhancing operational efficiency and creating market value.
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- Patent Approval: Gevo announced it has been awarded a patent for its ethanol-to-olefins technology, which can potentially reduce production costs of renewable jet fuel and chemicals by up to 35%, significantly enhancing the company's market competitiveness.
- Technology Application: The patented process produces light olefins from ethanol and can convert these into transportation fuels using commercially proven alcohol-to-jet technologies, thereby broadening the company's product line and market applications.
- Partnerships: Gevo is collaborating with LG Chem and Axens to develop a next-generation ETO process for renewable chemical and fuel applications, strengthening its strategic positioning in the renewable energy sector.
- Intellectual Property Strategy: Gevo President Paul Bloom stated that the company is continuously building its intellectual property portfolio, aiming to maintain a cost-leadership position in alcohol-to-jet technologies for years to come, ensuring long-term market advantages.
See More
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- Carbon Rating Upgrade: Gevo's North Dakota facility has received an 'A' rating from BeZero Carbon, indicating its leadership in the voluntary carbon market, which is expected to enhance the market value of carbon credits and strengthen the company's competitive position in renewable energy.
- Carbon Capture Capacity: The facility has the capacity to capture 1 million tons of CO2 annually, making it the largest producer of technology-based carbon dioxide removal credits globally, further solidifying Gevo's dominance in the carbon credit market.
- Agricultural Sustainability: Gevo will leverage its developed Verity platform to enhance transparency in agricultural measurement, reporting, and verification, ensuring the sustainability of its corn feedstock, which will increase the environmental integrity and market value of its carbon credits.
- Future Development Plans: The company plans to pilot an updated sustainable biomass sourcing and management program that will gather deeper data on agricultural practices, further enhancing the value of its carbon credits and benefiting farmers.
See More
Gevo Appoints Paul Bloom as President to Drive Renewable Fuel Growth
- Leadership Transition: Paul Bloom was appointed as Gevo's new President on December 9, 2025, succeeding long-time CEO Patrick Gruber, who will retire on April 1, 2026, ensuring the company's ongoing innovation and growth in the renewable fuels sector.
- Strategic Focus: Bloom aims to enhance profitability from existing operations while leveraging the company's technology and intellectual property portfolio to accelerate growth, indicating a proactive response to future market demands.
- Experienced Background: Since joining Gevo in 2021, Bloom has advanced the company's technology and commercial strategy, particularly in aviation fuel and carbon management, showcasing his deep expertise in commercializing renewable resource technologies.
- Board Support: The board expressed satisfaction with Bloom's appointment, believing he is the best candidate to execute the growth strategy, highlighting his pivotal role in the company's development and signaling Gevo's future growth potential.
See More
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- Leadership Transition: Paul Bloom was appointed as the new President of Gevo on December 9, 2025, succeeding long-time CEO Patrick Gruber, who will retire on April 1, 2026, ensuring the company's continued growth and innovation in the renewable fuels sector.
- Strategic Focus: Bloom's role will concentrate on enhancing profitability while leveraging technology and intellectual property to accelerate Gevo's growth, indicating the company's commitment to future market demands.
- Experienced Background: Since joining Gevo in 2021, Bloom has driven technological advancements and commercial strategies, particularly in jet fuel and carbon management, showcasing his strong background in commercializing renewable resource technologies.
- Board Support: The board expressed confidence in Bloom's leadership as the ideal candidate to execute the growth strategy, emphasizing his critical role in the company's development and further solidifying Gevo's leadership position in the renewable energy market.
See More
Gevo to Host Q4 2025 Financial Results Conference Call on March 5, 2026
- Conference Call Announcement: Gevo has announced a conference call scheduled for March 5, 2026, at 4:30 p.m. ET to report its financial results for Q4 2025, which is expected to provide investors with insights into the company's financial health and future outlook.
- Participation Details: Participants must register through the provided link to receive a dial-in number and PIN, ensuring that investors can smoothly join this important financial reporting event.
- Webcast Replay Availability: A webcast replay will be available two hours after the call ends, allowing investors who cannot attend live to access the archived information in the Investor Relations section of Gevo's website.
- Company Overview: Gevo is a next-generation energy company focused on renewable energy solutions, with innovative technologies including sustainable aviation fuel and carbon capture facilities, aimed at enhancing U.S. energy security and economic growth while revitalizing rural communities.
See More
Verity and Bushel Integrate Agricultural Data for Sustainability
- Agricultural Data Integration: The integration between Verity Holdings and Bushel connects on-farm data with sustainability modeling, supporting traceability and documentation of agricultural practices, thereby enhancing credit value under carbon intensity outcomes and positioning the supply chain for evolving carbon programs.
- Market Opportunity Expansion: By linking on-farm practices to carbon intensity scoring, the integration provides agribusinesses and producers a clearer path to participate in sustainability programs, addressing the growing demand for transparent grain sourcing while preparing for potential policy shifts.
- Pilot Customer Launch: The first pilot customer is Gevo's ethanol facility in Richardton, North Dakota, reflecting shared progress toward enabling commercially viable carbon solutions under the North Dakota-supported CSEA grant, aimed at achieving transparency in carbon solutions.
- Platform Advantages: Farmers can opt into the integrated platform through their Bushel Farm subscription to securely share data, while Gevo North Dakota will utilize Verity's traceability dashboard to manage program participation and carbon intensity scoring, enhancing operational efficiency and creating market value.
See More
Gevo (GEVO) Awarded Patent for Ethanol-to-Olefins Technology, Potentially Reducing Costs by 35%
- Patent Approval: Gevo announced it has been awarded a patent for its ethanol-to-olefins technology, which can potentially reduce production costs of renewable jet fuel and chemicals by up to 35%, significantly enhancing the company's market competitiveness.
- Technology Application: The patented process produces light olefins from ethanol and can convert these into transportation fuels using commercially proven alcohol-to-jet technologies, thereby broadening the company's product line and market applications.
- Partnerships: Gevo is collaborating with LG Chem and Axens to develop a next-generation ETO process for renewable chemical and fuel applications, strengthening its strategic positioning in the renewable energy sector.
- Intellectual Property Strategy: Gevo President Paul Bloom stated that the company is continuously building its intellectual property portfolio, aiming to maintain a cost-leadership position in alcohol-to-jet technologies for years to come, ensuring long-term market advantages.
See More
Gevo's North Dakota Facility Receives 'A' Rating from BeZero Carbon
- Carbon Rating Upgrade: Gevo's North Dakota facility has received an 'A' rating from BeZero Carbon, indicating its leadership in the voluntary carbon market, which is expected to enhance the market value of carbon credits and strengthen the company's competitive position in renewable energy.
- Carbon Capture Capacity: The facility has the capacity to capture 1 million tons of CO2 annually, making it the largest producer of technology-based carbon dioxide removal credits globally, further solidifying Gevo's dominance in the carbon credit market.
- Agricultural Sustainability: Gevo will leverage its developed Verity platform to enhance transparency in agricultural measurement, reporting, and verification, ensuring the sustainability of its corn feedstock, which will increase the environmental integrity and market value of its carbon credits.
- Future Development Plans: The company plans to pilot an updated sustainable biomass sourcing and management program that will gather deeper data on agricultural practices, further enhancing the value of its carbon credits and benefiting farmers.
See More
Gevo Appoints Paul Bloom as President to Drive Renewable Fuel Growth
- Leadership Transition: Paul Bloom was appointed as Gevo's new President on December 9, 2025, succeeding long-time CEO Patrick Gruber, who will retire on April 1, 2026, ensuring the company's ongoing innovation and growth in the renewable fuels sector.
- Strategic Focus: Bloom aims to enhance profitability from existing operations while leveraging the company's technology and intellectual property portfolio to accelerate growth, indicating a proactive response to future market demands.
- Experienced Background: Since joining Gevo in 2021, Bloom has advanced the company's technology and commercial strategy, particularly in aviation fuel and carbon management, showcasing his deep expertise in commercializing renewable resource technologies.
- Board Support: The board expressed satisfaction with Bloom's appointment, believing he is the best candidate to execute the growth strategy, highlighting his pivotal role in the company's development and signaling Gevo's future growth potential.
See More
Gevo Appoints Paul Bloom as President to Drive Renewable Fuel Growth
- Leadership Transition: Paul Bloom was appointed as the new President of Gevo on December 9, 2025, succeeding long-time CEO Patrick Gruber, who will retire on April 1, 2026, ensuring the company's continued growth and innovation in the renewable fuels sector.
- Strategic Focus: Bloom's role will concentrate on enhancing profitability while leveraging technology and intellectual property to accelerate Gevo's growth, indicating the company's commitment to future market demands.
- Experienced Background: Since joining Gevo in 2021, Bloom has driven technological advancements and commercial strategies, particularly in jet fuel and carbon management, showcasing his strong background in commercializing renewable resource technologies.
- Board Support: The board expressed confidence in Bloom's leadership as the ideal candidate to execute the growth strategy, emphasizing his critical role in the company's development and further solidifying Gevo's leadership position in the renewable energy market.
See More
