Gevo (GEVO)
Market Price (10/21/2026): $1.13 | Market Cap: $267.9 MilSector: Materials | Industry: Specialty Chemicals
Gevo (GEVO)
Market Price (10/21/2026): $1.13Market Cap: $267.9 MilSector: MaterialsIndustry: Specialty Chemicals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 121% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% Megatrend and thematic driversMegatrends include Energy Transition & Decarbonization. Themes include Renewable Fuel Production, Sustainable Aviation Fuels, and Advanced Biofuels for Road Transport. | Weak multi-year price returns2Y Excs Rtn is -77%, 3Y Excs Rtn is -66% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -5.5% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.2%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -32% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -85% Key risksGEVO key risks include [1] significant funding uncertainty for its flagship Net-Zero 1 project due to a history of losses and reliance on conditional financing, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 121% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% |
| Megatrend and thematic driversMegatrends include Energy Transition & Decarbonization. Themes include Renewable Fuel Production, Sustainable Aviation Fuels, and Advanced Biofuels for Road Transport. |
| Weak multi-year price returns2Y Excs Rtn is -77%, 3Y Excs Rtn is -66% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -5.5% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.2%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -32% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -85% |
| Key risksGEVO key risks include [1] significant funding uncertainty for its flagship Net-Zero 1 project due to a history of losses and reliance on conditional financing, Show more. |
Qualitative Assessment
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Updated on 10/14/2026
Gevo (GEVO) stock has lost about 25% since 6/30/2026 because of the following key factors:
1. Withdrawal of DOE Loan Guarantee Application and Shifting Financing Strategy.
Gevo's stock experienced downward pressure following the company's withdrawal of its loan guarantee application with the U.S. Department of Energy's Office of Energy Dominance Financing for its ATJ-30 project. This decision, though accompanied by Gevo's plan to pursue a private credit solution, was cited as a reason for an analyst downgrade and likely raised market concerns about project financing, contributing to a negative sentiment during the period.
2. Persistent Analyst Caution Amidst Broader Sector Headwinds.
Despite Gevo reporting better-than-expected financial results for its fiscal Q2 2026 (ending June 30, 2026), with an adjusted loss of -$0.01 per share against an estimated -$0.02, and revenue of $46.50 million surpassing forecasts of $46.40 million, the positive news did not significantly reverse the downward trend of the stock. The company also raised its full-year adjusted EBITDA outlook to over $60 million from a previous $30 million. However, the stock's performance reflects a broader market caution, with Gevo's consensus analyst rating remaining "Hold" as of October 13, 2026, from multiple analysts. Concerns regarding the sustainability and diversification of the company's income streams and the volatility in raw material costs within the renewable fuels sector also contributed to this cautious outlook.
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Gevo (GEVO) stock has lost about 25% since 6/30/2026 because of the following key factors:
1. Withdrawal of DOE Loan Guarantee Application and Shifting Financing Strategy.
Gevo's stock experienced downward pressure following the company's withdrawal of its loan guarantee application with the U.S. Department of Energy's Office of Energy Dominance Financing for its ATJ-30 project. This decision, though accompanied by Gevo's plan to pursue a private credit solution, was cited as a reason for an analyst downgrade and likely raised market concerns about project financing, contributing to a negative sentiment during the period.
2. Persistent Analyst Caution Amidst Broader Sector Headwinds.
Despite Gevo reporting better-than-expected financial results for its fiscal Q2 2026 (ending June 30, 2026), with an adjusted loss of -$0.01 per share against an estimated -$0.02, and revenue of $46.50 million surpassing forecasts of $46.40 million, the positive news did not significantly reverse the downward trend of the stock. The company also raised its full-year adjusted EBITDA outlook to over $60 million from a previous $30 million. However, the stock's performance reflects a broader market caution, with Gevo's consensus analyst rating remaining "Hold" as of October 13, 2026, from multiple analysts. Concerns regarding the sustainability and diversification of the company's income streams and the volatility in raw material costs within the renewable fuels sector also contributed to this cautious outlook.
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Updated on 10/14/2026
Gevo (GEVO) stock has lost about 25% since 6/30/2026 because of the following key factors:
1. Withdrawal of DOE Loan Guarantee Application and Shifting Financing Strategy.
Gevo's stock experienced downward pressure following the company's withdrawal of its loan guarantee application with the U.S. Department of Energy's Office of Energy Dominance Financing for its ATJ-30 project. This decision, though accompanied by Gevo's plan to pursue a private credit solution, was cited as a reason for an analyst downgrade and likely raised market concerns about project financing, contributing to a negative sentiment during the period.
2. Persistent Analyst Caution Amidst Broader Sector Headwinds.
Despite Gevo reporting better-than-expected financial results for its fiscal Q2 2026 (ending June 30, 2026), with an adjusted loss of -$0.01 per share against an estimated -$0.02, and revenue of $46.50 million surpassing forecasts of $46.40 million, the positive news did not significantly reverse the downward trend of the stock. The company also raised its full-year adjusted EBITDA outlook to over $60 million from a previous $30 million. However, the stock's performance reflects a broader market caution, with Gevo's consensus analyst rating remaining "Hold" as of October 13, 2026, from multiple analysts. Concerns regarding the sustainability and diversification of the company's income streams and the volatility in raw material costs within the renewable fuels sector also contributed to this cautious outlook.
3. Overall Underperformance Relative to the Market.
Gevo's stock has significantly underperformed the broader market, with a year-to-date decline of 20.39% as of September 5, 2026, and a 41.9% return over the twelve months ending October 9, 2026, compared to a +16.6% return for the S&P 500. This indicates that despite some company-specific positive developments, such as the monetization of $70 million in 2026 Section 45Z tax credits and progress in debottlenecking efforts at its North Dakota facility, these factors were not sufficient to counteract the prevailing negative investor sentiment and broader market dynamics affecting the stock.
Show less
Gevo (GEVO) stock has lost about 25% since 6/30/2026 because of the following key factors:
1. Withdrawal of DOE Loan Guarantee Application and Shifting Financing Strategy.
Gevo's stock experienced downward pressure following the company's withdrawal of its loan guarantee application with the U.S. Department of Energy's Office of Energy Dominance Financing for its ATJ-30 project. This decision, though accompanied by Gevo's plan to pursue a private credit solution, was cited as a reason for an analyst downgrade and likely raised market concerns about project financing, contributing to a negative sentiment during the period.
2. Persistent Analyst Caution Amidst Broader Sector Headwinds.
Despite Gevo reporting better-than-expected financial results for its fiscal Q2 2026 (ending June 30, 2026), with an adjusted loss of -$0.01 per share against an estimated -$0.02, and revenue of $46.50 million surpassing forecasts of $46.40 million, the positive news did not significantly reverse the downward trend of the stock. The company also raised its full-year adjusted EBITDA outlook to over $60 million from a previous $30 million. However, the stock's performance reflects a broader market caution, with Gevo's consensus analyst rating remaining "Hold" as of October 13, 2026, from multiple analysts. Concerns regarding the sustainability and diversification of the company's income streams and the volatility in raw material costs within the renewable fuels sector also contributed to this cautious outlook.
3. Overall Underperformance Relative to the Market.
Gevo's stock has significantly underperformed the broader market, with a year-to-date decline of 20.39% as of September 5, 2026, and a 41.9% return over the twelve months ending October 9, 2026, compared to a +16.6% return for the S&P 500. This indicates that despite some company-specific positive developments, such as the monetization of $70 million in 2026 Section 45Z tax credits and progress in debottlenecking efforts at its North Dakota facility, these factors were not sufficient to counteract the prevailing negative investor sentiment and broader market dynamics affecting the stock.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -24.7% change in GEVO stock from 6/30/2026 to 10/20/2026 was primarily driven by a -25.9% change in the company's P/S Multiple.| (LTM values as of) | 6302026 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.50 | 1.13 | -24.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 174 | 178 | 1.8% |
| P/S Multiple | 2.0 | 1.5 | -25.9% |
| Shares Outstanding (Mil) | 237 | 237 | -0.1% |
| Cumulative Contribution | -24.7% |
Market Drivers
6/30/2026 to 10/20/2026| Return | Correlation | |
|---|---|---|
| GEVO | -24.7% | |
| Market (SPY) | 3.0% | 22.4% |
| Sector (XLB) | 0.8% | 8.1% |
Fundamental Drivers
The -58.6% change in GEVO stock from 3/31/2026 to 10/20/2026 was primarily driven by a -62.4% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.73 | 1.13 | -58.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 161 | 178 | 10.5% |
| P/S Multiple | 4.0 | 1.5 | -62.4% |
| Shares Outstanding (Mil) | 236 | 237 | -0.4% |
| Cumulative Contribution | -58.6% |
Market Drivers
3/31/2026 to 10/20/2026| Return | Correlation | |
|---|---|---|
| GEVO | -58.6% | |
| Market (SPY) | 18.6% | 15.4% |
| Sector (XLB) | 2.9% | -0.5% |
Fundamental Drivers
The -42.3% change in GEVO stock from 9/30/2025 to 10/20/2026 was primarily driven by a -73.5% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.96 | 1.13 | -42.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 80 | 178 | 121.4% |
| P/S Multiple | 5.7 | 1.5 | -73.5% |
| Shares Outstanding (Mil) | 233 | 237 | -1.7% |
| Cumulative Contribution | -42.3% |
Market Drivers
9/30/2025 to 10/20/2026| Return | Correlation | |
|---|---|---|
| GEVO | -42.3% | |
| Market (SPY) | 16.4% | 20.9% |
| Sector (XLB) | 15.9% | 14.8% |
Fundamental Drivers
The -5.0% change in GEVO stock from 9/30/2023 to 10/20/2026 was primarily driven by a -95.1% change in the company's P/S Multiple.| (LTM values as of) | 9302023 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.19 | 1.13 | -5.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 9 | 178 | 1839.5% |
| P/S Multiple | 30.9 | 1.5 | -95.1% |
| Shares Outstanding (Mil) | 237 | 237 | 0.2% |
| Cumulative Contribution | -5.0% |
Market Drivers
9/30/2023 to 10/20/2026| Return | Correlation | |
|---|---|---|
| GEVO | -5.0% | |
| Market (SPY) | 86.1% | 22.1% |
| Sector (XLB) | 37.5% | 24.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GEVO Return | 1% | -56% | -39% | 80% | -4% | -44% | -73% |
| Peers Return | 30% | 121% | 19% | -25% | 43% | 163% | 872% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| GEVO Win Rate | 50% | 42% | 50% | 50% | 42% | 20% | |
| Peers Win Rate | 52% | 67% | 54% | 33% | 62% | 76% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| GEVO Max Drawdown | -71% | -67% | -54% | -58% | -64% | -59% | |
| Peers Max Drawdown | -48% | -36% | -32% | -58% | -46% | -23% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PBF, CVI, CLMT, DK, PARR. See GEVO Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/20/2026 (YTD)
How Low Can It Go
| Event | GEVO | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -38.9% | -18.8% |
| % Gain to Breakeven | 63.7% | 23.1% |
| Time to Breakeven | 126 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -13.3% | -7.8% |
| % Gain to Breakeven | 15.4% | 8.5% |
| Time to Breakeven | 6 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -40.9% | -9.5% |
| % Gain to Breakeven | 69.3% | 10.5% |
| Time to Breakeven | 354 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -51.0% | -6.7% |
| % Gain to Breakeven | 103.9% | 7.1% |
| Time to Breakeven | 533 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -64.1% | -33.7% |
| % Gain to Breakeven | 178.2% | 50.9% |
| Time to Breakeven | 236 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -50.7% | -19.2% |
| % Gain to Breakeven | 102.7% | 23.8% |
| Time to Breakeven | 735 days | 105 days |
In The Past
Gevo's stock fell -38.9% during the 2025 US Tariff Shock. Such a loss loss requires a 63.7% gain to breakeven.
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Asset Allocation
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| Event | GEVO | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -38.9% | -18.8% |
| % Gain to Breakeven | 63.7% | 23.1% |
| Time to Breakeven | 126 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -40.9% | -9.5% |
| % Gain to Breakeven | 69.3% | 10.5% |
| Time to Breakeven | 354 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -51.0% | -6.7% |
| % Gain to Breakeven | 103.9% | 7.1% |
| Time to Breakeven | 533 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -64.1% | -33.7% |
| % Gain to Breakeven | 178.2% | 50.9% |
| Time to Breakeven | 236 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -50.7% | -19.2% |
| % Gain to Breakeven | 102.7% | 23.8% |
| Time to Breakeven | 735 days | 105 days |
In The Past
Gevo's stock fell -38.9% during the 2025 US Tariff Shock. Such a loss loss requires a 63.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Gevo (GEVO)
Gevo, Inc. (GEVO) operates as a renewable fuels company, specializing in the development and commercialization of sustainable alternatives to traditional fossil fuels. The company's core mission revolves around achieving zero carbon emissions and significantly reducing greenhouse gas emissions by producing cleaner gasoline, jet fuel, and diesel for various industries.
The company offers a diverse range of products, including renewable gasoline, renewable diesel, and sustainable aviation fuel (SAF), which are critical for decarbonizing transportation and aviation. Beyond these primary fuels, Gevo's portfolio also encompasses renewable natural gas (RNG), isooctane, isobutanol, isobutylene, ethanol, and valuable co-products like animal feed and protein. Gevo leverages strategic partnerships, such as its alliance with Axens North America, Inc., to advance ethanol-to-jet technology and sustainable aviation fuel projects.
Gevo primarily serves markets and customers in the transportation, aviation, and energy sectors that are seeking to reduce their carbon footprint and adopt more sustainable practices. By providing low-carbon fuel and chemical solutions, Gevo positions itself as a key supplier for companies and governments committed to meeting environmental goals and transitioning towards a Net-Zero economy.
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- The 'Beyond Meat' for fossil fuels, creating sustainable aviation fuel and gasoline from plant-based materials.
- Like a modern 'Valero Energy' or 'Marathon Petroleum', but refining bio-based materials into zero-carbon jet fuel and gasoline instead of crude oil.
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- Renewable Fuels: Gevo commercializes sustainable alternatives to traditional gasoline, jet fuel, and diesel to achieve zero carbon emissions.
- Isooctane: A high-octane renewable fuel component.
- Isobutanol: A versatile alcohol that can serve as a biofuel, solvent, or chemical intermediate.
- Renewable Natural Gas (RNG): Sustainable natural gas derived from organic waste materials.
- Isobutylene: A chemical compound used as a building block for various industrial products.
- Ethanol: A common biofuel and chemical feedstock produced sustainably.
- Animal Feed and Protein: Valuable co-products generated from their renewable fuel production processes.
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- Axens North America, Inc.
- Fluor Corporation (NYSE: FLR)
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Patrick R. Gruber, Chief Executive Officer, Executive Chair of the Board
Dr. Patrick R. Gruber has served as Chief Executive Officer and a director of Gevo, Inc. since 2007 and assumed the role of Executive Chair of the Board in December 2025. He is scheduled to retire as CEO on April 1, 2026. Prior to joining Gevo, he was President and Chief Executive Officer of Outlast Technologies, Inc. from 2005 to 2007. Dr. Gruber also co-founded NatureWorks LLC (formerly Cargill Dow, LLC) in 1997, where he held the positions of Vice President, Technology and Operations, and Chief Technology Officer until 2005. With over 30 years of experience, he has focused on developing and commercializing renewable biobased technologies and holds more than 60 US patents. He has received multiple accolades, including the George Washington Carver Award.
Oluwagbemileke (Leke) Agiri, Chief Financial Officer
Mr. Oluwagbemileke (Leke) Agiri was appointed Chief Financial Officer of Gevo, Inc. on May 21, 2025. He joined the company in August 2022 and previously served as Executive Vice President, Finance, playing a key role in financial strategy and planning. His background includes significant finance roles in the renewable energy and energy sectors at organizations such as Bank of America, Occidental Petroleum Corporation, and Anadarko Petroleum Corporation.
Paul D. Bloom, President
Dr. Paul D. Bloom was appointed President of Gevo, Inc. and a director on its board effective December 9, 2025. He is set to succeed Patrick Gruber as Chief Executive Officer on April 1, 2026. Dr. Bloom joined Gevo in 2021 and has been instrumental in advancing the company's technology and executing its commercial strategy. His previous experience includes working at Archer-Daniels-Midland Company (ADM), where he developed expertise in establishing and managing new businesses and commercializing renewable resource-based technologies.
L. Lynn Smull, Executive Vice President and Senior Advisor to the CEO
Mr. L. Lynn Smull transitioned to the role of Executive Vice President and Senior Advisor to the CEO on May 21, 2025, after serving as the company's Chief Financial Officer. In his current role, he focuses on strategic initiatives and supports the seamless transition for the CFO position.
Christopher Ryan, Co-President and Chief Operating Officer
Dr. Christopher Ryan serves as Co-President and Chief Operating Officer for Gevo, Inc. He has been a long-time Chief Operating Officer for the company and is planning to retire in June 2026.
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The key risks for Gevo (GEVO) primarily revolve around its financial viability and its reliance on external factors, followed by the significant challenges in executing its commercialization strategy for renewable fuels.
- Financial Viability and Capital Requirements: Gevo has a history of sustained net losses and faces significant uncertainty in achieving or maintaining profitability. The company operates in a capital-intensive industry and requires substantial additional financing to fund its development and commercialization efforts, including large-scale project build-outs like the Net-Zero 1 facility. A failure to secure this capital when needed or on acceptable terms could lead to delays, limitations, or even the termination of its strategic initiatives. Furthermore, raising additional capital through equity or convertible securities carries the risk of significant dilution for existing shareholders.
- Dependence on Government Incentives and Regulatory Policies: Gevo's business model and the economic viability of its renewable fuel products, particularly Sustainable Aviation Fuel (SAF), are heavily reliant on government incentives, regulatory credits, and subsidies. These include provisions under the Inflation Reduction Act, the Renewable Fuel Standard (RFS), and various state-level programs like the California Low Carbon Fuel Standard (LCFS). Any adverse changes, reductions, or delays in these supportive legislative and regulatory frameworks could materially impact Gevo's profitability, competitive position, and the demand for its products. The complexity and potential volatility in monetizing carbon credits also present a risk.
- Commercialization and Execution Risks: Successfully scaling up the commercial production of its advanced renewable fuels, such as SAF, presents substantial execution risks for Gevo. These challenges include the complexities of engineering, construction, and navigating regulatory hurdles for new facilities. The company also faces intense competition from established energy companies and other emerging players in the renewable fuels sector, which could affect its market share and pricing power. Additionally, securing a consistent supply of sustainable, low-carbon intensity feedstocks (like corn) at scale and managing feedstock price volatility are critical operational challenges.
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The accelerating adoption and market penetration of battery electric vehicles (BEVs) and other zero-emission propulsion systems for road transport, which directly reduces the long-term demand for combustible fuels, including Gevo's renewable gasoline and diesel products.
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Here are the addressable market sizes for Gevo's main products and services:
- Sustainable Aviation Fuel (SAF): The global sustainable aviation fuel market was valued at USD 2.72 billion in 2025 and is projected to grow to USD 40.09 billion by 2034. North America dominated the market, accounting for 46.43% of the market share in 2025. Other estimates for the global market include USD 2.25 billion in 2025, predicted to increase to approximately USD 171.75 billion by 2035.
- Renewable Diesel: The global renewable diesel market size was estimated at USD 30.12 billion in 2025 and is projected to reach USD 57.14 billion by 2033. North America held the largest share of 42.2% of the global market in 2025. Another source indicated a global market size of USD 29.41 billion in 2025, expected to reach USD 50.26 billion by 2030.
- Renewable Natural Gas (RNG): The global renewable natural gas market is valued at USD 15.72 billion in 2025 and is predicted to increase to approximately USD 32.51 billion by 2034. North America dominated the global renewable natural gas market, holding an estimated 35-45% share in 2024.
- Renewable Gasoline: The global renewable gasoline market size was valued at USD 1.05 billion in 2024 and is projected to grow to USD 2.48 billion by 2032. North America currently dominates this market with a 38% market share.
- Isobutanol: The global isobutanol market size was valued at USD 1.52 billion in 2025 and is projected to grow to USD 3.01 billion by 2034. North America holds a market share of 33%, while Asia Pacific accounts for over 60% of global isobutanol demand in 2023 (in kilo tons).
- Isooctane: The global Isooctane market expanded from USD 6.27 billion in 2025 to USD 6.79 billion in 2026, with projections showing continued expansion to USD 10.97 billion by 2032. The U.S. market for Isooctane was estimated at US$2.3 Billion in 2024.
- Isobutylene: The global isobutylene market was valued at USD 29.41 billion in 2025 and is estimated to reach USD 37.15 billion by 2031. North America held a significant 23.15% share of the global market in 2025. Other sources estimated the global market size at USD 27.3 billion in 2022, anticipated to grow to USD 38.4 billion by 2030.
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Gevo (NASDAQ: GEVO) is poised for significant revenue growth over the next two to three years, driven by several key initiatives in the renewable fuels and carbon abatement sectors.
The primary drivers of Gevo's future revenue growth include:
- Increased Production and Sales of Sustainable Aviation Fuel (SAF): Gevo anticipates a substantial boost in revenue from its Sustainable Aviation Fuel (SAF) projects. The Net-Zero 1 (NZ1) project, for instance, is expected to commence initial SAF deliveries in 2025 and is designed to produce approximately 60 million gallons of SAF annually. Gevo also has significant take-or-pay, financeable SAF and hydrocarbon fuel supply agreements in place, totaling approximately 375 million gallons per year, which are expected to generate around $2.3 billion in annual sales. Additionally, the ATJ-30 sustainable aviation fuel initiative remains a central focus, targeting a final investment decision by mid-2026 and projecting 30 million gallons of SAF annually at full capacity.
- Expansion of Renewable Natural Gas (RNG) Production and Sales: Gevo's Renewable Natural Gas (RNG) operations are a current and future revenue driver. The company's RNG project in Northwest Iowa is expected to see increased revenue, particularly with the anticipated approval of a favorable California Low Carbon Fuel Standard (LCFS) carbon intensity (CI) score and the benefit of the biogas Production Tax Credit (PTC) during 2025-2027. The company is also actively exploring further, cost-effective expansions of its RNG production capacity beyond the current 400,000 MMBtu per year.
- Monetization of Carbon Abatement and Environmental Credits: Gevo's strategy includes capitalizing on its carbon capture and sequestration efforts through the sale of carbon credits and leveraging governmental incentives. The Inflation Reduction Act (IRA) is particularly beneficial, introducing a SAF blenders tax credit (2023-2024) and a Clean Fuel Production Credit (2025-2027) with potential values up to $1.75 per gallon for domestically produced, net-zero carbon intensity SAF. Gevo's North Dakota operations have already demonstrated success in generating income from carbon sequestration and the sale of clean fuel and voluntary carbon credits, with long-term annual carbon revenues projected to exceed $30 million.
- Optimization and Expansion of the North Dakota Facility: The Gevo North Dakota plant is a crucial asset driving revenue growth. Its operational excellence and the production of low-carbon ethanol, carbon sequestration, and RNG are significant contributors. Management has emphasized plans for both incremental and step-change expansions at this facility, including improvements in corn storage, carbon sequestration utilization, and overall energy efficiency, which will further enhance its revenue-generating capabilities.
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Share Repurchases
- In May 2023, Gevo, Inc. announced that its Board of Directors authorized a stock repurchase program allowing for the repurchase of up to $25 million of its common stock.
Share Issuance
- As of March 3, 2026, the number of outstanding shares of Gevo's common stock was 242,820,602.
- In Q4 2025, Gevo Inc. had 242 million shares outstanding, which was an increase of 0.1% from the prior quarter.
- The company's Form 10-K for 2025 indicates that raising additional capital through the sale or issuance of equity could dilute the ownership interest of existing shareholders.
Inbound Investments
- In 2025, Gevo acquired substantially all assets of Red Trail Energy in North Dakota for $210 million, which included an ethanol production plant, a carbon capture and storage well, and pore space leases. This acquisition was funded with cash and a $105 million senior secured term loan, with a related $5 million redeemable non-controlling interest from Orion Infrastructure Capital.
- Gevo holds a conditional U.S. Department of Energy loan guarantee commitment of approximately $1.6 billion for Alcohol-to-Jet (ATJ) projects, which was extended to April 16, 2026, as Gevo and the DOE evaluate a lower-cost ATJ-30 facility.
- In April 2023, Gevo entered into a joint development agreement with LG Chem, Ltd.
Capital Expenditures
- Gevo invested $11.2 million in capital expenditures in Q4 2025, marking a 43.1% increase from the previous quarter.
- Total capital expenditures for the full year 2025 were $30.1 million.
- For 2026, Gevo plans to deploy approximately $26 million in capital to expand the Gevo North Dakota facility's ethanol capacity to 75 million gallons per year, enhance energy efficiency, and increase carbon dioxide capture.
Peer Outperformance in Specialty Chemicals
GEVO has trailed 88% of its 40 Specialty Chemicals peers over 5Y. Specialty Chemicals ranks 11th of 15 industries in Materials by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Specialty Chemicals constituents that GEVO has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
11%
of 45 industry peers · -56.7% return
3Y
53%
of 43 industry peers · 10.8% return
5Y
13%
of 40 industry peers · -83.4% return
No Specialty Chemicals peer with a comparable growth profile has beaten GEVO by more than 20pp over 5Y.
Median price return by industry across the Materials sector, ranked by 5Y. Specialty Chemicals is GEVO's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Copper | 7 | 45.6% | 124.7% | 141.0% | SCCO 280% · TGB 249% · HBM 221% |
| Steel | 14 | 22.4% | 47.5% | 140.3% | STLD 304% · HCC 264% · RS 203% |
| Gold | 35 | -2.2% | 173.1% | 120.6% | IAG 517% · OGC 395% · KGC 311% |
| Silver | 6 | 21.7% | 260.7% | 108.6% | AYA 251% · HL 166% · SVM 128% |
| Aluminum | 3 | 5.5% | 164.4% | 60.4% | CENX 109% · KALU 60% · AA -18% |
| Construction Materials | 6 | -21.2% | 26.0% | 41.9% | USLM 359% · CRH 89% · VMC 47% |
| Metal, Glass & Plastic Containers | 11 | -4.1% | 7.0% | 4.8% | GEF 48% · SLGN 7% · ATR 5% |
| Paper & Plastic Packaging Products & Materials | 7 | 15.1% | 15.4% | -4.6% | PKG 104% · CCK 14% · SON 0% |
| Diversified Metals & Mining | 23 | -65.2% | -17.8% | -9.1% | USAR 33658% · MTRN 243% · MP 8% |
| Diversified Chemicals | 3 | 6.8% | 0.5% | -18.2% | CBT 52% · ASH -18% |
| Specialty Chemicals ← | 41 | 10.1% | 7.6% | -21.1% | NEU 159% · ESI 70% · SXT 56% |
| Commodity Chemicals | 13 | -1.1% | -25.5% | -34.8% | HWKN 259% · MEOH 44% · DOW -33% |
| Precious Metals & Minerals | 8 | -20.2% | 153.0% | -45.4% | PPTA 280% |
| Fertilizers & Agricultural Chemicals | 10 | -45.3% | -54.9% | -61.6% | CF 117% · NTR 14% · MOS -52% |
| Paper Products | 4 | -33.8% | -55.8% | -75.5% |
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 69.70 |
| Mkt Cap | 4.8 |
| Rev LTM | 8,545 |
| Op Inc LTM | 476 |
| FCF LTM | 378 |
| FCF 3Y Avg | 89 |
| CFO LTM | 545 |
| CFO 3Y Avg | 382 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 13.4% |
| Rev Chg 3Y Avg | -0.4% |
| Rev Chg Q | 51.7% |
| QoQ Delta Rev Chg LTM | 12.7% |
| Op Inc Chg LTM | 186.3% |
| Op Inc Chg 3Y Avg | 10.7% |
| Op Mgn LTM | 3.4% |
| Op Mgn 3Y Avg | 0.5% |
| QoQ Delta Op Mgn LTM | 2.2% |
| CFO/Rev LTM | 5.6% |
| CFO/Rev 3Y Avg | 2.9% |
| FCF/Rev LTM | 3.1% |
| FCF/Rev 3Y Avg | 0.1% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Gevo North Dakota (ND) | 137 | 0 | |||
| Gevo Renewable Natural Gas (RNG) | 18 | 16 | 15 | 1 | |
| Gevo | 6 | 1 | 2 | 0 | 0 |
| GevoFuels | 0 | 0 | 0 | ||
| Agri-Energy | 0 | 0 | |||
| Total | 161 | 17 | 17 | 1 | 1 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Gevo North Dakota (ND) | 42 | 0 | |||
| Gevo Renewable Natural Gas (RNG) | 3 | -9 | -4 | -4 | -1 |
| GevoFuels | -3 | -4 | -2 | ||
| Gevo | -63 | -78 | -76 | -58 | -42 |
| Agri-Energy | -40 | -17 | |||
| Total | -20 | -91 | -82 | -103 | -60 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Gevo North Dakota (ND) | 30 | 0 | |
| Gevo Renewable Natural Gas (RNG) | -1 | -12 | -6 |
| GevoFuels | -3 | -4 | -3 |
| Gevo | -58 | -63 | -57 |
| Total | -33 | -79 | -66 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Gevo North Dakota (ND) | 271 | 0 | |||
| GevoFuels | 235 | 208 | 138 | ||
| Gevo | 124 | 298 | 411 | 573 | 485 |
| Gevo Renewable Natural Gas (RNG) | 89 | 78 | 102 | 93 | 97 |
| Agri-Energy | 34 | 64 | |||
| Total | 719 | 584 | 650 | 701 | 645 |
Price Behavior
Price Behavior
| Market Price | $1.13 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 02/09/2011 | |
| Distance from 52W High | -59.3% | |
| 50 Days | 200 Days | |
| DMA Price | $1.48 | $1.75 |
| DMA Trend | down | down |
| Distance from DMA | -23.4% | -35.5% |
| 3M | 1YR | |
| Volatility | 60.7% | 62.1% |
| Downside Capture | 282.36 | 149.93 |
| Upside Capture | 23.73 | 36.46 |
| Correlation (S&P 500) | 31.1% | 20.1% |
GEVO Betas & Captures as of 9/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.23 | 2.26 | 1.34 | 0.78 | 1.02 | 1.34 |
| Up Beta | -3.30 | -0.14 | 2.54 | 1.95 | 1.03 | 0.71 |
| Down Beta | 3.66 | 4.01 | 0.11 | 1.54 | 1.20 | 1.23 |
| Up Capture | 34% | 241% | 77% | -51% | 50% | 482% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 6 | 15 | 26 | 51 | 112 | 337 |
| Down Capture | 366% | 340% | 161% | 119% | 118% | 111% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 14 | 24 | 34 | 67 | 125 | 376 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GEVO | |
|---|---|---|---|---|
| GEVO | -54.4% | 62.1% | -1.02 | - |
| Sector ETF (XLB) | 18.2% | 17.8% | 0.78 | 13.0% |
| Equity (SPY) | 16.8% | 12.7% | 0.93 | 19.8% |
| Gold (GLD) | -2.9% | 29.3% | -0.10 | 19.3% |
| Commodities (DBC) | 52.5% | 20.7% | 1.93 | 17.5% |
| Real Estate (VNQ) | 5.1% | 13.8% | 0.11 | 0.4% |
| Bitcoin (BTCUSD) | -23.7% | 43.6% | -0.50 | 19.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GEVO | |
|---|---|---|---|---|
| GEVO | -30.4% | 90.1% | -0.01 | - |
| Sector ETF (XLB) | 6.7% | 19.1% | 0.24 | 33.1% |
| Equity (SPY) | 13.6% | 17.1% | 0.61 | 34.2% |
| Gold (GLD) | 18.1% | 18.9% | 0.77 | 14.0% |
| Commodities (DBC) | 9.7% | 19.5% | 0.38 | 22.7% |
| Real Estate (VNQ) | 1.4% | 18.9% | -0.03 | 31.2% |
| Bitcoin (BTCUSD) | 7.7% | 51.7% | 0.33 | 21.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GEVO | |
|---|---|---|---|---|
| GEVO | -40.0% | 151.7% | 0.15 | - |
| Sector ETF (XLB) | 10.2% | 20.7% | 0.43 | 15.3% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 15.2% |
| Gold (GLD) | 12.1% | 16.4% | 0.60 | 6.9% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 12.5% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 11.6% |
| Bitcoin (BTCUSD) | 62.9% | 66.2% | 1.03 | 7.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/9/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/6/2026 | 9.0% | 12.5% | 13.9% |
| 5/7/2026 | -9.9% | -17.2% | -22.2% |
| 3/5/2026 | 13.2% | 28.6% | 14.8% |
| 11/10/2025 | -1.4% | -9.9% | 12.7% |
| 8/11/2025 | 59.2% | 34.4% | 29.6% |
| 5/13/2025 | -7.3% | -8.9% | -0.8% |
| 3/27/2025 | -9.9% | -16.7% | -5.6% |
| 11/7/2024 | -16.3% | -21.6% | -21.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 11 | 11 |
| # Negative | 12 | 11 | 11 |
| Median Positive | 7.3% | 14.4% | 29.2% |
| Median Negative | -6.6% | -13.1% | -19.5% |
| Max Positive | 59.2% | 42.4% | 74.6% |
| Max Negative | -16.3% | -21.6% | -33.0% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/6/2026 | 9.0% | 12.5% | 13.9% |
| 5/7/2026 | -9.9% | -17.2% | -22.2% |
| 3/5/2026 | 13.2% | 28.6% | 14.8% |
| 11/10/2025 | -1.4% | -9.9% | 12.7% |
| 8/11/2025 | 59.2% | 34.4% | 29.6% |
| 5/13/2025 | -7.3% | -8.9% | -0.8% |
| 3/27/2025 | -9.9% | -16.7% | -5.6% |
| 11/7/2024 | -16.3% | -21.6% | -21.1% |
| 8/8/2024 | 0.0% | 21.7% | 30.9% |
| 5/2/2024 | -0.2% | 14.4% | -1.1% |
| 3/7/2024 | -4.0% | -20.3% | -6.9% |
| 11/13/2023 | 11.1% | 14.8% | 12.0% |
| 8/10/2023 | 1.9% | -9.6% | -15.4% |
| 5/10/2023 | -5.8% | -0.8% | 29.2% |
| 3/9/2023 | 5.6% | 13.0% | -22.4% |
| 8/8/2022 | 4.0% | 11.5% | -19.5% |
| 2/24/2022 | -6.0% | 0.3% | 44.3% |
| 11/10/2021 | 3.8% | -9.3% | -24.5% |
| 8/12/2021 | -8.2% | -13.1% | 21.4% |
| 5/13/2021 | 23.9% | 42.4% | 74.6% |
| 3/17/2021 | -10.3% | -13.7% | -33.0% |
| 11/10/2020 | -3.8% | 0.9% | 64.2% |
| SUMMARY STATS | |||
| # Positive | 10 | 11 | 11 |
| # Negative | 12 | 11 | 11 |
| Median Positive | 7.3% | 14.4% | 29.2% |
| Median Negative | -6.6% | -13.1% | -19.5% |
| Max Positive | 59.2% | 42.4% | 74.6% |
| Max Negative | -16.3% | -21.6% | -33.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 03/05/2026 | 10-K |
| 09/30/2025 | 11/10/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/13/2025 | 10-Q |
| 12/31/2024 | 03/27/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 03/07/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/09/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 03/05/2026 | 10-K |
| 09/30/2025 | 11/10/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/13/2025 | 10-Q |
| 12/31/2024 | 03/27/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 03/07/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/09/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
| 03/31/2022 | 05/09/2022 | 10-Q |
| 12/31/2021 | 02/24/2022 | 10-K |
| 09/30/2021 | 11/10/2021 | 10-Q |
| 06/30/2021 | 08/13/2021 | 10-Q |
| 03/31/2021 | 05/14/2021 | 10-Q |
| 12/31/2020 | 03/18/2021 | 10-K |
| 09/30/2020 | 11/12/2020 | 10-Q |
| 06/30/2020 | 08/10/2020 | 10-Q |
| 03/31/2020 | 05/13/2020 | 10-Q |
| 12/31/2019 | 03/17/2020 | 10-K |
| 09/30/2019 | 11/13/2019 | 10-Q |
Recent Forward Guidance
Updated 10/4/2026Latest: Q2 2026 Earnings Reported 8/6/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Non-GAAP Adjusted EBITDA | Reported | 60.00 Mil | 100.0% | Raised | Guidance: 30.00 Mil for 2026 | |||
| 2026 Section 45Z tax credit monetization | Reported | 70.00 Mil | ||||||
| 2027 Low-carbon ethanol production capacity | Reported | 75.00 Mil | 0.0% | Affirmed | Guidance: 75.00 Mil for 2027 | |||
Prior: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | Reported | 30.00 Mil | -25.0% | Lowered | Guidance: 40.00 Mil for 2026 | |||
| 2026 Annualized Adjusted EBITDA Run-rate | Reported | 40.00 Mil | 0 | Affirmed | Guidance: 40.00 Mil for 2026 | |||
| 2027 Annual low-carbon ethanol capacity | Reported | 75.00 Mil | ||||||
Q4 2025 Earnings Reported 3/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Cash Flow from Operations | Reported | 0 | ||||||
| 2026 Cost Savings | Reported | 3.00 Mil | ||||||
| 2026 Non-GAAP Adjusted EBITDA | Reported | 40.00 Mil | Affirmed | Guidance: 100.00 Mil for 2026 | ||||
Q3 2025 Earnings Reported 11/10/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Carbon Co-product Sales | Reported | 3.00 Mil | 4.00 Mil | 5.00 Mil | 0 | Affirmed | Guidance: 4.00 Mil for 2025 | |
| 2026 Carbon Co-product Sales | Reported | 30.00 Mil | ||||||
| 2026 Adjusted EBITDA | Reported | 150.00 Mil | ||||||
Insider Activity
Updated 9/4/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bowron, Kimberly T | Chief of Staff | Direct | Sell | 9042026 | 1.71 | 1,221 | 2,088 | 1,170,969 | Form |
| 2 | Bloom, Paul D | CEO | Direct | Sell | 9042026 | 1.71 | 1,514 | 2,589 | 2,566,199 | Form |
| 3 | Gruber, Patrick R | Direct | Sell | 9042026 | 1.70 | 3,333 | 5,671 | 5,650,086 | Form | |
| 4 | Kettner, David Michael | Chief Legal & Emrg Biz Officer | Direct | Buy | 8242026 | 1.55 | 12,500 | 19,369 | 428,883 | Form |
| 5 | Barber, James J | Direct | Buy | 8242026 | 1.54 | 50,000 | 77,000 | 184,800 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bowron, Kimberly T | Chief of Staff | Direct | Sell | 9042026 | 1.71 | 1,221 | 2,088 | 1,170,969 | Form |
| 2 | Bloom, Paul D | CEO | Direct | Sell | 9042026 | 1.71 | 1,514 | 2,589 | 2,566,199 | Form |
| 3 | Gruber, Patrick R | Direct | Sell | 9042026 | 1.70 | 3,333 | 5,671 | 5,650,086 | Form | |
| 4 | Kettner, David Michael | Chief Legal & Emrg Biz Officer | Direct | Buy | 8242026 | 1.55 | 12,500 | 19,369 | 428,883 | Form |
| 5 | Barber, James J | Direct | Buy | 8242026 | 1.54 | 50,000 | 77,000 | 184,800 | Form | |
| 6 | Gruber, Patrick R | Direct | Sell | 8072026 | 1.51 | 247,642 | 373,816 | 5,017,258 | Form | |
| 7 | Bowron, Kimberly T | Chief of Staff | Direct | Sell | 8072026 | 1.55 | 10,257 | 15,855 | 1,060,478 | Form |
| 8 | Agiri, Oluwagbemileke Yusuf | CFO | Direct | Sell | 8072026 | 1.54 | 18,223 | 28,034 | 727,499 | Form |
| 9 | Bloom, Paul D | CEO | Direct | Sell | 8072026 | 1.55 | 31,096 | 48,068 | 2,244,970 | Form |
| 10 | Agiri, Oluwagbemileke Yusuf | CFO | Direct | Sell | 6152026 | 1.40 | 63,028 | 88,075 | 686,285 | Form |
| 11 | Bowron, Kimberly T | Chief of Staff | Direct | Sell | 6152026 | 1.43 | 15,470 | 22,048 | 992,360 | Form |
| 12 | Gendenjamts, Davaajargal | VP Acctg and Treasurer | Direct | Sell | 6152026 | 1.43 | 4,293 | 6,118 | 155,154 | Form |
| 13 | Shafer, Andrew | Chief Mktg Cust & Brnd Officer | Direct | Sell | 6152026 | 1.43 | 9,443 | 13,458 | 444,104 | Form |
| 14 | Ryan, Christopher Michael | President & COO | Direct | Sell | 6152026 | 1.43 | 35,196 | 50,161 | 1,823,180 | Form |
| 15 | Bloom, Paul D | CEO | Direct | Sell | 6152026 | 1.43 | 35,189 | 50,151 | 2,114,140 | Form |
| 16 | Gruber, Patrick R | Direct | Sell | 6152026 | 1.40 | 157,563 | 220,856 | 5,006,073 | Form | |
| 17 | Gruber, Patrick R | Direct | Sell | 5292026 | 1.76 | 186,469 | 328,148 | 6,562,282 | Form | |
| 18 | Shafer, Andrew | Chief Mktg Cust & Brnd Officer | Direct | Sell | 5292026 | 1.76 | 32,667 | 57,487 | 564,986 | Form |
| 19 | Bowron, Kimberly T | Chief of Staff | Direct | Sell | 5292026 | 1.76 | 25,101 | 44,173 | 1,252,564 | Form |
| 20 | Agiri, Oluwagbemileke Yusuf | CFO | Direct | Sell | 5292026 | 1.77 | 31,958 | 56,652 | 982,331 | Form |
| 21 | Ryan, Christopher Michael | President & COO | Direct | Sell | 5292026 | 1.76 | 87,700 | 154,334 | 2,313,153 | Form |
| 22 | Bloom, Paul D | CEO | Direct | Sell | 5292026 | 1.76 | 75,735 | 133,278 | 2,672,411 | Form |
| 23 | Shafer, Andrew | Chief Cust Mkt & Brnd Officer | Direct | Sell | 5012026 | 2.00 | 5,550 | 11,103 | 541,808 | Form |
| 24 | Ryan, Christopher Michael | President & COO | Direct | Sell | 4012026 | 2.96 | 29,797 | 88,175 | 4,149,216 | Form |
| 25 | Ryan, Christopher Michael | President & COO | Direct | Sell | 4012026 | 2.76 | 100,000 | 275,740 | 3,948,426 | Form |
| 26 | Mize, Gary W | Direct | Sell | 3122026 | 2.33 | 107,100 | 250,078 | 656,663 | Form | |
| 27 | Fitzgerald, Lindsay Clinton | Chief Public Affairs Officer | Direct | Sell | 3122026 | 2.51 | 20,000 | 50,124 | 531,813 | Form |
| 28 | Shafer, Andrew | Chief Cust Mkt & Brnd Officer | Direct | Sell | 3122026 | 2.21 | 5,550 | 12,245 | 597,517 | Form |
| 29 | Shafer, Andrew | Chief Cust Mkt & Brnd Officer | Direct | Sell | 1212026 | 1.99 | 5,000 | 9,940 | 538,369 | Form |
| 30 | Shafer, Andrew | Chief Cust Mkt & Brnd Officer | Direct | Sell | 12232025 | 2.19 | 5,000 | 10,974 | 605,349 | Form |
| 31 | Agiri, Oluwagbemileke Yusuf | CFO | Direct | Sell | 12082025 | 2.31 | 73,284 | 169,183 | 626,148 | Form |
| 32 | Gendenjamts, Davaajargal | VP Acctg and Treasurer | Direct | Sell | 12052025 | 2.32 | 2,560 | 5,943 | 139,794 | Form |
| 33 | Shafer, Andrew | Chief Cust Mkt & Brnd Officer | Direct | Sell | 11212025 | 1.99 | 5,000 | 9,936 | 558,080 | Form |
| 34 | Battershell, Carol Jane | Direct | Sell | 11142025 | 2.02 | 75,597 | 152,782 | 562,374 | Form | |
| 35 | Shafer, Andrew | Chief Cust Mkt & Brnd Officer | Direct | Sell | 11042025 | 2.28 | 29,797 | 67,970 | 651,991 | Form |
| 36 | Shafer, Andrew | Chief Cust Mkt & Brnd Officer | Direct | Sell | 10232025 | 2.53 | 5,000 | 12,650 | 798,519 | Form |
| 37 | Ryan, Christopher Michael | President & COO | Direct | Sell | 10152025 | 2.82 | 100,000 | 281,870 | 4,318,074 | Form |
| 38 | Amorelli, Angelo | Direct | Sell | 10152025 | 2.50 | 100,000 | 250,270 | 7,363 | Form | |
| 39 | Shafer, Andrew | Chief Cust Mkt & Brnd Officer | Direct | Sell | 9222025 | 2.01 | 5,000 | 10,062 | 645,216 | Form |
| 40 | Bloom, Paul D | Chief Business Officer | Direct | Sell | 9182025 | 2.01 | 75,000 | 150,435 | 1,852,539 | Form |
| 41 | Bowron, Kimberly T | Chief People and IT Officer | Direct | Sell | 9052025 | 1.63 | 1,530 | 2,493 | 784,158 | Form |
| 42 | Agiri, Oluwagbemileke Yusuf | CFO | Direct | Sell | 9052025 | 1.63 | 1,731 | 2,821 | 449,911 | Form |
| 43 | Bloom, Paul D | Chief Business Officer | Direct | Sell | 9052025 | 1.63 | 2,092 | 3,410 | 1,627,504 | Form |
| 44 | Ryan, Christopher Michael | President & COO | Direct | Sell | 9052025 | 1.63 | 1,683 | 2,742 | 2,659,243 | Form |
| 45 | Gruber, Patrick R | Chief Executive Officer | Direct | Sell | 9052025 | 1.63 | 1,642 | 2,676 | 6,266,180 | Form |
Industry Resources
| Materials Resources |
| Chemical & Engineering News (C&EN) |
| Mining.com |
| Plastics News |
| Specialty Chemicals Resources |
| SpecialChem |
| Chemical Week |
| ICIS |
External Quote Links
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| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 10/20/2026