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8-K ·Filed Aug 26, 2026

GEVO

Gevo, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed2mo ago SEC0001104659-26-101084
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

This is a routine leadership restructuring with no financial data — no immediate trading catalyst. Monitor the next quarterly filing for actual progress toward the $60M+ Adjusted EBITDA target and for any updates on the North Dakota expansion.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
GEVO ▼ -6.67% at T+20d
NEUTRAL call -6.67% · α vs SPY -7.87% · entry $1.65 → $1.54
Next anchor: T+60d in 23d
Latest observation: T+41 -21.44% FF3 residual α
Entry = T+0 close
Aug 26, 2026
via day close
T+1d
+1.82%
call +1.82% · α +1.16%
$1.68
settled 2mo ago
T+5d
+3.64%
call +3.64% · α +3.76%
$1.71
settled 8w ago
T+20d
-6.67%
call -6.67% · α -7.87%
$1.54
settled 5w ago
T+60d
Pending
in 23d

Price Chart

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Executive Summary

Gevo appointed Greg Hanselman as Chief Operating Officer, effective August 20, 2026, and expanded the roles of Kyle James (Chief Commercial and Risk Officer) and Dave Kettner (Chief Legal and Emerging Business Officer). The press release reiterates a forward-looking target of more than $60M in Adjusted EBITDA for 2026, but no actual financial results or guidance changes were reported. This is a routine organizational alignment filing with no material financial data — neutral for the stock.

Key Facts

  • Greg Hanselman appointed COO, effective August 20, 2026; base salary of $380,000, eligible for 65% annual cash incentive and equity grants expected at 215% of base salary.
  • Kyle James named Chief Commercial and Risk Officer; Dave Kettner named Chief Legal and Emerging Business Officer, both with expanded responsibilities.
  • Company reiterates 2026 Adjusted EBITDA target of more than $60M (non-GAAP, forward-looking, no reconciliation provided).
  • No financial results, guidance changes, or material agreements were filed — only organizational changes and a press release.

Financial Impact

No financial figures reported in the filing; forward-looking Adjusted EBITDA target of >$60M for 2026 is reiterated but not new.

Risk Factors

  • Forward-looking Adjusted EBITDA target of >$60M for 2026 may not be achieved; no reconciliation to GAAP provided.
  • No actual financial results or guidance changes in this filing — execution risk remains on the growth strategy.

Market Snapshot

Exchange
Nasdaq
Sector
Industrial Organic Chemicals
Analyst Consensus
73% bullish (11 analysts)

Investment Themes

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-101084
Document: 0001104659-26-101084-index.html0001104659-26-101084
Document: 0001104659-26-101084.txt0001104659-26-101084
18 reports for GEVO
Performance horizon
71% Hit rate @ T+1 5 of 7 directional calls Went positive at some point 6 of 7 best @ T+20▲ +27.56%Sep 22, 2026
Filters
Rows
Reports for GEVO — sortable, filterable
TypeNow
Oct 22, 2026
4d ago
Press Release
BULLISH ★ 6/10
$1.14 $1.16▲ +1.75%▲ +2.28%$1.14 (−0.00%)
Oct 1, 2026
25d ago
Press Release
BULLISH ★ 5/10
$1.32 $1.31▼ −0.38%▼ −1.12%$1.14 (−13.31%)
Sep 22, 2026
4w ago
Institutional Cluster
BEARISH ★ 4/10
$1.56 $1.45▲ +7.05%▲ +6.33%$1.14 (+26.92%)
Aug 26, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$1.65 $1.68▲ +1.82%▲ +1.16%$1.14 (−30.91%)
Aug 7, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$1.57 $1.63▲ +3.82%▲ +4.14%$1.14 (−27.39%)
Aug 7, 2026
11w ago
Insider Cluster
BEARISH ★ 4/10
$1.57 $1.63▼ −3.82%▼ −4.14%$1.14 (+27.39%)
Jul 16, 2026
14w ago
8-K
NEUTRAL ★ 2/10
$1.59 $1.63▲ +2.52%▲ +3.51%$1.14 (−28.30%)
Jul 15, 2026
14w ago
8-K
NEUTRAL ★ 4/10
$1.59 $1.59· 0.00%▲ +0.54%$1.14 (−28.30%)
May 29, 2026
21w ago
Insider Cluster
BEARISH ★ 5/10
$1.84 $1.81▲ +1.63%▲ +1.78%$1.14 (+38.04%)
Apr 21, 2026
26w ago
Press Release
NEUTRAL ★ 1/10
$1.82 $1.85▲ +1.65%▲ +0.63%$1.14 (−37.36%)
Showing 10 of 18

US Market Status

Market Closed — Opens in 6h 18m

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Report published Aug 26, 2026