View Financial HealthGreen Plains 配当と自社株買い配当金 基準チェック /06Green Plains現在配当金を支払っていません。主要情報0%配当利回り2.9%バイバック利回り総株主利回り2.9%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesPrice Target Changed • May 19Price target increased by 7.8% to US$16.57Up from US$15.38, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$16.95. Stock is up 254% over the past year. The company is forecast to post earnings per share of US$1.78 next year compared to a net loss per share of US$1.80 last year.ライブニュース • May 13Green Plains Q1 Earnings Driven by Carbon Credits Raise Questions on Long-Term ValuationGreen Plains reported Q1 2026 adjusted EBITDA of $71.5 million and net income of $32.94 million, supported by production facilities running at 97% capacity and cost structure improvements. The company’s fully operational carbon sequestration program contributed $55 million to EBITDA in the quarter. Management raised its 45Z production tax credit guidance for fiscal 2026 to a range of $200 million to $225 million, and some analysts see the stock as expensive relative to a $14.00 intrinsic value estimate. The earnings mix is shifting toward carbon-related credits and efficiency gains. This may make your view on policy support and execution at the plants just as important as your view on traditional ethanol margins. Given commentary that the stock screens as overvalued versus one intrinsic value estimate, it can be worth weighing the durability of carbon credit income against the risk that sentiment changes if those credits or regulatory conditions evolve.Reported Earnings • May 07First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.48 (up from US$1.14 loss in 1Q 2025). Revenue: US$445.8m (down 26% from 1Q 2025). Net income: US$32.9m (up US$105.8m from 1Q 2025). Profit margin: 7.4% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.ナラティブの更新 • May 04GPRE: Policy Tailwinds And Leadership Shifts Will Likely Expose Overvaluation RiskAnalysts have raised their price targets on Green Plains by low single digit dollar amounts. They cite updated expectations for slightly stronger revenue growth, modestly higher profit margins, and a somewhat lower assumed future P/E multiple in their models.お知らせ • Apr 27Green Plains Inc., Annual General Meeting, Jun 05, 2026Green Plains Inc., Annual General Meeting, Jun 05, 2026.お知らせ • Apr 24Green Plains Inc. to Report Q1, 2026 Results on May 07, 2026Green Plains Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026ナラティブの更新 • Apr 20GPRE: New Leadership And Ethanol Policy Support Will Drive Shares HigherAnalysts have lifted the Green Plains price target by $1, citing updated assumptions for slightly higher revenue growth, modestly stronger profit margins, and a somewhat lower forward P/E multiple following recent target increases and upgrades from several firms. Analyst Commentary Recent research points to a cluster of bullish analysts revisiting their models and lifting expectations for Green Plains, with several price target increases and upgrades arriving in quick succession.ナラティブの更新 • Apr 06GPRE: Leadership Hopes And Policy Tailwinds Will Likely Tighten Execution RiskAnalysts nudged up their average price target on Green Plains by raising individual targets in $1 to $5 steps, reflecting updated views on growth, profitability, and valuation after recent research from several firms. Analyst Commentary Recent Street research on Green Plains has centered on refreshed price targets and rating changes that reflect evolving views on execution, leadership, and growth prospects.ナラティブの更新 • Mar 22GPRE: New Leadership Execution And Higher Earnings Power Will Drive Shares Toward 19Analysts have raised the Green Plains price target from $17 to $19, citing updated assumptions for fair value, discount rate, growth and margins following a series of recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Green Plains has leaned clearly positive, with several bullish analysts lifting price targets and upgrading their views after reassessing the company’s fair value, discount rate, growth assumptions and margin outlook.Seeking Alpha • Mar 13Green Plains: Time To Harvest The GreenbacksSummary Green Plains has delivered strong gains, driven by sector momentum rather than solely by its carbon sequestration projects. GPRE's guidance for $188M in 2026 EBITDA, primarily from 45Q and 45Z tax credits, is now fully reflected in the stock price. After a 65% YTD rally, GPRE trades at 7.5x 2026 earnings, approaching fair value and limiting further upside. I recommend taking profits and rotating capital, as current valuation is more sentiment-driven and exposed to energy sector risks. Read the full article on Seeking Alphaナラティブの更新 • Mar 08GPRE: Higher Leadership Hopes Will Test Seasonal Margin And 45Z HeadwindsThe analyst price target for Green Plains has increased from $11.56 to $14.00, as analysts cite higher assumed revenue growth, slightly stronger profit margins, a modestly lower discount rate, and recent upgrades following increased confidence in new leadership. Analyst Commentary Bullish Takeaways Bullish analysts link their upgrades to higher assumed revenue growth, suggesting they see Green Plains as having more room to scale its core business than previously modeled.ナラティブの更新 • Feb 22GPRE: Elevated Leadership Hopes Will Likely Raise Execution Risk AheadOur analyst price target for Green Plains has moved up from $7.00 to $10.00, reflecting updated views from analysts who cite recent target raises at several firms and growing confidence in the company’s leadership and earnings profile. Analyst Commentary Recent Street research on Green Plains has been active, with several firms updating ratings and price targets in close succession.ナラティブの更新 • Feb 08GPRE: Higher Earnings Power And P E Repricing Will Drive Shares Toward 17Analysts have lifted their fair value estimate for Green Plains by $2 to $17, citing updated assumptions for revenue growth, profit margins, and the future P/E multiple highlighted in recent Street research. Analyst Commentary Bullish analysts have responded to recent updates by lifting their price targets on Green Plains, including moves of $2 and $5.Price Target Changed • Feb 06Price target increased by 8.7% to US$12.56Up from US$11.56, the current price target is an average from 9 analysts. New target price is 9.3% below last closing price of US$13.85. Stock is up 110% over the past year. The company is forecast to post earnings per share of US$0.24 next year compared to a net loss per share of US$1.80 last year.Major Estimate Revision • Feb 05Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.192 to US$0.238. Revenue forecast steady at US$2.22b. Net income forecast to grow 90% next year vs 16% growth forecast for Oil and Gas industry in the US. Consensus price target up from US$11.77 to US$12.33. Share price rose 4.7% to US$12.66 over the past week.ナラティブの更新 • Jan 24GPRE: Seasonal Margin Pressure And 45Z Accounting Will Shape Future UpsideAnalysts maintained their fair value estimate for Green Plains at approximately $11.56 per share, noting that the unchanged target reflects recent caution regarding seasonal crush margin pressure and concerns about less conservative 45Z accounting. Analyst Commentary Recent research commentary on Green Plains centers on valuation now sitting close to published targets, seasonal margin pressures and questions around the conservativeness of 45Z accounting in the latest quarter.お知らせ • Jan 22Green Plains Inc. to Report Q4, 2025 Results on Feb 05, 2026Green Plains Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 05, 2026分析記事 • Jan 13Green Plains Inc. (NASDAQ:GPRE) Might Not Be As Mispriced As It LooksWith a price-to-sales (or "P/S") ratio of 0.3x Green Plains Inc. ( NASDAQ:GPRE ) may be sending bullish signals at the...お知らせ • Jan 13Green Plains Inc. Appoints Ryan Loneman as General Counsel and Secretary, Effective January 26, 2026Green Plains Inc. announced the appointment of Ryan Loneman as General Counsel and Secretary, effective January 26, 2026. In this role, Loneman will lead Green Plains’ legal function and serve as a key advisor to senior leadership on corporate governance, strategic transactions, and regulatory matters. Loneman joins Green Plains from Lindsay Corporation, where he served in a variety of legal roles since 2016, most recently as Vice President - Legal. He previously was Vice President and General Counsel at Signal Security, an international security services franchisor, and practiced law with Kirkland & Ellis LLP. A Nebraska-licensed attorney, he earned his Juris Doctor with distinction from Stanford Law School, and an undergraduate degree in Finance and Philosophy from Creighton University. He is also a 2019 Leadership Omaha graduate.ナラティブの更新 • Jan 09GPRE: Carbon Capture Progress Will Shape Future Upside Despite Seasonal Margin RisksNarrative update on Green Plains The analyst price target for Green Plains has shifted to a range of about $9 to $15. The mix of downgrades and target increases reflects concerns about seasonal crush margin pressure, conservative treatment of 45Z credits, and a cautious earnings setup across agriculture and chemicals.お知らせ • Jan 05+ 1 more updateGreen Plains Inc. Announces CFO ChangesGreen Plains Inc. announced the appointment of Ann Reis as Chief Financial Officer, effective January 6, 2026. In this role, Reis will lead the finance organization and partner with senior leadership to advance Green Plains long-term strategic and financial objectives. Reis joins Green Plains from Southwest Iowa Renewable Energy (SIRE), where she served as CFO, Chief Accounting Officer, and Assistant Secretary of the Board of Directors. She has more than 20 years of experience across agribusiness, energy, and financial services, including leadership roles at Lincoln Financial Group and ConAgra Foods. A Nebraska native, she holds a Bachelor of Arts from the University of Nebraska-Lincoln and a Master of Science in Accounting from the University of Toledo. Reis is also an active member of several renewable fuel boards. Phil Boggs, who has served in multiple finance leadership roles over the past sixteen years, will depart the Company on January 5, 2026.ナラティブの更新 • Dec 23GPRE: Revenue Visibility And Margin Resilience Will Drive Shares Toward 15The analyst price target for Green Plains has been raised to $15 from $14 as analysts factor in stronger expected revenue growth, modest margin improvement, and a lower discount rate, despite a mixed near term industry backdrop. Analyst Commentary Bullish analysts highlight that the recent price target increase to $15 reflects greater confidence in Green Plains' ability to execute on its growth initiatives despite a challenging macro backdrop.ナラティブの更新 • Dec 09GPRE: Policy Incentives And Carbon Capture Will Drive Future Upside PotentialAnalysts have modestly lifted their price target on Green Plains to $11.56 per share from $11.56, reflecting a blend of cautious optimism around raised Street targets of up to $15 and lingering concerns over seasonally weaker crush margins and conservative earnings quality. Analyst Commentary Bullish analysts highlight Green Plains' upside potential as the company navigates a mixed macro and commodity backdrop.ナラティブの更新 • Nov 25GPRE: Increased Revenue Assumptions And Policy Momentum Will Drive Market UpsideThe consensus analyst price target for Green Plains increased by $1.00, reflecting cautious optimism as analysts cite moderate improvements in future revenue growth and profitability. This comes despite ongoing sector headwinds and mixed recent ratings changes.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.17 (down from US$0.75 in 3Q 2024). Revenue: US$508.5m (down 23% from 3Q 2024). Net income: US$11.9m (down 75% from 3Q 2024). Profit margin: 2.3% (down from 7.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.ナラティブの更新 • Nov 05GPRE: Revenue Projections and Sector Shifts Will Shape Outlook Amid Policy and Market HeadwindsAnalysts have modestly raised their price target for Green Plains, increasing it from $10.44 to $10.56. They cite adjustments to growth forecasts and recent sector research, which reflects both cautious earnings expectations and selective optimism on market opportunities.お知らせ • Oct 29+ 1 more updateGreen Plains Inc. to Report Q3, 2025 Results on Nov 05, 2025Green Plains Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025お知らせ • Oct 22Green Plains Inc. announced that it expects to receive $30 million in fundingGreen Plains Inc. announced it has entered into separate, privately negotiated subscription agreements pursuant to which it will issue convertible Notes due 2030 for gross proceeds of $30,000,000 on October 22, 2025. The initial conversion rate of the Notes is 63.6132 shares of common stock per $1,000 principal amount of Notes (equivalent to an initial conversion price of approximately $15.72 per share of common stock, which represents a conversion premium of approximately 50% to the last reported sale price of the common stock on Nasdaq on October 21, 2025), and will be subject to customary anti-dilution adjustments. The transaction is expected to close on October 27, 2025, subject to customary closing conditions.ナラティブの更新 • Oct 22Analysts Revise Green Plains Price Target Amid Mixed Sentiment and Industry DevelopmentsAnalysts have modestly increased their price target for Green Plains, citing improved outlooks and raising expectations from $10.22 to $10.44 per share. This shift is supported by recent upgrades and changing market dynamics.ナラティブの更新 • Oct 08Extended Tax Credits And Decarbonization Trends Will Boost Low-carbon EthanolAnalysts have raised their price target for Green Plains from $11 to $14. This change reflects increased confidence in the company’s future performance and updated fair value estimates.Recent Insider Transactions • Sep 25Interim Principal Executive Officer recently sold US$294k worth of stockOn the 22nd of September, Michelle Mapes sold around 31k shares on-market at roughly US$9.51 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Recent Insider Transactions Derivative • Sep 23Interim Principal Executive Officer notifies of intention to sell stockMichelle Mapes intends to sell 31k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of September. If the sale is conducted around the recent share price of US$9.65, it would amount to US$299k. Since March 2025, Michelle has owned 91.51k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.分析記事 • Sep 20Further Upside For Green Plains Inc. (NASDAQ:GPRE) Shares Could Introduce Price Risks After 27% BounceDespite an already strong run, Green Plains Inc. ( NASDAQ:GPRE ) shares have been powering on, with a gain of 27% in...ナラティブの更新 • Aug 29Extended Tax Credits And Decarbonization Trends Will Boost Low-carbon EthanolThe increase in Green Plains’ consensus analyst price target reflects higher future earnings expectations, as indicated by the rising future P/E ratio, and a marginally lower discount rate, resulting in a new fair value estimate of $9.67. What's in the News Chris Osowski appointed Chief Executive Officer, succeeding interim executive Michelle Mapes; Executive Committee dissolved.分析記事 • Aug 20Green Plains Inc. (NASDAQ:GPRE) Analysts Are More Bearish Than They Used To BeNasdaqGS:GPRE 1 Year Share Price vs Fair Value Explore Green Plains's Fair Values from the Community and select yours...お知らせ • Aug 20+ 1 more updateGreen Plains Inc. Appoints Chris Osowski as Chief Executive Officer, Effective August 19, 2025Green Plains Inc. announced the appointment of Chris Osowski as Chief Executive Officer, effective August 19, 2025. Mr. Osowski most recently served as Executive Vice President, Operations and Technology of the Company since January 2022 and has been a member of the company’s Executive Committee since March 2025. With more than 20 years of global leadership experience across the chemical, agribusiness, and renewable energy sectors, Mr. Osowski is widely recognized for driving operational transformation, innovation and sustainable growth in complex industrial environments. He has held senior roles in the United States, Europe, and Asia. Prior to joining Green Plains, Mr. Osowski served as Vice President, Global Technology for ADM and held leadership positions at Tate & Lyle, Renewable Energy Group, and POET. A native of Argyle, Minnesota, he holds a bachelor’s degree in agricultural and biosystems engineering from North Dakota State University and an MBA from Minnesota State University. In connection with Mr. Osowski’s appointment as Chief Executive Officer, the Board determined that effective upon August 19, 2025, the date Mr. Osowski commences his role as Chief Executive Officer, Michelle Mapes will no longer serve as interim principal executive officer. Ms. Mapes will continue to serve in her longstanding role as the Company’s Chief Legal & Administration Officer and Corporate Secretary. Ms. Mapes was appointed Interim Principal Executive Officer on March 1, 2025 upon Todd Becker’s departure as President and Chief Executive Officer. At that time, the Board also created an Executive Committee, comprised of Imre Havasi, Senior Vice President – Head of Trading and Commercial Operations, Michelle Mapes, Chief Legal & Administration Officer, Chris Osowski, Executive Vice President – Operations and Technology, and Jamie Herbert, Chief Human Resource Officer, to lead the Company until Mr. Becker’s successor was appointed. In connection with Mr. Osowski’s appointment, the Executive Committee was dissolved effective August 19, 2025.Major Estimate Revision • Aug 18Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$2.56b to US$2.25b. Forecast losses increased from -US$1.55 to -US$2.24 per share. Oil and Gas industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$9.93 to US$9.13. Share price fell 4.5% to US$8.44 over the past week.ナラティブの更新 • Aug 15Extended Tax Credits And Decarbonization Trends Will Boost Low-carbon EthanolWith no significant changes in either Net Profit Margin (3.42%) or Future P/E (6.79x), the consensus Analyst Price Target for Green Plains remained steady at $9.12. What's in the News Added to Russell 3000E Value Benchmark Added to Russell Microcap Value Benchmark Index Added to Russell 3000E Value Index Added to Russell Microcap Index Added to Russell 3000E Index Valuation Changes Summary of Valuation Changes for Green Plains The Consensus Analyst Price Target remained effectively unchanged, at $9.12.Price Target Changed • Aug 14Price target decreased by 8.1% to US$9.13Down from US$9.93, the current price target is an average from 8 analysts. New target price is 5.4% above last closing price of US$8.66. Stock is down 37% over the past year. The company is forecast to post a net loss per share of US$2.24 next year compared to a net loss per share of US$1.29 last year.分析記事 • Aug 14Green Plains Inc. (NASDAQ:GPRE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportGreen Plains Inc. ( NASDAQ:GPRE ) just released its latest quarterly report and things are not looking great. It...Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$1.09 loss per share (further deteriorated from US$0.38 loss in 2Q 2024). Revenue: US$552.8m (down 11% from 2Q 2024). Net loss: US$72.2m (loss widened 197% from 2Q 2024). Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$124m). Share price has been volatile over the past 3 months (11% average weekly change).お知らせ • Aug 05Green Plains Inc. to Report Q2, 2025 Results on Aug 11, 2025Green Plains Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025分析記事 • Jun 15Is Green Plains (NASDAQ:GPRE) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • May 15Consensus EPS estimates fall by 211%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$2.55b to US$2.38b. Losses expected to increase from US$0.49 per share to US$1.54. Oil and Gas industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$10.44 to US$8.44. Share price rose 36% to US$5.13 over the past week.新しいナラティブ • May 14Cost Cuts And Ethanol Carbon Initiatives Will Forge Our Future Strategic cost reduction and asset sales aim to boost net margins through enhanced operational efficiency and market scalability.Price Target Changed • May 12Price target decreased by 10% to US$9.11Down from US$10.17, the current price target is an average from 9 analysts. New target price is 96% above last closing price of US$4.65. Stock is down 76% over the past year. The company is forecast to post a net loss per share of US$1.50 next year compared to a net loss per share of US$1.29 last year.分析記事 • May 11Analyst Estimates: Here's What Brokers Think Of Green Plains Inc. (NASDAQ:GPRE) After Its First-Quarter ReportInvestors in Green Plains Inc. ( NASDAQ:GPRE ) had a good week, as its shares rose 6.8% to close at US$4.07 following...Reported Earnings • May 10First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$1.14 loss per share (further deteriorated from US$0.81 loss in 1Q 2024). Revenue: US$601.5m (flat on 1Q 2024). Net loss: US$72.9m (loss widened 42% from 1Q 2024). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 98%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.お知らせ • Apr 29Green Plains Inc. to Report Q1, 2025 Results on May 08, 2025Green Plains Inc. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025お知らせ • Apr 26Green Plains Inc., Annual General Meeting, Jun 06, 2025Green Plains Inc., Annual General Meeting, Jun 06, 2025.お知らせ • Apr 16Green Plains Inc. Appoints Steven Furcich, Carl Grassi and Patrick Sweeney as Board of Directors and Forms A New Strategic Planning CommitteeGreen Plains Inc. announced it is continuing the refreshment of its Board of Directors through appointments of three highly qualified and independent individuals: Steven Furcich, Carl Grassi, and Patrick Sweeney. Messrs. Furcich, Grassi and Sweeney collectively possess additive experience in key areas such as the agriculture and commodities sector, capital allocation, finance, long-term planning, and strategic reviews and transactions. Now through the Company’s 2025 Annual Meeting of Shareholders, the appointments will result in an expansion of the Board to at least 10 members. The Company expects the Board to shrink thereafter due to two tenured directors not standing for re-election at this year’s Annual Meeting. Green Plains also announced that its Board has formed a new Strategic Planning Committee to provide analysis and recommendations pertaining to value-creation initiatives. The Committee will be co-chaired by a new director and a tenured director. It will include four members, half of which are newly appointed directors. New Director Biographies: Steven Furcich has over 35 years of operating experience across the midstream and downstream agribusiness sectors, working with a wide range of agricultural crops, process technologies and nutrition products. Since 2016, Mr. Furcich has served as a Partner at Tillridge Global Agribusiness Partners (“Tillridge”), a private equity firm focused on the agribusiness and food value chain, and as a board member at several of its portfolio companies. He currently serves as Chairman of Inventure Renewables Inc., a Partner and director of Wilmar Nutrition (a subsidiary of Wilmar International), and a director of Furst-McNess Company (a subsidiary of Easy USA Holdings Inc.). Prior to Tillridge, Mr. Furcich had a 28-year career at Archer Daniels Midland Company, a multinational food processing and commodities trading corporation where he held several leadership roles, including President of ADM’s Nutrition and Malting Division and Vice President and Director of Group Operations for the Oilseeds Division. Mr. Furcich earned his bachelor’s degree in Agricultural Engineering from the University of Illinois Urbana-Champaign. Carl Grassi is an experienced public company advisor and director with expertise across sectors and industries. He has served as a director of publicly traded companies such as J. Alexander's Holdings Inc., where he helped drive a successful strategic alternatives process and sale to SPB Hospitality. Additionally, he is Senior Counsel at business advisory and advocacy law firm McDonald Hopkins, LLC. He was McDonald Hopkins’ Chairman from 2016 to 2019 after serving as President for nine years. Mr. Grassi received his J.D. from Cleveland State University College of Law and his B.S.B.A. with a major in Accounting from John Carroll University. Mr. Grassi is also a Certified Public Accountant. Patrick Sweeney serves as a Portfolio Manager for Ancora’s activist strategy. Mr. Sweeney is responsible for all aspects of the investment process, including idea generation, fundamental diligence, portfolio management, strategy execution and company-specific engagement. Mr. Sweeney has been with the firm since 2013. Prior to joining Ancora, Mr. Sweeney began his financial services career at PNC Financial Services in the firm’s management training program before transitioning to the role of Corporate Banking Analyst. In this capacity, Mr. Sweeney was responsible for meeting the lending needs of hospital systems, higher education facilities and municipalities in the Midwest. He earned his B.S. degree in finance from John Carroll University.分析記事 • Apr 05Slammed 26% Green Plains Inc. (NASDAQ:GPRE) Screens Well Here But There Might Be A CatchTo the annoyance of some shareholders, Green Plains Inc. ( NASDAQ:GPRE ) shares are down a considerable 26% in the last...Major Estimate Revision • Mar 11Consensus EPS estimates fall by 31%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$2.47b to US$2.52b. Forecast EPS reduced from -US$0.461 to -US$0.605 per share. Oil and Gas industry in the US expected to see average net income growth of 13% next year. Consensus price target down from US$13.50 to US$11.11. Share price rose 2.4% to US$5.12 over the past week.New Risk • Mar 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Mar 01+ 1 more updateGreen Plains Inc. Announces Departure of Todd Becker as Chief Executive Officer, Effective March 01, 2025Green Plains Inc. announced that its Chief Executive Officer, Todd Becker, is departing after more than 17 years at the Company, effective March 1, 2025.Price Target Changed • Feb 09Price target decreased by 13% to US$17.39Down from US$20.06, the current price target is an average from 9 analysts. New target price is 163% above last closing price of US$6.60. Stock is down 73% over the past year. The company is forecast to post a net loss per share of US$0.73 next year compared to a net loss per share of US$1.29 last year.分析記事 • Feb 08Green Plains Inc. (NASDAQ:GPRE) Might Not Be As Mispriced As It Looks After Plunging 34%To the annoyance of some shareholders, Green Plains Inc. ( NASDAQ:GPRE ) shares are down a considerable 34% in the last...Reported Earnings • Feb 07Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$1.29 loss per share (improved from US$1.59 loss in FY 2023). Revenue: US$2.46b (down 25% from FY 2023). Net loss: US$82.5m (loss narrowed 12% from FY 2023). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 60%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.お知らせ • Jan 24Green Plains Inc. to Report Q4, 2024 Results on Feb 07, 2025Green Plains Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 07, 2025分析記事 • Jan 07Is Green Plains (NASDAQ:GPRE) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Nov 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Shareholders have been diluted in the past year (8.6% increase in shares outstanding).Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.75 (up from US$0.38 in 3Q 2023). Revenue: US$658.7m (down 26% from 3Q 2023). Net income: US$48.2m (up 116% from 3Q 2023). Profit margin: 7.3% (up from 2.5% in 3Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.お知らせ • Oct 31Green Plains Inc. Announces Chief Financial Officer ChangesGreen Plains Inc. announced that Phil Boggs, EVP Investor Relations & Finance will take over as Chief Financial Officer of Green Plains effective Nov. 1, 2024. Jim Stark will retire from Green Plains by the end of the year. Phil Boggs has served in multiple areas of increasing responsibilities since joining the company in 2009, most recently as head of investor relations since 2019 and Treasurer from 2014 to 2021. He will lead all aspects of finance, accounting and investor relations.Price Target Changed • Oct 16Price target decreased by 8.6% to US$23.31Down from US$25.50, the current price target is an average from 8 analysts. New target price is 89% above last closing price of US$12.33. Stock is down 57% over the past year. The company is forecast to post a net loss per share of US$1.15 next year compared to a net loss per share of US$1.59 last year.お知らせ • Oct 16Green Plains Inc. to Report Q3, 2024 Results on Oct 31, 2024Green Plains Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024分析記事 • Oct 15Lacklustre Performance Is Driving Green Plains Inc.'s (NASDAQ:GPRE) Low P/SWhen you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...分析記事 • Sep 04Green Plains (NASDAQ:GPRE) Is Carrying A Fair Bit Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Sep 03Price target decreased by 7.4% to US$25.50Down from US$27.52, the current price target is an average from 9 analysts. New target price is 95% above last closing price of US$13.05. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$1.01 next year compared to a net loss per share of US$1.59 last year.Price Target Changed • Aug 19Price target decreased by 7.2% to US$27.27Down from US$29.38, the current price target is an average from 10 analysts. New target price is 94% above last closing price of US$14.05. Stock is down 56% over the past year. The company is forecast to post a net loss per share of US$1.05 next year compared to a net loss per share of US$1.59 last year.Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.38 loss per share (improved from US$0.89 loss in 2Q 2023). Revenue: US$618.8m (down 28% from 2Q 2023). Net loss: US$24.4m (loss narrowed 54% from 2Q 2023). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 108%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Farha Aslam Ford was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Jul 23Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.586 to -US$0.743 per share. Revenue forecast unchanged at US$2.61b. Oil and Gas industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$30.02 to US$29.38. Share price was steady at US$16.51 over the past week.お知らせ • Jul 17Green Plains Inc. to Report Q2, 2024 Results on Aug 06, 2024Green Plains Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 06, 2024お知らせ • Jul 09Green Plains Inc. and Tharaldson Ethanol Announce Successful Start-Up of MSC™ SystemGreen Plains Inc. and joint venture partner Tharaldson Ethanol announced that the MSC™ system to date at Tharaldson's 175 million-gallon biorefinery in Casselton, North Dakota is producing and shipping on-spec product. Leveraging MSC technology from Fluid Quip Technologies, it expands the production of Ultra-High Protein, a high-quality protein ingredient, providing superior nutrition solutions for pet, aquaculture and other animal feed markets with up to a 40% lower carbon-intensity than competing products. In addition to producing higher protein ingredients, the MSC system has allowed Tharaldson to achieve record renewable corn oil yields. Green Plains is dedicated to maximizing the value of every kernel of corn, contributing more low-carbon intensity feedstocks for advanced biofuels including renewable diesel, biodiesel and sustainable aviation fuel. Fluid Quip Technologies provided the MSC technology as well as the engineering, design, procurement, construction management and startup services for the project. The completion of the MSC system at Tharaldson brings overall annual production capacity for Ultra-High Protein marketed by Green Plains to 430,000 tons.お知らせ • Jul 03+ 1 more updateGreen Plains Inc.(NasdaqGS:GPRE) dropped from Russell Small Cap Comp Growth IndexGreen Plains Inc.(NasdaqGS:GPRE) dropped from Russell Small Cap Comp Growth Indexお知らせ • Jun 18Green Plains Inc Announces Updates on ‘Advantage Nebraska’ Carbon Capture ProjectGreen Plains Inc. announced that the construction management agreements have been executed and the major equipment necessary to capture the carbon from its Nebraska facilities has been ordered. These milestones position the company to commence construction in the second half of 2024, and to begin capturing the biogenic carbon dioxide associated with the production of 287 million gallons of ethanol annually beginning in the second half of 2025. The carbon capture equipment will be installed at the company’s Central City, Wood River and York, Nebraska locations and has been sized to accommodate the potential for post-combustion carbon capture and increased production, with overall carbon capture capacity up to 1.2 million tons. Green Plains has entered into construction agreements and applicable financing arrangements necessary to facilitate the ordering of the carbon sequestration equipment. The Trailblazer project continues to make progress, and once operational is expected to safely transport captured biogenic carbon dioxide from several Nebraska ethanol facilities to sequestration wells in Wyoming for permanent geologic storage.分析記事 • Jun 05Green Plains Inc. (NASDAQ:GPRE) Might Not Be As Mispriced As It LooksGreen Plains Inc.'s ( NASDAQ:GPRE ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...Price Target Changed • May 13Price target decreased by 8.6% to US$30.93Down from US$33.84, the current price target is an average from 11 analysts. New target price is 56% above last closing price of US$19.78. Stock is down 36% over the past year. The company is forecast to post a net loss per share of US$0.35 next year compared to a net loss per share of US$1.59 last year.分析記事 • May 08Does Green Plains (NASDAQ:GPRE) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.81 loss per share (improved from US$1.20 loss in 1Q 2023). Revenue: US$597.2m (down 28% from 1Q 2023). Net loss: US$51.4m (loss narrowed 27% from 1Q 2023). Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 170%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Apr 20Green Plains Inc. to Report Q1, 2024 Results on May 03, 2024Green Plains Inc. announced that they will report Q1, 2024 results Pre-Market on May 03, 2024Seeking Alpha • Apr 13Green Plains: Awaiting The Benefits Of RestructuringSummary Green Plains is currently restructuring its business to become more carbon-free and increase profitability in the future. It is expanding its product portfolio to include ultra-high protein production, renewable corn oil, and carbon capture systems. The Inflation Reduction Act tax credits may be the main driver of upcoming GPRE enhancements. Read the full article on Seeking Alphaお知らせ • Apr 04Green Plains Inc. Unveils New Specialty Feed Ingredient BrandGreen Plains Inc. unveiled a new brand for its specialty feed ingredient, reflecting its quality performance, versatile formulation opportunities, proven nutritional benefits, digestibility and low carbon footprint. Sequence™, a foundational feed ingredient produced at scale using proprietary mechanical separation technology, delivers a combination of corn and yeast protein, concentrated at a minimum of 60%. Green Plains has also achieved FSSC 22000 certification at multiple facilities, illustrating its strict adherence to food safety management specifications recognized by the Global Food Safety Initiative.お知らせ • Mar 29Green Plains Inc., Annual General Meeting, May 07, 2024Green Plains Inc., Annual General Meeting, May 07, 2024, at 10:00 Central Daylight. Agenda: To elect six directors to serve one-year terms that expire at the 2025 annual meeting; to ratify the selection of KPMG as the Company’s independent registered public accountants for the year ending December 31, 2024; to cast an advisory vote to approve the Company’s executive compensation; and to consider other matters.New Risk • Feb 22New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$521k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (8.4% increase in shares outstanding). Significant insider selling over the past 3 months (US$521k sold).Recent Insider Transactions • Feb 22Independent Director recently sold US$521k worth of stockOn the 20th of February, Alain Treuer sold around 23k shares on-market at roughly US$22.66 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.0m more than they bought in the last 12 months.分析記事 • Feb 13Green Plains Inc. (NASDAQ:GPRE) Analysts Are Cutting Their Estimates: Here's What You Need To KnowGreen Plains Inc. ( NASDAQ:GPRE ) just released its latest full-year report and things are not looking great. The...Reported Earnings • Feb 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$1.59 loss per share (improved from US$2.29 loss in FY 2022). Revenue: US$3.30b (down 10.0% from FY 2022). Net loss: US$93.4m (loss narrowed 27% from FY 2022). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the US are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.分析記事 • Jan 30Potential Upside For Green Plains Inc. (NASDAQ:GPRE) Not Without RiskGreen Plains Inc.'s ( NASDAQ:GPRE ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...お知らせ • Jan 26Green Plains Inc. to Report Q4, 2023 Results on Feb 07, 2024Green Plains Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 07, 2024決済の安定と成長配当データの取得安定した配当: GPREの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: GPREの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Green Plains 配当利回り対市場GPRE 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (GPRE)0%市場下位25% (US)1.4%市場トップ25% (US)4.3%業界平均 (Oil and Gas)3.2%アナリスト予想 (GPRE) (最長3年)0%注目すべき配当: GPREは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: GPREは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: GPRE US市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: GPREが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 05:54終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Green Plains Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Andrew StrelzikBMO Capital Markets Equity ResearchSalvator TianoBofA Global ResearchEric StineCraig-Hallum Capital Group LLC11 その他のアナリストを表示
Price Target Changed • May 19Price target increased by 7.8% to US$16.57Up from US$15.38, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$16.95. Stock is up 254% over the past year. The company is forecast to post earnings per share of US$1.78 next year compared to a net loss per share of US$1.80 last year.
ライブニュース • May 13Green Plains Q1 Earnings Driven by Carbon Credits Raise Questions on Long-Term ValuationGreen Plains reported Q1 2026 adjusted EBITDA of $71.5 million and net income of $32.94 million, supported by production facilities running at 97% capacity and cost structure improvements. The company’s fully operational carbon sequestration program contributed $55 million to EBITDA in the quarter. Management raised its 45Z production tax credit guidance for fiscal 2026 to a range of $200 million to $225 million, and some analysts see the stock as expensive relative to a $14.00 intrinsic value estimate. The earnings mix is shifting toward carbon-related credits and efficiency gains. This may make your view on policy support and execution at the plants just as important as your view on traditional ethanol margins. Given commentary that the stock screens as overvalued versus one intrinsic value estimate, it can be worth weighing the durability of carbon credit income against the risk that sentiment changes if those credits or regulatory conditions evolve.
Reported Earnings • May 07First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.48 (up from US$1.14 loss in 1Q 2025). Revenue: US$445.8m (down 26% from 1Q 2025). Net income: US$32.9m (up US$105.8m from 1Q 2025). Profit margin: 7.4% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
ナラティブの更新 • May 04GPRE: Policy Tailwinds And Leadership Shifts Will Likely Expose Overvaluation RiskAnalysts have raised their price targets on Green Plains by low single digit dollar amounts. They cite updated expectations for slightly stronger revenue growth, modestly higher profit margins, and a somewhat lower assumed future P/E multiple in their models.
お知らせ • Apr 27Green Plains Inc., Annual General Meeting, Jun 05, 2026Green Plains Inc., Annual General Meeting, Jun 05, 2026.
お知らせ • Apr 24Green Plains Inc. to Report Q1, 2026 Results on May 07, 2026Green Plains Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
ナラティブの更新 • Apr 20GPRE: New Leadership And Ethanol Policy Support Will Drive Shares HigherAnalysts have lifted the Green Plains price target by $1, citing updated assumptions for slightly higher revenue growth, modestly stronger profit margins, and a somewhat lower forward P/E multiple following recent target increases and upgrades from several firms. Analyst Commentary Recent research points to a cluster of bullish analysts revisiting their models and lifting expectations for Green Plains, with several price target increases and upgrades arriving in quick succession.
ナラティブの更新 • Apr 06GPRE: Leadership Hopes And Policy Tailwinds Will Likely Tighten Execution RiskAnalysts nudged up their average price target on Green Plains by raising individual targets in $1 to $5 steps, reflecting updated views on growth, profitability, and valuation after recent research from several firms. Analyst Commentary Recent Street research on Green Plains has centered on refreshed price targets and rating changes that reflect evolving views on execution, leadership, and growth prospects.
ナラティブの更新 • Mar 22GPRE: New Leadership Execution And Higher Earnings Power Will Drive Shares Toward 19Analysts have raised the Green Plains price target from $17 to $19, citing updated assumptions for fair value, discount rate, growth and margins following a series of recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Green Plains has leaned clearly positive, with several bullish analysts lifting price targets and upgrading their views after reassessing the company’s fair value, discount rate, growth assumptions and margin outlook.
Seeking Alpha • Mar 13Green Plains: Time To Harvest The GreenbacksSummary Green Plains has delivered strong gains, driven by sector momentum rather than solely by its carbon sequestration projects. GPRE's guidance for $188M in 2026 EBITDA, primarily from 45Q and 45Z tax credits, is now fully reflected in the stock price. After a 65% YTD rally, GPRE trades at 7.5x 2026 earnings, approaching fair value and limiting further upside. I recommend taking profits and rotating capital, as current valuation is more sentiment-driven and exposed to energy sector risks. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 08GPRE: Higher Leadership Hopes Will Test Seasonal Margin And 45Z HeadwindsThe analyst price target for Green Plains has increased from $11.56 to $14.00, as analysts cite higher assumed revenue growth, slightly stronger profit margins, a modestly lower discount rate, and recent upgrades following increased confidence in new leadership. Analyst Commentary Bullish Takeaways Bullish analysts link their upgrades to higher assumed revenue growth, suggesting they see Green Plains as having more room to scale its core business than previously modeled.
ナラティブの更新 • Feb 22GPRE: Elevated Leadership Hopes Will Likely Raise Execution Risk AheadOur analyst price target for Green Plains has moved up from $7.00 to $10.00, reflecting updated views from analysts who cite recent target raises at several firms and growing confidence in the company’s leadership and earnings profile. Analyst Commentary Recent Street research on Green Plains has been active, with several firms updating ratings and price targets in close succession.
ナラティブの更新 • Feb 08GPRE: Higher Earnings Power And P E Repricing Will Drive Shares Toward 17Analysts have lifted their fair value estimate for Green Plains by $2 to $17, citing updated assumptions for revenue growth, profit margins, and the future P/E multiple highlighted in recent Street research. Analyst Commentary Bullish analysts have responded to recent updates by lifting their price targets on Green Plains, including moves of $2 and $5.
Price Target Changed • Feb 06Price target increased by 8.7% to US$12.56Up from US$11.56, the current price target is an average from 9 analysts. New target price is 9.3% below last closing price of US$13.85. Stock is up 110% over the past year. The company is forecast to post earnings per share of US$0.24 next year compared to a net loss per share of US$1.80 last year.
Major Estimate Revision • Feb 05Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.192 to US$0.238. Revenue forecast steady at US$2.22b. Net income forecast to grow 90% next year vs 16% growth forecast for Oil and Gas industry in the US. Consensus price target up from US$11.77 to US$12.33. Share price rose 4.7% to US$12.66 over the past week.
ナラティブの更新 • Jan 24GPRE: Seasonal Margin Pressure And 45Z Accounting Will Shape Future UpsideAnalysts maintained their fair value estimate for Green Plains at approximately $11.56 per share, noting that the unchanged target reflects recent caution regarding seasonal crush margin pressure and concerns about less conservative 45Z accounting. Analyst Commentary Recent research commentary on Green Plains centers on valuation now sitting close to published targets, seasonal margin pressures and questions around the conservativeness of 45Z accounting in the latest quarter.
お知らせ • Jan 22Green Plains Inc. to Report Q4, 2025 Results on Feb 05, 2026Green Plains Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 05, 2026
分析記事 • Jan 13Green Plains Inc. (NASDAQ:GPRE) Might Not Be As Mispriced As It LooksWith a price-to-sales (or "P/S") ratio of 0.3x Green Plains Inc. ( NASDAQ:GPRE ) may be sending bullish signals at the...
お知らせ • Jan 13Green Plains Inc. Appoints Ryan Loneman as General Counsel and Secretary, Effective January 26, 2026Green Plains Inc. announced the appointment of Ryan Loneman as General Counsel and Secretary, effective January 26, 2026. In this role, Loneman will lead Green Plains’ legal function and serve as a key advisor to senior leadership on corporate governance, strategic transactions, and regulatory matters. Loneman joins Green Plains from Lindsay Corporation, where he served in a variety of legal roles since 2016, most recently as Vice President - Legal. He previously was Vice President and General Counsel at Signal Security, an international security services franchisor, and practiced law with Kirkland & Ellis LLP. A Nebraska-licensed attorney, he earned his Juris Doctor with distinction from Stanford Law School, and an undergraduate degree in Finance and Philosophy from Creighton University. He is also a 2019 Leadership Omaha graduate.
ナラティブの更新 • Jan 09GPRE: Carbon Capture Progress Will Shape Future Upside Despite Seasonal Margin RisksNarrative update on Green Plains The analyst price target for Green Plains has shifted to a range of about $9 to $15. The mix of downgrades and target increases reflects concerns about seasonal crush margin pressure, conservative treatment of 45Z credits, and a cautious earnings setup across agriculture and chemicals.
お知らせ • Jan 05+ 1 more updateGreen Plains Inc. Announces CFO ChangesGreen Plains Inc. announced the appointment of Ann Reis as Chief Financial Officer, effective January 6, 2026. In this role, Reis will lead the finance organization and partner with senior leadership to advance Green Plains long-term strategic and financial objectives. Reis joins Green Plains from Southwest Iowa Renewable Energy (SIRE), where she served as CFO, Chief Accounting Officer, and Assistant Secretary of the Board of Directors. She has more than 20 years of experience across agribusiness, energy, and financial services, including leadership roles at Lincoln Financial Group and ConAgra Foods. A Nebraska native, she holds a Bachelor of Arts from the University of Nebraska-Lincoln and a Master of Science in Accounting from the University of Toledo. Reis is also an active member of several renewable fuel boards. Phil Boggs, who has served in multiple finance leadership roles over the past sixteen years, will depart the Company on January 5, 2026.
ナラティブの更新 • Dec 23GPRE: Revenue Visibility And Margin Resilience Will Drive Shares Toward 15The analyst price target for Green Plains has been raised to $15 from $14 as analysts factor in stronger expected revenue growth, modest margin improvement, and a lower discount rate, despite a mixed near term industry backdrop. Analyst Commentary Bullish analysts highlight that the recent price target increase to $15 reflects greater confidence in Green Plains' ability to execute on its growth initiatives despite a challenging macro backdrop.
ナラティブの更新 • Dec 09GPRE: Policy Incentives And Carbon Capture Will Drive Future Upside PotentialAnalysts have modestly lifted their price target on Green Plains to $11.56 per share from $11.56, reflecting a blend of cautious optimism around raised Street targets of up to $15 and lingering concerns over seasonally weaker crush margins and conservative earnings quality. Analyst Commentary Bullish analysts highlight Green Plains' upside potential as the company navigates a mixed macro and commodity backdrop.
ナラティブの更新 • Nov 25GPRE: Increased Revenue Assumptions And Policy Momentum Will Drive Market UpsideThe consensus analyst price target for Green Plains increased by $1.00, reflecting cautious optimism as analysts cite moderate improvements in future revenue growth and profitability. This comes despite ongoing sector headwinds and mixed recent ratings changes.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.17 (down from US$0.75 in 3Q 2024). Revenue: US$508.5m (down 23% from 3Q 2024). Net income: US$11.9m (down 75% from 3Q 2024). Profit margin: 2.3% (down from 7.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
ナラティブの更新 • Nov 05GPRE: Revenue Projections and Sector Shifts Will Shape Outlook Amid Policy and Market HeadwindsAnalysts have modestly raised their price target for Green Plains, increasing it from $10.44 to $10.56. They cite adjustments to growth forecasts and recent sector research, which reflects both cautious earnings expectations and selective optimism on market opportunities.
お知らせ • Oct 29+ 1 more updateGreen Plains Inc. to Report Q3, 2025 Results on Nov 05, 2025Green Plains Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025
お知らせ • Oct 22Green Plains Inc. announced that it expects to receive $30 million in fundingGreen Plains Inc. announced it has entered into separate, privately negotiated subscription agreements pursuant to which it will issue convertible Notes due 2030 for gross proceeds of $30,000,000 on October 22, 2025. The initial conversion rate of the Notes is 63.6132 shares of common stock per $1,000 principal amount of Notes (equivalent to an initial conversion price of approximately $15.72 per share of common stock, which represents a conversion premium of approximately 50% to the last reported sale price of the common stock on Nasdaq on October 21, 2025), and will be subject to customary anti-dilution adjustments. The transaction is expected to close on October 27, 2025, subject to customary closing conditions.
ナラティブの更新 • Oct 22Analysts Revise Green Plains Price Target Amid Mixed Sentiment and Industry DevelopmentsAnalysts have modestly increased their price target for Green Plains, citing improved outlooks and raising expectations from $10.22 to $10.44 per share. This shift is supported by recent upgrades and changing market dynamics.
ナラティブの更新 • Oct 08Extended Tax Credits And Decarbonization Trends Will Boost Low-carbon EthanolAnalysts have raised their price target for Green Plains from $11 to $14. This change reflects increased confidence in the company’s future performance and updated fair value estimates.
Recent Insider Transactions • Sep 25Interim Principal Executive Officer recently sold US$294k worth of stockOn the 22nd of September, Michelle Mapes sold around 31k shares on-market at roughly US$9.51 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Recent Insider Transactions Derivative • Sep 23Interim Principal Executive Officer notifies of intention to sell stockMichelle Mapes intends to sell 31k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of September. If the sale is conducted around the recent share price of US$9.65, it would amount to US$299k. Since March 2025, Michelle has owned 91.51k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
分析記事 • Sep 20Further Upside For Green Plains Inc. (NASDAQ:GPRE) Shares Could Introduce Price Risks After 27% BounceDespite an already strong run, Green Plains Inc. ( NASDAQ:GPRE ) shares have been powering on, with a gain of 27% in...
ナラティブの更新 • Aug 29Extended Tax Credits And Decarbonization Trends Will Boost Low-carbon EthanolThe increase in Green Plains’ consensus analyst price target reflects higher future earnings expectations, as indicated by the rising future P/E ratio, and a marginally lower discount rate, resulting in a new fair value estimate of $9.67. What's in the News Chris Osowski appointed Chief Executive Officer, succeeding interim executive Michelle Mapes; Executive Committee dissolved.
分析記事 • Aug 20Green Plains Inc. (NASDAQ:GPRE) Analysts Are More Bearish Than They Used To BeNasdaqGS:GPRE 1 Year Share Price vs Fair Value Explore Green Plains's Fair Values from the Community and select yours...
お知らせ • Aug 20+ 1 more updateGreen Plains Inc. Appoints Chris Osowski as Chief Executive Officer, Effective August 19, 2025Green Plains Inc. announced the appointment of Chris Osowski as Chief Executive Officer, effective August 19, 2025. Mr. Osowski most recently served as Executive Vice President, Operations and Technology of the Company since January 2022 and has been a member of the company’s Executive Committee since March 2025. With more than 20 years of global leadership experience across the chemical, agribusiness, and renewable energy sectors, Mr. Osowski is widely recognized for driving operational transformation, innovation and sustainable growth in complex industrial environments. He has held senior roles in the United States, Europe, and Asia. Prior to joining Green Plains, Mr. Osowski served as Vice President, Global Technology for ADM and held leadership positions at Tate & Lyle, Renewable Energy Group, and POET. A native of Argyle, Minnesota, he holds a bachelor’s degree in agricultural and biosystems engineering from North Dakota State University and an MBA from Minnesota State University. In connection with Mr. Osowski’s appointment as Chief Executive Officer, the Board determined that effective upon August 19, 2025, the date Mr. Osowski commences his role as Chief Executive Officer, Michelle Mapes will no longer serve as interim principal executive officer. Ms. Mapes will continue to serve in her longstanding role as the Company’s Chief Legal & Administration Officer and Corporate Secretary. Ms. Mapes was appointed Interim Principal Executive Officer on March 1, 2025 upon Todd Becker’s departure as President and Chief Executive Officer. At that time, the Board also created an Executive Committee, comprised of Imre Havasi, Senior Vice President – Head of Trading and Commercial Operations, Michelle Mapes, Chief Legal & Administration Officer, Chris Osowski, Executive Vice President – Operations and Technology, and Jamie Herbert, Chief Human Resource Officer, to lead the Company until Mr. Becker’s successor was appointed. In connection with Mr. Osowski’s appointment, the Executive Committee was dissolved effective August 19, 2025.
Major Estimate Revision • Aug 18Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$2.56b to US$2.25b. Forecast losses increased from -US$1.55 to -US$2.24 per share. Oil and Gas industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$9.93 to US$9.13. Share price fell 4.5% to US$8.44 over the past week.
ナラティブの更新 • Aug 15Extended Tax Credits And Decarbonization Trends Will Boost Low-carbon EthanolWith no significant changes in either Net Profit Margin (3.42%) or Future P/E (6.79x), the consensus Analyst Price Target for Green Plains remained steady at $9.12. What's in the News Added to Russell 3000E Value Benchmark Added to Russell Microcap Value Benchmark Index Added to Russell 3000E Value Index Added to Russell Microcap Index Added to Russell 3000E Index Valuation Changes Summary of Valuation Changes for Green Plains The Consensus Analyst Price Target remained effectively unchanged, at $9.12.
Price Target Changed • Aug 14Price target decreased by 8.1% to US$9.13Down from US$9.93, the current price target is an average from 8 analysts. New target price is 5.4% above last closing price of US$8.66. Stock is down 37% over the past year. The company is forecast to post a net loss per share of US$2.24 next year compared to a net loss per share of US$1.29 last year.
分析記事 • Aug 14Green Plains Inc. (NASDAQ:GPRE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportGreen Plains Inc. ( NASDAQ:GPRE ) just released its latest quarterly report and things are not looking great. It...
Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$1.09 loss per share (further deteriorated from US$0.38 loss in 2Q 2024). Revenue: US$552.8m (down 11% from 2Q 2024). Net loss: US$72.2m (loss widened 197% from 2Q 2024). Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$124m). Share price has been volatile over the past 3 months (11% average weekly change).
お知らせ • Aug 05Green Plains Inc. to Report Q2, 2025 Results on Aug 11, 2025Green Plains Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025
分析記事 • Jun 15Is Green Plains (NASDAQ:GPRE) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • May 15Consensus EPS estimates fall by 211%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$2.55b to US$2.38b. Losses expected to increase from US$0.49 per share to US$1.54. Oil and Gas industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$10.44 to US$8.44. Share price rose 36% to US$5.13 over the past week.
新しいナラティブ • May 14Cost Cuts And Ethanol Carbon Initiatives Will Forge Our Future Strategic cost reduction and asset sales aim to boost net margins through enhanced operational efficiency and market scalability.
Price Target Changed • May 12Price target decreased by 10% to US$9.11Down from US$10.17, the current price target is an average from 9 analysts. New target price is 96% above last closing price of US$4.65. Stock is down 76% over the past year. The company is forecast to post a net loss per share of US$1.50 next year compared to a net loss per share of US$1.29 last year.
分析記事 • May 11Analyst Estimates: Here's What Brokers Think Of Green Plains Inc. (NASDAQ:GPRE) After Its First-Quarter ReportInvestors in Green Plains Inc. ( NASDAQ:GPRE ) had a good week, as its shares rose 6.8% to close at US$4.07 following...
Reported Earnings • May 10First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$1.14 loss per share (further deteriorated from US$0.81 loss in 1Q 2024). Revenue: US$601.5m (flat on 1Q 2024). Net loss: US$72.9m (loss widened 42% from 1Q 2024). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 98%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.
お知らせ • Apr 29Green Plains Inc. to Report Q1, 2025 Results on May 08, 2025Green Plains Inc. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025
お知らせ • Apr 26Green Plains Inc., Annual General Meeting, Jun 06, 2025Green Plains Inc., Annual General Meeting, Jun 06, 2025.
お知らせ • Apr 16Green Plains Inc. Appoints Steven Furcich, Carl Grassi and Patrick Sweeney as Board of Directors and Forms A New Strategic Planning CommitteeGreen Plains Inc. announced it is continuing the refreshment of its Board of Directors through appointments of three highly qualified and independent individuals: Steven Furcich, Carl Grassi, and Patrick Sweeney. Messrs. Furcich, Grassi and Sweeney collectively possess additive experience in key areas such as the agriculture and commodities sector, capital allocation, finance, long-term planning, and strategic reviews and transactions. Now through the Company’s 2025 Annual Meeting of Shareholders, the appointments will result in an expansion of the Board to at least 10 members. The Company expects the Board to shrink thereafter due to two tenured directors not standing for re-election at this year’s Annual Meeting. Green Plains also announced that its Board has formed a new Strategic Planning Committee to provide analysis and recommendations pertaining to value-creation initiatives. The Committee will be co-chaired by a new director and a tenured director. It will include four members, half of which are newly appointed directors. New Director Biographies: Steven Furcich has over 35 years of operating experience across the midstream and downstream agribusiness sectors, working with a wide range of agricultural crops, process technologies and nutrition products. Since 2016, Mr. Furcich has served as a Partner at Tillridge Global Agribusiness Partners (“Tillridge”), a private equity firm focused on the agribusiness and food value chain, and as a board member at several of its portfolio companies. He currently serves as Chairman of Inventure Renewables Inc., a Partner and director of Wilmar Nutrition (a subsidiary of Wilmar International), and a director of Furst-McNess Company (a subsidiary of Easy USA Holdings Inc.). Prior to Tillridge, Mr. Furcich had a 28-year career at Archer Daniels Midland Company, a multinational food processing and commodities trading corporation where he held several leadership roles, including President of ADM’s Nutrition and Malting Division and Vice President and Director of Group Operations for the Oilseeds Division. Mr. Furcich earned his bachelor’s degree in Agricultural Engineering from the University of Illinois Urbana-Champaign. Carl Grassi is an experienced public company advisor and director with expertise across sectors and industries. He has served as a director of publicly traded companies such as J. Alexander's Holdings Inc., where he helped drive a successful strategic alternatives process and sale to SPB Hospitality. Additionally, he is Senior Counsel at business advisory and advocacy law firm McDonald Hopkins, LLC. He was McDonald Hopkins’ Chairman from 2016 to 2019 after serving as President for nine years. Mr. Grassi received his J.D. from Cleveland State University College of Law and his B.S.B.A. with a major in Accounting from John Carroll University. Mr. Grassi is also a Certified Public Accountant. Patrick Sweeney serves as a Portfolio Manager for Ancora’s activist strategy. Mr. Sweeney is responsible for all aspects of the investment process, including idea generation, fundamental diligence, portfolio management, strategy execution and company-specific engagement. Mr. Sweeney has been with the firm since 2013. Prior to joining Ancora, Mr. Sweeney began his financial services career at PNC Financial Services in the firm’s management training program before transitioning to the role of Corporate Banking Analyst. In this capacity, Mr. Sweeney was responsible for meeting the lending needs of hospital systems, higher education facilities and municipalities in the Midwest. He earned his B.S. degree in finance from John Carroll University.
分析記事 • Apr 05Slammed 26% Green Plains Inc. (NASDAQ:GPRE) Screens Well Here But There Might Be A CatchTo the annoyance of some shareholders, Green Plains Inc. ( NASDAQ:GPRE ) shares are down a considerable 26% in the last...
Major Estimate Revision • Mar 11Consensus EPS estimates fall by 31%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$2.47b to US$2.52b. Forecast EPS reduced from -US$0.461 to -US$0.605 per share. Oil and Gas industry in the US expected to see average net income growth of 13% next year. Consensus price target down from US$13.50 to US$11.11. Share price rose 2.4% to US$5.12 over the past week.
New Risk • Mar 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Mar 01+ 1 more updateGreen Plains Inc. Announces Departure of Todd Becker as Chief Executive Officer, Effective March 01, 2025Green Plains Inc. announced that its Chief Executive Officer, Todd Becker, is departing after more than 17 years at the Company, effective March 1, 2025.
Price Target Changed • Feb 09Price target decreased by 13% to US$17.39Down from US$20.06, the current price target is an average from 9 analysts. New target price is 163% above last closing price of US$6.60. Stock is down 73% over the past year. The company is forecast to post a net loss per share of US$0.73 next year compared to a net loss per share of US$1.29 last year.
分析記事 • Feb 08Green Plains Inc. (NASDAQ:GPRE) Might Not Be As Mispriced As It Looks After Plunging 34%To the annoyance of some shareholders, Green Plains Inc. ( NASDAQ:GPRE ) shares are down a considerable 34% in the last...
Reported Earnings • Feb 07Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$1.29 loss per share (improved from US$1.59 loss in FY 2023). Revenue: US$2.46b (down 25% from FY 2023). Net loss: US$82.5m (loss narrowed 12% from FY 2023). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 60%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.
お知らせ • Jan 24Green Plains Inc. to Report Q4, 2024 Results on Feb 07, 2025Green Plains Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 07, 2025
分析記事 • Jan 07Is Green Plains (NASDAQ:GPRE) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Nov 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Shareholders have been diluted in the past year (8.6% increase in shares outstanding).
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.75 (up from US$0.38 in 3Q 2023). Revenue: US$658.7m (down 26% from 3Q 2023). Net income: US$48.2m (up 116% from 3Q 2023). Profit margin: 7.3% (up from 2.5% in 3Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.
お知らせ • Oct 31Green Plains Inc. Announces Chief Financial Officer ChangesGreen Plains Inc. announced that Phil Boggs, EVP Investor Relations & Finance will take over as Chief Financial Officer of Green Plains effective Nov. 1, 2024. Jim Stark will retire from Green Plains by the end of the year. Phil Boggs has served in multiple areas of increasing responsibilities since joining the company in 2009, most recently as head of investor relations since 2019 and Treasurer from 2014 to 2021. He will lead all aspects of finance, accounting and investor relations.
Price Target Changed • Oct 16Price target decreased by 8.6% to US$23.31Down from US$25.50, the current price target is an average from 8 analysts. New target price is 89% above last closing price of US$12.33. Stock is down 57% over the past year. The company is forecast to post a net loss per share of US$1.15 next year compared to a net loss per share of US$1.59 last year.
お知らせ • Oct 16Green Plains Inc. to Report Q3, 2024 Results on Oct 31, 2024Green Plains Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024
分析記事 • Oct 15Lacklustre Performance Is Driving Green Plains Inc.'s (NASDAQ:GPRE) Low P/SWhen you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
分析記事 • Sep 04Green Plains (NASDAQ:GPRE) Is Carrying A Fair Bit Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Sep 03Price target decreased by 7.4% to US$25.50Down from US$27.52, the current price target is an average from 9 analysts. New target price is 95% above last closing price of US$13.05. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$1.01 next year compared to a net loss per share of US$1.59 last year.
Price Target Changed • Aug 19Price target decreased by 7.2% to US$27.27Down from US$29.38, the current price target is an average from 10 analysts. New target price is 94% above last closing price of US$14.05. Stock is down 56% over the past year. The company is forecast to post a net loss per share of US$1.05 next year compared to a net loss per share of US$1.59 last year.
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.38 loss per share (improved from US$0.89 loss in 2Q 2023). Revenue: US$618.8m (down 28% from 2Q 2023). Net loss: US$24.4m (loss narrowed 54% from 2Q 2023). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 108%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Farha Aslam Ford was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Jul 23Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.586 to -US$0.743 per share. Revenue forecast unchanged at US$2.61b. Oil and Gas industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$30.02 to US$29.38. Share price was steady at US$16.51 over the past week.
お知らせ • Jul 17Green Plains Inc. to Report Q2, 2024 Results on Aug 06, 2024Green Plains Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 06, 2024
お知らせ • Jul 09Green Plains Inc. and Tharaldson Ethanol Announce Successful Start-Up of MSC™ SystemGreen Plains Inc. and joint venture partner Tharaldson Ethanol announced that the MSC™ system to date at Tharaldson's 175 million-gallon biorefinery in Casselton, North Dakota is producing and shipping on-spec product. Leveraging MSC technology from Fluid Quip Technologies, it expands the production of Ultra-High Protein, a high-quality protein ingredient, providing superior nutrition solutions for pet, aquaculture and other animal feed markets with up to a 40% lower carbon-intensity than competing products. In addition to producing higher protein ingredients, the MSC system has allowed Tharaldson to achieve record renewable corn oil yields. Green Plains is dedicated to maximizing the value of every kernel of corn, contributing more low-carbon intensity feedstocks for advanced biofuels including renewable diesel, biodiesel and sustainable aviation fuel. Fluid Quip Technologies provided the MSC technology as well as the engineering, design, procurement, construction management and startup services for the project. The completion of the MSC system at Tharaldson brings overall annual production capacity for Ultra-High Protein marketed by Green Plains to 430,000 tons.
お知らせ • Jul 03+ 1 more updateGreen Plains Inc.(NasdaqGS:GPRE) dropped from Russell Small Cap Comp Growth IndexGreen Plains Inc.(NasdaqGS:GPRE) dropped from Russell Small Cap Comp Growth Index
お知らせ • Jun 18Green Plains Inc Announces Updates on ‘Advantage Nebraska’ Carbon Capture ProjectGreen Plains Inc. announced that the construction management agreements have been executed and the major equipment necessary to capture the carbon from its Nebraska facilities has been ordered. These milestones position the company to commence construction in the second half of 2024, and to begin capturing the biogenic carbon dioxide associated with the production of 287 million gallons of ethanol annually beginning in the second half of 2025. The carbon capture equipment will be installed at the company’s Central City, Wood River and York, Nebraska locations and has been sized to accommodate the potential for post-combustion carbon capture and increased production, with overall carbon capture capacity up to 1.2 million tons. Green Plains has entered into construction agreements and applicable financing arrangements necessary to facilitate the ordering of the carbon sequestration equipment. The Trailblazer project continues to make progress, and once operational is expected to safely transport captured biogenic carbon dioxide from several Nebraska ethanol facilities to sequestration wells in Wyoming for permanent geologic storage.
分析記事 • Jun 05Green Plains Inc. (NASDAQ:GPRE) Might Not Be As Mispriced As It LooksGreen Plains Inc.'s ( NASDAQ:GPRE ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...
Price Target Changed • May 13Price target decreased by 8.6% to US$30.93Down from US$33.84, the current price target is an average from 11 analysts. New target price is 56% above last closing price of US$19.78. Stock is down 36% over the past year. The company is forecast to post a net loss per share of US$0.35 next year compared to a net loss per share of US$1.59 last year.
分析記事 • May 08Does Green Plains (NASDAQ:GPRE) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.81 loss per share (improved from US$1.20 loss in 1Q 2023). Revenue: US$597.2m (down 28% from 1Q 2023). Net loss: US$51.4m (loss narrowed 27% from 1Q 2023). Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 170%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Apr 20Green Plains Inc. to Report Q1, 2024 Results on May 03, 2024Green Plains Inc. announced that they will report Q1, 2024 results Pre-Market on May 03, 2024
Seeking Alpha • Apr 13Green Plains: Awaiting The Benefits Of RestructuringSummary Green Plains is currently restructuring its business to become more carbon-free and increase profitability in the future. It is expanding its product portfolio to include ultra-high protein production, renewable corn oil, and carbon capture systems. The Inflation Reduction Act tax credits may be the main driver of upcoming GPRE enhancements. Read the full article on Seeking Alpha
お知らせ • Apr 04Green Plains Inc. Unveils New Specialty Feed Ingredient BrandGreen Plains Inc. unveiled a new brand for its specialty feed ingredient, reflecting its quality performance, versatile formulation opportunities, proven nutritional benefits, digestibility and low carbon footprint. Sequence™, a foundational feed ingredient produced at scale using proprietary mechanical separation technology, delivers a combination of corn and yeast protein, concentrated at a minimum of 60%. Green Plains has also achieved FSSC 22000 certification at multiple facilities, illustrating its strict adherence to food safety management specifications recognized by the Global Food Safety Initiative.
お知らせ • Mar 29Green Plains Inc., Annual General Meeting, May 07, 2024Green Plains Inc., Annual General Meeting, May 07, 2024, at 10:00 Central Daylight. Agenda: To elect six directors to serve one-year terms that expire at the 2025 annual meeting; to ratify the selection of KPMG as the Company’s independent registered public accountants for the year ending December 31, 2024; to cast an advisory vote to approve the Company’s executive compensation; and to consider other matters.
New Risk • Feb 22New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$521k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (8.4% increase in shares outstanding). Significant insider selling over the past 3 months (US$521k sold).
Recent Insider Transactions • Feb 22Independent Director recently sold US$521k worth of stockOn the 20th of February, Alain Treuer sold around 23k shares on-market at roughly US$22.66 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.0m more than they bought in the last 12 months.
分析記事 • Feb 13Green Plains Inc. (NASDAQ:GPRE) Analysts Are Cutting Their Estimates: Here's What You Need To KnowGreen Plains Inc. ( NASDAQ:GPRE ) just released its latest full-year report and things are not looking great. The...
Reported Earnings • Feb 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$1.59 loss per share (improved from US$2.29 loss in FY 2022). Revenue: US$3.30b (down 10.0% from FY 2022). Net loss: US$93.4m (loss narrowed 27% from FY 2022). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the US are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.
分析記事 • Jan 30Potential Upside For Green Plains Inc. (NASDAQ:GPRE) Not Without RiskGreen Plains Inc.'s ( NASDAQ:GPRE ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...
お知らせ • Jan 26Green Plains Inc. to Report Q4, 2023 Results on Feb 07, 2024Green Plains Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 07, 2024
