Cosan S.A. (CSAN)

Cosan Stock Forecast

Stock Price Forecast

The 2 analysts that cover Cosan stock have a consensus rating of "Hold" and an average price target of $4.75, which forecasts a 15.57% increase in the stock price over the next year. The lowest target is $4.50 and the highest is $5.00.

Price Target: $4.75 (+15.57%)

Analyst Consensus: Hold

Target	Low	Average	Median	High
Price	$4.50	$4.75	$5.00	$5.00
Change	+9.49%	+15.57%	+21.65%	+21.65%

* Price targets were last updated on Dec 5, 2025.

Analyst Ratings

The average analyst rating for Cosan stock is "Hold". This means that analysts believe this stock is likely to perform similarly to the overall market.

Recommendation Trends

Rating	Dec '25	Jan '26	Feb '26	Mar '26	Apr '26	May '26
Strong Buy	1	1	1	1	1	0
Buy	0	0	0	0	0	0
Hold	2	2	2	2	2	2
Sell	0	0	0	0	0	0
Strong Sell	0	0	0	0	0	0
Total	3	3	3	3	3	2

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Lilyanna Yang HSBC	HSBC	Sell → Hold Upgrades $4.4 → $5	Sell → Hold	Upgrades	$4.4 → $5	+21.65%	Dec 5, 2025
Bruno Amorim Goldman Sachs	Goldman Sachs	Hold Maintains $5 → $4.5	Hold	Maintains	$5 → $4.5	+9.49%	Dec 1, 2025
Lilyanna Yang HSBC	HSBC	Hold → Sell Downgrades $4.4	Hold → Sell	Downgrades	$4.4	+7.06%	Sep 22, 2025
Bruno Amorim Goldman Sachs	Goldman Sachs	Hold Maintains $6.6 → $5	Hold	Maintains	$6.6 → $5	+21.65%	Aug 27, 2025
Gabriel Barra Citigroup	Citigroup	Strong Buy Initiates $19	Strong Buy	Initiates	$19	+362.29%	Dec 23, 2024

More Analyst Ratings

Financial Forecast

Revenue This Year

170.77B

Increased by 322.51%

from 40.42B

Revenue Next Year

176.25B

Increased by 3.21%

from 170.77B

EPS This Year

0.80

from -3.89

EPS Next Year

1.29

Increased by 60.34%

from 0.80

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026	FY 2027
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026	Dec 31, 2027
Revenue	24.91B	39.32B	39.47B	43.95B	40.42B	170.77B	176.25B
Revenue Growth	84.38%	57.88%	0.37%	11.36%	-8.04%	322.51%	3.21%
EPS	3.33	0.63	0.58	-5.06	-3.89	0.80	1.29
EPS Growth	507.93%	-81.17%	-6.86%	-	-	-	60.34%
Forward PE	-	-	-	-	-	25.13	15.67
No. Analysts	-	-	-	-	-	10	10

Financial currency is BRL. Historical EPS numbers are GAAP, while forecasted numbers may be non-GAAP.

Revenue Forecast

Revenue	2026	2027	2028	2029	2030
High	183.4B	191.1B
Avg	170.8B	176.3B
Low	152.4B	158.7B

Revenue Growth

Revenue Growth	2026	2027	2028	2029	2030
High	353.6%	11.9%
Avg	322.5%	3.2%
Low	277.1%	-7.1%

EPS Forecast

EPS	2026	2027	2028
High	1.80	2.96
Avg	0.80	1.29
Low	0.22	0.56

EPS Growth

EPS Growth	2026	2027	2028
High	-	269.2%
Avg	-	60.3%
Low	-	-30.4%

Sources: Price targets and analyst ratings provided by Benzinga. Revenue and EPS forecast data provided by Finnhub. The data is sourced from Wall Street analysts. Data sources.