Cosan Stock Forecast

Stock Price Forecast

According to 3 analysts polled by S&P Global, Cosan stock has a consensus rating of "Sell" and an average price target of $4.21. The average 1-year stock price forecast is 50.90% higher than the current stock price, while the lowest is $3.19 (+14.34%) and the highest is $5.35 (+91.76%).

Price Target: $4.21 (+50.90%)

Analyst Consensus: Sell

Target	Low	Average	Median	High
Price	$3.19	$4.21	$4.10	$5.35
Change	+14.34%	+50.90%	+46.95%	+91.76%

Analyst Ratings

The average analyst rating for Cosan stock is "Sell". This means that analysts believe this stock is likely to lead to lower returns than market as a whole.

Recommendation Trends

Rating	Nov '25	Dec '25	Feb '26	Mar '26	Apr '26	May '26
Strong Buy	1	1	1	0	0	0
Buy	0	0	0	0	0	0
Hold	2	3	3	3	3	2
Sell	0	0	0	0	0	0
Strong Sell	1	0	0	0	0	1
Total	4	4	4	3	3	3

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Lilyanna Yang HSBC	HSBC	Sell Downgrades $5 → $3.2	Sell	Downgrades	$5 → $3.2	+14.70%	May 26, 2026

Financial Forecast

Revenue This Year

161.44B

from 40.42B

299.43%

from 40.42B

Revenue Next Year

168.91B

from 161.44B

4.62%

from 161.44B

EPS This Year

0.33

from -1.60

EPS Next Year

0.76

from 0.33

130.25%

from 0.33

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026
Revenue	24.91B	39.32B	39.47B	43.95B	40.42B	161.44B
Revenue Growth	84.38%	57.88%	0.37%	11.36%	-8.04%	299.43%
Gross Profit	5.78B	8.77B	10.92B	13.71B	13.18B	23.41B
Gross Margin	23.22%	22.29%	27.66%	31.20%	32.60%	14.50%
Operating Income	3.76B	5.96B	7.59B	9.96B	10.71B	14.94B
Net Income	6.12B	1.18B	1.09B	-9.42B	-9.72B	1.54B
EPS	-	-	-	-	-1.60	0.33
Forward PE	-	-	-	-	-	43.81
Dividend / Share	0.80	0.43	-	0.45	-	0.02
Free Cash Flow	-615.13M	-1.27B	-1.91B	181.68M	-3.69B	1.71B
No. Analysts	-	-	-	-	-	6

EPS and Forward PE are based on non-GAAP adjusted numbers. Financial currency is BRL.

Revenue Forecast

Revenue	2026	2027	2028
High	173.8B
Avg	161.4B
Low	144.1B

Revenue Growth

Revenue Growth	2026	2027	2028
High	330.1%
Avg	299.4%
Low	256.6%

EPS Forecast

EPS	2026	2027	2028
High	-
Avg	0.33
Low	-

EPS Growth

EPS Growth	2026	2027	2028
High	-
Avg	-
Low	-