No recent trading data for CSAN. The last close Gekko holds is Sep 30, 2026, so the figures on this page may be out of date.

Cosan (CSAN) Stock Analysis & Forecast

Sep 30 close

$3.01+0.20 (+7.1%)

Gekko Brief

Sep 30 close

Cosan closed at $3.01 on 30 September 2026, +7.1% on the day. The price sits between the 50-day ($2.87) and 200-day ($3.63) moving averages, inside a 52-week range of $2.38 to $5.61. The GekkoIndex reads 55.1, in the Neutral zone, up 0.9 points over five sessions. Gekko Fair Value is $3.97, so the price is 24.2% below it.

The next earnings report is due on 13 November 2026, 32 days away. Over the last 8 reports the company beat the earnings estimate 1 times, with an average move of 3.6% across the report. Seasonally, the next 20 trading days from this point averaged +5.1% over the last 5 years, rising in 3 of them.

2 firms rate the stock: 1 buy, 1 hold and 0 sell, with a consensus target of $3.41. A typical daily move is about 5.5%, and a typical 20-day move about 9.2%. On the swing-trade checklist, 3 items read supportive and 0 read as a headwind.

A plain summary of the figures as of the Sep 30, 2026 close.

Cosan price vs fair value

$3.97$3.01Sep ’25Apr ’26Sep ’26
Close $3.01200-day averageGekko Fair Value $3.97

Cosan quick facts

Market cap
$5.39B
P/E ratio
—
Forward P/E
6.6
EPS, TTM
−$2.26
Revenue, TTM
$40.08B
Profit margin
-22.2%
Dividend yield
—
Beta
0.49
Volume
854,154 avg 2.02M
1-year return
−35.4%
Typical daily move
±5.5%
Typical 20-day move
±9.2%
50-day average
$2.87
200-day average
$3.63
Next earnings
Nov 13
Shares outstanding
986.2M
52-week range
$2.38$5.61

Cosan swing-trade checklist

Cosan scores 3 supportive, 2 mixed and 0 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive2 mixed0 headwinds

  • Trendmixed

    Averages disagree

    Close $3.01 sits between the 50-day ($2.87) and 200-day ($3.63) averages, or the averages disagree.

    See the chart
  • GekkoIndexmixed

    55.1, Neutral

    Reading 55.1 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuesupportive

    24.2% below

    Price is 24.2% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

  • Earnings risksupportive

    Reports in 32 days

    Next report Nov 13, 2026, 32 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +5.1% on average

    From this point in the calendar, the next 20 trading days averaged +5.1% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Cosan stock chart and price history

Cosan closed at $3.01 on Sep 30, 2026, −35.4% over the past year, inside a 52-week range of $2.38 to $5.61.

Close50-day average200-day averageVolume
Cosan share price, past year, with 50-day and 200-day moving averages and volume$4$5NovDecJan 2026FebMarAprMayJunJulAugSep3.01

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
+2.0%
3 months
+6.4%
6 months
−26.9%
1 year
−35.4%
The full CSAN chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open CSAN in Gekko

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About Cosan

Cosan works across fuel distribution and related energy and logistics activities, bringing together sugar, ethanol, bioenergy, solar power and biogas production alongside the trading of fossil and renewable fuels and lubricants sold under the Shell brand. It is also tied to the distribution of piped natural gas and the marketing of lubricants, base oils and specialty products under the Mobil name, serving customers that range from industrial and commercial users to residential, automotive and cogeneration clients.

The company is structured into distinct business lines: Raízen covers sugar, ethanol and energy production and trading; Compass handles natural gas distribution and marketing; Moove focuses on lubricants and related products; Rumo provides rail-based logistics, including transport and storage of grains and sugar along with locomotive, railcar and container services; and Radar oversees agricultural land. Together these segments extend Cosan's reach across Brazil and into markets including England, France, Spain, Portugal, Argentina, Bolivia, Uruguay, Paraguay, Singapore, the United Arab Emirates, Oceania, the United States and other parts of Latin America, Europe and Asia.

Founded in 1936, Cosan is headquartered in São Paulo, Brazil, and its shares trade under the ticker CSAN.

Sector
Utilities
Website
cosan.com.br

Cosan GekkoIndex: the smart money zone

Cosan’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 55.1, in the Neutral zone, up 0.9 points over five sessions.

010055.1Neutral

Up 0.9 points over five sessions.

Reading for Sep 30, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying94−2.1%−2.7%−1.9%−7.5%
Accumulation2880.0%0.0%−0.9%−7.6%
Neutral (current zone)234−1.6%−3.5%−7.1%−14.2%
Distribution12−0.6%−8.0%−19.3%−12.1%
Selling0Not available

Average CSAN share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the CSAN price, zone by zone.Track CSAN in Gekko

Is Cosan stock overvalued? Gekko Fair Value

Cosan trades 24.2% below Gekko Fair Value of $3.97, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Cosan shares are worth, recalculated every trading day.

$3.97

Gekko Fair Value, Sep 25, 2026

24.2% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open CSAN in Gekko

Cosan earnings: next date and track record

Cosan reports on Nov 13, 2026 (32 days away), and beat the EPS estimate in 1 of its last 8 reports.

1 of 8reports beat the EPS estimate
±3.6%average move across the report
1 of 8reports followed by a gain

Share-price move across each report

−0.1%Aug ’24−1.1%Nov ’24−3.4%May ’25−5.4%Aug ’25−6.1%Nov ’25+3.6%Mar ’26−5.8%May ’26−3.4%Aug ’26

Last earnings call, Aug 14, 2026 AI summary

What they said
Cosan's Q2 2026 call emphasized progress on capital structure simplification, asset monetizations and cost reductions. Management highlighted the Compass IPO secondary which generated BRL 2.3 billion in net proceeds to Cosan, the pending sale of Hadar land in Mato Grosso (BRL 1.85 billion transaction with Cosan's indirect stake ~BRL 586 million), and an exclusive LOI for divestment of a terminal (~BRL 300 million at closing plus possible BRL 50 million earn-out). The company reported nearly BRL 9 billion of debt prepayments through June, a 20% reduction in expanded net debt vs Q1 2026, and ~36% decrease in G&A (BRL 49 million savings in H1). Management described continued simplification efforts (including delisting ADS process), corporate reorganizations (spin-off proposals for Radar), and ongoing negotiations to reduce the holding's complexity. Rumo stake sale process is underway; Moove delivered a strong, resilient quarter and management does not plan an IPO or sale of Moove now. Management reiterated the focus on deleveraging, improving interest coverage, and continuing G&A reductions, while stressing they will monetize assets at appropriate valuations and that some transactions are subject to customary closing conditions.
Guidance
Management indicated a trend toward an improved interest coverage ratio and expects material deleveraging contributions from announced portfolio changes. They noted Compass IPO proceeds will be reflected from Q3 2026 and Radar/Hadar-related transactions are expected to contribute (Hadar closing expected by Oct 30, 2026; other Radar proceeds likely early Q4). Management reiterated ambitions for continued reductions in recurring G&A, but provided no specific numerical guidance or updated fiscal-year targets.
Risks flagged
Several announced transactions remain subject to customary conditions precedent and are not yet closed. Management noted macro and market conditions can materially affect outcomes. They flagged that some operational tailwinds (notably around Moove's fuel environment) may not repeat, and emphasized valuation discipline (not selling assets at any cost). Delisting/SEC obligations remain in process and could affect timing of simplification benefits.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 14, 2026−$0.36
est $0.56
−164.3%$996.0M
est $996.0M
0.0%−3.4%
May 14, 2026−$0.31
est $0.27
−214.3%$1.63B
est $1.52B
+7.0%−5.8%
Mar 10, 2026−$1.32
est $0.05
−2,749.9%$348.7M
est $1.40B
−75.0%+3.6%
Nov 14, 2025−$0.47
est $0.21
−322.9%$2.00B
est $7.26B
−72.5%−6.1%
Aug 14, 2025−$0.36
est −$0.06
−498.8%$1.93B
est $7.13B
−72.9%−5.4%
May 15, 2025−$0.65
est $0.45
−245.9%$1.65B
est $7.18B
−76.9%−3.4%
Nov 13, 2024$0.11
est $0.07
+61.6%$2.13B
est $1.20B
+78.0%−1.1%
Aug 14, 2024−$0.49
est $0.22
−322.7%$1.91B
est $1.17B
+64.3%−0.1%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Cosan stock forecast and analyst price targets

Analysts’ average 12-month price target for Cosan is $3.41, +13.1% from the last close, from 2 firms rating the stock in the last 90 days.

$3.41consensus 12-month target, +13.1% from the last close
Buy1
Hold1
Sell0

Each firm’s latest rating in the last 90 days: 2 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 14Goldman SachsHold, maintained$3−0.3%
Aug 17Bank of America SecuritiesBuy, maintained——
−7.1%average 20-day move after past Neutral readings
+5.1%average move over the next 20 trading days in the last 5 years
±5.5%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Cosan seasonality: the next 20 trading days

Over the next 20 trading days from Oct 10, Cosan averaged +5.1% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

−9.0%2021+15.5%2022+11.3%2023−5.3%2024+12.6%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−0.4%3 of 5
Next 10 trading days−0.5%2 of 5
Next 15 trading days−1.5%2 of 5
Next 20 trading days+5.1%3 of 5
Next 30 trading days+0.6%3 of 5

For scale, CSAN’s typical 20-trading-day move in either direction is about 9.2%.

Cosan market cap and key statistics

Cosan’s market cap is $5.39B and revenue of $40.08B over the last twelve months.

Valuation

Market cap
$5.39B
Forward P/E
6.6
EPS, TTM
−$2.26
Gekko Fair Value
$3.97

Trading

Volume
854,154
Avg volume, 20 days
2.02M
52-week high
$5.61
52-week low
$2.38
Shares outstanding
986.2M

Financials

Revenue, TTM
$40.08B
Profit margin
-22.2%
Return on equity
-27.2%
Quarterly earnings growth, YoY
−56.9%

Risk and income

Beta
0.49
Typical daily move
±5.5%
Typical 20-day move
±9.2%

Cosan stock news this week

1 headline about Cosan from the past week, newest first, each linking to the publisher.

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Cosan stock FAQ

What is Cosan’s market cap?

Cosan’s market cap is $5.39B at the Sep 30, 2026 close of $3.01, with 986.2M shares outstanding.

What is the Cosan stock forecast?

The consensus analyst 12-month price target for Cosan is $3.41, +13.1% from the last close. Of the 2 firms that rated the stock in the last 90 days, 1 rate it a buy, 1 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Cosan stock overvalued or undervalued?

On Gekko’s estimate Cosan is undervalued: the Sep 30, 2026 close of $3.01 is 24.2% below Gekko Fair Value of $3.97. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Cosan report earnings next?

Cosan is expected to report on Nov 13, 2026 (32 days away). Analysts expect earnings of $0.01 per share on revenue of $871.2M. Cosan beat the earnings estimate in 1 of its last 8 reports, moving 3.6% on average across the report.

What is Cosan’s 52-week high and low?

Cosan’s 52-week high is $5.61 and its 52-week low is $2.38; it closed at $3.01 on Sep 30, 2026, −35.4% over the past year. Over the last five years the shares peaked at $20.97 on Mar 29, 2022.

Is Cosan stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (fair value, earnings risk and seasonality), 2 as mixed (trend and gekkoindex). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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