Dec 27, 2025 • MarketBeat
BEARISH
Cosan (NYSE:CSAN) Stock Rating Lowered by Wall Street Zen
Cosan (NYSE:CSAN) has seen its stock rating downgraded by Wall Street Zen from "buy" to "hold," and Goldman Sachs also reduced its price objective. The company recorded a significant miss in its latest quarterly earnings, reporting a loss of ($0.47) EPS against an estimate of $0.02 and revenue of $2 billion versus an expected $7.09 billion. Analysts currently have a consensus "Reduce" rating on the stock with an average target price of $4.75.
Dec 25, 2025 • Insider Monkey
BEARISH
Cosan (CSAN) Continued to Slide This Week. Here is Why
Cosan S.A. (NYSE: CSAN) experienced a 7.4% share price drop between December 17 and December 24, 2025, primarily due to political uncertainty in Brazil surrounding former President Bolsonaro's endorsement of his son for president. This news surprised the market, leading to a plunge in Brazil's benchmark stock index and the Real, and contributed to CSAN's over 34% decline since the beginning of 2025. Despite the downturn, the article suggests that some AI stocks may offer more promising returns and lower risk for investors.
Dec 25, 2025 • Insider Monkey
NEUTRAL
Why These Energy Stocks are Losing This Week
Cosan S.A. (NYSE:CSAN) has seen its share price decline significantly due to political uncertainty in Brazil surrounding the presidential election. Former President Jair Bolsonaro's endorsement of his son, Senator Flavio Bolsonaro, as a candidate caused market instability, leading to a drop in the Bovespa index and the Brazilian Real. Despite the senator's efforts to address economic concerns, Cosan's stock has fallen over 34% since the beginning of 2025.
Dec 23, 2025 • Stock Titan
NEUTRAL
Cosan (NYSE: CSAN) sells 4.96% Rumo stake, maintains exposure with swaps
Cosan S.A. reported a transaction on December 22, 2025, involving the sale of common shares of its subsidiary Rumo S.A., equivalent to approximately 4.96% of Rumo's total share capital. Simultaneously, Cosan entered into total return swap derivative instruments to maintain the same economic exposure to those shares. This move is part of the company's liquidity and cash management strategy and does not alter its political or economic rights in Rumo, with overall participation remaining unchanged at 20.33% direct and 9.94% via derivatives.
Dec 22, 2025 • marketscreener.com
NEUTRAL
Brazil's Cosan executes fresh sale of Rumo's shares, keeping exposure via derivatives
Brazil's Cosan has again sold shares in its logistics subsidiary Rumo, while maintaining exposure to the company through derivatives. This latest move follows a previous share sale on December 15th, where Cosan also kept exposure via derivatives. The company's financial activities have recently seen its outlook revised to negative by Fitch, though IDRs were affirmed.
Dec 21, 2025 • Yahoo! Finance Canada
SOMEWHAT-BEARISH
Cosan S.A. (CSAN) Gets Negative Outlook from Fitch as Leverage Remains High
Fitch Ratings maintained Cosan S.A.'s Long-Term Foreign and Local Currency Issuer Default Ratings at 'BB' but revised the outlook to negative from stable, citing high leverage and a continued dependence on asset sales. Despite this, the company's cash flow is expected to turn positive due to declining debt and lower interest rates, with HSBC upgrading the stock to Hold due to recent equity offerings and improved governance.