COGT
Cogent Biosciences, Inc.
$33.07
-0.30%
$5.7B
No data for this timeframe.
Vol
Market Cap$5.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (84%)
Inst. Holders50 funds
Inst. Value$4.1B
Inst. Activity24 buys / 7 sells
Insider Activity0B / 1S
Insider Net $-$242.6M
SEC Reports1
Press Releases6
Recent Activity
Dec 30, 2026
fda_pdufa
PDUFA: COGT — bezuclastinib in NonAdvanced Systemic Mastocytosis (NonAdvSM) — 2026-12-30
FDA target action date 2026-12-30 for COGT (Cogent Biosciences, Inc.). Drug: bezuclastinib. Indicati
Jun 12, 2026
Press
Cogent Biosciences reported updated Phase 2 APEX trial results for bezuclastinib in advanced systemic mastocytosis (AdvS
Impact 7/10
Jun 12, 2026
Press
Cogent Biosciences presented preclinical data for its novel JAK2 V617F mutant-selective inhibitor CGT1145 at the EHA Con
Impact 4/10
Jun 9, 2026
Insider
Ros Matthew was granted 17,901 shares
Director
Jun 9, 2026
Insider
Harwin Peter Evan was granted 17,901 shares
Director
Jun 9, 2026
Insider
Ferrante Karen Jean was granted 17,901 shares
Director
May 5, 2026
SEC
Cogent Biosciences reported Q1 2026 net loss of $97.4M, wider than the $72.0M loss in Q1 2025, driven by increased R&D a
8-K — Impact 4/10
Inst.
JANUS HENDERSON GROUP PLC — ADD
5,965,125 shares ($229.6M)
Price Targets
$54.25
+64.0% upside
Strong Buy
Current $33.07
Low $35.00
Median $55.00
High $72.00
12 analysts
$35.00
$72.00
Analyst Ratings
8Strong Buy
8Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 29, 2026 | Wedbush | REITERATE | Outperform → Outperform |
| May 6, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Mar 17, 2026 | Wedbush | REITERATE | Outperform → Outperform |
| Feb 18, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| Jan 21, 2026 | Wedbush | REITERATE | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.56 ▼ -3.9% | $-0.66 — $-0.49 | -7% YoY | 10 |
| Next Q | $-0.57 ▼ -1.4% | $-0.70 — $-0.44 | -14% YoY | 10 |
| Current FY | $-2.26 ▼ -5.0% | $-2.70 — $-1.96 | -7% YoY | 10 |
| Next FY | $-0.96 ▼ -38.8% | $-2.26 — $1.29 | 58% YoY | 9 |
Latest Reports
BULLISH
Press
7/10
Cogent Biosciences reported updated Phase 2 APEX trial results for bezuclastinib in advanced systemic mastocytosis (AdvS
Jun 12, 2026
NEUTRAL
8-K
4/10
Cogent Biosciences reported Q1 2026 net loss of $97.4M, wider than the $72.0M loss in Q1 2025, driven by increased R&D a
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| FMR LLC | $890.0M | — |
| BlackRock, Inc. | $617.6M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $282.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $265.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 9, 2026 | Ros Matthew | A | $0.00 |
| Jun 9, 2026 | Harwin Peter | A | $0.00 |
| Jun 9, 2026 | Ferrante Karen | A | $0.00 |
| Jun 9, 2026 | CAIN CHRISTOPHER | A | $0.00 |
| May 19, 2026 | Robbins Andrew | G | $0.00 |
50 institutional holders with $4.1B total value (106,834,851 shares) as of 2026-Q1. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 24 institutions added/increased vs 7 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | FMR LLC | 23,122,748 | $890.0M | 21.6% | — |
| 3 | BlackRock, Inc. | 16,045,014 | $617.6M | 15.0% | ADD +25.1% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,333,333 | $282.3M | 6.9% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6,894,959 | $265.4M | 6.5% | — |
| 6 | JANUS HENDERSON GROUP PLC | 5,965,125 | $229.6M | 5.6% | ADD +31.5% |
| 7 | STATE STREET CORP | 5,663,543 | $218.0M | 5.3% | — |
| 8 | RTW INVESTMENTS, LP | 5,458,675 | $210.1M | 5.1% | TRIM -28.1% |
| 9 | GOLDMAN SACHS GROUP INC | 4,434,054 | $170.7M | 4.2% | — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 3,578,622 | $137.7M | 3.4% | ADD +31.9% |
| 11 | Invesco Ltd. | 2,429,629 | $93.5M | 2.3% | DOUBLED +314.8% |
| 12 | Holocene Advisors, LP | 2,250,196 | $86.6M | 2.1% | ADD +91.0% |
| 13 | D. E. Shaw & Co., Inc. | 1,868,389 | $71.9M | 1.7% | ADD +46.8% |
| 14 | Pictet Asset Management Holding SA | 1,798,768 | $68.8M | 1.7% | DOUBLED +1499.2% |
| 15 | CITADEL ADVISORS LLC | 1,714,927 | $66.0M | 1.6% | — |
| 16 | MARSHALL WACE, LLP | 1,600,168 | $61.6M | 1.5% | DOUBLED +158.5% |
| 17 | Woodline Partners LP | 1,509,557 | $58.1M | 1.4% | ADD +84.4% |
| 18 | Point72 Asset Management, L.P. | 1,410,826 | $54.3M | 1.3% | ADD +70.5% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,242,322 | $47.8M | 1.2% | — |
| 20 | FRED ALGER MANAGEMENT, LLC | 1,239,700 | $47.7M | 1.2% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | ADD | 4,537,408 | 5,965,125 | +31.5% | $229.6M | 2026-Q1 |
| RTW INVESTMENTS, LP | TRIM | 7,592,241 | 5,458,675 | -28.1% | $210.1M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 2,712,336 | 3,578,622 | +31.9% | $137.7M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 585,765 | 2,429,629 | +314.8% | $93.5M | 2026-Q1 |
| Holocene Advisors, LP | ADD | 1,178,208 | 2,250,196 | +91.0% | $86.6M | 2026-Q1 |
| Pictet Asset Management Holding SA | DOUBLED | 112,476 | 1,798,768 | +1499.2% | $68.8M | 2026-Q1 |
| Woodline Partners LP | ADD | 818,782 | 1,509,557 | +84.4% | $58.1M | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 827,525 | 1,410,826 | +70.5% | $54.3M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 1,440,318 | 856,598 | -40.5% | $33.0M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 133,214 | 664,146 | +398.6% | $25.6M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 449,482 | — | $17.3M | 2026-Q1 |
| ExodusPoint Capital Management, LP | NEW | — | 372,175 | — | $14.3M | 2026-Q1 |
| FEDERATED HERMES, INC. | TRIM | 426,782 | 285,661 | -33.1% | $11.0M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 188,349 | 252,114 | +33.9% | $9.7M | 2026-Q1 |
| Alyeska Investment Group, L.P. | TRIM | 493,934 | 250,000 | -49.4% | $9.6M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 120,175 | 178,165 | +48.3% | $6.9M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 51,586 | 109,419 | +112.1% | $4.2M | 2026-Q1 |
| Trexquant Investment LP | ADD | 56,106 | 107,443 | +91.5% | $4.1M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 15,595 | 62,230 | +299.0% | $2.4M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 100,000 | 50,000 | -50.0% | $1.9M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | DOUBLED | 9,568 | 45,233 | +372.8% | $1.7M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | DOUBLED | 9,892 | 38,309 | +287.3% | $1.5M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 343 | 29,086 | +8379.9% | $1.1M | 2026-Q1 |
| STRS OHIO | TRIM | 30,500 | 17,900 | -41.3% | $689.0K | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | ADD | 10,525 | 14,280 | +35.7% | $503.2K | 2026-Q1 |
6 unique insiders with 9 transactions. Net insider value: -$242.6M ($0.00 bought, $242.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | Ros Matthew | Director | AWARD | 17,901 | — | — |
| Jun 9, 2026 | Harwin Peter Evan | Director | AWARD | 17,901 | — | — |
| Jun 9, 2026 | Ferrante Karen Jean | Director | AWARD | 17,901 | — | — |
| Jun 9, 2026 | CAIN CHRISTOPHER W. | Director | AWARD | 17,901 | — | — |
| May 19, 2026 | Robbins Andrew R | President and CEO | GIFT | 160,000 | — | — |
| Apr 1, 2026 | Ferrante Karen Jean | Director | AWARD | 686 | — | — |
| Mar 31, 2026 | Fairmount Funds Management LLC | Director | CONVERT | 7,000,000 | — | — |
| Mar 31, 2026 | Fairmount Funds Management LLC | Director | SELL | 7,000,000 | $34.66 | $242.6M |
| Mar 31, 2026 | Fairmount Funds Management LLC | Director | CONVERT | 28,000 | — | — |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
BULLISH
7/10
Cogent Biosciences reported updated Phase 2 APEX trial results for bezuclastinib in advanced systemi
Jun 12, 2026
NEUTRAL
4/10
Cogent Biosciences presented preclinical data for its novel JAK2 V617F mutant-selective inhibitor CG
Jun 12, 2026
BULLISH
8/10
Cogent Biosciences reported highly positive Phase 3 PEAK trial results for bezuclastinib in combinat
May 30, 2026
BULLISH
8/10
Cogent Biosciences announced FDA acceptance of its NDA for bezuclastinib in combination with sunitin
May 28, 2026
BULLISH
7/10
Cogent Biosciences presented preclinical data at AACR 2026 for two pipeline candidates: CGT1263, a p
Apr 17, 2026
BULLISH
8/10
Cogent Biosciences announced the submission of a New Drug Application (NDA) for bezuclastinib in sec
Apr 1, 2026
Current analyst consensus: Strong Buy (84% buy). Based on 19 analysts: 8 strong buy, 8 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$54.25 mean target
+64.0% upside
Strong Buy (1.46)
$35.00 Low
$72.00 High
| Metric | Value |
|---|---|
| Current Price | $33.07 |
| Target Low | $35.00 |
| Target Mean | $54.25 |
| Target Median | $55.00 |
| Target High | $72.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.46) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.56 | $-0.66 | $-0.49 | -6.6% | -3.9% | 2↑ 4↓ | $0.0B | 0.0% | 10 |
| Next Q 2026-09-30 |
$-0.57 | $-0.70 | $-0.44 | -13.7% | -1.4% | 2↑ 4↓ | $0.0B | 0.0% | 10 |
| Current FY 2026-12-31 |
$-2.26 | $-2.70 | $-1.96 | -6.8% | -5.0% | 2↑ 7↓ | $0.0B | 0.0% | 10 |
| Next FY 2027-12-31 |
$-0.96 | $-2.26 | $1.29 | 57.6% | -38.8% | 3↑ 5↓ | $0.3B | 3549.7% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.565 | |
| 7d ago | $-0.567 | +0.002 |
| 30d ago | $-0.544 | -0.021 |
| 60d ago | $-0.544 | -0.021 |
| 90d ago | $-0.557 | -0.008 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 29, 2026 | Wedbush | REITERATE | Outperform | Outperform |
| May 6, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Mar 17, 2026 | Wedbush | REITERATE | Outperform | Outperform |
| Feb 18, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jan 21, 2026 | Wedbush | REITERATE | Outperform | Outperform |
| Jan 6, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Dec 19, 2025 | JP Morgan | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 8 | 3 | 0 | 0 | 84% | |
| May 1, 2026 | 8 | 8 | 3 | 0 | 0 | 84% | |
| Apr 1, 2026 | 8 | 8 | 3 | 0 | 0 | 84% | |
| Mar 1, 2026 | 8 | 8 | 3 | 0 | 0 | 84% | |
| Feb 1, 2026 | 8 | 8 | 3 | 0 | 0 | 84% | |
| Jan 1, 2026 | 8 | 7 | 3 | 0 | 0 | 83% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Dec 30, 2026
fda_pdufa
PDUFA: COGT — bezuclastinib in NonAdvanced Systemic Mastocytosis (NonAdvSM) — 2026-12-30
FDA target action date 2026-12-30 for COGT (Cogent Biosciences, Inc.). Drug: bezuclastinib. Indication: NonAdvanced Systemic Mastocytosis (NonAdvSM).
Jun 16, 2026
short_volume
Short Volume: COGT — 71.2% short (0.4M / 0.6M)
Short: 393,511 | Exempt: 1,817 | TRF Vol: 552,687 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
Jun 12, 2026
fda
Cogent Biosciences Announces Preclinical Data from Novel JAK2 V617F Inhibitor at the 2026 European Hematology Association (EHA) Congress
<p align="center"><em>- </em><em>JAK2 V671F poster presentation showcases potential best-in-class properties, including improved selectivity compared
Jun 12, 2026
fda
Cogent Biosciences Announces Detailed Data from APEX Pivotal Trial of Bezuclastinib in Patients with Advanced Systemic Mastocytosis at the 2026 European Hematology Association (EHA) Congress
<p align="center"><em>-- Bezuclastinib demonstrated rapid and deep clinical benefit in AdvSM patients resulting in an updated objective response rate
Jun 12, 2026
short_volume
Short Volume: COGT — 57.1% short (0.3M / 0.5M)
Short: 287,413 | Exempt: 0 | TRF Vol: 503,700 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: COGT — 64.1% short (0.3M / 0.5M)
Short: 335,090 | Exempt: 579 | TRF Vol: 522,939 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: COGT — 71.3% short (0.5M / 0.7M)
Short: 493,051 | Exempt: 0 | TRF Vol: 691,059 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: COGT — 60.4% short (0.4M / 0.7M)
Short: 416,221 | Exempt: 7,991 | TRF Vol: 689,484 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: COGT — 71.0% short (1.4M / 1.9M)
Short: 1,352,332 | Exempt: 18,032 | TRF Vol: 1,905,656 | Short Ratio: 71.0% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: COGT — 61.2% short (0.7M / 1.1M)
Short: 654,448 | Exempt: 0 | TRF Vol: 1,069,305 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
May 30, 2026
fda
Cogent Biosciences Announces Detailed Clinical Data from PEAK Phase 3 Trial with Bezuclastinib in Combination with Sunitinib in Gastrointestinal Stromal Tumors (GIST) at 2026 American Society of Clinical Oncology (ASCO) Annual Meeting
<p align="center"><em>Bezuclastinib combination is first treatment ever to demonstrate statistically significant advantage against active comparator i
May 29, 2026
short_volume
Short Volume: COGT — 73.1% short (0.5M / 0.6M)
Short: 460,399 | Exempt: 130 | TRF Vol: 630,060 | Short Ratio: 73.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
ftd
FTD: COGT — 20,549 shares ($0.7M) failed to deliver
Settlement: 20260529, Price: $35.38, FTD Value: $727,023.62, COGENT BIOSCIENCES INC COM NEW
May 28, 2026
fda
Cogent Biosciences Announces FDA Acceptance of New Drug Application (NDA) with Priority Review for Bezuclastinib in Combination with Sunitinib for Patients with GIST
<p align="center"><em>NDA acceptance with Priority Review builds upon previous assignment of Breakthrough Therapy Designation and Real-Time Oncology R
May 28, 2026
short_volume
Short Volume: COGT — 62.9% short (0.6M / 1.0M)
Short: 638,590 | Exempt: 700 | TRF Vol: 1,015,839 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)