Market Cap
$5.6B
COGT
Cogent Biosciences, Inc.
$31.13 ▼ -1.46%
Prev close $31.59Market cap$5.6B
ConsensusStrong Buy
12-mo target$55.82 (+79.3%)
▲ Bullish
Analyst conviction 9/10
40 New Institutional Positions10 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on COGT right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (89%)
Inst. Holders
50 funds
Inst. Value
$4.9B
Inst. Activity
40 buys / 10 sells
Insider Activity
$0.00 buy / $244.3M sell
Insider Net $
-$244.3M
SEC Reports
4
Press Releases
6
Price chart 30d -10.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
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
Aug 27, 2026 Insider
Morris Arlene sold 3,161 shares
Director @ $37.54 ($118.7K)
Aug 27, 2026 Insider
Morris Arlene acquired via exercise 3,583 shares
Director @ $2.52 ($9.0K)
Aug 27, 2026 Insider
Aug 10, 2026 SEC Morris Arlene acquired via exercise 41,927 shares
Director @ $5.64 ($236.5K)
Cogent Biosciences reported Q2 2026 net loss of $96.4 million (EPS $-0.60 vs consensus $-0.56, a 6.2% miss) as R&D and G
PRESS-RELEASE — Impact 5/10
Cogent Biosciences reported a wider net loss of $96.4M for Q2 2026 vs. $73.5M a year ago, reflecting scaling R&D and com
8-K — Impact 5/10
14 active institutional managers accumulated $112.2M net in COGT during Q2 2026, with zero sellers — a strongly one-side
INST-CLUSTER — Impact 6/10
Jun 30, 2026 Inst.
Polar Capital Holdings Plc — NEW
3,232,905 shares ($125.1M)
Analyst ratings buy % +7.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
89% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Sep 15, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Aug 17, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| May 29, 2026 | Wedbush | REITERATE | Outperform | 57% |
| May 6, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 8 | 2 | 0 | 0 | 89% | |
| Aug 1, 2026 | 8 | 8 | 3 | 0 | 0 | 84% | |
| Jul 1, 2026 | 8 | 8 | 3 | 0 | 0 | 84% | |
| 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% |
Price targets
Where 11 covering analysts think COGT trades over the next 12 months.
$55.82 +79.3% upside Strong Buy
Current$31.13 Low$45.00 Median$55.00 High$62.00 11 analysts
$45.00$62.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 5.0/10.Plus 6 press releases.
NEUTRALPRESS-RELEASE5/10
Cogent Biosciences reported Q2 2026 net loss of $96.4 million (EPS $-0.60 vs consensus $-0.56, a 6.2
Aug 10, 2026
NEUTRAL8-K5/10
Cogent Biosciences reported a wider net loss of $96.4M for Q2 2026 vs. $73.5M a year ago, reflecting
Aug 10, 2026
BULLISHINST-CLUSTER6/10
14 active institutional managers accumulated $112.2M net in COGT during Q2 2026, with zero sellers —
Aug 9, 2026
NEUTRAL8-K4/10
Cogent Biosciences reported Q1 2026 net loss of $97.4M, wider than the $72.0M loss in Q1 2025, drive
May 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
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).
Nov 30, 2026
fda_pdufa
PDUFA: COGT — bezuclastinib in GIST — 2026-11-30
FDA target action date 2026-11-30 for COGT (Cogent Biosciences, Inc.). Drug: bezuclastinib. Indication: GIST. Potential FDA approval of bezuclastinib
Oct 1, 2026
short_volume
Short Volume: COGT — 71.1% short (0.4M / 0.6M)
Short: 441,724 | Exempt: 385 | TRF Vol: 620,874 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: COGT — 67.6% short (0.3M / 0.5M)
Short: 347,314 | Exempt: 0 | TRF Vol: 513,416 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: COGT — 59.1% short (0.6M / 1.0M)
Short: 590,901 | Exempt: 0 | TRF Vol: 999,807 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.55 | $-0.64–$-0.43 | -9.6% | +0.0% | 5↑ 1↓ | $0.0B | 8 |
| Next Q | $-0.58 | $-0.73–$-0.48 | -3.0% | -0.8% | 3↑ 4↓ | $0.0B | 8 |
| Current FY | $-2.21 | $-2.54–$-1.92 | -4.8% | +0.0% | 4↑ 4↓ | $0.0B | 9 |
| Next FY | $-1.11 | $-1.80–$-0.45 | 49.8% | +1.3% | 4↑ 4↓ | $0.3B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.548 | — |
| 7d ago | $-0.548 | — |
| 30d ago | $-0.548 | +0.000 |
| 60d ago | $-0.569 | +0.021 |
| 90d ago | $-0.569 | +0.021 |
Institutional ownership
Which big funds own COGT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.9B total value (125,471,435 shares) as of 2026-Q2. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 25,681,174 | $993.9M | 20.5% | — |
| BlackRock, Inc. | 17,352,646 | $671.5M | 13.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,072,411 | $312.4M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,412,330 | $286.9M | 5.9% | — |
| STATE STREET CORP | 6,964,919 | $269.5M | 5.6% | — |
| Jupiter Topco LLC | 6,624,848 | $256.4M | 5.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,508,998 | $174.5M | 3.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 4,343,977 | $168.1M | 3.5% | — |
| Polar Capital Holdings Plc | 3,232,905 | $125.1M | 2.6% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Polar Capital Holdings Plc | NEW | — | 3,232,905 | — | $125.1M |
| Woodline Partners LP | ADD | 1,509,557 | 2,603,162 | +72.4% | $100.7M |
| Pictet Asset Management Holding SA | ADD | 1,798,768 | 2,393,515 | +33.1% | $92.6M |
| RTW INVESTMENTS, LP | TRIM | 5,458,675 | 2,309,021 | -57.7% | $89.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 4,434,054 | 2,288,633 | -48.4% | $88.6M |
| Candriam S.C.A. | ADD | 1,516,297 | 2,088,369 | +37.7% | $80.7M |
| NORTHERN TRUST CORP | ADD | 1,245,751 | 1,557,830 | +25.1% | $60.3M |
| Assenagon Asset Management S.A. | DOUBLED | 295,650 | 1,441,756 | +387.7% | $55.8M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,043,805 | 1,439,632 | +37.9% | $55.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | 890,568 | 1,432,957 | +60.9% | $55.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 14 transactions. Net -$244.3M — $0.00 bought, $244.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Morris Arlene | Director | SELL | 3,161 | $37.54 | $118.7K |
| Aug 27, 2026 | Morris Arlene | Director | EXERCISE | 3,583 | $2.52 | $9.0K |
| Aug 27, 2026 | Morris Arlene | Director | EXERCISE | 41,927 | $5.64 | $236.5K |
| Aug 27, 2026 | Morris Arlene | Director | SELL | 42,349 | $37.09 | $1.6M |
| Jul 1, 2026 | Ferrante Karen Jean | Director | AWARD | 627 | — | — |
| 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 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for COGT.
Shares short
18,126,492
Settlement Sep 15, 2026
Change vs prior
-3.3%
Semi-monthly cycle
Days to cover
11.8
At avg daily volume
Of shares outstanding
≈10.4%
Estimate — not % of float
All COGT filing & press-release reports (10)
- PRESS-RELEASE reportAug 10, 2026
- 8-K reportAug 10, 2026
- INST-CLUSTER reportAug 9, 2026
- PRESS-RELEASE reportJun 12, 2026
- PRESS-RELEASE reportJun 12, 2026
- PRESS-RELEASE reportMay 30, 2026
- PRESS-RELEASE reportMay 28, 2026
- 8-K reportMay 5, 2026
- PRESS-RELEASE reportApr 17, 2026
- PRESS-RELEASE reportApr 1, 2026