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COGT Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
37.945
Open
37.235
VWAP
37.00
Vol
1.18M
Mkt Cap
6.01B
Low
36.360
Amount
43.48M
EV/EBITDA(TTM)
--
Total Shares
162.31M
EV
5.42B
EV/OCF(TTM)
--
P/S(TTM)
--
Cogent Biosciences, Inc. is a biotechnology company. The Company is focused on developing precision therapies for genetically defined diseases. The Company’s clinical program, bezuclastinib, is a selective tyrosine kinase inhibitor that is designed to potently inhibit the KIT D816V mutation as well as other mutations in KIT exon 17. KIT D816V is responsible for driving systemic mastocytosis, a serious disease caused by unchecked proliferation of mast cells. In addition to bezuclastinib, the Company is developing a portfolio of novel targeted therapies to help patients fighting serious, genetically driven diseases initially targeting mutations in FGFR2, ErbB2 and PI3Kα. SUMMIT is its randomized, global, multicenter, double-blind, placebo-controlled, multi-part Phase II clinical trial for patients with Non-AdvSM. APEX is an open-label, global, multicenter study evaluating the safety, efficacy, pharmacokinetic, and pharmacodynamic profiles of bezuclastinib.
Show More

Events Timeline

(ET)
2026-03-01
11:20:00
Cogent Biosciences Announces New SUMMIT Trial Results
select
2026-02-17 (ET)
2026-02-17
08:10:00
Cogent Submits Bezuclastinib NDA to Support 2026 Launch
select
2026-01-26 (ET)
2026-01-26
08:10:00
Cogent Biosciences Receives FDA Breakthrough Therapy Designation
select
2026-01-20 (ET)
2026-01-20
08:10:00
Cogent Biosciences Receives FDA Acceptance for New Drug Application
select
2026-01-12 (ET)
2026-01-12
08:20:00
Cogent Biosciences Highlights 2026 Milestones Ahead of J.P. Morgan Conference
select

News

Newsfilter
9.0
02-28Newsfilter
Bezuclastinib Shows Significant Clinical Trial Results
  • Significant Efficacy Improvement: Bezuclastinib treatment resulted in a mean TSS reduction of 32.0 points at 48 weeks, reflecting a 56% relative improvement from baseline, indicating its potential efficacy in Non-Advanced Systemic Mastocytosis patients.
  • Widespread Symptom Improvement: 99% of patients achieved over a 50% reduction in serum tryptase levels at 48 weeks, with 83% normalizing, highlighting Bezuclastinib's significant impact on enhancing patient quality of life.
  • Bone Density Enhancement: Patients treated with Bezuclastinib exhibited clinically meaningful improvements in bone mineral density at 24 weeks, further supporting its potential as a disease-modifying agent, particularly in high unmet need populations.
  • Favorable Safety Profile: Bezuclastinib demonstrated a good safety and tolerability profile, supporting its potential for chronic use in Non-Advanced Systemic Mastocytosis patients, positioning it as a likely preferred standard of care.
moomoo
8.5
02-18moomoo
COGENT SECURITY SECURES FUNDING LED BY BAIN CAPITAL VENTURES, WITH CONTRIBUTIONS FROM GREYLOCK PARTNERS AND DEFINITION
  • Funding Announcement: COGENT SECURITY has secured funding led by Bain Capital Ventures, indicating strong investor confidence in the company's potential.

  • Investor Participation: The funding round also saw participation from existing investor Greylock Partners, highlighting ongoing support from established venture capital firms.

Fool
6.5
02-17Fool
Rock Springs Capital Reduces Stake in Cogent Biosciences
  • Stake Reduction Details: Rock Springs Capital Management disclosed a reduction of 159,278 shares in Cogent Biosciences during Q4 2026, with an estimated transaction value of $4.48 million, indicating that despite the reduction, confidence in the company remains intact.
  • Market Performance Analysis: As of February 16, 2026, Cogent's share price stood at $36.53, reflecting a remarkable 346.6% increase over the past year, significantly outperforming the S&P 500 by 334.8 percentage points, showcasing its strong position in the biotech sector.
  • Financial Overview: Cogent boasts a market capitalization of $5.82 billion, and despite a net loss of $294.37 million over the past twelve months, it holds approximately $901 million in cash and marketable securities, ensuring operational funding through 2028.
  • Future Growth Potential: Cogent is advancing multiple new drug applications, including bezuclastinib for non-advanced systemic mastocytosis, with an APEX NDA submission expected in the first half of 2026, demonstrating its ongoing innovation in oncology.
Fool
8.5
02-17Fool
First Turn Management Acquires New Position in Cogent Biosciences
  • New Investment Disclosure: On February 13, 2026, First Turn Management disclosed the acquisition of 824,283 shares of Cogent Biosciences for $29.28 million, indicating strong confidence in the company's future prospects.
  • Significant Ownership: This new position represents 3.35% of First Turn Management's reportable U.S. equity assets as of December 31, 2025, highlighting its strategic importance within the portfolio.
  • Outstanding Market Performance: As of February 13, 2026, Cogent's shares were priced at $36.53, reflecting a remarkable 346.6% increase over the past year, significantly outperforming the S&P 500 by 334.8 percentage points, showcasing its robust market performance.
  • Strong Financial Position: Cogent enters 2026 with approximately $901 million in cash and marketable securities, providing a runway into 2028, although it reported a net loss of $328.9 million for 2025, which is typical for late-stage biotech firms, underscoring execution risks.
NASDAQ.COM
5.0
02-01NASDAQ.COM
Fairmount Funds Management Sells 3.5 Million Shares of Cogent
  • Sale Overview: On January 22, 2026, Fairmount Funds Management LLC indirectly sold 3.5 million shares of Cogent at $36.40 per share, generating approximately $127.4 million in transaction value, which represented 38.87% of its total indirect holdings, reducing its stake from 9,003,418 to 5,503,418 shares.
  • Stock Surge Context: Cogent's stock skyrocketed over 342% in 2025, and this significant share sale has sparked speculation about management taking profits, although Fairmount's exact motives remain unclear; nonetheless, the over $120 million gain from this transaction is substantial.
  • Holding Structure Analysis: Despite the large sale of common shares, Fairmount still holds approximately 67,414 units of Series A Convertible Preferred Stock, which could convert to about 16.85 million common shares, but due to a 9.9% ownership limit, they would need to sell some common shares first to facilitate this conversion.
  • Investment Strategy and Market Performance: Fairmount Funds focuses heavily on biotech investments, with Cogent being a key part of its portfolio, showcasing potential in targeted therapies for rare diseases, and combined with its strong market performance, it may present long-term profit opportunities for investors.
Fool
5.0
02-01Fool
Fairmount Funds Sells 3.5 Million Shares of Cogent Biosciences
  • Transaction Overview: On January 22, 2026, Fairmount Funds Management LLC indirectly sold 3.5 million shares of Cogent Biosciences for approximately $127.4 million, highlighting its investment strategy in the biotech sector.
  • Change in Holdings: This transaction reduced Fairmount's indirect holdings by 38.87%, leaving 5,503,418 shares, which may indicate a potential shift in confidence regarding Cogent's future prospects.
  • Market Context Analysis: At the time of the sale, Cogent's shares were priced at $36.40, lower than the closing price of $39.53 that day, suggesting a cautious market sentiment that could impact investor confidence.
  • Investor Implications: Although Fairmount still holds about 67,414 units of Series A Convertible Preferred Stock, which could convert to approximately 16.85 million common shares, the 9.9% ownership limit will restrict future sales, affecting liquidity management.
Wall Street analysts forecast COGT stock price to rise
12 Analyst Rating
Wall Street analysts forecast COGT stock price to rise
10 Buy
2 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
34.00
Averages
50.36
High
67.00
Current: 0.000
sliders
Low
34.00
Averages
50.36
High
67.00
Baird
Baird
Neutral
maintain
$34 -> $35
AI Analysis
2026-02-19
Reason
Baird
Baird
Price Target
$34 -> $35
AI Analysis
2026-02-19
maintain
Neutral
Reason
Baird raised the firm's price target on Cogent Biosciences to $35 from $34 and keeps a Neutral rating on the shares. The firm updated its model following Q4 results and noted Bezu regulatory progress ongoing across three indications.
Piper Sandler
NULL
to
Overweight
upgrade
$39 -> $52
2026-02-18
Reason
Piper Sandler
Price Target
$39 -> $52
2026-02-18
upgrade
NULL
to
Overweight
Reason
Piper Sandler raised the firm's price target on Cogent Biosciences to $52 from $39 and keeps an Overweight rating on the shares following Q4 reporting as the company shifts its primary focus to regulatory approvals and commercial readiness. With a hat trick of positive pivotal data for bezuclastinib in 2025, the narrative turns to execution, says the firm. The NonAdvSM NDA has been submitted with acceptance expected this month, positioning the drug for potential approval and launch in the second half of 2026. Piper continues to recommend Cogent shares as the company de-risks its regulatory path and transitions to a commercial entity.
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Valuation Metrics

The current forward P/E ratio for Cogent Biosciences Inc (COGT.O) is -17.41, compared to its 5-year average forward P/E of -4.90. For a more detailed relative valuation and DCF analysis to assess Cogent Biosciences Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-4.90
Current PE
-17.41
Overvalued PE
-2.02
Undervalued PE
-7.79

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-2.43
Current EV/EBITDA
-17.68
Overvalued EV/EBITDA
1.34
Undervalued EV/EBITDA
-6.21

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
33799.49
Current PS
886.56
Overvalued PS
230720.04
Undervalued PS
-163121.05

Financials

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Whales Holding COGT

A
Artal Group S.A.
Holding
COGT
+7.88%
3M Return
V
Vivo Capital, LLC
Holding
COGT
+6.91%
3M Return
K
Kynam Capital Management, LP
Holding
COGT
+6.36%
3M Return
C
Commodore Capital LP
Holding
COGT
+6.24%
3M Return
F
Fairmount Funds Management LLC
Holding
COGT
+5.84%
3M Return
S
Sofinnova Investment, Inc.
Holding
COGT
+5.81%
3M Return

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Frequently Asked Questions

What is Cogent Biosciences Inc (COGT) stock price today?

The current price of COGT is 36.68 USD — it has decreased -0.89

What is Cogent Biosciences Inc (COGT)'s business?

Cogent Biosciences, Inc. is a biotechnology company. The Company is focused on developing precision therapies for genetically defined diseases. The Company’s clinical program, bezuclastinib, is a selective tyrosine kinase inhibitor that is designed to potently inhibit the KIT D816V mutation as well as other mutations in KIT exon 17. KIT D816V is responsible for driving systemic mastocytosis, a serious disease caused by unchecked proliferation of mast cells. In addition to bezuclastinib, the Company is developing a portfolio of novel targeted therapies to help patients fighting serious, genetically driven diseases initially targeting mutations in FGFR2, ErbB2 and PI3Kα. SUMMIT is its randomized, global, multicenter, double-blind, placebo-controlled, multi-part Phase II clinical trial for patients with Non-AdvSM. APEX is an open-label, global, multicenter study evaluating the safety, efficacy, pharmacokinetic, and pharmacodynamic profiles of bezuclastinib.

What is the price predicton of COGT Stock?

Wall Street analysts forecast COGT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COGT is50.36 USD with a low forecast of 34.00 USD and a high forecast of 67.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Cogent Biosciences Inc (COGT)'s revenue for the last quarter?

Cogent Biosciences Inc revenue for the last quarter amounts to 0.00 USD, decreased

What is Cogent Biosciences Inc (COGT)'s earnings per share (EPS) for the last quarter?

Cogent Biosciences Inc. EPS for the last quarter amounts to -0.59 USD, increased 391.67

How many employees does Cogent Biosciences Inc (COGT). have?

Cogent Biosciences Inc (COGT) has 258 emplpoyees as of March 10 2026.

What is Cogent Biosciences Inc (COGT) market cap?

Today COGT has the market capitalization of 6.01B USD.