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COGT

Cogent Biosciences, Inc.

COGT

NASDAQ·Healthcare·Biotechnology·Mkt cap $6.6B

$38.19

▼ -0.75%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$7.27 - $43.73

P/E

-14.47

Fwd P/E

-21.19

Beta

0.35

Div Yield

0.00%

Avg Vol

2.4M

Shares Out

162.3M

Mkt Cap

$6.6B

Price action

Price chart

Up 419.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

4 reasons

  • Selective KIT D816V inhibitor with differentiated mechanism of action
  • Focus on genetically defined diseases with clear patient populations
  • Strategic partnerships with established biotech firms for development and commercialization
  • Experienced management team in precision medicine and oncology drug development
▼

Bear Case

1 risk

  • Low volatility (beta 0.4).

Growth

Revenue decline expected

Clinical development progress of CGT9486 in systemic mastocytosis and GIST indications

Value

Deep value opportunity - significant discount to Biotech & Therapeutics peers

Momentum

Strong

+9.3% over 3m

Quality

Loss-making

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 4, 2026

“
Q2 26 RECAP

MAY 5, 2026

Reported EPS of -$0.53 vs -$0.53 consensus (0.0% surprise).

EPS beat 0.0%

EPS surprise · last 4Q

1 of 1 beats

Q2 26

0.0%

Next: May 4, 2026

Revenue trend · last 8Q

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Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$0

$0

$0

$0

$0

$0

$0

$0

Margins · last 8Q

No margin history available.

View full earnings history →

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

$50.00

▲ +30.9% vs $38.19

Low $45.00
Median $50.00
High $55.00

Latest: Stifel · $45.00 · Jun 1, 2026

2 analysts covering

View full analyst page →

vs Industry

How COGT stacks vs Biotechnology

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.