COGT - NASDAQ
Cogent Biosciences, Inc.
$32.26
+0.19%Cogent Biosciences, Inc., a biotechnology company, focuses on developing precision therapies for genetically defined diseases. Its lead product candidate includes CGT9486, a selective tyrosine kinase inhibitor designed to inhibit the KIT D816V mutation that drives systemic mastocytosis, as well as other mutations in KIT exon 17, which are found in patients with advanced gastrointestinal stromal tumors. It has a licensing agreement with Plexxikon Inc. for the research, development, and commercialization of bezuclastinib. The company was formerly known as Unum Therapeutics Inc. and changed its name to Cogent Biosciences, Inc. in October 2020. Cogent Biosciences, Inc. was incorporated in 2014 and is headquartered in Cambridge, Massachusetts.
At a Glance
Live SnapshotCogent Biosciences, Inc. Street Expectations Map
Wall Street analysts project that COGT stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 49.17, with estimates ranging from a low of 35.00 to a high of 60.00.
The consensus 1-year price target stands at 49.17, with estimates ranging from a low of 35.00 to a high of 60.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.
Analyst Conviction
Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.
Market Sentiment Insight
High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.
Cogent Biosciences, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Analyst skepticism evident—carefully evaluate risks before investment decisions.
Cogent Biosciences, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Generally favorable outlook with reasonable growth prospects and analyst support.
Cogent Biosciences, Inc. Forward Estimates of EPS
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Generally favorable outlook with reasonable growth prospects and analyst support.
Cogent Biosciences, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Generally favorable outlook with reasonable growth prospects and analyst support.
Cogent Biosciences, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Generally favorable outlook with reasonable growth prospects and analyst support.
Cogent Biosciences, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Analyst skepticism evident—carefully evaluate risks before investment decisions.
Cogent Biosciences, Inc. Insider Positioning
During the last 12 months, insiders have purchased $25.00M and sold $382.20M worth of COGT shares, resulting in $357.20M of net selling activity.
3 Months
0
0.00
7.0M
242.62M
-242.6M
-$242.62M
3-6 Months
0
0.00
3.8M
139.58M
-139.6M
-$139.58M
6-9 Months
0
0.00
0
0.00
+0
+$0
9-12 Months
2.8M
25.00M
0
0.00
+25.0M
+$25.00M
Top Buyers
Fairmount Funds Management Llc
Director
$25.00M
Top Sellers
Fairmount Funds Management Llc
Director
$370.02M
Robinson John Edward
Officer: Chief Scientific Officer
$3.49M
Sachs Jessica
Officer: Chief Medical Officer
$3.20M
Green John L.
Officer: Chief Financial Officer
$2.98M
Kearns Evan
Officer: Chief Legal Officer
$2.52M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $357.20M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your COGT research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.