Research Analysts Set Expectations for COGT Q1 Earnings

Cogent Biosciences, Inc. (NASDAQ:COGT) – Stock analysts at HC Wainwright raised their Q1 2026 earnings per share estimates for Cogent Biosciences in a research report issued to clients and investors on Tuesday, March 17th. HC Wainwright analyst R. Burns now anticipates that the technology company will post earnings per share of ($0.53) for the quarter, up from their previous estimate of ($0.54). HC Wainwright currently has a “Buy” rating and a $52.00 price target on the stock. The consensus estimate for Cogent Biosciences’ current full-year earnings is ($2.42) per share. HC Wainwright also issued estimates for Cogent Biosciences’ Q3 2026 earnings at ($0.56) EPS, Q4 2026 earnings at ($0.57) EPS and FY2026 earnings at ($2.21) EPS.

Cogent Biosciences (NASDAQ:COGT) last posted its quarterly earnings results on Tuesday, February 17th. The technology company reported ($0.55) EPS for the quarter, missing analysts’ consensus estimates of ($0.51) by ($0.04).

Several other equities analysts also recently commented on the stock. JPMorgan Chase & Co. boosted their target price on shares of Cogent Biosciences to $67.00 and gave the stock an “overweight” rating in a report on Friday, December 19th. UBS Group upgraded shares of Cogent Biosciences to a “strong-buy” rating in a report on Wednesday, January 7th. Jefferies Financial Group started coverage on shares of Cogent Biosciences in a research note on Monday. They issued a “buy” rating and a $55.00 price target on the stock. Needham & Company LLC reissued a “hold” rating on shares of Cogent Biosciences in a report on Monday, December 8th. Finally, Robert W. Baird set a $35.00 target price on Cogent Biosciences in a report on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $43.45.

Cogent Biosciences Trading Down 3.0%

Shares of COGT opened at $34.37 on Thursday. The firm has a market cap of $5.58 billion, a P/E ratio of -15.91 and a beta of 0.47. The company has a debt-to-equity ratio of 0.41, a current ratio of 14.23 and a quick ratio of 14.23. Cogent Biosciences has a 1 year low of $3.72 and a 1 year high of $43.73. The company has a 50 day simple moving average of $37.32 and a two-hundred day simple moving average of $29.41.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. EverSource Wealth Advisors LLC raised its position in Cogent Biosciences by 1,164.3% during the fourth quarter. EverSource Wealth Advisors LLC now owns 708 shares of the technology company’s stock valued at $25,000 after purchasing an additional 652 shares during the period. Global Retirement Partners LLC purchased a new position in shares of Cogent Biosciences in the 4th quarter worth approximately $37,000. PNC Financial Services Group Inc. increased its position in shares of Cogent Biosciences by 414.5% during the 4th quarter. PNC Financial Services Group Inc. now owns 1,281 shares of the technology company’s stock valued at $46,000 after purchasing an additional 1,032 shares during the last quarter. GAMMA Investing LLC increased its position in shares of Cogent Biosciences by 91.7% during the 4th quarter. GAMMA Investing LLC now owns 1,369 shares of the technology company’s stock valued at $49,000 after purchasing an additional 655 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its holdings in Cogent Biosciences by 3,845.5% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,736 shares of the technology company’s stock valued at $62,000 after buying an additional 1,692 shares during the period.

Insider Buying and Selling at Cogent Biosciences

In other Cogent Biosciences news, Director Fairmount Funds Management Llc sold 3,500,000 shares of the stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $36.40, for a total transaction of $127,400,000.00. Following the completion of the transaction, the director owned 5,503,418 shares in the company, valued at $200,324,415.20. This trade represents a 38.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider John Edward Robinson sold 90,000 shares of Cogent Biosciences stock in a transaction on Friday, December 26th. The stock was sold at an average price of $38.74, for a total transaction of $3,486,600.00. Following the completion of the transaction, the insider directly owned 140,002 shares of the company’s stock, valued at $5,423,677.48. The trade was a 39.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,737,642 shares of company stock worth $136,600,345 over the last three months. 7.29% of the stock is owned by company insiders.

About Cogent Biosciences

Cogent Biosciences is a clinical-stage biopharmaceutical company focused on the discovery and development of small-molecule therapies that modulate the tumor microenvironment. The company’s research centers on targeting colony-stimulating factor 1 receptor (CSF1R), a key regulator of tumor-associated macrophages that can promote tumor growth and immune evasion. By selectively inhibiting CSF1R, Cogent Biosciences aims to restore immune surveillance and enhance the efficacy of existing cancer treatments.

The company’s lead asset is an orally bioavailable CSF1R inhibitor that has advanced into early-stage clinical trials for various solid tumors.