{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-205124","form_type":"8-K","ticker":"COGT","cik":"0001622229","company_name":"Cogent Biosciences, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.604324+00:00","generated_at":"2026-05-14T23:23:41.799133+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Cogent Biosciences Q1 net loss $97.4M; cash $866.4M to fund into 2028; NDA for bezuclastinib in GIST under FDA review","bullets":["Net loss $97.4M for Q1 2026 vs $72.0M Q1 2025; R&D spend $75.4M, G&A $28.2M.","Cash, equivalents and marketable securities $866.4M as of March 31, 2026, expected to fund operations into 2028.","FDA has accepted NDA for bezuclastinib in NonAdvSM (PDUFA Dec 30, 2026); NDA for GIST submitted under RTOR with Breakthrough Therapy designation.","Pivotal Phase 3 PEAK trial data in GIST selected for oral presentation at 2026 ASCO annual meeting on May 30.","Inducement grants of options for 62,600 shares and 48,600 RSUs awarded to seven new employees on April 29, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-205124","json":"https://secwatch.observer/filing/0001193125-26-205124.json","markdown":"https://secwatch.observer/filing/0001193125-26-205124.md","text":"https://secwatch.observer/filing/0001193125-26-205124.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/0001193125-26-205124-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/cogt-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:23:41.799133+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"60bc64785ceecbcb7a044334077e4dadde7cb7e9","claim":"Cogent Biosciences, Inc. reported the first quarter ended March 31, 2026 results: net income Net loss was $97.4 million for the first quarter of 2026 compared to a net loss of $72.0 million for the first quarter o.","evidence_excerpt":"On May 5, 2026, Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the three months ended March 31, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/0001193125-26-205124-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001326380-26-000020","ticker":"GME","company_name":"GameStop Corp.","filed_at":"2026-06-02T20:43:35+00:00","headline":"GameStop Q1 record net income $389.6M, revenue up 14%, new $2B buyback","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001326380-26-000020","json":"https://secwatch.observer/filing/0001326380-26-000020.json","markdown":"https://secwatch.observer/filing/0001326380-26-000020.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/gme-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the three months ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/0001193125-26-205124-index.htm","comparable_excerpt":"Net sales were $835.3 million for the first quarter","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm"}},{"accession":"0001628280-26-039805","ticker":"GTLB","company_name":"Gitlab Inc.","filed_at":"2026-06-02T20:17:31+00:00","headline":"GitLab Q1 revenue $264M (+23% YoY); plans 14% workforce cut, $30-35M charges","event_type":"earnings","sec_items":["2.02","2.05","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039805","json":"https://secwatch.observer/filing/0001628280-26-039805.json","markdown":"https://secwatch.observer/filing/0001628280-26-039805.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/gtlb-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the three months ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/0001193125-26-205124-index.htm","comparable_excerpt":"in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nGitLab Reports First Quarter Fiscal Year 2027 Financial Results First Quarter Fiscal Year 2027 Highlights: • Total revenue of $264.2 million, up 23% year-over-year • GAAP operating margin of (6)%; 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same-store sales +2.1%; net loss $21.8M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-253505","json":"https://secwatch.observer/filing/0001193125-26-253505.json","markdown":"https://secwatch.observer/filing/0001193125-26-253505.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/spwh-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the three months ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/0001193125-26-205124-index.htm","comparable_excerpt":"and generating positive free cash flow to further strengthen our balance sheet through debt reduction.” For the thirteen weeks ended May 2, 2026: • Net sales increased 2.8% to $256.1 million, compared to $249.1 million in the first quarter of fiscal year 2025. Performance was driven primarily by a 7.4% gain in Hunting and Shooting Sports, led by firearms, ammunition,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm"}},{"accession":"0001327567-26-000012","ticker":"PANW","company_name":"Palo Alto Networks Inc","filed_at":"2026-06-02T20:08:29+00:00","headline":"Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001327567-26-000012","json":"https://secwatch.observer/filing/0001327567-26-000012.json","markdown":"https://secwatch.observer/filing/0001327567-26-000012.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/panw-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the three months ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/0001193125-26-205124-index.htm","comparable_excerpt":"chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm"}},{"accession":"0001104659-26-069464","ticker":"ULTA","company_name":"Ulta Beauty, Inc.","filed_at":"2026-06-02T20:06:38+00:00","headline":"Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069464","json":"https://secwatch.observer/filing/0001104659-26-069464.json","markdown":"https://secwatch.observer/filing/0001104659-26-069464.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/ulta-20260602x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the three months ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/0001193125-26-205124-index.htm","comparable_excerpt":"compared to the same period ended May 3, 2025 : ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 13 Weeks Ended ​ ​ May 2, ​ May 3, (Dollars in millions, except per share data) ​ 2026 ​ 2025 Net sales ​ $ 3,163.9 ​ $ 2,848.4 Comparable sales ​ ​ 5.3% ​ ​ 2.9% Gross profit (as a percentage of net sales) ​ ​ 40.1% ​ ​ 39.1% Selling, general and administrative expenses ​ $ 814.7 ​ $ 710.6","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm"}},{"accession":"0001628280-26-039786","ticker":"YEXT","company_name":"Yext, Inc.","filed_at":"2026-06-02T20:05:58+00:00","headline":"Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039786","json":"https://secwatch.observer/filing/0001628280-26-039786.json","markdown":"https://secwatch.observer/filing/0001628280-26-039786.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/yext-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"On May 5, 2026, Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the three months ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1622229/000119312526205124/0001193125-26-205124-index.htm","comparable_excerpt":"Exchange Act, except as expressly set forth by specific reference in such a filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nYext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm"}},{"accession":"0001104659-26-069227","ticker":"YSWY","company_name":"Yesway, Inc.","filed_at":"2026-06-02T11:35:47+00:00","headline":"Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; 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Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}