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Schrodinger (SDGR)
NASDAQ:SDGR
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.49Last Year’s EPS
-0.82Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operational and financial highlights—notably 23% total revenue growth, scaling software ACV (~$200M), substantial drug discovery revenue acceleration, improved loss reduction, a strong cash position (~$402M), and a clear strategic plan to move to hosted contracts and achieve positive adjusted EBITDA by 2028. Key product and pipeline progress (predictive toxicology beta, Phase I readouts, partner clinical/transaction milestones) support long-term value. Near-term challenges include a Q4 software revenue decline driven by the accounting effects of an accelerated hosted transition, a drop in net dollar retention to 100%, a full‑year software gross margin decline to 74%, and limited guidance on reported revenue for 2026—all of which create near-term variability and margin compression. On balance, the call emphasized sustainable growth drivers, disciplined cost management, and a credible path to profitability that outweigh the short-term accounting and macro headwinds.Company Guidance
Strong Full-Year Revenue Growth
Total revenue of $256 million in 2025, representing 23% year-over-year growth.
Software Business Scale
Software revenue of $199.5 million and software ACV of $198.5 million (approx $200M ACV in 2025); full-year software revenue increased ~11% year-over-year.
Drug Discovery Momentum
Drug discovery revenue of $56.4 million in 2025 (more than doubled year-over-year); drug discovery guidance for 2026 of $55M–$65M and a long-term target of ~$50M annual revenue.
Improved Profitability Trends and Cost Discipline
Net loss narrowed to $103 million in 2025 from $187 million in 2024; total operating expenses decreased ~9% to $310 million, reflecting 2025 cost reduction actions.
Strong Cash Position
Cash balance of approximately $402 million (described as 'over $400M'), supporting planned investments and the path to positive adjusted EBITDA by 2028.
Top-Customer and Commercial ACV Expansion
Total ACV increased to $198.5M from $190.8M (4% growth). Top 20 pharma ACV grew 15%; commercial ACV grew 7% to $177.4M; average ACV for $1M+ commercial cohort rose 16% to $3.9M.
Product & Pipeline Advances
Expanded platform capabilities (biologics, materials), released predictive toxicology beta, progressing internal programs (SGR-1505/3515 Phase I), expected initial Phase I data for Wee1/Myt1 in Q2, and continued advancement of collaborator programs.
Material Partnership & Portfolio Value
Portfolio now has 16 programs eligible for royalties (high-single to low-double-digit royalties), ~7 clinical programs (Phase I–III), >25 active programs across the ecosystem, ~$650M realized in cash/upfronts/milestones to date and up to $5B in potential future milestones.
Strategic Hosted Transition and New KPIs
23% of 2025 software revenue was hosted; company announced accelerated transition to hosted contracts with a goal of ~75% hosted software revenue by 2028 and introduced ACV-focused guidance (2026 ACV $218M–$228M, 10%–15% growth).
SDGR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SDGR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $11.80 | $12.76 | +8.14% |
Nov 05, 2025 | $19.77 | $18.65 | -5.67% |
Aug 06, 2025 | $19.34 | $19.36 | +0.10% |
May 07, 2025 | $23.72 | $23.88 | +0.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Schrodinger (SDGR) report earnings?
Schrodinger (SDGR) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Schrodinger (SDGR) earnings time?
Schrodinger (SDGR) earnings time is at May 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SDGR EPS forecast?
SDGR EPS forecast for the fiscal quarter 2026 (Q1) is -0.49.
