Schrodinger, Inc. (SDGR)
NASDAQ:SDGR
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SDGR Stock Chart & Stats
$11.52
-$1.19(-5.63%)
At close: 4:00 PM EST
$11.52
-$1.19(-5.63%)
Day’s Range― - ―
52-Week Range$10.95 - $23.75
Previous CloseN/A
Volume166.74K
Average Volume (3M)1.34M
Market Cap
$1.18B
Enterprise Value$1.01B
Total Cash (Recent Filing)$398.96M
Total Debt (Recent Filing)$106.96M
Price to Earnings (P/E)―
Beta1.79
Next Earnings
Aug 05, 2026EPS Estimate
-0.49Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-1.41
Shares Outstanding65,556,530
10 Day Avg. Volume1,120,021
30 Day Avg. Volume1,339,391
Financial Highlights & Ratios
PEG Ratio0.28
Price to Book (P/B)3.61
Price to Sales (P/S)5.13
P/FCF Ratio105.42
Enterprise Value/Market Cap0.86
Enterprise Value/Revenue3.95
Enterprise Value/Gross Profit7.14
Enterprise Value/Ebitda-10.65
Forecast
1Y Price Target
$20.25Price Target Upside75.78% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)-2.17
Revenue Forecast (FY)$248.40M
Bulls Say, Bears Say
Bulls Say
Recurring ACV Growth & GuidanceSustained ACV growth and maintained full‑year ACV guidance provide durable recurring revenue visibility and renewal/expansion tailwinds. Over the next 2–6 months, this recurring contract base underpins predictable revenue flows and reduces near‑term demand volatility risk despite hosted recognition timing.
Drug Discovery Partnerships & BD ValidationA meaningful surge in drug discovery revenue and realized proceeds from equity/BD exits validate the platform and create durable non‑subscription revenue sources. Partnerships and milestone upside diversify cash sources and can materially de‑risk funding needs over months if collaboration progress continues.
Strong Cash Position & Expense DisciplineA six‑figure cash reserve combined with demonstrated expense control provides multi‑quarter runway to execute the hosted transition and advance clinical programs without immediate financing. This balance of liquidity and cost discipline supports strategic investments while limiting dilution risk in the near term.
Bears Say
Volatile Cash Generation & Recent Cash BurnThe company’s cash generation is inconsistent and recently returned to significant TTM cash burn, creating structural reliance on reserves or external funding. If negative operating cash flow persists over the next several quarters, financing needs or curtailed investments could constrain strategic execution.
Software Gross Margin CompressionThe shift toward hosted, ratable licensing materially lowers near‑term recognized margins and increases cost of delivering services. With management targeting ~75% hosted mix over years, margin compression is a structural headwind to profit sustainability absent offsetting price or efficiency gains.
Commercial Leadership TurnoverA change in the head of commercial amid a strategic hosted transition risks disruption to sales execution, renewals, and large enterprise conversions. Over the next few quarters this could slow ACV expansion or hosted conversions if relationship continuity and quota execution are impaired.
Schrodinger News
SDGR FAQ
What was Schrodinger, Inc.’s price range in the past 12 months?
Schrodinger, Inc. lowest stock price was $10.95 and its highest was $23.75 in the past 12 months.
What is Schrodinger, Inc.’s market cap?
Schrodinger, Inc.’s market cap is $1.18B.
When is Schrodinger, Inc.’s upcoming earnings report date?
Schrodinger, Inc.’s upcoming earnings report date is Aug 05, 2026 which is in 45 days.
How were Schrodinger, Inc.’s earnings last quarter?
Schrodinger, Inc. released its earnings results on May 05, 2026. The company reported -$0.81 earnings per share for the quarter, missing the consensus estimate of -$0.623 by -$0.187.
Is Schrodinger, Inc. overvalued?
According to Wall Street analysts Schrodinger, Inc.’s price is currently Undervalued.
Does Schrodinger, Inc. pay dividends?
Schrodinger, Inc. does not currently pay dividends.
What is Schrodinger, Inc.’s EPS estimate?
Schrodinger, Inc.’s EPS estimate is -0.49.
How many shares outstanding does Schrodinger, Inc. have?
Schrodinger, Inc. has 65,556,530 shares outstanding.
What happened to Schrodinger, Inc.’s price movement after its last earnings report?
Schrodinger, Inc. reported an EPS of -$0.81 in its last earnings report, missing expectations of -$0.623. Following the earnings report the stock price went up 0.855%.
Which hedge fund is a major shareholder of Schrodinger, Inc.?
Currently, no hedge funds are holding shares in SDGR
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Schrodinger Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$20.25 (75.78% Upside)
$20.25 (75.78% Upside)
Blogger Sentiment
Bullish
SDGR Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 202.1K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Positive
Last 7 Days ▼ 0.3%
Last 30 Days ▲ 4.0%
Last 30 Days ▲ 4.0%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-25.13%
12-Months-Change
Fundamentals
Return on Equity
-30.85%
Trailing 12-Months
Asset Growth
-14.65%
Trailing 12-Months
Company Description
Schrodinger, Inc.
Schrödinger, Inc., along with its affiliated entities, specializes in developing and deploying a sophisticated, physics-based software platform designed to accelerate the discovery of novel molecules. This technology finds application in both pharmaceutical development and various materials science endeavors. The company's operations are divided into two primary segments: Software and Drug Discovery. Within its Software division, Schrödinger focuses on marketing and licensing its specialized software. This software primarily serves drug discovery efforts within the life sciences industry, but also caters to clients in materials science sectors. Conversely, the Drug Discovery segment is dedicated to cultivating a portfolio of both preclinical and clinical programs. These initiatives are pursued both through internal research and development and via strategic collaborations. Schrödinger's global clientele spans biopharmaceutical companies, industrial enterprises, academic institutions, and government research laboratories worldwide. Founded in 1990, the company maintains its headquarters in New York, New York.
SDGR Company Deck
SDGR Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlights robust top-line momentum (ACV growth of 12%), a large year-over-year surge in drug discovery revenue (~124%), strong product and R&D validation (Ajax acquisition, multiple exits, clinical data), meaningful progress migrating customers to hosted licensing, and an upcoming AI-driven product (Bunsen) expected to increase throughput and long‑term monetization. Offsetting these positives are near-term revenue recognition headwinds from the hosted transition, notable margin compression (software gross margin down 11 points), a steep drop in contribution revenue after a grant completed, and an ongoing net loss ($60M Q1), though management is exercising expense discipline and maintains guidance with a solid cash position (~$406M). On balance, the strategic wins, product momentum, and financial visibility (ACV guidance) materially outweigh the near-term recognition and margin challenges.View all SDGR earnings summariesSDGR Stock 12 Month Forecast
Average Price Target
$20.25
▲(75.78% Upside)
Technical Analysis
Ownership Overview
1.20% Insiders
19.70% Mutual Funds
39.13% Other Institutional Investors
15.28% Public Companies and
Individual Investors