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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)1.45M
Market Cap
$1.25B
Enterprise Value$1.01B
Total Cash (Recent Filing)$398.96M
Total Debt (Recent Filing)$106.96M
Price to Earnings (P/E)―
Beta1.72
Next Earnings
Aug 05, 2026EPS Estimate
-0.48Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-1.41
Shares Outstanding65,556,530
10 Day Avg. Volume1,706,742
30 Day Avg. Volume1,452,062
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 Cap0.80
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)-2.03
Revenue Forecast (FY)$234.65M
Bulls Say, Bears Say
Bulls Say
Venture-creation Monetization & Platform ValidationThe Ajax acquisition payment and potential milestone upside validate Schrödinger’s venture-creation model and the commercial value of its platform. Realized cash proceeds de-risk execution, demonstrate third-party demand for co-discovered assets, and provide recurring optionality via future milestones/royalties that can materially supplement software revenue over time.
Recurring Revenue Growth (ACV)Consistent ACV growth and maintained full-year ACV guidance indicate strengthening subscription demand and contract visibility. A growing installed base and predictable contract renewals improve revenue predictability, support long-term SaaS-style monetization, and help absorb R&D and commercialization investments tied to the drug discovery business.
Product Innovation & Hosted Monetization PotentialLaunching Bunsen (agentic AI) addresses structural demand for higher throughput simulation and supports compute- and usage-based licensing. This product-led innovation can deepen customer lock-in, raise average revenue per user as compute usage grows, and create a durable commercial pathway to higher long-term monetization if adoption scales across enterprise accounts.
Bears Say
Volatile Cash Generation / Recent Cash BurnCash generation has been inconsistent and recently swung back to material negative operating and free cash flow, implying reliance on cash reserves or external financing if trends persist. This structural cash burn increases execution risk for R&D and commercialization and limits flexibility for opportunistic investments absent sustained improvement.
Inconsistent Revenue TrendsA large year-over-year swing—strong 2025 expansion followed by a pronounced TTM contraction—signals uneven demand or timing effects from collaborations and recognition. This structural volatility complicates capacity planning, weakens revenue visibility critical for SaaS scaling, and raises execution risk until recurring streams stabilize.
Software Gross Margin Compression From Hosted TransitionThe strategic shift to hosted licensing reduces upfront recognition and compresses software gross margins due to ongoing hosting costs and ratable revenue. Unless offset by higher pricing, more efficient hosting economics, or significant increases in usage-driven revenue, this structural margin pressure can persist and lower long-term cash conversion and profitability.
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 $1.25B.
When is Schrodinger, Inc.’s upcoming earnings report date?
Schrodinger, Inc.’s upcoming earnings report date is Aug 05, 2026 which is in 25 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 -0.48.
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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10
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 69%
Sector Average 69%
Hedge Fund Trend
Decreased
By 202.1K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 0.3%
Last 30 Days ▼ 4.1%
Last 30 Days ▼ 4.1%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-22.57%
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., together with its subsidiaries, develops physics-based computational platform that enables discovery of novel molecules for drug development and materials applications in the United States, the Asia-Pacific, Europe, Middle East, Africa, and internationally. The company operates in two segments, Software and Drug Discovery. The Software segment sells its software to transform molecular discovery for life sciences and materials science industries. The Drug Discovery segment focuses on building a portfolio of preclinical and clinical programs, internally and through collaborations. It has a research collaboration and license agreement with Novartis Pharma AG to advance multiple development candidates. Schrödinger, Inc. was incorporated in 1990 and is based 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
3.65% Insiders
17.45% Mutual Funds
0.03% Other Institutional Investors
53.37% Public Companies and
Individual Investors