LIVE

SDGR

Schrödinger, Inc.

SDGR

NASDAQ·Healthcare·Software - Application·Mkt cap $1.2B

$16.88

+2.99%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$10.95 - $23.75

P/E

-11.97

Fwd P/E

-12.66

Beta

1.64

Div Yield

0.00%

Avg Vol

1.4M

Shares Out

73.8M

Mkt Cap

$1.2B

Price action

Price chart

Down 21.8% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary physics-based computational platform with 30+ years of R&D investment
  • Dual revenue model combining high-margin software licensing with drug discovery validation
  • Integrated platform spanning target identification, lead optimization, and preclinical development
  • Established customer base including major pharmaceutical companies and research institutions

Bear Case

1 risk

  • Above-average volatility (beta 1.6).

Growth

Moderate growth ahead

Increasing adoption of AI and computational chemistry in drug discovery workflows

Value

Deep value opportunity - significant discount to Healthcare IT & Services peers

Momentum

Hot

+41.5% over 3m

Quality

Strong

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 6, 2026

Q2 26 RECAP

MAY 5, 2026

Reported EPS of -$0.81 vs -$0.56 consensus (-44.6% surprise). Revenue of $58.6M vs $47.6M expected (+23.1%).

EPS miss
Rev beat +23.1%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-44.6%

Next: May 6, 2026

Revenue trend · last 8Q

+19%

+63%

+16%

+54%

-1%

-2%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$47.3M

$35.3M

$88.3M

$59.6M

$54.8M

$54.3M

$87.2M

$58.6M

Margins · last 8Q

Gross

Operating

Profit

-102.5%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

2

67%

Sell

0%

Median Price Target

Latest: Morgan Stanley · May 14, 2026

vs Industry

How SDGR stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.