Schrödinger, Inc.
SDGR
NASDAQ·Technology·Software - Application·Mkt cap $1.5B
$20.09
▼ -2.99%
P/E
-27.15
Mkt Cap
$1.5B
52-Wk Range
$10.95–$23.02
52-Week Range
$10.95 - $23.02
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 3.3% over the trailing year
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 1.7).
Growth
Mild headwinds expected
Increasing adoption of AI and computational chemistry in drug discovery workflows
Value
Deep value opportunity - significant discount to Healthcare IT & Services peers
Momentum
Hot
+39.7% over 3m
Quality
Strong
Solid business
Dividend
None
No dividend
Smart-money signal
Who's buying SDGR right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 5, 2026
Reported EPS of $0.08 vs -$0.41 consensus (+119.3% surprise). Revenue of $58.9M vs $47.2M expected (+24.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+119.3%
Revenue trend · last 8Q
—
+19%
+63%
+16%
+54%
-1%
-2%
+8%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$35.3M
$88.3M
$59.6M
$54.8M
$54.3M
$87.2M
$58.6M
$58.9M
Margins · last 8Q
Gross
55.1%
Operating
-70.5%
Profit
10.2%
Wall Street consensus
3 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
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.
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