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NASDAQ · US · Health Information Services

SDGR Schrödinger

Physics-plus-AI molecular design software

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$24.60
+3.36% today
1W
+6.4%
1M
−14.7%
3M
+60.9%
YTD
+37.6%
1Y
+9.2%
Off 52w high
−24.5%
Next earnings (est.): 2026-11-04
Market cap$1.78B
P/E (trailing)—Forward -17.6
EV / sales5.3×EV/EBITDA -9.4×
Revenue (TTM)$259MGrowth 7.5% y/y
Margins56.9%gross · op -70.5%
Free cash flow-$29.16MCash $414M · debt $108M
Analyst target$25.86+5.1% upside · 7 analysts · buy
Riskβ 1.62Short 24.1% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

SDGR · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-05EarningsBeat / raise

    Reported EPS -0.42 vs -0.67 expected (+37.9% surprise).

  2. 7
    2026-05-05EarningsMiss / cut

    Reported EPS -0.62 vs -0.57 expected (-8.9% surprise).

  3. 6
    2026-02-25EarningsMiss / cut

    Reported EPS -0.18 vs -0.09 expected (-100.2% surprise).

  4. 5
    2025-11-05EarningsBeat / raise

    Reported EPS -0.57 vs -0.74 expected (+23.0% surprise).

  5. 4
    2025-08-06EarningsMiss / cut

    Reported EPS -0.65 vs -0.64 expected (-1.6% surprise).

  6. 3
    2025-05-07EarningsBeat / raise

    Reported EPS -0.64 vs -0.81 expected (+21.0% surprise).

  7. 2
    2025-02-26EarningsBeat / raise

    Reported EPS -0.24 vs -0.38 expected (+36.8% surprise).

  8. 1
    2024-11-12EarningsMiss / cut

    Reported EPS -0.87 vs -0.63 expected (-38.1% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-05-0.67-0.42+37.9%
2026-05-05-0.57-0.62−8.9%
2026-02-25-0.09-0.18−100.2%
2025-11-05-0.74-0.57+23.0%
2025-08-06-0.64-0.65−1.6%
2025-05-07-0.81-0.64+21.0%
2025-02-26-0.38-0.24+36.8%
2024-11-12-0.63-0.87−38.1%
2024-07-31-0.89-0.74+16.6%
2024-05-01-0.74-0.76−2.7%
2024-02-28-0.36-0.31+13.7%
2023-11-01-0.69-0.7−1.4%
2023-08-02-0.38-0.6−57.9%
2023-05-04-0.19-0.23−22.9%
2023-02-28-0.46-0.22+51.9%
2022-11-03-0.59-0.5+16.0%
2022-08-04-0.49-0.17+64.3%
2022-05-04-0.43-0.27+37.4%
2022-02-24-0.32-0.22+32.5%
2021-11-10-0.29-0.38−30.2%
2021-08-12-0.09-0.32−257.6%
2021-05-11-0.25-0.27−6.8%
2021-03-04-0.13-0.21−59.6%
2020-11-12-0.09-0.22−128.2%

About Schrödinger

Website ↗

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.

850 employees · New York, United States

Models now design molecules and antibodies, but clinical trials are still the gate. Value accrues to platforms with wet-lab data and pharma partnerships.

Data→Model→Molecule→Clinic

What would prove us wrong. Weakens if AI-designed candidates fail in the clinic at rates no better than traditional discovery.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
RXRX
Recursion Pharmaceuticals
AI drug discovery with NVIDIA-backed compute $3.77+1.89%+0.8%−7.8%
ABSI
Absci
Generative-AI antibody design $9.55+4.03%−1.9%+173.6%
ABCL
AbCellera Biologics
AI-driven antibody discovery $12.15+2.81%−4.3%+255.3%
TEM
Tempus AI
Clinical and genomic data for AI diagnostics $66.46−1.71%−21.8%+12.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.