Tejara Capital Ltd Takes $4.55 Million Position in Schrodinger, Inc. $SDGR
Tejara Capital Ltd has initiated a new position in Schrodinger, Inc. (NASDAQ:SDGR) valued at $4.55 million, acquiring 280,202 shares, which represents about 0.38% of the company. Despite mixed analyst sentiment, with an average "Hold" rating, Schrodinger's recent quarterly results exceeded expectations, reporting revenues of $58.89 million and earnings of $0.08 per share. The stock has seen significant institutional investment, with other firms also adjusting their stakes.
Schrodinger Inc (SDGR) News, Articles, Events & Latest Updates
This article provides a compilation of recent news and updates regarding Schrodinger Inc (SDGR). Key highlights include their Q2 2026 financial results which surpassed estimates, the announcement of a strategic collaboration with Bristol Myers Squibb to deploy their AI co-scientist Bunsen, and the launch of Bunsen for molecular discovery. The company also reported inducement grants of restricted stock units to new employees on multiple occasions.
BMO Capital Maintains Schrodinger(SDGR.US) With Buy Rating, Maintains Target Price $24
BMO Capital has reiterated its Buy rating for Schrodinger (SDGR.US) and maintained its price target at $24. This indicates a continued positive outlook from the firm regarding the company's stock performance.
SDGR Assumed by UBS -- Price Target Raised to $19.00
UBS has assumed coverage on Schrodinger (SDGR), raising its price target from $13.00 to $19.00, while maintaining a Neutral rating. GuruFocus indicates SDGR is currently undervalued by 29.0% with a GF Value™ of $25.03 and has a moderately favorable GF Score™ of 73/100, though profitability remains a challenge. Insider activity shows no recent buying, suggesting caution for investors despite the stock's potential.
UBS Maintains Schrodinger(SDGR.US) With Hold Rating, Maintains Target Price $19
UBS has reiterated its Hold rating on Schrodinger (SDGR.US) and maintained its target price at $19. This indicates that the firm does not anticipate significant upward or downward movement for the stock in the near term, based on its current analysis.
UBS initiates Schrodinger stock coverage with neutral rating
UBS has initiated coverage on Schrodinger Inc. (NASDAQ:SDGR) with a Neutral rating and a $19.00 price target. The firm is awaiting greater traction in Schrodinger's shift to a software-centric drug discovery model before adopting a more active stance, noting the absence of clear catalysts in the next 12 months. Despite a strong 62% return over the past six months, the company remains unprofitable, though it recently reported exceeding Q2 2026 earnings expectations with positive adjusted profit and revenue.
UBS Adjusts Schrodinger PT to $19 From $13, Maintains Neutral Rating
UBS has adjusted its price target for Schrodinger, Inc. (SDGR) to $19 from $13, while maintaining a Neutral rating on the stock. This update comes after several recent news items for Schrodinger, including their Q2 2026 earnings call and revenue report, and new strategic collaborations. Schrodinger is a developer of a physics-based computational platform for drug discovery.
Two New Schrödinger Hires Get Stock Awards Vesting Over Four Years
Schrödinger, Inc. (Nasdaq: SDGR) reported granting restricted stock units (RSUs) for 3,315 shares of common stock to two new employees on August 12, 2026. These inducement grants, made under Nasdaq Listing Rule 5635(c)(4), will vest over four years, with 25% vesting after 12 months of continuous service and the remainder in equal yearly installments over the subsequent three years. This aims to attract and retain talent in line with the company's 2021 Inducement Equity Incentive Plan.
UBS initiates Schrodinger stock coverage with neutral rating
UBS has initiated coverage on Schrodinger Inc. (NASDAQ:SDGR) with a Neutral rating and a $19.00 price target. The firm notes Schrodinger's strong 62% return over the past six months despite unprofitability and projects future software growth, but seeks more traction in the company's software-centric drug discovery model and clearer catalysts. UBS also highlighted Schrodinger's recent strong Q2 2026 earnings, which surpassed Wall Street expectations with an adjusted profit of $0.08 per share and significant revenue growth.
Schrödinger Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
Schrödinger, Inc. announced inducement grants of restricted stock units (RSUs) for 3,315 shares to two new employees on August 12, 2026. These grants, approved by the compensation committee, were a material inducement for their employment under Nasdaq Listing Rule 5635(c)(4). The RSUs will vest over four years, with 25% after 12 months and the remainder in yearly installments over the subsequent three years.
Schrodinger, Inc. Stock 12‑Month Price Target Raised to $21.83, Implies 18% Upside
Schrodinger, Inc.'s average stock price target has increased to $21.83, up from $20.57, according to six analysts. This new target suggests an 18% potential upside from the August 13 closing price, with individual forecasts ranging from $17 to $30 per share. The consensus rating for the stock remains a "Buy," with five out of six analysts recommending a Buy and one a Hold.
Schrödinger (SDGR) Is Up 19.2% After AI Pact With BMS And Q2 Profitability - Has The Bull Case Changed?
Schrödinger (SDGR) saw its stock rise by 19.2% following a significant Q2 2026 earnings report that showed a swing to profitability and a new agreement with Bristol Myers Squibb (BMS). BMS will deploy Schrödinger's AI co-scientist "Bunsen" across its research organization, signifying a deeper integration of Schrödinger's physics-based and AI discovery tools into large pharmaceutical workflows. This development strengthens the investment thesis that Schrödinger's technology can become a core component in drug discovery, potentially leading to more consistent profitability.
Quantinno Capital Management LP Buys Shares of 174,095 Schrodinger, Inc. $SDGR
Quantinno Capital Management LP has acquired 174,095 shares of Schrodinger, Inc. (NASDAQ:SDGR) for approximately $1.98 million during the first quarter. This investment is part of a trend where several institutional investors have increased their holdings in Schrodinger, with institutions now owning 79.05% of the stock. Despite reporting better-than-expected quarterly earnings and revenue, Schrodinger remains unprofitable, holding a consensus "Hold" rating from analysts.
Schrödinger (SDGR) Is Up 19.2% After AI Pact With BMS And Q2 Profitability - Has The Bull Case Changed?
Schrödinger (SDGR) saw its stock rise by 19.2% following the announcement of its Q2 2026 profitability and an expanded AI partnership with Bristol Myers Squibb. The agreement integrates Schrödinger's "Bunsen" AI co-scientist into Bristol Myers Squibb's research, bolstering the company's investment thesis that its AI and physics-based tools will become deeply embedded in large pharma workflows. This development is seen as a significant catalyst for Schrödinger's long-term software growth story, despite potential ongoing margin pressure from R&D investments.
Schrödinger Unveils Bunsen, an AI Co-Scientist for Enhanced Molecular Discovery
Schrödinger, Inc. has launched Bunsen, an AI co-scientist designed to assist researchers in molecular discovery by leveraging AI and physics-based simulations. This tool aims to streamline scientific workflows, allowing for more hypotheses to be evaluated and accelerating discovery decisions. Bunsen operates on a computing ecosystem co-engineered with NVIDIA and Google Cloud, providing scalable solutions for large-scale molecular discovery.
Results: Schrödinger, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Schrödinger, Inc. (NASDAQ:SDGR) saw its shares surge 20% after exceeding second-quarter expectations with revenues of US$59m and a surprise statutory profit of US$0.08 per share. Analysts have updated their 2026 forecasts, projecting revenues of US$240.3m and a reduced loss of US$1.61 per share, indicating increased optimism despite no change to the average price target of US$20.57. However, future revenue growth is expected to slow significantly compared to the broader industry.
Dimensional Fund Advisors LP Cuts Holdings in Schrodinger, Inc. $SDGR
Dimensional Fund Advisors LP significantly reduced its stake in Schrodinger, Inc. (NASDAQ:SDGR) by 12.7% in the first quarter, selling 128,983 shares. Despite this, the fund still held 883,648 shares worth $10.0 million. Schrodinger's latest quarterly results surpassed expectations with an EPS of $0.08 against a projected $0.41 loss and revenue of $58.89 million, although the company remains unprofitable.
Results: Schrödinger, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Schrödinger, Inc. (NASDAQ:SDGR) saw its shares surge 20% after reporting strong second-quarter results, with revenues exceeding expectations and a surprise statutory profit. Analysts have increased their optimism for the company's future, particularly reducing loss per share forecasts for 2026, though the consensus price target remains unchanged at US$20.57. Despite these upgrades, revenue growth is projected to slow and underperform the wider industry.
Schrödinger, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Schrödinger, Inc. (NASDAQ:SDGR) recently surpassed its earnings expectations, leading to a positive market reaction. Analysts have since upgraded their price targets and revenue forecasts for the company, indicating increased confidence in its future performance. The article delves into these revised expectations and what they imply for Schrödinger's stock.
Results: Schrödinger, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Schrödinger, Inc. (NASDAQ:SDGR) saw its shares surge 20% after reporting strong second-quarter results, with revenues of US$59m and a surprise statutory profit of US$0.08 per share. Analysts have updated their 2026 forecasts, now expecting US$240.3m in revenue and a reduced loss per share of US$1.61, indicating increased optimism despite a projected revenue decline compared to the industry. The consensus price target remains at US$20.57.
Schrodinger (NASDAQ:SDGR) Raised to "Hold" at Wall Street Zen
Wall Street Zen has upgraded Schrodinger (NASDAQ:SDGR) from a "strong sell" to a "hold" rating, aligning with the broader analyst consensus of "Hold" and a $20.25 price target. This upgrade follows Schrodinger's better-than-expected quarterly results, reporting $0.08 EPS against a projected $0.41 loss, and a 7.5% year-over-year revenue increase to $58.89 million. The company, which opened at $18.16 with a $1.34 billion market cap, also saw BlackRock acquire a new $171 million position, contributing to institutional investors holding approximately 79.05% of the stock.
TD Cowen Maintains Schrodinger(SDGR.US) With Buy Rating, Maintains Target Price $20
TD Cowen has reiterated its Buy rating for Schrodinger (SDGR.US), maintaining a target price of $20. This indicates the firm's continued confidence in the company's financial prospects and stock performance.
Schrödinger (SDGR) Is Up 8.5% After AI Co‑Scientist Deal With BMS And Q2 Profitability Shift – Has The Bull Case Changed?
Schrödinger, Inc. reported strong Q2 2026 results with a shift to profitability and a significant expansion of its AI co-scientist collaboration with Bristol Myers Squibb. This deal, involving the new agentic AI Bunsen, reinforces the company's AI-driven growth ambitions and its computational platform's growing adoption within major pharmaceutical companies. While supporting the near-term AI software catalyst, investors should remain aware of potential concentration in software revenue and margin pressures.
Schrödinger Reports Second Quarter 2026 Financial Results
Schrödinger (Nasdaq: SDGR) announced its second quarter 2026 financial results, reporting ACV of $29.6 million, a 27% increase year-over-year, and total revenue of $58.9 million, an 8% increase. The company also launched an early access version of Bunsen, its new agentic AI co-scientist for molecular discovery, and provided financial guidance for the full fiscal year 2026, expecting ACV to range from $218 million to $228 million.
Schrodinger (NASDAQ:SDGR) Announces Quarterly Earnings Results
Schrodinger (NASDAQ:SDGR) announced quarterly earnings results, significantly surpassing analyst expectations with an EPS of $0.08 against an estimated loss of $0.41, and revenue of $58.89 million, exceeding estimates of $47.19 million. The company's software annual contract value grew 27%, driven by large pharmaceutical, biotech, and materials-science customers, and it launched its Bunsen AI co-scientist while also raising its 2026 drug-discovery revenue outlook to $65 million-$75 million. Despite the positive results, analysts maintain an average "Hold" rating with a $20.25 price target.
Schrodinger, Inc. 2026: Revenue $58.89M, EPS $0.08— 10-Q Summary
Schrodinger, Inc. reported strong financial results for the quarter ended 2026, achieving profitability with revenue of $58.89M and diluted EPS of $0.08. This marks a significant improvement from the prior-year quarter's $54.76M revenue and ($0.59) EPS. The growth was driven by drug discovery milestones and subscription software, with a notable shift towards hosted software solutions.
Schrodinger, Inc. (SDGR) Q2 Earnings and Revenues Top Estimates
Schrodinger, Inc. (SDGR) reported Q2 earnings of $0.08 per share, significantly beating the Zacks Consensus Estimate of a loss of $0.6 per share, and revenues of $58.89 million, surpassing estimates by 15.58%. Despite this strong quarterly performance, the company's shares have underperformed the S&P 500 year-to-date, and it currently holds a Zacks Rank #3 (Hold), indicating an expected performance in line with the market.
Earnings call transcript: Schrödinger beats Q2 2026 forecasts as shares rise
Schrödinger (SDGR) significantly exceeded Q2 2026 earnings and revenue forecasts, reporting a profit of $0.08 per share against an expected loss and revenue of $58.9 million, above estimates. The company saw a 27% increase in annual contract value, driven by strong demand for its software platform and drug discovery work, including new products like Bunsen and Predictive Tox. Management raised its full-year drug discovery revenue guidance and shares rose after the announcement, reflecting investor approval despite continued volatility and a current "FAIR" financial health rating from InvestingPro.
BMS to Deploy Schrödinger’s AI Co-Scientist for Drug Discovery
Schrödinger (Nasdaq: SDGR) announced a strategic agreement with Bristol Myers Squibb (BMS) to integrate Bunsen, Schrödinger's AI co-scientist, into BMS's research operations. This collaboration builds on an existing partnership, enhancing BMS's drug discovery process by leveraging Bunsen's capabilities for complex molecular exploration and accelerating decision-making in drug development. The agreement also involves joint development of new functionalities within Bunsen and its integration with Schrödinger's RetroSynth platform.
Investors brace for Schrodinger earnings amid model shift By Investing.com
Schrodinger Inc. is set to release its second-quarter earnings, with investors closely watching its progress in drug discovery collaborations and its transition to a hosted software licensing model. Analysts anticipate a loss of 39 cents per share on $47.4 million in revenue, a sequential decline driven by the software model shift. The company's ability to balance software headwinds with growth in its partnered pipeline and recent AI initiatives will be key to restoring investor confidence.
Schrodinger, Inc. (SDGR) Stock Analysis: Unveiling a 34.63% Potential Upside in the Healthcare Sector
Schrodinger, Inc. (SDGR) is a healthcare sector player focused on drug and material discovery through its computational platform, offering a potential upside of 34.63% to its average analyst target price of $20.57. Despite current financial challenges like negative P/E and revenue growth, reflecting significant R&D investment, analysts maintain an optimistic outlook with 5 buy ratings. The company's strategic partnerships, such as with Novartis Pharma AG, are crucial for validating its technology and commercializing innovations.
ETFs Investing in Schrodinger, Inc. Stocks
This article lists various ETFs that invest in Schrodinger, Inc. stocks, providing details such as market value, weight, issuer, management style, expense ratio, and AUM for each fund. It highlights that these ETFs make investing in stocks more accessible and offer opportunities with lower risk. The data presented covers a range of small-cap, theme-focused, and healthcare ETFs.
Schrodinger, Inc. Revenue Breakdown – HAM:43Z
Schrodinger, Inc. (HAM:43Z) generated €217.85 million in revenue last year. The majority of this revenue, €169.86 million, came from its Software segment, a decrease from €174.23 million the previous year. The United States was the largest regional contributor, accounting for €130.24 million of the total revenue.
Trading the Move, Not the Narrative: (SDGR) Edition
This article provides an AI-driven analysis for Schrodinger Inc. (NASDAQ: SDGR), highlighting a near-term neutral sentiment but suggesting underlying weakness. It presents various trading strategies—position, momentum breakout, and risk hedging—with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal strengths, support, and resistance levels for the stock.
Price to earnings forward of Schrodinger, Inc. – NASDAQ:SDGR
This article provides the "Price to earnings forward" value for Schrodinger, Inc. (NASDAQ: SDGR). It indicates that the data was "Made by humans" and is presented on the TradingView platform. The content primarily consists of navigation and boilerplate information surrounding this single financial data point.
Schrodinger Number of Employees 2026 | Employee Count & Headcount Data
Schrodinger, Inc. (NASDAQ: SDGR) had approximately 847 employees worldwide as of March 2026, marking a 1.8% decline since 2023. The company is actively hiring, with 88 job postings in 2026, a 49.6% increase from 2025. Its workforce is concentrated in the United States, India, and Germany, with an average salary of $145,024 and generally positive employee sentiment.
Schrodinger, Inc. (NASDAQ:SDGR) Receives Consensus Recommendation of "Hold" from Analysts
Schrodinger, Inc. (NASDAQ:SDGR) has received a consensus "Hold" recommendation from analysts, with four buy, four hold, and one sell rating. The average 12-month price target is $20.25, though some analysts have recently lowered their targets. The company reported an EPS loss of $0.81, missing estimates, but revenue of $58.59 million exceeded expectations.
ADAR1 Capital Management LLC Takes Position in Schrodinger, Inc. $SDGR
ADAR1 Capital Management LLC recently acquired 101,500 shares of Schrodinger, Inc. (NASDAQ:SDGR) valued at approximately $1.15 million, representing 0.14% of the company. Institutional investors and hedge funds collectively own 79.05% of Schrodinger, with several other major firms also adjusting their stakes. Despite mixed analyst ratings and recent price target cuts, the company's first-quarter revenue exceeded expectations, though it reported a loss per share.
Schrodinger Inc (SDGR) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for Schrodinger Inc (SDGR), which currently has a risk assessment score of 5.38 and a beta of 1.61. The report details various financial metrics including VaR, maximum drawdown, volatility, and Sharpe Ratios over different periods. It also touches upon liquidity measures such as average turnover rate and turnover deviation.
Schrodinger, Inc. (SDGR) Stock Forecasts
This article provides a stock forecast for Schrodinger, Inc. (SDGR), a healthcare-based software company with segments in Software and Drug discovery. It highlights an Argus research report from July 29, 2026, which includes a current price of $15.12 and offers an upgrade to premium for full report access and exclusive insights. The content is primarily a gateway to detailed financial analysis available through a subscription service.
Schrodinger Inc (SDGR) Financial Health: Profitability & Balance Sheet Analysis
Schrodinger Inc (SDGR) holds a financial score of 6.73, ranking 315th out of 486 in the Software & IT Services industry, indicating a robust financial status despite low operating efficiency. The company's latest quarterly revenue saw a slight year-over-year decrease of 1.62% to $58.59 million, while net profit decreased by 0.36% over the same period. Key financial metrics related to quality of earnings, operational efficiency, growth potential, and shareholder returns are noted but without specific data disclosed.
Schrodinger, Inc. Revenue Breakdown – FWB:43Z
Schrodinger, Inc. (FWB:43Z) generated €217.85 million in revenue last year. The Software segment was the top-performing segment, contributing €169.86 million, with the United States being the largest regional contributor at €130.24 million. This article provides a breakdown of the company's revenue by segment and geography.
Rubric Capital Management LP Purchases 1,828,502 Shares of Schrodinger, Inc. $SDGR
Rubric Capital Management LP significantly increased its stake in Schrodinger, Inc. (NASDAQ:SDGR) by 43.8% in the first quarter, acquiring an additional 1,828,502 shares and raising its total holdings to 6 million shares valued at $68.16 million. This makes Schrodinger Rubric Capital's 29th largest position, accounting for 0.7% of its portfolio. Despite institutional investors owning 79.05% of the company, Schrodinger recently traded at $15.28, having missed first-quarter EPS estimates but exceeding revenue expectations, leading to a consensus "Hold" rating from analysts with an average price target of $20.25.
Schrodinger Inc (SDGR) Shareholder Structure: Major Shareholders & Institutional Holdings
This article provides a detailed breakdown of Schrodinger Inc.'s (SDGR) shareholder structure, listing major institutional holders and their percentage of ownership. It also presents institutional shareholding trends over several quarters and highlights related ETFs that hold SDGR stock. The data specifies the types of shareholders, such as investment advisors, hedge funds, and individual investors, and their respective proportions.
Schrodinger Inc (SDGR) Earnings Forecast: Future EPS & Revenue Growth Estimates
Schrodinger Inc (SDGR) has an earnings forecast score of 8.00, ranking 109th in the Software & IT Services industry, with an average price target of $28.00. Based on 7 analysts, the stock has a "Buy" rating, with a target price indicating a potential upside of 25.58%. The company's next quarter's revenue is expected to be $47.23M, and EPS is forecast at -$0.48.
Enterprise value to revenue forward of Schrodinger, Inc. – NASDAQ:SDGR
This article provides the enterprise value to revenue forward for Schrodinger, Inc. (NASDAQ: SDGR) as part of its financial overview on TradingView. It indicates that the market was closed at the time of publication with no trades.
Schrödinger, Inc. (SDGR) Stock Price, News, Quote & History
This Yahoo Finance page provides comprehensive financial information for Schrödinger, Inc. (SDGR), including its current stock price, historical data, performance metrics, and analyst insights. The company develops a physics-based computational platform for drug discovery and materials science, operating in Software and Drug Discovery segments. It highlights key financials, upcoming earnings, and comparisons with similar health information services companies.
Schrödinger, Inc. (SDGR) stock price, news, quote and history
Schrödinger, Inc. (SDGR) is currently trading at $14.96, showing a decline of 1.12%. The company, which develops a physics-based computational platform for drug discovery, has a market cap of $1.118 billion and is based in New York. Recent performance indicates a 1-year return of -33.48% for SDGR, compared to the S&P 500's 16.54%.
Schrödinger to Announce Second Quarter 2026 Financial Results on August 5
Schrödinger, Inc. (Nasdaq: SDGR) will report its second quarter 2026 financial results on Wednesday, August 5, 2026, after the financial markets close. The company will host a conference call and webcast at 4:30 p.m. ET, accessible on the "Investors" section of its website. Schrödinger specializes in a computational platform that aids molecular discovery for drug development and materials design, leveraging over 30 years of R&D.
Schrödinger to announce Q2 2026 results on August 5
Schrödinger, Inc. (NASDAQ: SDGR) will release its second quarter 2026 financial results on August 5, 2026, after the market closes. The company will host a conference call and webcast at 4:30 p.m. ET to discuss its quarterly performance. Schrödinger, a company specializing in computational molecular discovery, provides a software platform for drug development and materials design.
