Schrödinger, Inc.

Schrödinger, Inc.

SDGR·NASDAQ

$15.97

+6.9%
HealthcareMedical - Healthcare Information Services

Schrödinger, Inc., together with its subsidiaries, provides physics-based software platform that enables discovery of novel molecules for drug development and materials applications. The company operates in two segments, Software and Drug Discovery. The Software segment is focused on selling its software for drug discovery in the life sciences industry, as well as to customers in materials science industries. The Drug Discovery segment focuses on building a portfolio of preclinical and clinical programs, internally and through collaborations. The company serves biopharmaceutical and industrial companies, academic institutions, and government laboratories worldwide. Schrödinger, Inc. was incorporated in 1990 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$1.19B
EPS-1.4100
P/E Ratio-11.33
Earnings Date08/05/2026
sdgr

Schrödinger, Inc. Street Expectations Map

SDGR · NASDAQ

Wall Street analysts project that SDGR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 18.00, with estimates ranging from a low of 18.00 to a high of 18.00.

Lowest Target
18.00
12.71%
Consensus Target
18.00
12.71%
Highest Target
18.00
12.71%

The consensus 1-year price target stands at 18.00, with estimates ranging from a low of 18.00 to a high of 18.00.

Analyst Consensus Analysis

Upside Potential

+12.7%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

sdgr

Schrödinger, Inc. Forward Estimates of Revenue

SDGR · NASDAQ
Latest Revenue
255.87M
FY 2025
Avg Estimate
291.57M
FY 2026
Estimate Range
264.85M - 363.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+14.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread34%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

sdgr

Schrödinger, Inc. Forward Estimates of Net Income

SDGR · NASDAQ
Latest Net Income
-103.27M
FY 2025
Avg Estimate
-94.60M
FY 2026
Estimate Range
-195.16M - 2.51M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread209%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.

sdgr

Schrödinger, Inc. Forward Estimates of EPS

SDGR · NASDAQ
Latest EPS
-1.41
FY 2025
Avg Estimate
$-1.34
FY 2026
Estimate Range
$-2.69 - $0.03
Analyst Spread

Forward Growth Analysis

Projected Growth+5.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread203%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.

sdgr

Schrödinger, Inc. Forward Estimates of EBIT

SDGR · NASDAQ
Latest EBIT
-102.33M
FY 2025
Avg Estimate
-233.36M
FY 2026
Estimate Range
-290.92M - -211.98M
Analyst Spread

Forward Growth Analysis

Projected Growth-128.1%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread34%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.

sdgr

Schrödinger, Inc. Forward Estimates of EBITDA

SDGR · NASDAQ
Latest EBITDA
-96.30M
FY 2025
Avg Estimate
-226.05M
FY 2026
Estimate Range
-281.81M - -205.34M
Analyst Spread

Forward Growth Analysis

Projected Growth-134.7%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread34%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.

sdgr

Schrödinger, Inc. Forward Estimates of SG&A Expense

SDGR · NASDAQ
Latest SG&A Expense
136.37M
FY 2025
Avg Estimate
183.70M
FY 2026
Estimate Range
166.87M - 229.01M
Analyst Spread

Forward Growth Analysis

Projected Growth+34.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread34%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

sdgr

Schrödinger, Inc. Insider Positioning

SDGR · NASDAQ

During the last 12 months, insiders have sold $1.30M worth of SDGR shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

87.5K

1.07M

Net Activity

-1.1M

-$1.07M

3-6 Months

Bought

0

0.00

Sold

14.7K

192.78K

Net Activity

-193K

-$193K

6-9 Months

Bought

0

0.00

Sold

1.4K

29.39K

Net Activity

-29K

-$29K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
FR

Farid Ramy

Director, Officer: President & Ceo

89.7K shares3 transactions

$1.10M

2
ARL

Abel Robert Lorne

Officer: See Remarks

2.5K shares2 transactions

$33K

3
JR

Jain Rachit

Officer: Evp & Cfo

2.5K shares2 transactions

$32K

4
DM

Dugan Margaret

Officer: Chief Medical Officer

1.4K shares1 transactions

$29K

5
LKP

Lorton Kenneth Patrick

Officer: Evp, Cto & Coo, Software

2.1K shares2 transactions

$28K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.30M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.07M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.