Schrödinger, Inc.(SDGR)

$19.10—

Ask SA Chart

Schrödinger, Inc.(SDGR)

NASDAQ

$19.10—

Ask SA Chart Studio

Writing up the research noteFirst read for a new ticker takes about 20-30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.

9/14/26

Schrödinger (SDGR)

Monday

9:58 AM

ThesisSchrödinger: the story is balanced — Software revenue growth rate and customer retention metrics (net dollar retention, new logo wins among top 20 pharma)

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$256M	$243M	$250M
Rev. Growth	+23.3%	-5.1%	+3.1%
EPS	$-1.41	$-1.60	$-1.42
EPS Growth	+45.1%	-13.7%	+11.6%
P/E	—	—	—

★ Analysts see FY2027 revenue reaching $250M — +3.1% growth in a single year.

What Moves the Stock

01Software revenue growth rate and customer retention metrics (net dollar retention, new logo wins among top 20 pharma)
02Internal pipeline clinical trial readouts (SGR-1505 MALT1 inhibitor, SGR-2921 CDC7 inhibitor) and IND filings
03New collaboration announcements with milestone payment structures and royalty terms
04Quarterly cash burn rate and runway visibility given negative FCF profile
05Competitive positioning updates versus Relay Therapeutics, Recursion Pharmaceuticals in AI-driven drug discovery space
06Software subscriptions (~60-70% of revenue): Physics-based molecular modeling platform licensed to pharma/biotech for drug discovery, materials science applications
07Drug discovery collaborations (~20-30%): Milestone payments and research funding from partnerships with companies like Bristol Myers Squibb, Takeda, Eli Lilly
08Internal drug development: Potential future royalties/milestone payments from proprietary pipeline (currently cost center, not revenue contributor)

FY2025 Snapshot

Revenue: $256M
Rev. Growth: +23.3%
Gross Margin: 55.7%
Op. Margin: -65.2%
Net Margin: -40.4%
Net Income: $-103M
NI Growth: +44.8%
EPS: $-1.41
1Y Return: +4.8%

SDGR Chart

My Notes

growth - Attracts biotech/healthcare growth investors betting on platform adoption inflection and pipeline optionality.
High sensitivity through customer funding dynamics.
Watch on earnings: Quarterly software revenue run rate and y/y growth acceleration/deceleration, Net dollar retention rate for software customer base (target >110% for healthy SaaS business), Pipeline clinical trial enrollment rates and data readout timelines for SGR-1505, SGR-2921.

One Sentence Summary:

Schrödinger: the story is balanced — software revenue growth rate and customer retention metrics (net dollar retention, new logo wins among top 20 pharma).

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.