SDGR Earnings
Wednesday, May 06 2026
EPS Estimate
$-0.57
$-0.59 – $-0.55
Revenue Estimate
$49M
Current Price
$12.06
Our Position
bullish · highSchrödinger shifts 75% software to hosted models
This revenue mix shift toward hosted software and drug discovery boosts Schrödinger's growth diversity and offsets declines in legacy software revenue.
Watch: Next Q1 2026 report to confirm sustainability of drug discovery growth and hosted model transition effects.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-2.7%
Analyst Target (mean)
$21 $13–$30 +77%
Options P/C Ratio
0.57
Est. Dispersion
7% 2 analysts
Insider Cluster
strong sell
Fund Convergence
moderate Two Sigma, Citadel
Recent Activity
insider trades
62 transactions
Sell
·
HERMAN JENNY (Officer)
·1,383 shares
·$17,764
Sell
·
LORTON KENNETH PATRICK (Officer)
·1,222 shares
·$15,761
Sell
·
TRAN YVONNE KIM (Officer)
·1,094 shares
·$14,107
Sell
·
FRIESNER RICHARD A (Chief Executive Officer)
·3,661 shares
·$47,249
Sell
·
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO (President)
·1,366 shares
·$17,625
57 more
Sell
·
JAIN RACHIT
·1,631 shr
·$21,033
Sell
·
ABEL ROBERT LORNE
·1,300 shr
·$16,653
Award
·
HERMAN JENNY
·9,590 shr
Award
·
LORTON KENNETH PATRICK
·37,812 shr
Award
·
TRAN YVONNE KIM
·30,918 shr
Exercise
·
FRIESNER RICHARD A
·160,527 shr
·$492,818
Award
·
ABEL ROBERT LORNE
·37,812 shr
Award
·
RAMY SAMIR FARID PH.D.
·118,113 shr
Sell
·
RAMY SAMIR FARID PH.D.
·5,560 shr
·$66,151
Award
·
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO
·57,903 shr
Sell
·
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO
·2,206 shr
·$26,454
Award
·
JAIN RACHIT
·17,130 shr
Award
·
AKLIAN MANNIX VARTAN
·17,130 shr
Sell
·
HERMAN JENNY
·752 shr
·$10,370
Sell
·
LORTON KENNETH PATRICK
·925 shr
·$12,704
Sell
·
TRAN YVONNE KIM
·776 shr
·$10,705
Sell
·
ABEL ROBERT LORNE
·1,230 shr
·$16,617
Sell
·
DUGAN MARGARET
·1,395 shr
·$29,387
Award
·
LYNTON MICHAEL M
·5,997 shr
Award
·
GINSBERG GARY L
·5,997 shr
Award
·
OBEROI ARUN
·5,997 shr
Award
·
VAN KRALINGEN BRIDGET ANNE
·1,499 shr
Award
·
CHODAKEWITZ JEFFREY A. M.D.
·5,997 shr
Award
·
SENDER GARY L.
·5,997 shr
Award
·
THORNBERRY NANCY A.
·5,997 shr
Award
·
FRIESNER RICHARD A
·5,997 shr
Award
·
KAPELLER-LIBERMANN ROSANA
·5,997 shr
Award
·
AKLIAN MANNIX VARTAN
·14,063 shr
Award
·
JAIN RACHIT
·9,375 shr
Sell
·
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO
·16,723 shr
·$419,570
Exercise
·
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO
·16,723 shr
·$52,845
Award
·
VAN KRALINGEN BRIDGET ANNE
·10,000 shr
Sell
·
HERMAN JENNY
·666 shr
·$14,059
Award
·
HERMAN JENNY
·9,800 shr
Award
·
LORTON KENNETH PATRICK
·12,500 shr
Award
·
TRAN YVONNE KIM
·12,500 shr
Award
·
ABEL ROBERT LORNE
·12,500 shr
Award
·
RAMY SAMIR FARID PH.D.
·37,500 shr
Award
·
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO
·15,625 shr
Award
·
DUGAN MARGARET
·12,500 shr
Award
·
PORGES GEOFFREY CRAIG
·27,350 shr
Sell
·
PORGES GEOFFREY CRAIG
·5,491 shr
·$119,484
Sell
·
TRAN YVONNE KIM
·3,902 shr
·$109,256
Exercise
·
TRAN YVONNE KIM
·3,902 shr
·$16,935
Sell
·
HERMAN JENNY
·859 shr
·$20,985
Sell
·
LORTON KENNETH PATRICK
·985 shr
·$24,064
Sell
·
TRAN YVONNE KIM
·828 shr
·$20,228
Sell
·
ABEL ROBERT LORNE
·1,225 shr
·$31,838
Sell
·
DUGAN MARGARET
·1,531 shr
·$27,226
Award
·
LYNTON MICHAEL M
·5,000 shr
Award
·
GINSBERG GARY L
·5,000 shr
Award
·
OBEROI ARUN
·5,000 shr
Award
·
CHODAKEWITZ JEFFREY A. M.D.
·5,000 shr
Award
·
SENDER GARY L.
·5,000 shr
Award
·
THORNBERRY NANCY A.
·5,000 shr
Award
·
FRIESNER RICHARD A
·5,000 shr
Award
·
KAPELLER-LIBERMANN ROSANA
·5,000 shr
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