SDGR Schrödinger, Inc.

bullish · high conviction track record → $12.06 -0.34 (-2.7%)
Get emailed when SDGR changes direction
Mkt Cap $845M 52wk $10.95 - $27.63 Earnings 2026-05-06 3h ago
Insider selling: $1,109,290 sold by 19 insiders (30d)
Factor Model (net +0.1)

Factor Model

net +0.1 1.0 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Schrödinger shifts 75% software to hosted models

Watch: Next Q1 2026 report to confirm sustainability of drug discovery growth and hosted model transition effects.

Schrödinger reported Q4 2025 revenue of $87.2 million, down 1.2% year-over-year but beating the $83.65 million forecast. Drug discovery revenue doubled year-over-year to $18 million. Software revenue dropped 13% due to a shift in how revenue is recognized, as Schrödinger aims to move 75% of its software contracts to hosted models within three years. The company also partnered with Eli Lilly to embed AI-driven TuneLab into its platform.

This revenue mix shift toward hosted software and drug discovery boosts Schrödinger's growth diversity and offsets declines in legacy software revenue.

Evidence

4h ago What’s Schrodinger Inc (SDGR) Working Out with Anthropic? yahoo-finance
45d ago Schrödinger, Inc. (SDGR) Transition to Licensing Model Triggers Robust Revenue Growth yahoo-finance
Fundamentals & Data ▾
Schrödinger, Inc. Healthcare · Health Information Services
Mkt Cap
$845M
Beta
1.62
52w Range
$10.95 - $27.63
Short Interest
11.3M 27.87%
Days to Cover
7.9 +6%
Technicals downtrend
from 52w Hi
-2.7%
1w return
+5.1%
Insiders
selling 0B / 8S
EPS Estimate
$-0.57 0up / 0dn
Est. Dispersion
7% 2 analysts
Analyst Target
$21 $13 - $30
Options P/C
0.57
Insider Cluster
strong sell 0B / 10S
Fund Convergence
moderate Two Sigma, Citadel
Financials
Revenue
$87M -1% YoY
FCF
$-16M
Gross Margin
66%
Op Margin
-20%
Momentum: accelerating
Top Holders
Two Sigma $9M
Citadel $6M
Recent Filings & Data
insider trade 62
net selling · $1,109,290 sold
19 insiders · 62 transactions (30d)
Recent transactions
HERMAN JENNY · sell · $17,764
LORTON KENNETH PATRICK · sell · $15,761
TRAN YVONNE KIM · sell · $14,107
FRIESNER RICHARD A · sell · $47,249
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO · sell · $17,625
JAIN RACHIT · sell · $21,033
ABEL ROBERT LORNE · sell · $16,653
HERMAN JENNY · award
LORTON KENNETH PATRICK · award
TRAN YVONNE KIM · award
FRIESNER RICHARD A · exercise · $492,818
ABEL ROBERT LORNE · award
RAMY SAMIR FARID PH.D. · award
RAMY SAMIR FARID PH.D. · sell · $66,151
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO · award
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO · sell · $26,454
JAIN RACHIT · award
AKLIAN MANNIX VARTAN · award
HERMAN JENNY · sell · $10,370
LORTON KENNETH PATRICK · sell · $12,704
TRAN YVONNE KIM · sell · $10,705
ABEL ROBERT LORNE · sell · $16,617
DUGAN MARGARET · sell · $29,387
LYNTON MICHAEL M · award
GINSBERG GARY L · award
OBEROI ARUN · award
VAN KRALINGEN BRIDGET ANNE · award
CHODAKEWITZ JEFFREY A. M.D. · award
SENDER GARY L. · award
THORNBERRY NANCY A. · award
FRIESNER RICHARD A · award
KAPELLER-LIBERMANN ROSANA · award
AKLIAN MANNIX VARTAN · award
JAIN RACHIT · award
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO · sell · $419,570
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO · exercise · $52,845
VAN KRALINGEN BRIDGET ANNE · award
HERMAN JENNY · sell · $14,059
HERMAN JENNY · award
LORTON KENNETH PATRICK · award
TRAN YVONNE KIM · award
ABEL ROBERT LORNE · award
RAMY SAMIR FARID PH.D. · award
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO · award
DUGAN MARGARET · award
PORGES GEOFFREY CRAIG · award
PORGES GEOFFREY CRAIG · sell · $119,484
TRAN YVONNE KIM · sell · $109,256
TRAN YVONNE KIM · exercise · $16,935
HERMAN JENNY · sell · $20,985
LORTON KENNETH PATRICK · sell · $24,064
TRAN YVONNE KIM · sell · $20,228
ABEL ROBERT LORNE · sell · $31,838
DUGAN MARGARET · sell · $27,226
LYNTON MICHAEL M · award
GINSBERG GARY L · award
OBEROI ARUN · award
CHODAKEWITZ JEFFREY A. M.D. · award
SENDER GARY L. · award
THORNBERRY NANCY A. · award
FRIESNER RICHARD A · award
KAPELLER-LIBERMANN ROSANA · award
2 signals · latest 4h ago

Get alerted when SDGR changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.

All stocks → Our calls → How it works →