Pipeline And Predictive Toxicology Will Unlock Future Success

Published
23 Mar 25
Updated
16 Aug 25
AnalystConsensusTarget's Fair Value
US$28.20
31.2% undervalued intrinsic discount
16 Aug
US$19.40
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1Y
-5.3%
7D
2.9%

Author's Valuation

US$28.2

31.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Decreased 8.71%

Schrödinger’s consensus price target has been revised downward to $28.20, reflecting analyst concerns over disappointing progress in its proprietary drug portfolio and broader sector headwinds, partially offset by steady performance in its software business. Analyst Commentary Bearish analysts expressed concerns over disappointing updates from Schrodinger's proprietary drug portfolio, particularly lackluster progress in its early Phase 1 assets, which were previously anticipated to attract significant partner interest.

Shared on01 May 25
Fair value Decreased 12%

Shared on24 Apr 25
Fair value Increased 1.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 1.74%

AnalystConsensusTarget has decreased revenue growth from 24.1% to 21.2%.

Shared on09 Apr 25
Fair value Increased 8.86%

AnalystConsensusTarget has increased profit margin from 12.2% to 14.7% and decreased future PE multiple from 58.4x to 48.7x.

Shared on02 Apr 25
Fair value Increased 8.83%

Shared on26 Mar 25
Fair value Decreased 9.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.