Schrödinger

Margins And Revenue Challenges Will Slow Progress Yet Kindle Potential

AnalystLowTarget

Not Invested

Community Contributor

Published

17 Aug 25

Updated

16 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-10.9%

-5.1%

-10.9%

-5.1%

You can edit this narrative until Dec 17 12:10 PM. Then, changes will post as Updates.

Author's Valuation

US$184.4% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 16 Dec 25

Fair value Decreased 5.26%

SDGR: Future Outlook Will Hinge On Software Momentum And Pipeline Data

Analysts have modestly reduced their price target on Schrödinger from $19.00 to $18.00 per share, reflecting a more cautious view on near term revenue growth and margins amid limited visibility on software growth and pending validation from early stage pipeline data. Analyst Commentary Recent research commentary underscores a more balanced but guarded stance on Schrödinger, with the stock viewed as needing further proof points on both its software growth trajectory and its internal pipeline productivity.

AnalystLowTarget Fair Value

US$18

4.4% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

15.67%

Healthtech revenue growth rate

12.65%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.43%

Calculation

US$25.24m

Earnings '28

68.17x

PE Ratio '28

US$1.72b

Market Cap '28

US$1.72b

Market Cap '28

75.58m

No. shares '28

US$22.76

Share Price '28

US$22.76 Share Price '28

Discounted to 2025 @ 8.42% p.a.

US$17.86

Fair Value '25