Schrödinger, Inc.

Informe acción NasdaqGS:SDGR

Capitalización de mercado: US$868.2m

Schrödinger Dirección

Dirección controles de criterios 4/4

El CEO de Schrödinger es Ramy Farid , nombrado en Jan 2017, tiene una permanencia de 9.25 años. compensación anual total es $4.08M, compuesta por 17.9% salario y 82.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.37% de las acciones de la empresa, por valor de $3.21M. La antigüedad media del equipo directivo y de la junta directiva es de 7.6 años y 6.8 años, respectivamente.

Información clave

Ramy Farid

Chief Executive Officer (CEO)

US$4.1m

Compensación total

Porcentaje del salario del CEO17.90%
Permanencia del CEO9.3yrs
Participación del CEO0.4%
Permanencia media de la dirección7.6yrs
Promedio de permanencia en la Junta Directiva6.8yrs

Actualizaciones recientes de la dirección

We Think The Compensation For Schrödinger, Inc.'s (NASDAQ:SDGR) CEO Looks About Right

Jun 12
We Think The Compensation For Schrödinger, Inc.'s (NASDAQ:SDGR) CEO Looks About Right

Recent updates

Schrodinger: AI Threat Is Looming Large (Rating Downgrade)

Apr 22

SDGR: Hosted Software Shift And 2026 Booking Timing Will Drive Upside

Analysts have trimmed Schrödinger's implied fair value from $23.50 to $21.38 to reflect recent reductions in Street price targets as they recalibrate revenue growth expectations and factor in mixed views on the near term impact of the shift toward more hosted software. Analyst Commentary Recent research shows a clear reset in expectations around Schrödinger, with several firms lowering price targets while reassessing how the growing mix of hosted software could influence reported results and investor sentiment.

SDGR: Hosted Software Transition Will Set Up 2026 Demand Reappraisal

Narrative Update on Schrödinger The average analyst price target for Schrödinger has reset toward $13, with recent cuts from $33 to $24, $28 to $25, $24 to $20, and $18 to $13 reflecting concerns about near term revenue pressure from the shift toward hosted software and ongoing debate about appropriate valuation multiples, even as analysts highlight stable demand indicators and maintain a mix of Buy, Overweight, Equal Weight, and Neutral views. Analyst Commentary Recent research on Schrödinger shows a cluster of price target resets and overall cautious positioning, even where ratings remain constructive.

SDGR: Sector Pressures And Hosted Software Shift Will Reset 2026 Expectations

Schrödinger's analyst fair value has shifted from $18.00 to $13.00 as analysts recalibrated near term revenue growth assumptions, margin expectations, and future P/E multiples in light of recent price target reductions and commentary around hosted software and sector-wide valuation pressures. Analyst Commentary Recent Street research on Schrödinger has turned more cautious, with several bearish analysts trimming price targets as they reassess near term revenue recognition, margin outlook, and appropriate P/E multiples for the stock.

SDGR: Hosted Software Shift Will Reshape Future Profitability Profile

Analysts have trimmed their average price target for Schrödinger from $27.30 to $23.50. The revision reflects updated views on the revenue impact of the shift toward hosted software, revised profit margin expectations, and a higher assumed future P/E multiple.

SDGR: Sector Recovery And 2026 Guidance Will Reset Growth Expectations

Analysts have modestly reset their views on Schrödinger, with Street price targets clustering in an $18 to $25 range after recent revisions. This reflects a blend of sector-wide multiple compression, cautious sentiment on biotech and a preference for companies with clearer multi year growth frameworks.

SDGR: Sector Recovery And 2026 Guidance Are Expected To Drive Upside

Analysts now set an average price target of about US$19 for Schrödinger, a roughly US$1 move from earlier blended expectations, reflecting mixed but generally constructive views that balance reduced targets from some firms with modest increases and new coverage focused on clearer multi year growth frameworks and sector recovery potential. Analyst Commentary Recent research updates on Schrödinger cluster around price targets in the high teens to mid twenties, with several firms adjusting their views as they recalibrate expectations for healthcare IT and small to mid cap biotech going into 2026.

With A 26% Price Drop For Schrödinger, Inc. (NASDAQ:SDGR) You'll Still Get What You Pay For

Feb 04
With A 26% Price Drop For Schrödinger, Inc. (NASDAQ:SDGR) You'll Still Get What You Pay For

SDGR: Sector Recovery Themes And 2026 Guidance Will Shape Balanced Outlook

Analysts have nudged their average price target on Schrödinger slightly higher to about $19, reflecting modestly stronger long term growth and margin assumptions, even as some firms trim near term targets to $24 and $25 and others initiate or lift targets around $18 to $19. Analyst Commentary Recent research on Schrödinger clusters around a tight band of price targets, mostly between $18 and $25, with differing opinions on how much upside remains relative to the current share price.

SDGR: Future Outlook Will Balance Software Guidance With Catalyst Partnership Progress

Analysts have adjusted their price expectations for Schrödinger, citing updated assumptions around discount rates, revenue growth, profit margins, and a significantly higher future P/E multiple as the key drivers behind the revised target range and risk profile. What's in the News Schrödinger updated its financial guidance for the year ending December 31, 2025, with software revenue growth now expected in a range of 8% to 13%, compared with a prior range of 10% to 15% (Corporate Guidance).

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.

What You Can Learn From Schrödinger, Inc.'s (NASDAQ:SDGR) P/S After Its 27% Share Price Crash

Nov 23
What You Can Learn From Schrödinger, Inc.'s (NASDAQ:SDGR) P/S After Its 27% Share Price Crash

Analysts Are Updating Their Schrödinger, Inc. (NASDAQ:SDGR) Estimates After Its Third-Quarter Results

Nov 08
Analysts Are Updating Their Schrödinger, Inc. (NASDAQ:SDGR) Estimates After Its Third-Quarter Results

Pipeline And Predictive Toxicology Will Unlock Future Success

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.

Schrödinger, Inc. (NASDAQ:SDGR) Looks Just Right With A 33% Price Jump

Apr 28
Schrödinger, Inc. (NASDAQ:SDGR) Looks Just Right With A 33% Price Jump

An Intrinsic Calculation For Schrödinger, Inc. (NASDAQ:SDGR) Suggests It's 46% Undervalued

Mar 27
An Intrinsic Calculation For Schrödinger, Inc. (NASDAQ:SDGR) Suggests It's 46% Undervalued
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Partnerships With Novartis And Lilly Will Strengthen Future Prospects

Expansion in software and partnerships with pharmaceutical giants is expected to boost revenue and margins significantly.

Schrödinger: Still Waiting On A Catalyst

Mar 02

What Does Schrödinger, Inc.'s (NASDAQ:SDGR) Share Price Indicate?

Feb 28
What Does Schrödinger, Inc.'s (NASDAQ:SDGR) Share Price Indicate?

Schrödinger: An Interesting Investment With Immense Potential

Feb 15

Market Participants Recognise Schrödinger, Inc.'s (NASDAQ:SDGR) Revenues Pushing Shares 25% Higher

Jan 25
Market Participants Recognise Schrödinger, Inc.'s (NASDAQ:SDGR) Revenues Pushing Shares 25% Higher

Companies Like Schrödinger (NASDAQ:SDGR) Are In A Position To Invest In Growth

Jan 06
Companies Like Schrödinger (NASDAQ:SDGR) Are In A Position To Invest In Growth

Schrödinger: Positive Signs Despite The Share Price Decline

Nov 21

Market Participants Recognise Schrödinger, Inc.'s (NASDAQ:SDGR) Revenues Pushing Shares 26% Higher

Nov 13
Market Participants Recognise Schrödinger, Inc.'s (NASDAQ:SDGR) Revenues Pushing Shares 26% Higher

Schrödinger's Path Forward: AI, Cash Burn, And Clinical Uncertainty

Oct 17

Market Participants Recognise Schrödinger, Inc.'s (NASDAQ:SDGR) Revenues

Sep 27
Market Participants Recognise Schrödinger, Inc.'s (NASDAQ:SDGR) Revenues

Schrodinger: More Drug Discovery Validation

Aug 06

Here's Why We're Watching Schrödinger's (NASDAQ:SDGR) Cash Burn Situation

Aug 05
Here's Why We're Watching Schrödinger's (NASDAQ:SDGR) Cash Burn Situation

We Think The Compensation For Schrödinger, Inc.'s (NASDAQ:SDGR) CEO Looks About Right

Jun 12
We Think The Compensation For Schrödinger, Inc.'s (NASDAQ:SDGR) CEO Looks About Right

Schrödinger: More Pharmaceutical Than Software

May 07

Schrödinger, Inc. (NASDAQ:SDGR) Not Flying Under The Radar

May 02
Schrödinger, Inc. (NASDAQ:SDGR) Not Flying Under The Radar

Schrödinger, Inc. (NASDAQ:SDGR) Analysts Just Cut Their EPS Forecasts Substantially

Mar 01
Schrödinger, Inc. (NASDAQ:SDGR) Analysts Just Cut Their EPS Forecasts Substantially

Schrodinger: Conservative Guidance Sets The Stock Up For A Solid 2024

Mar 01

Is Now An Opportune Moment To Examine Schrödinger, Inc. (NASDAQ:SDGR)?

Feb 28
Is Now An Opportune Moment To Examine Schrödinger, Inc. (NASDAQ:SDGR)?

The Price Is Right For Schrödinger, Inc. (NASDAQ:SDGR) Even After Diving 26%

Feb 01
The Price Is Right For Schrödinger, Inc. (NASDAQ:SDGR) Even After Diving 26%

Schrödinger, Inc.'s (NASDAQ:SDGR) P/S Still Appears To Be Reasonable

Dec 18
Schrödinger, Inc.'s (NASDAQ:SDGR) P/S Still Appears To Be Reasonable

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ramy Farid en comparación con los beneficios de Schrödinger?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025US$4mUS$730k

-US$103m

Sep 30 2025n/an/a

-US$176m

Jun 30 2025n/an/a

-US$181m

Mar 31 2025n/an/a

-US$192m

Dec 31 2024US$4mUS$704k

-US$187m

Sep 30 2024n/an/a

-US$178m

Jun 30 2024n/an/a

-US$201m

Mar 31 2024n/an/a

-US$143m

Dec 31 2023US$3mUS$677k

US$41m

Sep 30 2023n/an/a

US$44m

Jun 30 2023n/an/a

US$66m

Mar 31 2023n/an/a

US$14m

Dec 31 2022US$4mUS$651k

-US$149m

Sep 30 2022n/an/a

-US$153m

Jun 30 2022n/an/a

-US$148m

Mar 31 2022n/an/a

-US$135m

Dec 31 2021US$8mUS$620k

-US$100m

Sep 30 2021n/an/a

-US$81m

Jun 30 2021n/an/a

-US$42m

Mar 31 2021n/an/a

-US$11m

Dec 31 2020US$9mUS$526k

-US$24m

Sep 30 2020n/an/a

-US$20m

Jun 30 2020n/an/a

-US$35m

Mar 31 2020n/an/a

-US$33m

Dec 31 2019US$633kUS$478k

-US$25m

Compensación vs. Mercado: La compensación total ($USD4.08M) de Ramy está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD3.70M).

Compensación vs. Ingresos: La compensación de Ramy ha sido consistente con los resultados de la empresa en el último año.

CEO

Ramy Farid (60 yo)

9.3yrs
Permanencia
US$4,079,043
Compensación

Dr. Ramy Farid, Ph.D. is Independent Director of Vir Biotechnology, Inc. from May 29, 2024. He serves as the President of Schrödinger, Inc. since January 2008 and has been its Chief Executive Officer since...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Ramy Farid
CEO, President & Director9.3yrsUS$4.08m0.37%
$ 3.2m
Karen Akinsanya
President1.3yrsUS$2.11m0.0087%
$ 75.4k
Richard Friesner
Co-Founder35.7yrsUS$739.29k1.9%
$ 16.5m
Kenneth Lorton
Executive VP9yrsUS$2.13m0.054%
$ 470.6k
Robert Abel
Executive VP2.3yrsUS$2.13m0.0082%
$ 71.5k
William Goddard
Co-Founder & Scientific Advisorno datasin datossin datos
Richie Jain
Executive VPless than a yearUS$1.80m0.0085%
$ 73.5k
Therese Abrams
Principal Accounting Officerless than a yearsin datos0.0058%
$ 50.2k
Shane Brauner
Executive VP & Chief Information Officer9.3yrssin datossin datos
Jaren Madden
Chief Corporate Affairs Officer & Head of Investor Relations6.3yrssin datossin datos
Yvonne Tran
Corporate Secretary16.3yrsUS$1.80m0.014%
$ 123.4k
Mathew Halls
Senior Vice President of Materials Scienceno datasin datossin datos
7.6yrs
Permanencia media
48yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de SDGR es experimentado (7.6 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Ramy Farid
CEO, President & Director13.3yrsUS$4.08m0.37%
$ 3.2m
Richard Friesner
Co-Founder35.7yrsUS$739.29k1.9%
$ 16.5m
William Goddard
Co-Founder & Scientific Advisorno datasin datossin datos
Michael Lynton
Independent Chairman of the Board8.3yrsUS$362.49k0.015%
$ 132.3k
Gary Ginsberg
Independent Director6yrsUS$319.99k0.015%
$ 132.3k
Gary Sender
Independent Director6.8yrsUS$337.49k0.015%
$ 132.3k
Arun Oberoi
Independent Director3.9yrsUS$312.49k0.015%
$ 132.3k
Barry Honig
Scientific Advisorno datasin datossin datos
Rosana Kapeller-Libermann
Independent Director7.3yrsUS$317.49k0.015%
$ 132.3k
Brian Shoichet
Scientific Advisorno datasin datossin datos
Nancy Thornberry
Independent Director6.6yrsUS$314.99k0.015%
$ 132.3k
Jeffrey Chodakewitz
Independent Director6yrsUS$322.49k0.015%
$ 132.3k
6.8yrs
Permanencia media
65yo
Promedio de edad

Junta con experiencia: La junta directiva de SDGR se considera experimentada (6.8 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 09:19
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Schrödinger, Inc. está cubierta por 19 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gaurav GoparajuBerenberg
Clarence PowellBMO Capital Markets Equity Research
Evan SeigermanBMO Capital Markets Equity Research