Schrödinger, Inc.

NasdaqGS:SDGR 株式レポート

時価総額：US$882.9m

Schrödinger 過去の業績

過去 基準チェック /06

Schrödingerの収益は年間平均-21.5%の割合で減少していますが、 Healthcare Services業界の収益は年間 増加しています。収益は年間19.5% 15.1%割合で 増加しています。

主要情報

-21.55%

収益成長率

-20.45%

EPS成長率

Healthcare Services 業界の成長1.72%
収益成長率15.09%
株主資本利益率-28.37%
ネット・マージン-40.36%
次回の業績アップデート05 May 2026

最近の業績更新

Recent updates

SDGR: Hosted Shift And 2026 Outlook Will Shape Risk Reward Balance

Narrative Update Overview Schrödinger's consensus analyst price target has moved to $13, with recent cuts from $18 and $24 as analysts factor in near term revenue pressure from the shift toward hosted software and adjust assumptions around growth, profitability, and valuation multiples. Analyst Commentary Recent research points to a more cautious tone around Schrödinger, with price targets moving lower as analysts factor in execution risk around the shift toward hosted software and its impact on reported revenue and valuation assumptions.

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

収支内訳

Schrödinger の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:SDGR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Dec 25256-103136173
30 Sep 25257-176139181
30 Jun 25238-181143189
31 Mar 25230-192140197
31 Dec 24208-187140202
30 Sep 24193-178140204
30 Jun 24201-201138200
31 Mar 24188-143137192
31 Dec 2321741136182
30 Sep 2319944133165
30 Jun 2319466131151
31 Mar 2319714128139
31 Dec 22181-149121126
30 Sep 22170-153112117
30 Jun 22163-148105107
31 Mar 22154-1359697
31 Dec 21138-1008691
30 Sep 21125-818183
30 Jun 21121-427277
31 Mar 21114-116572
31 Dec 20108-246065
30 Sep 20101-205458
30 Jun 2095-355252
31 Mar 2091-335245
31 Dec 1986-254839
30 Sep 1977-244637
30 Jun 1970-244336
31 Mar 1969-293835
31 Dec 1867-283635
31 Dec 1756-173128

質の高い収益: SDGRは現在利益が出ていません。

利益率の向上: SDGRは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: SDGRは利益が出ておらず、過去 5 年間で損失は年間21.5%の割合で増加しています。

成長の加速: SDGRの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: SDGRは利益が出ていないため、過去 1 年間の収益成長をHealthcare Services業界 ( 27.3% ) と比較することは困難です。

株主資本利益率

高いROE: SDGRは現在利益が出ていないため、自己資本利益率 ( -28.37% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/01 11:37
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Schrödinger, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Gaurav GoparajuBerenberg
Clarence PowellBMO Capital Markets Equity Research
Evan SeigermanBMO Capital Markets Equity Research