Schrödinger 過去の業績
過去 基準チェック /06
Schrödingerの収益は年間平均-10.9%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21.8% 13.3%割合で 増加しています。
主要情報
-10.90%
収益成長率
-10.01%
EPS成長率
| Healthcare Services 業界の成長 | 1.72% |
| 収益成長率 | 13.32% |
| 株主資本利益率 | -16.52% |
| ネット・マージン | -20.98% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Sep 17
Schrödinger: Company Creation Is Now The Real Drug Business
Summary Schrödinger, Inc. has undergone significant changes, including pipeline cuts and a strategic pivot away from solo clinical development. Despite software growth deceleration and pipeline setbacks, SDGR's financials improved with the Ajax sale and a stronger balance sheet. SDGR's net income turned positive in Q2 2026, aided by a $48.9M gain from Ajax and increased cash reserves to $418.8M. I expect SDGR's cash runway to extend to 2029–2030, with management targeting positive adjusted EBITDA (ex-SBC) by the end of 2028. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 14
SDGR: Software Transition Pace And 2026 Execution Will Drive Risk Reward Balance
Analysts recently lifted their average fair value estimate for Schrödinger from $13.00 to $17.00, citing revised assumptions around profit margins, discount rates, and long run software growth that align with the higher $19.00 price target highlighted in recent Street research. Analyst Commentary Recent Street research on Schrödinger highlights a mix of interest in the company’s software potential and caution around how quickly that opportunity may translate into measurable progress.分析記事 • Aug 08
Results: Schrödinger, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a pretty great week for Schrödinger, Inc. ( NASDAQ:SDGR ) shareholders, with its shares surging 20% to...
ナラティブ更新 • Jun 22
SDGR: Hosted Software Shift And 2026 Execution Progress Will Support Upside
Analysts have trimmed their average price target on Schrödinger, with recent cuts such as Morgan Stanley's move from $19 to $17. These revisions reflect updated assumptions around discount rates, profitability, and future P/E expectations.
ナラティブ更新 • Jun 08
SDGR: Reaffirmed 2026 Guidance Will Support Rerated Earnings Power
Analysts have trimmed their price targets on Schrödinger, with the updated fair value moving from $33.00 to $30.00. This reflects adjusted views on revenue growth, profit margins, and future P/E multiples following recent research updates that lowered Street targets to a range that includes $17 and $13.ナラティブ更新 • May 24
SDGR: Hosted Software Shift And 2026 Guidance Reset Will Support Upside
Analysts have trimmed the implied price target for Schrödinger stock by $0.50 to reflect a slightly lower fair value estimate of $20.88. This revision is informed by recent target cuts from several firms as they factor in updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.分析記事 • May 08
Analysts Have Lowered Expectations For Schrödinger, Inc. (NASDAQ:SDGR) After Its Latest Results
Shareholders of Schrödinger, Inc. ( NASDAQ:SDGR ) will be pleased this week, given that the stock price is up 11% to...ナラティブ更新 • May 01
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.ナラティブ更新 • Apr 17
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.ナラティブ更新 • Apr 03
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.ナラティブ更新 • Mar 20
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.ナラティブ更新 • Mar 06
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.ナラティブ更新 • Feb 19
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.ナラティブ更新 • Feb 05
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.分析記事 • Feb 04
With A 26% Price Drop For Schrödinger, Inc. (NASDAQ:SDGR) You'll Still Get What You Pay For
Unfortunately for some shareholders, the Schrödinger, Inc. ( NASDAQ:SDGR ) share price has dived 26% in the last thirty...ナラティブ更新 • Jan 22
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.ナラティブ更新 • Jan 07
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).ナラティブ更新 • Dec 16
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.分析記事 • Nov 23
What You Can Learn From Schrödinger, Inc.'s (NASDAQ:SDGR) P/S After Its 27% Share Price Crash
Schrödinger, Inc. ( NASDAQ:SDGR ) shareholders won't be pleased to see that the share price has had a very rough month...分析記事 • Nov 08
Analysts Are Updating Their Schrödinger, Inc. (NASDAQ:SDGR) Estimates After Its Third-Quarter Results
As you might know, Schrödinger, Inc. ( NASDAQ:SDGR ) just kicked off its latest third-quarter results with some very...ナラティブ更新 • Aug 16
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.分析記事 • Apr 28
Schrödinger, Inc. (NASDAQ:SDGR) Looks Just Right With A 33% Price Jump
Schrödinger, Inc. ( NASDAQ:SDGR ) shareholders would be excited to see that the share price has had a great month...分析記事 • Mar 27
An Intrinsic Calculation For Schrödinger, Inc. (NASDAQ:SDGR) Suggests It's 46% Undervalued
Key Insights The projected fair value for Schrödinger is US$38.44 based on 2 Stage Free Cash Flow to Equity Current...
新しいナラティブ • Mar 23
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.Seeking Alpha • Mar 02
Schrödinger: Still Waiting On A Catalyst
Summary Schrödinger's Q4 2024 results and 2025 guidance were solid, yet the company's share price remains low due to ongoing losses. Cash burn is likely to moderate going forward, as investments in the company's internal pipeline have now stabilized. Regardless, cash burn concerns are misplaced, as Schrödinger has demonstrated that it can manage its liquidity position through things like partnerships and licensing. Schrödinger appears attractively priced given the strength of its software business and growing drug discovery business. Despite this, I don't expect the stock to rerate until the company has meaningful clinical success. Read the full article on Seeking Alpha分析記事 • Feb 28
What Does Schrödinger, Inc.'s (NASDAQ:SDGR) Share Price Indicate?
Schrödinger, Inc. ( NASDAQ:SDGR ), is not the largest company out there, but it saw a double-digit share price rise of...Seeking Alpha • Feb 15
Schrödinger: An Interesting Investment With Immense Potential
Summary SDGR has reported financial losses in five of the last six years. In 2025, the company will report the results of its three experimental drugs that are in Phase 1 of clinical trials. The results will clarify the perspective of SDGR. The losses that SDGR has reported were due to the expenses that it has incurred to implement trials of its three experimental drugs. Read the full article on Seeking Alpha分析記事 • Jan 25
Market Participants Recognise Schrödinger, Inc.'s (NASDAQ:SDGR) Revenues Pushing Shares 25% Higher
Schrödinger, Inc. ( NASDAQ:SDGR ) shares have continued their recent momentum with a 25% gain in the last month alone...分析記事 • Jan 06
Companies Like Schrödinger (NASDAQ:SDGR) Are In A Position To Invest In Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Nov 21
Schrödinger: Positive Signs Despite The Share Price Decline
Summary Schrödinger's growth was soft in the third quarter, and the company's losses continue to grow due to investments in internal programs. Operating expenses are expected to level out going forward, though, and Schrödinger should soon return to YoY growth. Despite short-term investor skepticism, the Novartis deal and progress by partners further validate Schrödinger's approach to drug discovery. While Schrödinger is deeply undervalued and has sufficient cash to continue advancing internal programs, positive clinical data will likely be needed for the stock to rise. Read the full article on Seeking Alpha分析記事 • Nov 13
Market Participants Recognise Schrödinger, Inc.'s (NASDAQ:SDGR) Revenues Pushing Shares 26% Higher
Schrödinger, Inc. ( NASDAQ:SDGR ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Oct 17
Schrödinger's Path Forward: AI, Cash Burn, And Clinical Uncertainty
Summary Schrödinger's stock has fallen 64% since January 2023, driven by missed revenue and EPS targets, despite ongoing AI-powered drug discovery efforts. Financial health remains stable with a current ratio over 2 and a cash runway of approximately 2 years, despite significant net losses and high R&D investments. The company's proprietary pipeline, including SGR-1505 for B-cell malignancies, faces significant competition and must deliver convincing safety and efficacy data. Maintain "hold" rating due to high operational and financial risks, despite promising AI prospects and a more palatable valuation. Read the full article on Seeking Alpha分析記事 • Sep 27
Market Participants Recognise Schrödinger, Inc.'s (NASDAQ:SDGR) Revenues
Schrödinger, Inc.'s ( NASDAQ:SDGR ) price-to-sales (or "P/S") ratio of 6.9x may look like a poor investment opportunity...Seeking Alpha • Aug 06
Schrodinger: More Drug Discovery Validation
Summary Schrodinger reported robust software and drug discovery revenue in the second quarter. Lilly's planned multi-billion-dollar acquisition of Morphic also provides another validation point for Schrodinger's approach to drug discovery. Schrodinger's stock remains under pressure due to mounting losses and market jitters though. While Schrodinger is undervalued, investors will likely need to see more evidence of drug discovery success before the stock moves higher. Read the full article on Seeking Alpha分析記事 • Aug 05
Here's Why We're Watching Schrödinger's (NASDAQ:SDGR) Cash Burn Situation
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...分析記事 • Jun 12
We Think The Compensation For Schrödinger, Inc.'s (NASDAQ:SDGR) CEO Looks About Right
Key Insights Schrödinger's Annual General Meeting to take place on 18th of June Total pay for CEO Ramy Farid includes...Seeking Alpha • May 07
Schrödinger: More Pharmaceutical Than Software
Summary Market conditions remain tough, which is weighing on demand for both Schrödinger's software and drug discovery services. Investors continue to punish Schrödinger's investments in drug discovery, despite the company progressing drug candidates into clinical trials. While Schrödinger's valuation is attractive, investors are focused on the company's large losses and modest growth. Clinical success may be required before Schrödinger's various ventures are appropriately valued. Read the full article on Seeking Alpha分析記事 • May 02
Schrödinger, Inc. (NASDAQ:SDGR) Not Flying Under The Radar
When you see that almost half of the companies in the Healthcare Services industry in the United States have...収支内訳
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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 259 | -54 | 132 | 169 |
| 31 Mar 26 | 255 | -103 | 135 | 171 |
| 31 Dec 25 | 256 | -103 | 136 | 173 |
| 30 Sep 25 | 257 | -176 | 139 | 181 |
| 30 Jun 25 | 238 | -181 | 143 | 189 |
| 31 Mar 25 | 230 | -192 | 140 | 197 |
| 31 Dec 24 | 208 | -187 | 140 | 202 |
| 30 Sep 24 | 193 | -178 | 140 | 204 |
| 30 Jun 24 | 201 | -201 | 138 | 200 |
| 31 Mar 24 | 188 | -143 | 137 | 192 |
| 31 Dec 23 | 217 | 41 | 136 | 182 |
| 30 Sep 23 | 199 | 44 | 133 | 165 |
| 30 Jun 23 | 194 | 66 | 131 | 151 |
| 31 Mar 23 | 197 | 14 | 128 | 139 |
| 31 Dec 22 | 181 | -149 | 121 | 126 |
| 30 Sep 22 | 170 | -153 | 112 | 117 |
| 30 Jun 22 | 163 | -148 | 105 | 107 |
| 31 Mar 22 | 154 | -135 | 96 | 97 |
| 31 Dec 21 | 138 | -100 | 86 | 91 |
| 30 Sep 21 | 125 | -81 | 81 | 83 |
| 30 Jun 21 | 121 | -42 | 72 | 77 |
| 31 Mar 21 | 114 | -11 | 65 | 72 |
| 31 Dec 20 | 108 | -24 | 60 | 65 |
| 30 Sep 20 | 101 | -20 | 54 | 58 |
| 30 Jun 20 | 95 | -35 | 52 | 52 |
| 31 Mar 20 | 91 | -33 | 52 | 45 |
| 31 Dec 19 | 86 | -25 | 48 | 39 |
| 30 Sep 19 | 77 | -24 | 46 | 37 |
| 30 Jun 19 | 70 | -24 | 43 | 36 |
| 31 Mar 19 | 69 | -29 | 38 | 35 |
| 31 Dec 18 | 67 | -28 | 36 | 35 |
| 31 Dec 17 | 56 | -17 | 31 | 28 |
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10.9%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 ( 14.8% ) 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 ( -16.52% ) 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
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 | 2026/09/21 11:50 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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. 7 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。20
| アナリスト | 機関 |
|---|---|
| Gaurav Goparaju | Berenberg |
| Evan Seigerman | BMO Capital Markets Equity Research |
| Clarence Powell | BMO Capital Markets Equity Research |