Schrödinger 향후 성장
Future 기준 점검 1/6
Schrödinger (는) 각각 연간 53% 및 13.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 51.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -21.4% 로 예상됩니다.
핵심 정보
53.0%
이익 성장률
51.41%
EPS 성장률
| Healthcare Services 이익 성장 | 22.1% |
| 매출 성장률 | 13.3% |
| 향후 자기자본이익률 | -21.38% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • 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...
내러티브 업데이트 • 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.Seeking Alpha • Apr 22
Schrodinger: AI Threat Is Looming Large (Rating Downgrade)
Summary The capabilities of AI continue to grow, which is pressuring Schrödinger's share price. This situation has been exacerbated by recent weak software growth and guidance for 2026. While AI displacement risk is real, potential downstream value suggests deep undervaluation for SDGR. Despite this, there is no clear near-term catalyst that will shift investor sentiment and boost the stock. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • Mar 01
Schrödinger, Inc. (NASDAQ:SDGR) Analysts Just Cut Their EPS Forecasts Substantially
Market forces rained on the parade of Schrödinger, Inc. ( NASDAQ:SDGR ) shareholders today, when the analysts...Seeking Alpha • Mar 01
Schrodinger: Conservative Guidance Sets The Stock Up For A Solid 2024
Summary Schrodinger reported strong Q4 2023 results, but weak guidance for 2024, causing a significant drop in the share price. The demand environment continues to impact the software business, with growth amongst smaller customers particularly soft. Losses associated with the drug discovery business could continue to weigh on the stock in the near-term. As Schrodinger's proprietary and collaboration programs progress through clinical trials, the stock price is more likely to reflect the true value of Schrodinger's various activities. Read the full article on Seeking Alpha분석 기사 • Feb 28
Is Now An Opportune Moment To Examine Schrödinger, Inc. (NASDAQ:SDGR)?
While Schrödinger, Inc. ( NASDAQ:SDGR ) might not have the largest market cap around , it led the NASDAQGS gainers with...분석 기사 • Feb 01
The Price Is Right For Schrödinger, Inc. (NASDAQ:SDGR) Even After Diving 26%
The Schrödinger, Inc. ( NASDAQ:SDGR ) share price has softened a substantial 26% over the previous 30 days, handing...분석 기사 • Dec 18
Schrödinger, Inc.'s (NASDAQ:SDGR) P/S Still Appears To Be Reasonable
When close to half the companies in the Healthcare Services industry in the United States have price-to-sales ratios...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 340 | -2 | -63 | N/A | 4 |
| 12/31/2027 | 255 | -99 | -142 | N/A | 7 |
| 12/31/2026 | 234 | -165 | -180 | N/A | 7 |
| 3/31/2026 | 255 | -103 | -148 | -145 | N/A |
| 12/31/2025 | 256 | -103 | 12 | 14 | N/A |
| 9/30/2025 | 257 | -176 | -3 | -1 | N/A |
| 6/30/2025 | 238 | -181 | 24 | 27 | N/A |
| 3/31/2025 | 230 | -192 | 22 | 26 | N/A |
| 12/31/2024 | 208 | -187 | -165 | -157 | N/A |
| 9/30/2024 | 193 | -178 | -172 | -164 | N/A |
| 6/30/2024 | 201 | -201 | -193 | -180 | N/A |
| 3/31/2024 | 188 | -143 | -159 | -145 | N/A |
| 12/31/2023 | 217 | 41 | -150 | -137 | N/A |
| 9/30/2023 | 199 | 44 | -137 | -124 | N/A |
| 6/30/2023 | 194 | 66 | -115 | -105 | N/A |
| 3/31/2023 | 197 | 14 | -121 | -111 | N/A |
| 12/31/2022 | 181 | -149 | -128 | -120 | N/A |
| 9/30/2022 | 170 | -153 | -122 | -114 | N/A |
| 6/30/2022 | 163 | -148 | -102 | -95 | N/A |
| 3/31/2022 | 154 | -135 | -108 | -99 | N/A |
| 12/31/2021 | 138 | -100 | -78 | -71 | N/A |
| 9/30/2021 | 125 | -81 | -14 | -7 | N/A |
| 6/30/2021 | 121 | -42 | -13 | -9 | N/A |
| 3/31/2021 | 114 | -11 | 9 | 12 | N/A |
| 12/31/2020 | 108 | -24 | 14 | 17 | N/A |
| 9/30/2020 | 101 | -20 | -40 | -38 | N/A |
| 6/30/2020 | 95 | -35 | -34 | -32 | N/A |
| 3/31/2020 | 91 | -33 | -29 | -27 | N/A |
| 12/31/2019 | 86 | -25 | N/A | -26 | N/A |
| 9/30/2019 | 77 | -24 | N/A | -24 | N/A |
| 6/30/2019 | 70 | -24 | N/A | -25 | N/A |
| 3/31/2019 | 69 | -29 | N/A | -25 | N/A |
| 12/31/2018 | 67 | -28 | N/A | -24 | N/A |
| 12/31/2017 | 56 | -17 | N/A | -15 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SDGR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: SDGR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: SDGR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: SDGR 의 수익(연간 13.3%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: SDGR 의 수익(연간 13.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SDGR는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 06:59 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Schrödinger, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gaurav Goparaju | Berenberg |
| Clarence Powell | BMO Capital Markets Equity Research |
| Evan Seigerman | BMO Capital Markets Equity Research |