
Schrödinger, Inc. (SDGR) Q3 2026 Earnings Call Transcript
Schrdinger, Inc. provides a physics-based software platform that enables the discovery of novel molecules for drug development and material applications. The company is headquartered in New York, New York.
| Revenue (TTM) | $269.20M |
| Gross Profit (TTM) | $157.53M |
| EBITDA | $-127.77M |
| Operating Margin | -40.50% |
| Return on Equity | -19.00% |
| Return on Assets | -13.20% |
| Revenue/Share (TTM) | $3.62 |
| Book Value | $4.02 |
| Price-to-Book | 7.13 |
| Price-to-Sales (TTM) | 8.29 |
| EV/Revenue | 7.02 |
| EV/EBITDA | -10.82 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 18.70% |
| Shares Outstanding | $65.64M |
| Float | $57.54M |
| % Insiders | 2.99% |
| % Institutions | 96.94% |
Volatility is currently expanding

Schrödinger, Inc. (SDGR) Q3 2026 Earnings Call Transcript

Schrodinger NASDAQ: SDGR raised its full-year 2026 outlook for annual contract value and drug discovery revenue after reporting third-quarter growth in both software demand and revenue from its therapeutics collaborations.

NEW YORK--(BUSINESS WIRE)--Schrödinger, Inc. (Nasdaq: SDGR) today reported that on October 21, 2026, the company granted restricted stock units (RSUs) with respect to 5,716 shares of the company's common stock to five newly hired employees. These grants were made pursuant to the company's 2021 Inducement Equity Incentive Plan, were approved by the compensation committee of the board of directors pursuant to a delegation by the company's board of directors, and were made as a material inducement.

NEW YORK--(BUSINESS WIRE)---- $SDGR #AI--Schrödinger, Inc. (Nasdaq: SDGR) today announced the publication of new research in Nature that reveals critical insights into the atomic-scale structure of lithium-ion battery (LIB) electrolytes. In a joint study with researchers from Columbia University and the New York Structural Biology Center, the team discovered new insights that challenge long-held assumptions of the fundamental chemistry of lithium-ion batteries, including multi-lithium ion complexes that may.

Schrodinger (SDGR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

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.

NEW YORK--(BUSINESS WIRE)--Schrödinger, Inc. (Nasdaq: SDGR) today reported that on September 13, 2026, the company granted restricted stock units (RSUs) with respect to 2,243 shares of the company's common stock to three newly hired employees. These grants were made pursuant to the company's 2021 Inducement Equity Incentive Plan, were approved by the compensation committee of the board of directors pursuant to a delegation by the company's board of directors, and were made as a material inducem.

Schrödinger, Inc. (SDGR) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

Schrodinger (SDGR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

NEW YORK--(BUSINESS WIRE)---- $SDGR #AI--Schrödinger announced the formation of Tectora, a biotech it co-founded with NEA and RA Capital, focused on immunology and inflammation therapies.
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