Schrödinger to Report Q1 2026 Financial Results on May 5
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 21 2026
0mins
Source: Newsfilter
- Earnings Report Schedule: Schrödinger, Inc. will release its Q1 2026 financial results on May 5, 2026, after market close, reflecting ongoing progress and market performance in molecular discovery.
- Conference Call Details: The company will host a conference call and webcast at 4:30 p.m. ET, allowing investors to access the live stream via the 'Investors' section of its website, enhancing investor engagement.
- Technological Platform Strength: Schrödinger's computational platform, built on over 30 years of R&D investment, supports drug development and materials design, attracting widespread use by biotechnology, pharmaceutical, and industrial companies as well as academic institutions globally, showcasing its competitive edge.
- Strategic Collaborations and Growth: The company leverages its software platform to advance a portfolio of collaborative and proprietary programs, further solidifying its leadership position in molecular discovery and driving future business growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SDGR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SDGR
Wall Street analysts forecast SDGR stock price to rise
7 Analyst Rating
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 14.930
Low
18.00
Averages
21.83
High
25.00
Current: 14.930
Low
18.00
Averages
21.83
High
25.00
About SDGR
Schrodinger, Inc. operates a physics-based computational platform that enables the discovery of molecules for drug development and materials applications. The software platform is used by biopharmaceutical and industrial companies, academic institutions, and government laboratories around the world. Its segments include Software and Drug Discovery. The Software segment is focused on selling its software to transform drug discovery across the life sciences industry, as well as to customers in the material science industries. The Drug Discovery segment is focused on building a diverse portfolio of preclinical and clinical programs, internally and through collaborations, that have advanced to various stages of discovery and development. The Company's pipeline of drug discovery programs includes SGR-1505 (MALT1 Inhibitor), SGR-2921 (CDC7 Inhibitor), SGR-3515 (WEE1 Inhibitor), and others. Its software has been used by researchers around the world at more than 1,818 academic institutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
MindWalk Holdings Bets on Biological Knowledge in Drug Discovery
- Importance of Biological Knowledge: MindWalk Holdings Corp. emphasizes that the true value in drug discovery lies in the connectivity of biological knowledge rather than just AI models, a perspective highlighted during the investor panel on June 15, which could influence industry investment directions.
- Technological Innovation: The launch of MindWalk's ReefIQ™ biological context layer technology connects 660 million biological patterns and 25 billion relationships, aiming to enhance AI model accuracy and reduce errors caused by fragmented data, thereby increasing the likelihood of successful drug discovery.
- Financial Performance: In its Q3 fiscal 2026 report, MindWalk reported revenue of CAD 4.2 million, a 52% year-over-year increase, and signed its first annual contract for the LensAI platform, marking a successful transition towards a sustainable revenue model.
- Market Competition: MindWalk faces intense competition in the AI drug discovery space from companies like Absci and Recursion, which tackle similar issues at different layers, and its biological context layer strategy may provide a unique market positioning.
See More
Investment Choices in Digital Drug Discovery Transformation
- Recursion's Growth Potential: Recursion Pharmaceuticals reported nearly $74.7 million in revenue for FY 2025, reflecting a 26.9% year-over-year increase, despite a substantial net loss of approximately $644.8 million, highlighting the high costs and risks associated with drug discovery.
- Schrödinger's Steady Performance: Schrödinger generated about $255.9 million in revenue for FY 2025, marking a 23.3% increase, with a net loss of roughly $103.3 million, indicating stable growth in its software business and improved financial health.
- Risks and Challenges: Recursion faces significant regulatory hurdles and relies heavily on a small number of partners, meaning that the termination of agreements with companies like Roche could severely impact its revenue, while Schrödinger's dependence on unpredictable software sales cycles may affect revenue stability.
- Valuation Comparison: Recursion trades at a price-to-sales ratio of 26.1x, significantly higher than Schrödinger's 4.3x, reflecting a market premium on its future potential, but also indicating a higher investment risk.
See More
Comparing AI Pioneers in Drug Discovery
- Revenue Growth Comparison: Recursion Pharmaceuticals reported nearly $74.7 million in revenue for FY 2025, reflecting a 26.9% increase, yet it faced a staggering net loss of approximately $644.8 million, highlighting the high costs associated with clinical trials and digital infrastructure, leaving its future profitability uncertain.
- Software Revenue Stability: Schrödinger generated around $255.9 million in revenue for FY 2025, marking a 23.3% increase, and while it reported a net loss of roughly $103.3 million, this represents an improvement from the previous year, indicating a gradual stabilization and expansion of its software business.
- Market Risk Analysis: Recursion's reliance on a small number of large partners like Roche and Bayer poses significant revenue risks, as the termination of any agreement could severely impact its income, compounded by competitive pressures from larger firms.
- Divergent Future Outlooks: Although Schrödinger is also currently operating at a loss, management anticipates a significant reduction in operating expenses in 2026, with annual contract value expected to grow by 10% to 15%, suggesting potential growth momentum for its business.
See More
Schrödinger Grants Stock Options and RSUs to New Employees
- Stock Option Grant: On May 18, 2026, Schrödinger granted a non-statutory stock option to purchase 1,875 shares at an exercise price of $12.05 per share to a newly hired employee, aligning with the company's strategic goal of attracting talent.
- Restricted Stock Units: The company also awarded 18,766 restricted stock units (RSUs) to seven new employees, which were granted under the 2021 Inducement Equity Incentive Plan, aimed at enhancing long-term employee retention.
- Grant Conditions: The stock options vest over four years, with 25% vesting after 12 months of service and the remainder vesting monthly, ensuring employees remain with the company to fully realize their benefits, thereby increasing loyalty.
- Company Background: Founded in 1990, Schrödinger employs approximately 800 people and is focused on transforming molecular discovery through its computational platform, serving the global biotechnology and pharmaceutical sectors, showcasing strong market competitiveness.
See More
Biotech Investment Environment Improves
- Improved Market Conditions: Biotech investors are experiencing a friendlier macro environment not seen in years, with stabilizing interest rates, increased FDA activity, and pharmaceutical companies holding billions in cash while facing patent cliffs, creating a favorable backdrop for smaller biotech firms.
- Schrödinger's Growth Potential: Schrödinger (SDGR) is guiding for a 10% to 15% growth in annual contract value (ACV) for 2026, reaching between $218 million and $228 million, showcasing strong growth potential in drug discovery, while reporting total revenue of $256 million for 2025, making it one of the few profitable AI-driven biotech companies.
- Sarepta's Commercial Challenges: Sarepta (SRPT) reported net product revenue of $1.86 billion for 2025, and despite ongoing safety controversies surrounding its Elevidys gene therapy, it maintains a 2026 revenue guidance of $1.2 billion to $1.4 billion, demonstrating a robust commercial foundation in the Duchenne muscular dystrophy market.
- NRX's Regulatory Progress: NRX Pharmaceuticals (NRXP) has received positive feedback from the FDA regarding its lead drug candidate, with a potential decision expected this summer, and while it faces financing and execution risks, its focus on severe depression treatments is attracting increasing investor interest.
See More
Analysis of Biotech Companies' Prospects
- AI-Driven Drug Discovery: Schrödinger reported total revenue of $256 million in 2025, with $200 million from software, and management anticipates a 10% to 15% growth in annual contract value for 2026, highlighting its strong potential in drug development and market demand.
- Sarepta's Gene Therapy Challenges: Sarepta achieved net product revenue of $1.86 billion in 2025, and despite safety concerns surrounding Elevidys, the company maintains its revenue guidance of $1.2 billion to $1.4 billion for 2026, indicating its ongoing competitiveness in the gene therapy market.
- NRX's Regulatory Progress: NRX Pharmaceuticals is developing treatments for severe depression, and recent FDA feedback indicated no major issues with its preservative-free ketamine, with a potential decision expected this summer, which could significantly increase market attention if approved.
- Improving Macro Environment: Biotech investors are experiencing a more favorable macro environment with stabilizing interest rates and increased FDA activity, providing a fertile backdrop for smaller biotech companies with strong pipelines and differentiated technologies to thrive.
See More
MindWalk Holdings Bets on Biological Knowledge in Drug Discovery
- Importance of Biological Knowledge: MindWalk Holdings Corp. emphasizes that the true value in drug discovery lies in the connectivity of biological knowledge rather than just AI models, a perspective highlighted during the investor panel on June 15, which could influence industry investment directions.
- Technological Innovation: The launch of MindWalk's ReefIQ™ biological context layer technology connects 660 million biological patterns and 25 billion relationships, aiming to enhance AI model accuracy and reduce errors caused by fragmented data, thereby increasing the likelihood of successful drug discovery.
- Financial Performance: In its Q3 fiscal 2026 report, MindWalk reported revenue of CAD 4.2 million, a 52% year-over-year increase, and signed its first annual contract for the LensAI platform, marking a successful transition towards a sustainable revenue model.
- Market Competition: MindWalk faces intense competition in the AI drug discovery space from companies like Absci and Recursion, which tackle similar issues at different layers, and its biological context layer strategy may provide a unique market positioning.
See More
Investment Choices in Digital Drug Discovery Transformation
- Recursion's Growth Potential: Recursion Pharmaceuticals reported nearly $74.7 million in revenue for FY 2025, reflecting a 26.9% year-over-year increase, despite a substantial net loss of approximately $644.8 million, highlighting the high costs and risks associated with drug discovery.
- Schrödinger's Steady Performance: Schrödinger generated about $255.9 million in revenue for FY 2025, marking a 23.3% increase, with a net loss of roughly $103.3 million, indicating stable growth in its software business and improved financial health.
- Risks and Challenges: Recursion faces significant regulatory hurdles and relies heavily on a small number of partners, meaning that the termination of agreements with companies like Roche could severely impact its revenue, while Schrödinger's dependence on unpredictable software sales cycles may affect revenue stability.
- Valuation Comparison: Recursion trades at a price-to-sales ratio of 26.1x, significantly higher than Schrödinger's 4.3x, reflecting a market premium on its future potential, but also indicating a higher investment risk.
See More
Comparing AI Pioneers in Drug Discovery
- Revenue Growth Comparison: Recursion Pharmaceuticals reported nearly $74.7 million in revenue for FY 2025, reflecting a 26.9% increase, yet it faced a staggering net loss of approximately $644.8 million, highlighting the high costs associated with clinical trials and digital infrastructure, leaving its future profitability uncertain.
- Software Revenue Stability: Schrödinger generated around $255.9 million in revenue for FY 2025, marking a 23.3% increase, and while it reported a net loss of roughly $103.3 million, this represents an improvement from the previous year, indicating a gradual stabilization and expansion of its software business.
- Market Risk Analysis: Recursion's reliance on a small number of large partners like Roche and Bayer poses significant revenue risks, as the termination of any agreement could severely impact its income, compounded by competitive pressures from larger firms.
- Divergent Future Outlooks: Although Schrödinger is also currently operating at a loss, management anticipates a significant reduction in operating expenses in 2026, with annual contract value expected to grow by 10% to 15%, suggesting potential growth momentum for its business.
See More
Schrödinger Grants Stock Options and RSUs to New Employees
- Stock Option Grant: On May 18, 2026, Schrödinger granted a non-statutory stock option to purchase 1,875 shares at an exercise price of $12.05 per share to a newly hired employee, aligning with the company's strategic goal of attracting talent.
- Restricted Stock Units: The company also awarded 18,766 restricted stock units (RSUs) to seven new employees, which were granted under the 2021 Inducement Equity Incentive Plan, aimed at enhancing long-term employee retention.
- Grant Conditions: The stock options vest over four years, with 25% vesting after 12 months of service and the remainder vesting monthly, ensuring employees remain with the company to fully realize their benefits, thereby increasing loyalty.
- Company Background: Founded in 1990, Schrödinger employs approximately 800 people and is focused on transforming molecular discovery through its computational platform, serving the global biotechnology and pharmaceutical sectors, showcasing strong market competitiveness.
See More
Biotech Investment Environment Improves
- Improved Market Conditions: Biotech investors are experiencing a friendlier macro environment not seen in years, with stabilizing interest rates, increased FDA activity, and pharmaceutical companies holding billions in cash while facing patent cliffs, creating a favorable backdrop for smaller biotech firms.
- Schrödinger's Growth Potential: Schrödinger (SDGR) is guiding for a 10% to 15% growth in annual contract value (ACV) for 2026, reaching between $218 million and $228 million, showcasing strong growth potential in drug discovery, while reporting total revenue of $256 million for 2025, making it one of the few profitable AI-driven biotech companies.
- Sarepta's Commercial Challenges: Sarepta (SRPT) reported net product revenue of $1.86 billion for 2025, and despite ongoing safety controversies surrounding its Elevidys gene therapy, it maintains a 2026 revenue guidance of $1.2 billion to $1.4 billion, demonstrating a robust commercial foundation in the Duchenne muscular dystrophy market.
- NRX's Regulatory Progress: NRX Pharmaceuticals (NRXP) has received positive feedback from the FDA regarding its lead drug candidate, with a potential decision expected this summer, and while it faces financing and execution risks, its focus on severe depression treatments is attracting increasing investor interest.
See More
Analysis of Biotech Companies' Prospects
- AI-Driven Drug Discovery: Schrödinger reported total revenue of $256 million in 2025, with $200 million from software, and management anticipates a 10% to 15% growth in annual contract value for 2026, highlighting its strong potential in drug development and market demand.
- Sarepta's Gene Therapy Challenges: Sarepta achieved net product revenue of $1.86 billion in 2025, and despite safety concerns surrounding Elevidys, the company maintains its revenue guidance of $1.2 billion to $1.4 billion for 2026, indicating its ongoing competitiveness in the gene therapy market.
- NRX's Regulatory Progress: NRX Pharmaceuticals is developing treatments for severe depression, and recent FDA feedback indicated no major issues with its preservative-free ketamine, with a potential decision expected this summer, which could significantly increase market attention if approved.
- Improving Macro Environment: Biotech investors are experiencing a more favorable macro environment with stabilizing interest rates and increased FDA activity, providing a fertile backdrop for smaller biotech companies with strong pipelines and differentiated technologies to thrive.
See More
