SDGRSchrodinger, Inc.
The Read
Historically, SDGR’s partnership announcements, including the June 15 event, have triggered median absolute stock moves of about 16%.
The schedule
- Tue6Oct
Schrödinger (SDGR) Stock Rallies On Profit Turn But Durability Questions Remain
- Thu15Oct
This event will test the company's ability to execute on its software platform upgrades, which are expected to drive revenue growth and improve operational efficiency.
- Wed4Nov
This earnings report will test the company's ability to deliver on its quantum computing and drug discovery initiatives, with a focus on revenue growth and margin expansion. The outcome will be influenced by macroeconomic conditions and the Fed's rate policy.
- Tue15Dec
Key Partnered Discovery Program Readouts
- Tue9Feb
This earnings report will test the company's ability to sustain growth from its recent platform upgrades and maintain margin expansion.
- Tue4May
This earnings report will test the company's ability to deliver on its long-term growth strategy, including expansion into new markets and product lines.
- Wed4Aug
This earnings report will test the company's ability to sustain growth and maintain margin expansion in a challenging macroeconomic environment.
Past
- Wed30Sep
Actual outcome: Bull · $27.29 at outcome
The stock surged past the bull target of $16.00, closing at $28.91, despite a short-term decline from the event date. This was driven by positive strategic developments, including a major partnership announcement and improved guidance on cash flow and operational efficiency, which signaled a turnaround in the company's trajectory.
Potential at-the-market equity issuance or broader financing transaction around late Q3 2026 as management balances cash needs with a still-lossmaking P&L at a stock price of $14.50.
- Wed5Aug
Actual outcome: Bull · $18.77 at outcome
Schrödinger reported an EPS actual of -0.81, matching the estimate, but the stock rallied due to positive midyear commentary on software growth and pharma collaborations. The price action reflected optimism around the company's strategic direction and pipeline, despite the earnings miss.
Q2 2026 results and midyear commentary on software growth, pharma collaborations, and cash burn at a time when SDGR is trading at $17.00 near the upper end of its recent range.
- Mon15Jun
Actual outcome: Bull · $16.14 at outcome
Schrödinger shares rallied 10.5% during the window for its expected business development and major pharma partnership updates. Although the company only officially announced routine inducement grants during this period, the strong upward price action indicates favorable market sentiment. Investors likely bid up the stock in anticipation of continued progress and momentum within its drug discovery pipeline and partnership initiatives.
Expected update on major drug discovery partnerships and business development initiatives.
- Tue5May
Actual outcome: Bull · $13.13 at outcome
Schrödinger reported a Q1 loss of $0.81 per share, missing both earnings and revenue estimates. Despite the headline shortfall, the stock rallied past the $12.30 bull target to close at $13.13 and continued to climb in the following weeks. The upward price action indicates that investors looked past the quarterly miss, likely finding reassurance in the company's forward guidance and underlying software segment updates provided during the earnings call.
Q1 2026 results and an updated 2026 outlook will be the first checkpoint after the disappointing Q4 2025 print and missed partnership expectations. A clean quarter with re-accelerating software growth and tighter cost control could push SDGR toward $12.30, while another weak software segment update or higher cash burn would likely send the stock back toward $12.30.
- Sun15Mar
Actual outcome: Bear · $11.96 at outcome
The anticipated multi-target partnership with a top-10 pharmaceutical firm and the associated upfront licensing fees failed to materialize by the event date. Without this fundamental catalyst to drive valuation toward the bull target, the stock remained stagnant and is currently trading near the bear floor of $11.50.
- Wed25Feb
Actual outcome: Bear · $12.15 at outcome
While Schrödinger met EPS estimates and reported 23% total revenue growth, the critical software segment grew by only 11%, failing to meet the high-growth expectations required to support its valuation. This sluggish software performance and the 2026 outlook caused the stock to remain well below the $13.50 bear floor, as investors prioritized high-margin software scalability over total revenue figures.
