Thesis status
NEEDS_MORE_DATA → STRENGTHENED
Current stock research snapshot · 8/23/26 Fresh
SDGRSchrodinger
Investment conviction●●○○○2 of 5 · current snapshot
Research target$37.40Current stock price target
Investment thesis statusSTRENGTHENEDLast reviewed 8/23/26
Market cap$1.13BSnapshot value · 8/23/26
Research history
See all SDGR changes ↗What changed
Last reviewed
7/31/26 → 8/23/26
Healthspan taxonomy seed — see taxonomy_path
Schrodinger Q2 2026 earnings; FEP+ / computational platform customer metrics; pipeline (MALT1 inhibitor, others); pharma partnership revenue
Thesis breaks if software revenue keeps declining (-10% YoY, hosted transition masks weak spot demand), op loss $41.5M/quarter persists to 2028, or OpenEye/XtalPi/Recursion outcompete the physics+AI platform. (vault 2026-08)
Neutral — No investor/analyst mentions of the company found. [X search Aug 2026]
Snapshot · 8/23/26🟡 Mixed · ins-$1.2M · 13F 13+/10-×0.5 · short↓0.22
Snapshot · 8/23/26