Schrodinger
SDGR
About: Schrodinger Inc is a healthcare-based software company. Its operating segments are Software and Drug discovery. Through the Software segment, the company is focused on selling software to transform drug discovery across the life sciences industry and customers in materials science industries. In the Drug discovery segment, it is engaged in generating revenue from a portfolio of preclinical and clinical programs, internally and through collaborations. It generates revenue from the sales of software solutions and from research funding and milestone payments from its drug discovery collaborations.
Employees: 787
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
507% more call options, than puts
Call options by funds: $34.7M | Put options by funds: $5.72M
63% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 27
9% more capital invested
Capital invested by funds: $1.31B [Q1] → $1.43B (+$121M) [Q2]
7% more funds holding
Funds holding: 215 [Q1] → 230 (+15) [Q2]
6.87% more ownership
Funds ownership: 103.53% [Q1] → 110.4% (+6.87%) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 76
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Morgan Stanley
Vikram Malhorta
|
$19
|
Equal-Weight
Maintained
|
18 Aug 2025 |
Citigroup
David Lebowitz
|
$20
|
Neutral
Downgraded
|
15 Aug 2025 |
Barclays
Peter Lawson
|
$25
|
Overweight
Initiated
|
14 Aug 2025 |
Keybanc
Aleksey Yefremov
|
$30
|
Overweight
Maintained
|
14 Jul 2025 |
Financial journalist opinion
Based on 3 articles about SDGR published over the past 30 days