Simulations Plus

SLP

Market cap $346M

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Simulations Plus, Inc. (Nasdaq: SLP) (“Simulations Plus” or the “Company”), a global leader in model-informed and AI-accelerated drug development that advances biopharma innovation, today announced that Shawn O'Connor, Chief Executive Officer, will be participating in the 23rd Annual Craig-Hallum Institutional Investor Conference taking place in Minneapolis, Minnesota. Mr. O'Connor will host one-on-one meetings with institutional investors on Thurs.

Simulations Plus, Inc. (NASDAQ:SLP) shares are trading lower on Wednesday as the company announced a collaboration with NVIDIA Corp (NASDAQ:NVDA), aimed at enhancing GPU-accelerated simulation and AI-assisted workflows in drug development.

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Simulations Plus, Inc. (Nasdaq: SLP) (“Simulations Plus” or the “Company”), a global leader in model-informed and AI-accelerated drug development that advances biopharma innovation, today announced the launch of a technical collaboration with NVIDIA focused on enabling GPU-accelerated simulation and AI-assisted workflows for computationally intensive modeling applications within the drug development lifecycle. The collaboration brings together Simu.

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Simulations Plus, Inc. (Nasdaq: SLP) (“Simulations Plus” or the “Company”), a global leader in model-informed and AI-accelerated drug development that advances biopharma innovation, today announced a funded research collaboration with Lonza Group AG (“Lonza”), a leading contract development and manufacturing organization (CDMO) dedicated to serving the healthcare industry, and the U.S. Food and Drug Administration (FDA) to develop and validate a me.

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Simulations Plus, Inc. (Nasdaq: SLP) (“Simulations Plus” or the “Company”), a global leader in model-informed and AI-accelerated drug development that advances biopharma innovation, today announced the successful completion of its 2026 Spring School, a global training initiative designed to expand access to model-informed drug development (MIDD) and strengthen the scientific foundation of the industry's future workforce. More than 1,400 scientists.

Simulations Plus, Inc. remains a Hold as business improvement is insufficient to warrant a Buy, despite stabilization post-earnings. Q2 2026 revenue grew 8% YoY to $24.3M, with strong software renewals (91%) and expanding services backlog (+18% YoY). SLP trades at ~14x blended earnings, appearing cheap versus history but still expensive on GAAP metrics given slow revenue and cash flow growth.

Simulations Plus trades at decade lows as investors question growth and AI disruption risks. SLP's Q2 sales grew 8% to $24.3M, but the full-year revenue outlook is flat to up 4%, with earnings guidance down. Valuation has compressed to 2.5x sales and ~20x realistic earnings, supported by a $42M net cash position.

It notched beats on both revenue and profitability in its fiscal second quarter. On a negative note, it cut its net income forecast for the full fiscal year.

SLP beats fiscal Q2 earnings and posts solid revenue growth, but cuts full-year EPS view even as backlog rises and margins expand across software and services.

Simulations Plus, Inc. (SLP) Q2 2026 Earnings Call Transcript