Forecast

The analysts' average price target is €16.46 (-7.42%). The median is €16.46 (-7.42%).

Buy	8
Hold	4
Sell	0

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Schrödinger accelerates cloud migration and raises software outlook

Schrödinger reports rising demand for its physics-based drug discovery platform: annualized contract value rose 27% in Q2 and revenue in the first half increased 19%. The share of hosted software revenue reached 47%, exceeding the three-year target and indicating the cloud migration is progressing faster than expected. New product Bunsen is attracting particularly strong customer interest, with all 20 leading pharma companies among its customers. Schrödinger is targeting adjusted EBITDA break-even by 2028 and is using spin-offs, upfront payments and cost discipline to improve profitability. » More on de.investing.com
Schrödinger beats Q2 2026 forecasts and returns to profitability

Schrödinger reported an adjusted Q2 2026 EPS of $0.08 versus an expected -$0.49 and revenue of $58.9 million versus an estimated $48.08 million. Annual contract value (ACV) rose 27% to $29.6 million, and the hosted software model accounted for 47% of software revenue. The company raised its full-year guidance for the drug discovery business to $65–75 million after a $10 million milestone payment from Ajax. The stock rose after the results, and Schrödinger emphasized long-term growth potential from new products like Bunsen and Predictive Tox despite near-term margin pressure. » More on de.investing.com
Schrödinger delivers Bunsen AI to Bristol Myers Squibb to accelerate drug discovery

Schrödinger and Bristol Myers Squibb are expanding their partnership: BMS will use Schrödinger’s AI platform Bunsen together with the computational platform and the synthesis‑planning software RetroSynth in research. Schrödinger is working with BMS scientists to further develop Bunsen for large‑scale chemical exploration and the integration of physics‑based calculations. The goal is to plan, execute and interpret workflows in molecular research to speed up the discovery of new drugs. » More on de.investing.com

Financials

In the last quarter, Schrödinger had revenue of €51.6m and net profit of €5.24m

(EUR)	June 2026	YoY
Revenue	51.6m	11.06%
Gross profit	28.42m	28.05%
Net profit	5.24m	114.29%
EBITDA	6.44m	118.35%

Fundamentals

Metric	Value
Market capitalization	€1.23bn
Number of shares	74.72m
52-week high/low	€19.94 - €9.48
Dividends	No
Beta	1.69
P/E ratio	-25.70
PEG ratio	-0.22
P/B ratio	4.32
P/S ratio	5.49

Company profile

Schrödinger, Inc. bietet zusammen mit seinen Tochtergesellschaften eine auf Physik basierende Softwareplattform an, die die Entdeckung neuartiger Moleküle für die Arzneimittelentwicklung und Materialanwendungen ermöglicht. Das Unternehmen ist in zwei Segmenten tätig: Software und Drug Discovery. Das Software-Segment konzentriert sich auf den Verkauf seiner Software für die Arzneimittelforschung in der Life-Science-Industrie sowie an Kunden in der materialwissenschaftlichen Industrie. Das Segment Drug Discovery konzentriert sich auf den Aufbau eines Portfolios von präklinischen und klinischen Programmen, sowohl intern als auch durch Kooperationen. Das Unternehmen beliefert biopharmazeutische und industrielle Unternehmen, akademische Einrichtungen und staatliche Labors weltweit. Schrödinger, Inc. wurde 1990 gegründet und hat seinen Sitz in New York, New York.