SDGR
Schrodinger, Inc.
$14.21
-2.13%
$1.1B
No data for this timeframe.
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders7 funds
Inst. Value$160.9M
Inst. Activity0 buys / 3 sells
Insider Activity0B / 15S
Insider Net $-$1.3M
Reddit Sentiment67° Warm
SEC Reports5
Recent Activity
May 20, 2026
SEC
Schrodinger's Chief Commercial Officer, Global Head of Software Sales and Marketing, Mannix Aklian, departed effective i
8-K — Impact 4/10
May 5, 2026
SEC
Schrödinger reported Q1 2026 total revenue of $58.6M (down 2% YoY but 23% above consensus), GAAP EPS of -$0.81 (vs conse
8-K — Impact 5/10
Apr 17, 2026
SEC
Schrodinger CEO Farid Ramy sold $530,233 worth of shares in an open-market transaction on April 16, 2026, following deri
CLUSTER — Impact 6/10
Apr 17, 2026
Insider
Farid Ramy sold 43,000 shares
President & CEO @ $3.07 ($132.0K)
Apr 17, 2026
Insider
Farid Ramy sold 43,000 shares
President & CEO @ $12.21 ($524.9K)
Apr 17, 2026
Insider
Farid Ramy sold 43,000 shares
President & CEO @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — TRIM
1,186,698 shares ($21.2M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
436,792 shares ($7.8M)
Price Targets
$20.88
+46.9% upside
Strong Buy
Current $14.21
Low $13.00
Median $20.00
High $30.00
8 analysts
$13.00
$30.00
Analyst Ratings
4Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 14, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 8, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| Mar 17, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Jan 8, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Jan 8, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.60 ▼ -1.7% | $-0.67 — $-0.54 | 7% YoY | 2 |
| Next Q | $-0.61 ▲ +0.8% | $-0.64 — $-0.58 | -7% YoY | 2 |
| Current FY | $-2.23 ▼ -10.4% | $-2.25 — $-2.20 | -10% YoY | 2 |
| Next FY | $-1.56 ▼ -13.4% | $-1.66 — $-1.47 | 30% YoY | 2 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $115.6M | — |
| MORGAN STANLEY | $21.2M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $9.2M | NEW |
| TWO SIGMA INVESTMENTS, LP | $7.8M | TRIM |
| FMR LLC | $2.7M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 17, 2026 | Farid Ramy | M | $132.0K |
| Apr 17, 2026 | Farid Ramy | SELL | $524.9K |
| Apr 17, 2026 | Farid Ramy | M | $0.00 |
| Apr 16, 2026 | Farid Ramy | SELL | $530.2K |
| Apr 16, 2026 | Jain Rachit | SELL | $10.8K |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
7 institutional holders with $160.9M total value (8,998,599 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net selling activity: 3 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,464,426 | $115.6M | 71.8% | — |
| 2 | MORGAN STANLEY | 1,186,698 | $21.2M | 13.2% | TRIM -31.7% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 515,903 | $9.2M | 5.7% | NEW |
| 4 | TWO SIGMA INVESTMENTS, LP | 436,792 | $7.8M | 4.9% | TRIM -44.8% |
| 5 | FMR LLC | 151,323 | $2.7M | 1.7% | TRIM -54.8% |
| 6 | BANK OF AMERICA CORP /DE/ | 130,932 | $2.3M | 1.5% | TRIM -34.1% |
| 7 | WELLS FARGO & COMPANY/MN | 112,525 | $2.0M | 1.3% | ADD +94.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 1,737,430 | 1,186,698 | -31.7% | $21.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 791,064 | 436,792 | -44.8% | $7.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 198,685 | 130,932 | -34.1% | $2.3M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,152,304 | 1,737,430 | +50.8% | $34.9M | 2025-Q3 |
| UBS Group AG | TRIM | 1,339,974 | 953,740 | -28.8% | $19.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 606,916 | 198,685 | -67.3% | $4.0M | 2025-Q3 |
| FMR LLC | TRIM | 437,125 | 197,768 | -54.8% | $4.0M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 50,034 | 97,208 | +94.3% | $1.9M | 2025-Q3 |
| NORGES BANK | EXIT | 15,437 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | DOUBLED | 425,440 | 1,339,974 | +215.0% | $27.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 242,424 | 821,151 | +238.7% | $16.5M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 114,884 | 606,916 | +428.3% | $12.2M | 2025-Q2 |
| NORGES BANK | NEW | — | 15,437 | — | $310.6K | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 334,211 | 845,446 | +153.0% | $16.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 100,494 | 242,424 | +141.2% | $4.8M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 37,380 | 52,980 | +41.7% | $1.0M | 2025-Q1 |
| NORGES BANK | EXIT | 80,142 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 46,862 | 406,625 | +767.7% | $7.8M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 696,171 | 334,211 | -52.0% | $6.4M | 2024-Q4 |
| NORGES BANK | TRIM | 149,485 | 80,142 | -46.4% | $1.5M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 59,363 | 37,380 | -37.0% | $721.1K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 498,513 | — | $9.2M | 2024-Q3 |
7 unique insiders with 15 transactions. Net insider value: -$1.3M ($0.00 bought, $1.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 17, 2026 | Farid Ramy | President & CEO | M | 43,000 | $3.07 | $132.0K |
| Apr 17, 2026 | Farid Ramy | President & CEO | SELL | 43,000 | $12.21 | $524.9K |
| Apr 17, 2026 | Farid Ramy | President & CEO | M | 43,000 | $0.00 | $0.00 |
| Apr 16, 2026 | Farid Ramy | President & CEO | SELL | 43,000 | $12.33 | $530.2K |
| Apr 16, 2026 | Jain Rachit | EVP & CFO | SELL | 844 | $12.75 | $10.8K |
| Apr 16, 2026 | Farid Ramy | President & CEO | M | 43,000 | $3.07 | $132.0K |
| Apr 16, 2026 | Farid Ramy | President & CEO | M | 43,000 | $0.00 | $0.00 |
| Mar 6, 2026 | Herman Jenny | CAO | SELL | 608 | $12.84 | $7.8K |
| Mar 5, 2026 | Herman Jenny | CAO | SELL | 775 | $12.85 | $10.0K |
| Mar 5, 2026 | Tran Yvonne | EVP, CLO & CPO | SELL | 1,094 | $12.90 | $14.1K |
| Mar 5, 2026 | Farid Ramy | President & CEO | SELL | 3,661 | $12.91 | $47.2K |
| Mar 5, 2026 | Akinsanya Karen | See Remarks | SELL | 1,366 | $12.90 | $17.6K |
| Mar 5, 2026 | Jain Rachit | EVP & CFO | SELL | 1,631 | $12.90 | $21.0K |
| Mar 5, 2026 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | SELL | 1,222 | $12.90 | $15.8K |
| Mar 4, 2026 | Abel Robert Lorne | See Remarks | SELL | 1,300 | $12.81 | $16.7K |
| Mar 2, 2026 | Herman Jenny | CAO | A | 9,590 | $0.00 | $0.00 |
| Mar 2, 2026 | Jain Rachit | EVP & CFO | A | 34,250 | $0.00 | $0.00 |
| Mar 2, 2026 | Jain Rachit | EVP & CFO | A | 17,130 | $0.00 | $0.00 |
| Mar 2, 2026 | Herman Jenny | CAO | A | 8,220 | $0.00 | $0.00 |
| Mar 2, 2026 | Tran Yvonne | EVP, CLO & CPO | A | 17,130 | $0.00 | $0.00 |
| Mar 2, 2026 | Tran Yvonne | EVP, CLO & CPO | A | 34,250 | $0.00 | $0.00 |
| Mar 2, 2026 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | A | 17,130 | $0.00 | $0.00 |
| Mar 2, 2026 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | A | 34,250 | $0.00 | $0.00 |
| Mar 2, 2026 | Farid Ramy | President & CEO | A | 56,250 | $0.00 | $0.00 |
| Mar 2, 2026 | Farid Ramy | President & CEO | A | 112,500 | $0.00 | $0.00 |
| Mar 2, 2026 | Akinsanya Karen | See Remarks | A | 24,250 | $0.00 | $0.00 |
| Mar 2, 2026 | Akinsanya Karen | See Remarks | A | 48,500 | $0.00 | $0.00 |
| Feb 10, 2026 | Herman Jenny | CAO | SELL | 752 | $13.79 | $10.4K |
| Feb 10, 2026 | Tran Yvonne | EVP, CLO & CPO | SELL | 776 | $13.80 | $10.7K |
| Feb 10, 2026 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | SELL | 925 | $13.73 | $12.7K |
| Feb 9, 2026 | Abel Robert Lorne | See Remarks | SELL | 1,230 | $13.51 | $16.6K |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 2 mixed, 2 neutral. Avg impact: 4.8/10.
NEUTRAL
8-K
4/10
Schrodinger's Chief Commercial Officer, Global Head of Software Sales and Marketing, Mannix Aklian,
May 20, 2026
MIXED
8-K
5/10
Schrödinger reported Q1 2026 total revenue of $58.6M (down 2% YoY but 23% above consensus), GAAP EPS
May 5, 2026
BEARISH
CLUSTER
6/10
Schrodinger CEO Farid Ramy sold $530,233 worth of shares in an open-market transaction on April 16,
Apr 17, 2026
NEUTRAL
CLUSTER
3/10
Multiple Schrodinger executives, including the CEO and CFO, received stock awards as part of what ap
Mar 6, 2026
MIXED
8-K
6/10
Schrodinger reported strong full-year 2025 financial results with total revenue of $255.9 million, r
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (79% buy). Based on 14 analysts: 4 strong buy, 7 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$20.88 mean target
+46.9% upside
Strong Buy (3.00)
$13.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $14.21 |
| Target Low | $13.00 |
| Target Mean | $20.88 |
| Target Median | $20.00 |
| Target High | $30.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.60 | $-0.67 | $-0.54 | 6.9% | -1.7% | — | $0.0B | -12.2% | 2 |
| Next Q 2026-09-30 |
$-0.61 | $-0.64 | $-0.58 | -7.0% | +0.8% | — | $0.1B | -3.6% | 2 |
| Current FY 2026-12-31 |
$-2.23 | $-2.25 | $-2.20 | -10.1% | -10.4% | 0↑ 1↓ | $0.2B | -8.3% | 2 |
| Next FY 2027-12-31 |
$-1.56 | $-1.66 | $-1.47 | 29.7% | -13.4% | 0↑ 1↓ | $0.3B | 12.8% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.605 | |
| 7d ago | $-0.595 | -0.010 |
| 30d ago | $-0.595 | -0.010 |
| 60d ago | $-0.660 | +0.055 |
| 90d ago | $0.000 | -0.605 |
5 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 14, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 8, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Mar 17, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 8, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 8, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | UBS | INITIATE | — | Neutral |
| Dec 15, 2025 | B of A Securities | UPGRADE | Neutral | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| May 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Apr 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Mar 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Feb 1, 2026 | 5 | 7 | 4 | 0 | 0 | 75% | |
| Jan 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
I’m back all in
▲ 1
💬 1
⚡ 0.5
May 8, 2026
short_volume
Short Volume: SDGR — 58.5% short (0.3M / 0.5M)
Short: 301,700 | Exempt: 599 | TRF Vol: 516,036 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
SDGR Q1 2026 Earnings Scheduled — 2026-05-05
Apr 16, 2026
short_volume
Short Volume: SDGR — 55.1% short (0.7M / 1.3M)
Short: 691,890 | Exempt: 0 | TRF Vol: 1,256,738 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Mar 18, 2026
short_interest
FTD: SDGR — 44,643 shares ($0.5M) failed to deliver
Settlement: 20260318, Price: $12.29, FTD Value: $548,662.47, SCHRODINGER INC COM (DE)
Feb 25, 2026
earnings_calendar
SDGR Q4 2025 Earnings After Market Close — 2026-02-25