SDGR
Schrodinger, Inc.
$14.93
+2.26%
$1.1B
No data for this timeframe.
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$556.8M
Inst. Activity19 buys / 8 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 acquired via exercise 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 16, 2026
Insider
Farid Ramy sold 43,000 shares
President & CEO @ $12.33 ($530.2K)
Inst.
Rubric Capital Management LP — ADD
6,000,000 shares ($68.2M)
Inst.
Sumitomo Mitsui Trust Group, — TRIM
3,190,837 shares ($36.2M)
Price Targets
$20.88
+39.8% upside
Strong Buy
Current $14.93
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 |
|---|---|---|
| BlackRock, Inc. | $109.9M | — |
| GATES FOUNDATION TRUST | $79.3M | — |
| Rubric Capital Management LP | $68.2M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $43.9M | — |
| Sumitomo Mitsui Trust Group, | $36.2M | 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 16, 2026 | Farid Ramy | SELL | $530.2K |
| Apr 16, 2026 | Jain Rachit | SELL | $10.8K |
| Apr 16, 2026 | Farid Ramy | M | $132.0K |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $556.8M total value (48,979,128 shares) as of 2026-Q1. Top holders: BlackRock,, GATES, Rubric. Net buying activity: 19 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,678,560 | $109.9M | 19.7% | — |
| 2 | GATES FOUNDATION TRUST | 6,981,664 | $79.3M | 14.2% | — |
| 3 | Rubric Capital Management LP | 6,000,000 | $68.2M | 12.2% | ADD +43.8% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,862,197 | $43.9M | 7.9% | — |
| 5 | Sumitomo Mitsui Trust Group, Inc. | 3,190,837 | $36.2M | 6.5% | TRIM -32.3% |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,684,692 | $30.5M | 5.5% | — |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2,604,374 | $29.6M | 5.3% | — |
| 8 | STATE STREET CORP | 2,191,427 | $24.9M | 4.5% | — |
| 9 | ARK Investment Management LLC | 2,067,135 | $23.5M | 4.2% | — |
| 10 | MORGAN STANLEY | 1,371,199 | $15.6M | 2.8% | TRIM -31.7% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 883,648 | $10.0M | 1.8% | — |
| 12 | BAILLIE GIFFORD & CO | 801,170 | $9.1M | 1.6% | — |
| 13 | GOLDMAN SACHS GROUP INC | 752,623 | $8.5M | 1.5% | — |
| 14 | TUDOR INVESTMENT CORP ET AL | 550,540 | $6.3M | 1.1% | ADD +25.4% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 509,742 | $5.8M | 1.0% | — |
| 16 | VANGUARD FIDUCIARY TRUST CO | 397,409 | $4.5M | 0.8% | — |
| 17 | Connor, Clark & Lunn Investment Management Ltd. | 310,728 | $3.5M | 0.6% | DOUBLED +211.9% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 276,100 | $3.1M | 0.6% | — |
| 19 | PEAK6 LLC | 232,300 | $2.6M | 0.5% | — |
| 20 | LAZARD ASSET MANAGEMENT LLC | 212,485 | $2.4M | 0.4% | NEAR_EXIT -90.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Rubric Capital Management LP | ADD | 4,171,498 | 6,000,000 | +43.8% | $68.2M | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 4,714,767 | 3,190,837 | -32.3% | $36.2M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | ADD | 438,925 | 550,540 | +25.4% | $6.3M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | NEAR_EXIT | 2,134,968 | 212,485 | -90.0% | $2.4M | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 62,483 | 203,449 | +225.6% | $2.3M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 136,918 | 176,411 | +28.8% | $2.0M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 72,968 | 120,054 | +64.5% | $1.4M | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | TRIM | 269,825 | 96,279 | -64.3% | $1.1M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 44,592 | 95,348 | +113.8% | $1.1M | 2026-Q1 |
| STIFEL FINANCIAL CORP | DOUBLED | 40,411 | 88,179 | +118.2% | $1.0M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 80,774 | 59,366 | -26.5% | $674.4K | 2026-Q1 |
| Trexquant Investment LP | TRIM | 135,024 | 49,542 | -63.3% | $562.8K | 2026-Q1 |
| HSBC HOLDINGS PLC | DOUBLED | 21,261 | 44,341 | +108.6% | $504.2K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 1,458 | 36,606 | +2410.7% | $415.8K | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 15,637 | 35,022 | +124.0% | $397.8K | 2026-Q1 |
| CWM, LLC | DOUBLED | 5,951 | 24,688 | +314.9% | $280.5K | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC | NEAR_EXIT | 71,000 | 17,000 | -76.1% | $193.1K | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 25,098 | 15,425 | -38.5% | $175.2K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 131 | 13,471 | +10183.2% | $153.0K | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 151,323 | 10,251 | -93.2% | $116.5K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 684 | 7,778 | +1037.1% | $88.4K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 693 | 1,745 | +151.8% | $19.8K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 294 | 1,716 | +483.7% | $19.5K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 497 | 1,496 | +201.0% | $17.0K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 754 | 967 | +28.2% | $11.0K | 2026-Q1 |
7 unique insiders with 29 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 | EXERCISE | 43,000 | $3.07 | $132.0K |
| Apr 17, 2026 | Farid Ramy | President & CEO | SELL | 43,000 | $12.21 | $524.9K |
| 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 | EXERCISE | 43,000 | $3.07 | $132.0K |
| 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 | AWARD | 9,590 | — | — |
| Mar 2, 2026 | Jain Rachit | EVP & CFO | AWARD | 34,250 | — | — |
| Mar 2, 2026 | Jain Rachit | EVP & CFO | AWARD | 17,130 | — | — |
| Mar 2, 2026 | Herman Jenny | CAO | AWARD | 8,220 | — | — |
| Mar 2, 2026 | Tran Yvonne | EVP, CLO & CPO | AWARD | 17,130 | — | — |
| Mar 2, 2026 | Tran Yvonne | EVP, CLO & CPO | AWARD | 34,250 | — | — |
| Mar 2, 2026 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | AWARD | 17,130 | — | — |
| Mar 2, 2026 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | AWARD | 34,250 | — | — |
| Mar 2, 2026 | Farid Ramy | President & CEO | AWARD | 56,250 | — | — |
| Mar 2, 2026 | Farid Ramy | President & CEO | AWARD | 112,500 | — | — |
| Mar 2, 2026 | Akinsanya Karen | See Remarks | AWARD | 24,250 | — | — |
| Mar 2, 2026 | Akinsanya Karen | See Remarks | AWARD | 48,500 | — | — |
| 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
+39.8% upside
Strong Buy (3.00)
$13.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $14.93 |
| 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 |
4 analyst firms have rated this stock: 0 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 |
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