Welcome to our dedicated page for Schrodinger news (Ticker: SDGR), a resource for investors and traders seeking the latest updates and insights on Schrodinger stock.
Schrödinger, Inc. reports developments tied to its computational platform for molecular discovery, which is licensed to biotechnology, pharmaceutical, industrial and academic customers for drug development and materials design. Company updates commonly cover Software segment performance, hosted and license-server delivery, annual contract value, and the role of software revenue in the business.
News also addresses Schrödinger's Drug Discovery segment, including collaborative and internal programs, together with clinical or regulatory disclosures when applicable. Recurring corporate items include quarterly and annual financial results, investor conference participation, equity inducement grants under Nasdaq Listing Rule 5635(c)(4), shareholder voting matters, governance changes and capital-structure disclosures.
Schrödinger (Nasdaq: SDGR) reported 2025 total revenue of $255.9M (up 23.3%) and software revenue of $199.5M (up 10.6%).
Key metrics: 2025 software ACV $198.5M, hosted revenue 23% of software, software gross margin 74%, cash and marketable securities ~$402.3M, and a 2028 objective to reach positive adjusted EBITDA.
Schrödinger (Nasdaq: SDGR) said management will attend three investor conferences in March 2026 with scheduled fireside chats on March 3, March 10, and March 17.
The live discussions will be available in the company’s Investors section and archived for approximately 90 days after each event.
Schrödinger (Nasdaq: SDGR) reported inducement equity awards granted on February 13, 2026 to newly hired employees under its 2021 Inducement Equity Incentive Plan.
The company granted 9,600 non‑statutory stock options to two hires and 18,250 RSUs to eight hires. Options exercise price: $11.40 (closing price on February 13, 2026). Options have a 10‑year term; both award types vest over four years per stated schedules.
Schrödinger (NASDAQ: SDGR) will report its fourth-quarter and full-year 2025 financial results on Wednesday, February 25, 2026 after market close. The company will host a conference call and live webcast at 4:30 p.m. ET, with the webcast available in Investors and archived for ~90 days.
Schrödinger (Nasdaq: SDGR) summarized 2025 progress and laid out 2026 priorities to scale its physics+AI computational platform and expand drug discovery collaborations. Key 2025 milestones include strategic agreements with Lilly and Manas AI, a beta Predictive Toxicology solution covering ~50 kinases, 20 peer-reviewed publications, and initial Phase 1 clinical data for SGR-1505. Regulatory recognitions include Fast Track and Orphan Drug designations for SGR-1505 in Waldenström macroglobulinemia. 2026 priorities focus on platform scaling, completing Phase 1 data for SGR-1505 and SGR-3515, presenting SGR-3515 data H1 2026, and pursuing partnerships to advance clinical programs.
Schrödinger (Nasdaq: SDGR) announced a collaboration with Lilly TuneLab to make TuneLab available via LiveDesign, Schrödinger’s enterprise informatics platform. LiveDesign will serve as a priority interface for participating biotech companies to access TuneLab workflows, combining AI models, physics-based calculations, and experimental data. TuneLab uses a third-party host and a privacy-first federated learning approach to keep partner data separate and private.
The partnership aims to broaden access to digital drug design tools across discovery teams.
Schrödinger (Nasdaq: SDGR) reported inducement equity grants on December 15, 2025. The company granted restricted stock units for 2,666 shares to 6 newly hired employees under the 2021 Inducement Equity Incentive Plan, approved by the compensation committee pursuant to a board delegation.
The RSUs vest over four years: 25% vests after 12 months of continuous service from the vesting commencement date, with the remaining 75% vesting in equal annual installments over the following three years. Grants are subject to award agreements and plan terms and were made as material inducements under Nasdaq Listing Rule 5635(c)(4).
Schrödinger (Nasdaq: SDGR) will participate in a fireside chat at the Jefferies London Healthcare Conference on Wednesday, November 19, 2025 at 4:00 p.m. GMT (11:00 a.m. ET).
The live webcast will be available in the Investors section of Schrödinger's website and will be archived for approximately 90 days after the event.
Schrödinger (Nasdaq: SDGR) reported Q3 2025 total revenue of $54.3M, up 54% year‑over‑year, with software revenue $40.9M (+28% YoY) and drug discovery revenue $13.5M (+295% YoY). GAAP net loss narrowed to $32.8M for the quarter. Cash and marketable securities were $401.0M at September 30, 2025. The company updated 2025 guidance: software revenue growth lowered to 8%–13% (from 10%–15%), drug discovery revenue raised to $49M–$52M, and software gross margin now expected at 73%–75%. Management expects ~$70M of savings from prior expense reductions and a shift to a discovery‑focused therapeutics R&D model.
Copernic Catalysts and Schrödinger (SDGR) announced they have surpassed the final technical milestone for their jointly developed ammonia synthesis catalyst, Neptune. Neptune delivered an ammonia yield >2x that of competing catalysts under real-world reactor conditions and met the collaboration's success criteria.
The release states Neptune could raise industrial plant capacity by up to 47%, add up to $110 million in annual plant-level profit, and cut energy use from the Haber-Bosch process by up to 23%. Copernic is scaling up with toll manufacturers and plans pilot-scale demonstrations in 2026/27, with commercial sales targeted after successful pilots. Copernic and Schrödinger have also begun joint work on a selective ethylene oxide catalyst.