B+
Bull case
0%
Probability
Target price
$22.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
SDGR
SchrodingerCNasdaq / Health Care Equipment & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
1%
Probability
Target price
$18.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
B-
Bear case
0%
Probability
Target price
$14.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-08
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
+30.0
Positive
Sentiment proxy
+55.8
Score
AI commentary
The company source confirms the Q2 release, ACV growth, guidance change, Bunsen launch, and BMS agreement. The August 6 anchor was $17.81, but no clean pre-print comparison or trustworthy source attributing the market move to results was available. No post-print analyst reaction or revision signal was identified, so the tone remains moderately positive but the thesis stays monitoring-oriented.
RankAlpha Sentiment Codex - 2026-08-08
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-08-05eventQ2 ACV growth and higher drug-discovery guidanceHigh impact
Q2 ACV was $29.6 million, up 27% year over year, while drug-discovery revenue guidance increased to $65–75 million from $55–65 million after a $10 million Ajax-related collaboration milestone. [#SEC-8K-2026-08-05]
2026-09-30catalystHosted-software transition remains an execution monitorMedium impact
Software revenue declined 10% year over year as the company accelerated its transition to hosted licensing; hosted revenue reached 47% of quarterly software revenue, making adoption and monetization the key near-term test. [#SEC-8K-2026-08-05]
2027-08-08catalystBunsen early access and Bristol Myers Squibb deploymentHigh impact
Schrödinger launched early access for Bunsen and announced a strategic software agreement with Bristol Myers Squibb, creating a potential platform-adoption path, though commercial scale remains unproven. [#SEC-8K-2026-08-05]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-08 • Updated nightlySource: Internal modelMethodology