·SEC EDGARLow
Tran Yvonne sold $1.1M of SDGR
Tran Yvonne (EVP, CLO & CPO) sold 32,000 shares of Schrodinger, Inc. (SDGR) at an average of $32.85 ($29.97–$33.11, $1.05M total) across 4 trades on 2026-11-09 under a Rule 10b5-1 trading plan.
StockNASDAQ · US · USDHealthcare · Health Information Services
$SDGR
Schrodinger, Inc.
Schrödinger develops computational software for discovering, designing and optimizing molecules. Its platform combines physics-based methods with machine learning and is licensed to biopharmaceutical and industrial companies, academic institutions and government laboratories. Software products include Glide for virtual screening, FEP+ for molecular property calculations, and LiveDesign for collaborative molecule design and project coordination. Materials science applications include electronics, aerospace, semiconductors, energy, oil and gas, and consumer products. Schrödinger also uses its platform in collaborative drug discovery programs and its own proprietary programs. For collaborators, it conducts research and development and may receive upfront payments, milestone payments, option fees and royalties on product sales. It advances proprietary drug candidates through preclinical and clinical development. The company is headquartered in New York, New York.
AlphAI earnings readThird Quarter 2026 · NOV 4Third Quarter ACV of $45 Million, Representing 17% Growth; Increases Full-Year 2026 ACV and Drug Discovery Revenue GuidanceVerdict: solidRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $SDGRvia TradingView
AI sentiment · 7d5 articles
- Bullish
- 4
- Neutral
- 1
- Bearish
- 0
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $1.1M 4 txs
Tran Yvonne4× · $1.1M
10b5-1 share of filings100%
Top stories · $SDGRMore →
·tradingview.com
TD Cowen maintains Schrodinger at Buy, raises price target to $36 from $31
TD Cowen reaffirmed its Buy rating for Schrodinger and increased its price target to $36 from $31, citing a 26.2% upside from the Nov 4 close of $28.52. Recent analyst price targets for Schrodinger range from $21 to $32.
·seekingalpha.com
Schrödinger outlines 2026 ACV of $222M-$232M while raising drug discovery revenue to $75M-$85M (NASDAQ:SDGR)
Schrödinger (SDGR) reported Q3 2026 results, with ACV growth of 17% (24% excluding contributions) and raised 2026 drug discovery revenue guidance to $75M-$85M. The company expects 2026 ACV to be $222M-$232M, reflecting commercial momentum and progress toward long-term goals, according to CEO Ramy Farid.
SDGR sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning SDGR (Schrodinger, Inc.). Coverage has skewed bullish: 4 bullish, 1 neutral, and 0 bearish.
Recent SDGR coverage spans market movers, insider activity and financial news.
In the last 30 days, SDGR insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($1.1M). The most active reporter was Tran Yvonne, EVP, CLO & CPO, with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
What's driving SDGR
The insider sale may signal reduced confidence and could weigh on the stock.
TD Cowen reaffirmed its Buy rating for Schrodinger and increased its price target to $36 from $31, citing a 26.2% upside from the Nov 4 close of $28.52. Recent analyst price targets for Schrodinger range from $21 to $32.
The guidance is modest and may be below market expectations, likely prompting a modest price decline.
Schrödinger issued guidance that lifts its ACV outlook to $222‑$232M and drug discovery revenue to $75‑$85M.
The RSU grants introduce modest dilution, likely exerting slight downward pressure on the stock.
AlphAI scores every news story that mentions SDGR with an AI model for sentiment and relevance, and aggregates insider trades from Schrodinger, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $SDGR
Score
Tran Yvonne sold $1.1M of SDGR
Tran Yvonne (EVP, CLO & CPO) sold 32,000 shares of Schrodinger, Inc. (SDGR) at an average of $32.85 ($29.97–$33.11, $1.05M total) across 4 trades on 2026-11-09 under a Rule 10b5-1 trading plan.
TD Cowen maintains Schrodinger at Buy, raises price target to $36 from $31
TD Cowen reaffirmed its Buy rating for Schrodinger and increased its price target to $36 from $31, citing a 26.2% upside from the Nov 4 close of $28.52. Recent analyst price targets for Schrodinger range from $21 to $32.
Schrödinger outlines 2026 ACV of $222M-$232M while raising drug discovery revenue to $75M-$85M (NASDAQ:SDGR)
Schrödinger (SDGR) reported Q3 2026 results, with ACV growth of 17% (24% excluding contributions) and raised 2026 drug discovery revenue guidance to $75M-$85M. The company expects 2026 ACV to be $222M-$232M, reflecting commercial momentum and progress toward long-term goals, according to CEO Ramy Farid.
Schrödinger Reports Third Quarter 2026 Financial Results
Schrodinger, Inc. (SDGR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Schrödinger Reports Third Quarter 2026 Financial Results Third Quarter ACV of $45 Million, Representing 17% Growth Increases Full-Year 2026 ACV and Drug Discovery Revenue Guidance New York, November 4, 2026 – Schrödinger, Inc. (Nasdaq: SDGR) today announced financial
Schrödinger Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Schrödinger (SDGR) granted 5,716 RSUs to five new employees on Oct 21, 2026, under Nasdaq Rule 5635(c)(4). The RSUs vest over four years, with 25% vesting after one year. The grants were approved by the compensation committee and are part of the employees' compensation packages.
UBS Adjusts Schrodinger Price Target to $21 From $19, Maintains Neutral Rating
UBS raised its price target for Schrodinger from $19 to $21 while maintaining a neutral rating. The stock has seen a 5-day change of 22.56 USD, a 1st Jan change of -2.40%, and a year-to-date change of -13.94%.
Biotech Stocks At 52-Week Highs - OMER +13%, TKNO +5%, BLFS, SDGR, INFU
Omeros (OMER) +13%, Alpha Teknova (TKNO) +5%, BioLife (BLFS) +6%, Schrodinger (SDGR) +4%, and InfuSystem (INFU) +2% hit 52-week highs. OMER reported $32.2M Q2 sales for YARTEMIS. TKNO launched Fill-Tek, with Q2 revenue up 18%. BLFS to be acquired by Repligen (RGEN) for $1.5B, Q2 revenue up 21%. SDGR co-founded Tectora. INFU Q2 revenue $36.9M, up 2.6%.
Akinsanya Karen sold $928K of SDGR
Akinsanya Karen (See Remarks) sold 31,599 shares of Schrodinger, Inc. (SDGR) at an average of $29.37 ($28.00–$30.00, $0.93M total) across 2 trades on 2026-09-17 under a Rule 10b5-1 trading plan.
Schrödinger options flow points to bullish positioning ahead of potential catalyst
Schrödinger Inc. (SDGR) options flow shows bullish positioning, with significant call buying ahead of potential catalysts. The stock is down 3.64% intraday at $29.14 but up 52.79% in a week and 84.39% in 3 months. Notable options include Sept 18 $30 calls expiring today and new positions in Oct and Dec calls, indicating bullish sentiment. Volatility remains high, with 3-month implied volatility at 83.32%. The recent rally follows a Novartis partnership and $700M R&D collaboration. Investors are
Schrödinger (SDGR) Stock Surges 60% but $37 Resistance Could Test the Rally as Mixed Fundamentals Raise Fresh Risks
Schrödinger (SDGR) stock surged 60% this week, crossing $30. The rally faces resistance near $37. Software metrics show slowing growth, with ACV up 4% to $198.5M in 2025. Drug pipeline faces uncertainty, with key programs seeking partners. Cash and securities increased to $418.8M by Q2 2026. Investors watch for execution risks.