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AI compiled from Infoway · 3 analyzed stories

SDGR: Q3 growth and raised FY26 guidance came alongside a $37.7m net loss

Schrödinger reported third-quarter revenue of $64.5 million, up 19% year over year, and annual contract value (ACV), a measure of contracted business, grew 17%. It raised ACV and drug discovery guidance for the fiscal year, while its net loss widened to $37.7 million and hosted software revenue grew 49%.

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What happened

Schrödinger said third-quarter revenue rose 19% to $64.5 million, while annual contract value, the yearly value of customer contracts, grew 17%. Hosted software revenue rose 49%. The company raised its full-year guidance for annual contract value and drug discovery, but reported a $37.7 million net loss.

Global impact / market context

The reported growth and higher guidance suggest more customer business and software use. The net loss shows the company still recorded a substantial loss, so investors must weigh growth against that result.

What to watch

  1. Check the next annual contract value update; the company reported 17% growth and raised its full-year guidance.
  2. Check hosted software revenue and hosted contract adoption; revenue grew 49%, and the company targets hosted contracts reaching 75% by 2028.
  3. Check the next reported net loss; the third-quarter loss was $37.7 million, which shows whether losses change.

Affected assets

  • Schrödinger, Inc.

Evidence