Schrodinger, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Q3 2026: ACV $44.7M (+17% YoY), drug discovery revenue $24.2M (vs $13.0M YoY, boosted by $11.2M Structure Therapeutics milestone), total revenue $64.5M (+19%). FY2026 guidance raised: ACV $222–232M (prior $218–228M), drug discovery revenue $75–85M (prior $65–75M). Net loss $37.7M (vs $32.8M); cash position $373M. Hosted software revenue surged 49% to $17.2M. Operating expenses fell 13%.
Why this rating
Revenue guidance raise ~$10M drug discovery (6–8% upside) is material to $1.1B company; ACV growth sustained at 12–17% affirms software traction. Milestone-driven earnings spike is one-time; core momentum real but moderate. No material M&A or restructuring.
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