Schrodinger (SDGR) Moves 14.1% Higher: Will This Strength Last?

Company Overview - Schrodinger, Inc. (SDGR) shares increased by 14.1% to $24.34 in the last trading session, with a higher-than-average trading volume [1] - The stock has gained 8.1% over the past four weeks [1] Strategic Updates - The price rise is attributed to investor optimism following the company's announcement of strategic priorities for 2025 and an update on its 2024 progress [2] - In 2024, Schrodinger achieved a multi-target research collaboration and license agreement with Novartis [2] Financial Expectations - The company is expected to report a quarterly loss of$ 0.25 per share, reflecting a year-over-year change of +21.9% [3] - Revenues are anticipated to be $84.93 million, which is a 14.6% increase from the same quarter last year [3] Earnings Estimates and Stock Performance - The consensus EPS estimate for the upcoming quarter has remained unchanged over the last 30 days [4] - A stock's price typically does not continue to rise without trends in earnings estimate revisions, indicating the need to monitor SDGR for potential future strength [4] - Schrodinger currently holds a Zacks Rank of 2 (Buy) [4] Industry Context - Schrodinger is part of the Zacks Medical Info Systems industry, which includes Fulgent Genetics, Inc. (FLGT) [4] - Fulgent Genetics has a consensus EPS estimate of -$ 0.12 for its upcoming report, representing a change of -142.9% from the previous year [5] - Fulgent Genetics currently holds a Zacks Rank of 3 (Hold) [5]