Schrodinger, Inc. (SDGR) Reports Q1 Loss, Tops Revenue Estimates

Company Performance - Schrodinger, Inc. reported a quarterly loss of $0.82 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.71, and compared to a loss of $0.76 per share a year ago, indicating a negative earnings surprise of -15.49% [1] - The company posted revenues of $59.55 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 6.81%, and showing significant growth from year-ago revenues of $36.6 million [2] - Over the last four quarters, Schrodinger has surpassed consensus revenue estimates three times, but has only exceeded EPS estimates once [2] Stock Outlook - Schrodinger shares have increased approximately 22.1% since the beginning of the year, contrasting with a -4.7% decline in the S&P 500 [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at -$0.76 for the coming quarter and -$2.47 for the current fiscal year [4][7] - The estimate revisions trend for Schrodinger is currently mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Medical Info Systems industry, to which Schrodinger belongs, is currently ranked in the top 27% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]