Schrodinger, Inc. Q2 2026 Earnings Recap

SDGR Q2 2026 August 7, 2026

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Shares jumped 13.8% after Schrodinger reported better-than-expected ACV growth and strong commercial momentum, driven by broad-based demand and early adoption of new AI-enabled products.

Earnings Per Share Beat

$0.08 vs $-0.41 est.

+119.3% surprise

Revenue Beat

58889000 vs 47185530 est.

+24.8% surprise

Market Reaction

1-Day +0.0%

5-Day +2.59%

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Key Takeaways

ACV grew 27% year-over-year to $29.6 million in Q2, with non-contribution ACV up 23%, hitting the high end of guidance.
Notable customer traction includes large pharma, biotech, and materials science sectors, underpinning broad demand.
Launch of Bunsen, an AI co-scientist, started in early access last week, expected to drive significant platform usage growth via a throughput-based licensing model.
Bristol Myers Squibb expanded its partnership, adopting Bunsen widely, exemplifying large-scale platform deployment.
Contribution ACV totaled $7 million, including extended funding from the Gates Foundation supporting predictive toxicology and battery research initiatives.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit SDGR on AllInvestView.

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