Schrödinger (SDGR) Reports $256M Revenue and 10-15% ACV Growth

Schrödinger (SDGR) generated $256 million in total revenue for 2025, with $200 million attributed to software revenue and an annual contract value (ACV) of $198 million. The company anticipates ACV growth of 10% to 15% in 2026, projecting an ACV range of $218 million to $228 million. Management highlighted that existing cash reserves support operations well into the journey toward positive adjusted EBITDA by the end of 2028. Schrödinger focuses on drug discovery and has a solid balance sheet, enhancing its position in the biotech sector amidst an improving macro environment.