异动解读 | 薛定谔股价盘前大涨5.07%,第二季度业绩超预期

异动解读
Aug 07, 2025

生物科技公司薛定谔(Schrodinger Inc.,股票代码:SDGR)今日盘前股价大涨5.07%,主要受到公司发布的第二季度财报超出市场预期的推动。

根据公司公布的财报显示,截至6月30日的第二季度,薛定谔调整后每股亏损为0.59美元,明显好于分析师平均预期的0.77美元亏损。公司季度总收入同比增长15.7%,达到5476万美元,同样超过了市场预期的5200万美元。其中,软件收入为4050万美元,同比增长15%;药物发现收入为1420万美元,同比增长19%。

尽管公司仍录得4317万美元的季度亏损,但整体业绩表现优于预期。公司管理层维持2025年全年软件收入增长10%-15%的指导,药物发现收入预计在4500万至5000万美元之间。分析师对公司前景持积极态度,目前对该公司股票的平均评级为"买入",华尔街给出的12个月目标价中位数为31.00美元,较最新收盘价19.64美元高出约36.6%。这种乐观情绪可能会进一步支撑股价的上涨势头。

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