Schrodinger vs Doximity: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Schrodinger Inc (SDGR)

Q3 202621 Jun – 6 Aug 2026

▲4

Schrödinger's AI co-scientist Bunsen drives record ACV growth and BMS deal

Bunsen AI co-scientist launch Schrödinger launched Bunsen, an AI co-scientist that combines physics-based simulation with AI to speed up molecular discovery. This new product opens a fresh revenue stream and makes its platform stickier, pushing the stock up as investors bet on future sales.
Bunsen is the core new product driving both the BMS deal and the Q2 ACV surge.
Bristol Myers Squibb adopts Bunsen at scale Bristol Myers Squibb signed a strategic deal to deploy Bunsen across its research teams. A major pharma customer expanding use validates the technology and adds recurring software revenue, lifting the stock as it shows real commercial traction.
The BMS deal is a concrete new customer win that directly boosts revenue potential.
Q2 ACV jumps 27%, guidance raised Schrödinger reported 27% year-over-year growth in annual contract value to $29.6 million, turned a net profit, and raised drug discovery revenue guidance. Strong demand and better profitability signal the business is accelerating, pushing the stock higher.
Q2 results show the strongest growth yet and a swing to profit, key for investor confidence.
AI drug discovery investment boom Industry reports show AI drug discovery investment topped $2 billion and cuts timelines by 70%. Schrödinger is named a key player, so rising sector interest draws more attention and potential customers to its platform, supporting the stock price.
The sector tailwind amplifies Schrödinger's growth story and attracts investor interest.

July 202621 Jun – 6 Aug 2026

▲4

Schrödinger's AI co-scientist Bunsen drives record ACV growth and BMS deal

Bunsen AI co-scientist launch Schrödinger launched Bunsen, an AI co-scientist that combines physics-based simulation with AI to speed up molecular discovery. This new product opens a fresh revenue stream and makes its platform stickier, pushing the stock up as investors bet on future sales.
Bunsen is the core new product driving both the BMS deal and the Q2 ACV surge.
Bristol Myers Squibb adopts Bunsen at scale Bristol Myers Squibb signed a strategic deal to deploy Bunsen across its research teams. A major pharma customer expanding use validates the technology and adds recurring software revenue, lifting the stock as it shows real commercial traction.
The BMS deal is a concrete new customer win that directly boosts revenue potential.
Q2 ACV jumps 27%, guidance raised Schrödinger reported 27% year-over-year growth in annual contract value to $29.6 million, turned a net profit, and raised drug discovery revenue guidance. Strong demand and better profitability signal the business is accelerating, pushing the stock higher.
Q2 results show the strongest growth yet and a swing to profit, key for investor confidence.
AI drug discovery investment boom Industry reports show AI drug discovery investment topped $2 billion and cuts timelines by 70%. Schrödinger is named a key player, so rising sector interest draws more attention and potential customers to its platform, supporting the stock price.
The sector tailwind amplifies Schrödinger's growth story and attracts investor interest.

Latest21 Jun – 6 Aug 2026

▲4

Schrödinger's AI co-scientist Bunsen drives record ACV growth and BMS deal

Bunsen AI co-scientist launch Schrödinger launched Bunsen, an AI co-scientist that combines physics-based simulation with AI to speed up molecular discovery. This new product opens a fresh revenue stream and makes its platform stickier, pushing the stock up as investors bet on future sales.
Bunsen is the core new product driving both the BMS deal and the Q2 ACV surge.
Bristol Myers Squibb adopts Bunsen at scale Bristol Myers Squibb signed a strategic deal to deploy Bunsen across its research teams. A major pharma customer expanding use validates the technology and adds recurring software revenue, lifting the stock as it shows real commercial traction.
The BMS deal is a concrete new customer win that directly boosts revenue potential.
Q2 ACV jumps 27%, guidance raised Schrödinger reported 27% year-over-year growth in annual contract value to $29.6 million, turned a net profit, and raised drug discovery revenue guidance. Strong demand and better profitability signal the business is accelerating, pushing the stock higher.
Q2 results show the strongest growth yet and a swing to profit, key for investor confidence.
AI drug discovery investment boom Industry reports show AI drug discovery investment topped $2 billion and cuts timelines by 70%. Schrödinger is named a key player, so rising sector interest draws more attention and potential customers to its platform, supporting the stock price.
The sector tailwind amplifies Schrödinger's growth story and attracts investor interest.

Doximity Inc (DOCS)

Q3 202629 Jun – 28 Aug 2026

▲3▼1

Doximity's AI Bet Pays Off With Blowout Quarter, But Margins Shrink

Blowout Q1 earnings and raised guidance Doximity reported fiscal Q1 revenue of $156.6 million, beating the $151.7 million consensus, and raised its full-year targets. The stock soared 66% in premarket trading. This directly boosts the share price because it shows the business is growing faster than expected and management is confident enough to raise guidance.
This is the single biggest new event of the period and the main reason DOCS moved sharply higher.
AI investments show strong returns CEO Jeff Tangney said AI prompt volume grew over 25% quarter-on-quarter and AI Scribe users jumped tenfold year-over-year. An independent study found Doximity's AI assistant had the lowest clinical error rates. This supports the stock because it shows the company's heavy AI spending is producing real user growth and a competitive edge.
It explains why investors are optimistic about the AI strategy despite near-term costs.
AI spending squeezes profit margins Adjusted gross margin fell 300 basis points to 88% due to higher AI compute costs, and management expects adjusted EBITDA margin to drop to 47% for the year. This pressures the stock because it means profits are shrinking even as revenue grows, and the company expects the spending to continue.
It is the main counterweight to the positive AI news and a key reason the stock doesn't just go straight up.
AI Search and clinical AI adoption accelerate Doximity's AI Search business onboarded its first cohort across more than two dozen programs, and quarterly active workflow prescribers rose over 30% year-over-year, with 165 signed health-system AI clients. This lifts the stock because it shows new AI products are gaining traction and opening a multibillion-dollar market beyond the core physician network.
It provides concrete evidence that the AI pivot is translating into new customers and revenue streams.

July 202629 Jun – 28 Aug 2026

▲3▼1

Doximity's AI Bet Pays Off With Blowout Quarter, But Margins Shrink

Blowout Q1 earnings and raised guidance Doximity reported fiscal Q1 revenue of $156.6 million, beating the $151.7 million consensus, and raised its full-year targets. The stock soared 66% in premarket trading. This directly boosts the share price because it shows the business is growing faster than expected and management is confident enough to raise guidance.
This is the single biggest new event of the period and the main reason DOCS moved sharply higher.
AI investments show strong returns CEO Jeff Tangney said AI prompt volume grew over 25% quarter-on-quarter and AI Scribe users jumped tenfold year-over-year. An independent study found Doximity's AI assistant had the lowest clinical error rates. This supports the stock because it shows the company's heavy AI spending is producing real user growth and a competitive edge.
It explains why investors are optimistic about the AI strategy despite near-term costs.
AI spending squeezes profit margins Adjusted gross margin fell 300 basis points to 88% due to higher AI compute costs, and management expects adjusted EBITDA margin to drop to 47% for the year. This pressures the stock because it means profits are shrinking even as revenue grows, and the company expects the spending to continue.
It is the main counterweight to the positive AI news and a key reason the stock doesn't just go straight up.
AI Search and clinical AI adoption accelerate Doximity's AI Search business onboarded its first cohort across more than two dozen programs, and quarterly active workflow prescribers rose over 30% year-over-year, with 165 signed health-system AI clients. This lifts the stock because it shows new AI products are gaining traction and opening a multibillion-dollar market beyond the core physician network.
It provides concrete evidence that the AI pivot is translating into new customers and revenue streams.

Latest29 Jun – 28 Aug 2026

▲3▼1

Doximity's AI Bet Pays Off With Blowout Quarter, But Margins Shrink

Blowout Q1 earnings and raised guidance Doximity reported fiscal Q1 revenue of $156.6 million, beating the $151.7 million consensus, and raised its full-year targets. The stock soared 66% in premarket trading. This directly boosts the share price because it shows the business is growing faster than expected and management is confident enough to raise guidance.
This is the single biggest new event of the period and the main reason DOCS moved sharply higher.
AI investments show strong returns CEO Jeff Tangney said AI prompt volume grew over 25% quarter-on-quarter and AI Scribe users jumped tenfold year-over-year. An independent study found Doximity's AI assistant had the lowest clinical error rates. This supports the stock because it shows the company's heavy AI spending is producing real user growth and a competitive edge.
It explains why investors are optimistic about the AI strategy despite near-term costs.
AI spending squeezes profit margins Adjusted gross margin fell 300 basis points to 88% due to higher AI compute costs, and management expects adjusted EBITDA margin to drop to 47% for the year. This pressures the stock because it means profits are shrinking even as revenue grows, and the company expects the spending to continue.
It is the main counterweight to the positive AI news and a key reason the stock doesn't just go straight up.
AI Search and clinical AI adoption accelerate Doximity's AI Search business onboarded its first cohort across more than two dozen programs, and quarterly active workflow prescribers rose over 30% year-over-year, with 165 signed health-system AI clients. This lifts the stock because it shows new AI products are gaining traction and opening a multibillion-dollar market beyond the core physician network.
It provides concrete evidence that the AI pivot is translating into new customers and revenue streams.