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What’s Schrodinger Inc (SDGR) Working Out with Anthropic?

Schrodinger Inc (NASDAQ:SDGR) is among the best medical AI stocks to buy now. Schrodinger Inc (NASDAQ:SDGR)’s management presented at the 2026 KeyBanc Capital Markets Healthcare Forum on March 17. The presentation covered the company’s strategic direction, with the management discussing a shift to hosted software contracts and leveraging AI to expand the user base.

David Smart/Shutterstock.com

The forum heard that Schrodinger aims to shift 75% of its software contracts to hosted models within three years. The management explained that the shift to hosted contracts is a response to customer demand for cloud-based solutions. At the same time, Schrodinger is working with Anthropic and other AI companies to integrate AI into its platform. It says adding AI features will help enhance user efficiency.

For Q4 2025, Schrodinger delivered revenue of $87.2 million, which declined 1.2% YoY and beat the forecast of $83.65 million. Drug discovery revenue more than doubled YoY to $18 million, even as software revenue decreased 13% due to a shift in recognition.

Schrodinger is using AI to give biotech companies better software tools to speed up drug discovery and reduce drug research costs. As part of this effort, Schrodinger announced on January 9 a partnership with Eli Lilly to offer an AI-powered biotech software platform. This arrangement involved Schrodinger integrating Lilly’s AI-driven TuneLab platform into its cloud-based LiveDesign platform.

TuneLab is used by biotech companies to develop drugs as it provides AI-powered drug discovery models that draw on many years of research data. With this arrangement, Schrodinger clients can now access TuneLab capabilities directly on the LiveDesign platform.

Schrodinger Inc (NASDAQ:SDGR) develops software and computational tools used in drug discovery and material science. Its solutions help pharmaceutical, biotech, and industrial companies to accelerate their programs and cut costs. Schrodinger is headquartered in New York but serves clients worldwide.

While we acknowledge the risk and potential of SDGR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SDGR and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: David Abrams’ Hedge Fund Is Betting On These 8 Stocks and 10 Best Energy Storage Stocks to Buy According to Hedge Funds.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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