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• Schrödinger announced it will release its third quarter 2025 financial results on November 5, 2025, followed by a live webcast and conference call for investors.

• The company has attracted increasing industry attention as a pioneer in applying artificial intelligence to accelerate drug discovery and reshape biotechnology innovation.

• We’ll explore how recognition of Schrödinger’s AI leadership amid growing sector focus may influence its long-term investment outlook.

Find companies with promising cash flow potential yet trading below their fair value.

To be a shareholder of Schrödinger, you need to believe the company’s AI-driven software can become essential to drug discovery, leading to scalable, recurring revenues and clinical milestones. The upcoming third quarter 2025 results announcement and investor call, while relevant for short-term sentiment, does not materially change the main near-term catalyst, new clinical data for SGR-1505, nor does it resolve the biggest risk of sluggish new client acquisition amid biotech sector headwinds.

The most closely related recent announcement is Schrödinger’s update on initial clinical results for SGR-1505, a MALT1 inhibitor, which showed early efficacy and received FDA Fast Track designation this June. This progress in the clinic positions SGR-1505 as a primary driver for milestone payments and licensing, supporting management’s focus on revenue growth from drug discovery and anchoring the short-term investment outlook.

However, investors should also be mindful that, in contrast to the excitement around new clinical milestones, ongoing challenges in expanding the customer base persist and…

Read the full narrative on Schrödinger (it’s free!)

Schrödinger’s narrative projects $396.6 million revenue and $34.8 million earnings by 2028. This requires 18.6% yearly revenue growth and a $216.1 million increase in earnings from the current level of -$181.3 million.

Uncover how Schrödinger’s forecasts yield a $27.30 fair value, a 21% upside to its current price.

Six independent valuations from the Simply Wall St Community place fair value for Schrödinger between US$27.00 and US$43.20 per share. While some see upside, many remain focused on the risk that slow new client acquisition could constrain long-term revenue growth and influence market sentiment ahead of earnings; explore the range of outlooks shaping this debate.

Explore 6 other fair value estimates on Schrödinger – why the stock might be worth as much as 92% more than the current price!

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include SDGR.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Shares of Skyworks Solutions (SWKS) slipped 3% after a disappointing outlook from Texas Instruments. This development heightened concerns about a slowing recovery across the broader semiconductor industry and cast a shadow over sector performance.

See our latest analysis for Skyworks Solutions.

Against the backdrop of sector-wide jitters sparked by Texas Instruments’ outlook, Skyworks Solutions’ share price has lost ground this month and year-to-date, with a 1-year total shareholder return of -19%. While the company continues to roll out technical advances and earn industry recognition, recent momentum is clearly fading as investors reassess risk across the entire semiconductor space.

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With shares now trading well below their five-year highs and sentiment at a low, the crucial question for investors is whether Skyworks Solutions is an undervalued opportunity or if the market is accurately pricing in future challenges and limited growth ahead.

Skyworks Solutions’ last close of $74.04 stands slightly above the most-followed narrative’s fair value calculation of $72.47. Analyst consensus believes that near-term improvements may be limited, which sets the stage for ongoing debate around whether today’s market price is justified or too optimistic.

Accelerated adoption of advanced wireless standards and AI-capable smartphones is increasing the RF content required per device. This positions Skyworks to benefit from higher average selling prices and potential unit volume growth, and may drive revenue and gross margin expansion.

Read the complete narrative.

What forecast is powering this valuation? The narrative quietly hinges on a projected turnaround in profit margins, a wave of new revenue sources, and bold expectations for industry cycles. The real surprise is how consensus thinks Skyworks will overcome recent headwinds. Wonder what hidden lever is at the core? Explore the full story to see which future assumptions could send shares in either direction.

Result: Fair Value of $72.47 (OVERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, risks remain, such as Skyworks’ reliance on a single major customer and persistent competition. Either factor could challenge even the most optimistic scenario.

Find out about the key risks to this Skyworks Solutions narrative.

While the analyst consensus suggests Skyworks Solutions is fairly valued or slightly overvalued using market multiples, our DCF model tells a different story. The SWS DCF model estimates fair value at $110.36 per share, which is far above today’s price. This hints at a meaningful undervaluation the market could be overlooking. Can this gap persist, or will investors eventually close it?

Look into how the SWS DCF model arrives at its fair value.

If you see things differently, or want to bring your own perspective to the numbers, crafting your own narrative takes just a few minutes. Do it your way

A great starting point for your Skyworks Solutions research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.

Take action now and supercharge your watchlist by targeting untapped markets, growth leaders, or stable income opportunities before the crowd catches on.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include SWKS.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

QuidelOrtho (QDEL) has been navigating a challenging market in recent months, facing headwinds that have impacted its share price. Recent performance offers investors reason to revisit the company’s fundamentals as they evaluate longer-term prospects.

See our latest analysis for QuidelOrtho.

QuidelOrtho’s 14% share price gain over the past month hints at shifting market sentiment; however, the bigger picture remains challenging given a 1-year total shareholder return of -21% and a steep three-year loss. While momentum has picked up recently, long-term holders are still waiting for a meaningful turnaround.

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With shares trading at a hefty discount to analyst price targets, but longer-term returns still deeply negative, investors have to ask whether QuidelOrtho is undervalued at current levels or if the market is already accounting for any future growth potential.

With QuidelOrtho’s fair value calculation at $40.33 and a last close of $30.51, the narrative suggests there’s significant upside potential if the company meets its projected milestones. Here’s a core insight from the most widely followed narrative driving this view.

Acquisition of LEX Diagnostics and the planned commercialization of its rapid molecular point-of-care platform addresses the trend toward fast, decentralized testing and is likely to increase recurring revenues and enhance margins as high-value, high-velocity diagnostic solutions become more prevalent.

Read the complete narrative.

Curious what numbers could justify this big premium? The full narrative lays out a bold path that includes profitability targets and a future multiple that is out of step with today’s reality. Don’t miss the surprising projections and assumptions that power this price target.

Result: Fair Value of $40.33 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, persistent declines in COVID-related revenues and challenges from discontinued product lines could undermine near-term gains. These factors may test the company’s turnaround narrative.

Find out about the key risks to this QuidelOrtho narrative.

If you see the numbers differently or want to shape your own perspective, you can dive into the data and build your own narrative in just a few minutes. Do it your way

A great starting point for your QuidelOrtho research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include QDEL.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com