Schrodinger vs Teladoc: why the prices moved differently

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

Schrodinger Inc (SDGR)

Q3 202621 Jun – 6 Aug 2026

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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.

Teladoc Inc (TDOC)

Q3 20268 Jul – 30 Jul 2026

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Teladoc Cuts Guidance as BetterHelp Collapses; Iran Tensions Add Pressure

Teladoc slashes full-year revenue guidance on Q2 miss Teladoc reported Q2 revenue of $606.9 million, missing estimates, and lowered full-year revenue guidance to $2.362–$2.447 billion. The stock plunged as much as 29% because the cut signals weaker future sales and profits than investors expected.
This is the single biggest new event directly hitting TDOC's price and future outlook.
BetterHelp segment collapses, dragging down overall results BetterHelp revenue fell 12% to $212.6 million and its adjusted EBITDA plunged 96% to just $0.47 million. This sharp deterioration in a key business line raises serious doubts about Teladoc's growth story and profitability.
It explains the specific business weakness behind the guidance cut and why investors are so negative.
Iran conflict drives bond yields up, pressuring growth stocks Trump's vow to strike Iran pushed oil and bond yields higher, causing a risk-off rotation. Teladoc fell 4% as rising yields make future earnings less valuable today, hitting high-multiple growth stocks like TDOC especially hard.
This macro event adds external pressure on TDOC's valuation, compounding its company-specific troubles.

July 20268 Jul – 30 Jul 2026

▼3

Teladoc Cuts Guidance as BetterHelp Collapses; Iran Tensions Add Pressure

Teladoc slashes full-year revenue guidance on Q2 miss Teladoc reported Q2 revenue of $606.9 million, missing estimates, and lowered full-year revenue guidance to $2.362–$2.447 billion. The stock plunged as much as 29% because the cut signals weaker future sales and profits than investors expected.
This is the single biggest new event directly hitting TDOC's price and future outlook.
BetterHelp segment collapses, dragging down overall results BetterHelp revenue fell 12% to $212.6 million and its adjusted EBITDA plunged 96% to just $0.47 million. This sharp deterioration in a key business line raises serious doubts about Teladoc's growth story and profitability.
It explains the specific business weakness behind the guidance cut and why investors are so negative.
Iran conflict drives bond yields up, pressuring growth stocks Trump's vow to strike Iran pushed oil and bond yields higher, causing a risk-off rotation. Teladoc fell 4% as rising yields make future earnings less valuable today, hitting high-multiple growth stocks like TDOC especially hard.
This macro event adds external pressure on TDOC's valuation, compounding its company-specific troubles.

Latest8 Jul – 30 Jul 2026

▼3

Teladoc Cuts Guidance as BetterHelp Collapses; Iran Tensions Add Pressure

Teladoc slashes full-year revenue guidance on Q2 miss Teladoc reported Q2 revenue of $606.9 million, missing estimates, and lowered full-year revenue guidance to $2.362–$2.447 billion. The stock plunged as much as 29% because the cut signals weaker future sales and profits than investors expected.
This is the single biggest new event directly hitting TDOC's price and future outlook.
BetterHelp segment collapses, dragging down overall results BetterHelp revenue fell 12% to $212.6 million and its adjusted EBITDA plunged 96% to just $0.47 million. This sharp deterioration in a key business line raises serious doubts about Teladoc's growth story and profitability.
It explains the specific business weakness behind the guidance cut and why investors are so negative.
Iran conflict drives bond yields up, pressuring growth stocks Trump's vow to strike Iran pushed oil and bond yields higher, causing a risk-off rotation. Teladoc fell 4% as rising yields make future earnings less valuable today, hitting high-multiple growth stocks like TDOC especially hard.
This macro event adds external pressure on TDOC's valuation, compounding its company-specific troubles.