SES AI Corporation

SES AI Corporation

SESยทNYSE

$1.33

-7.6%
Consumer CyclicalAuto - Parts

SES AI Corporation engages in the development and production of high-performance Lithium-metal rechargeable batteries for electric vehicles and other applications. The company was founded in 2012 and is headquartered in Boston, Massachusetts.

At a Glance

Live Snapshot
Market Cap$484.68M
EPS-0.2200
P/E Ratio-6.05
Earnings Date08/03/2026
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SES AI Corporation Street Expectations Map

SES ยท NYSE

Wall Street analysts project that SES stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 1.40, with estimates ranging from a low of 1.40 to a high of 1.40.

Lowest Target
1.40
5.26%
Consensus Target
1.40
5.26%
Highest Target
1.40
5.26%

The consensus 1-year price target stands at 1.40, with estimates ranging from a low of 1.40 to a high of 1.40.

Analyst Consensus Analysis

Upside Potential

+5.3%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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SES AI Corporation Forward Estimates of Revenue

SES ยท NYSE
Latest Revenue
21.00M
FY 2025
Avg Estimate
45.03M
FY 2026
Estimate Range
36.02M - 54.04M
Analyst Spread

Forward Growth Analysis

Projected Growth+114.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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SES AI Corporation Forward Estimates of Net Income

SES ยท NYSE
Latest Net Income
-73.04M
FY 2025
Avg Estimate
-61.26M
FY 2026
Estimate Range
-62.19M - -40.24M
Analyst Spread

Forward Growth Analysis

Projected Growth+16.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread36%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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SES AI Corporation Forward Estimates of EPS

SES ยท NYSE
Latest EPS
-0.22
FY 2025
Avg Estimate
$-0.16
FY 2026
Estimate Range
$-0.19 - $-0.13
Analyst Spread

Forward Growth Analysis

Projected Growth+27.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread43%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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SES AI Corporation Forward Estimates of EBIT

SES ยท NYSE
Latest EBIT
-82.61M
FY 2025
Avg Estimate
27.02M
FY 2026
Estimate Range
21.61M - 32.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+132.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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SES AI Corporation Forward Estimates of EBITDA

SES ยท NYSE
Latest EBITDA
-72.32M
FY 2025
Avg Estimate
27.02M
FY 2026
Estimate Range
21.61M - 32.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+137.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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SES AI Corporation Forward Estimates of SG&A Expense

SES ยท NYSE
Latest SG&A Expense
26.88M
FY 2025
Avg Estimate
205.53M
FY 2026
Estimate Range
164.42M - 246.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+664.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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SES AI Corporation Insider Positioning

SES ยท NYSE

During the last 12 months, insiders have sold $1.26M worth of SES shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

50.0K

60.01K

Net Activity

-60K

-$60K

3-6 Months

Bought

0

0.00

Sold

350.0K

822.59K

Net Activity

-823K

-$823K

6-9 Months

Bought

0

0.00

Sold

150.0K

285.23K

Net Activity

-285K

-$285K

9-12 Months

Bought

0

0.00

Sold

91.8K

96.35K

Net Activity

-96K

-$96K

Top Buyers

No buying activity

Top Sellers

1
GH

Gan Hong

Officer: Chief Science Officer

500.0K sharesโ€ข4 transactions

$1.11M

2
PK

Pilkington Kyle

Officer: Chief Legal Officer

55.5K sharesโ€ข3 transactions

$66K

3
NJ

Nealis Jing

Officer: Chief Financial Officer

47.1K sharesโ€ข3 transactions

$47K

4
XK

Xu Kang

Officer: Chief Technology Officer

39.2K sharesโ€ข1 transactions

$43K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.26M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$60K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.