Update shared on06 Aug 2025
Fair value Increased 35%Despite a sharply lower net profit margin and a substantial rise in future P/E, improved sentiment has driven the consensus analyst price target for SES AI up from $0.99 to $1.33.
What's in the News
- SES AI Corporation affirmed its 2025 revenue guidance, projecting revenue of $15 million to $25 million.
- The company launched Molecular Universe 0.5 with the new Deep Space feature, enabling senior scientist-level, AI-driven battery research to accelerate commercial product development.
- Deep Space is aimed at battery makers, materials producers, and automakers, offering intense R&D capabilities with more limited access for smaller users.
- SES AI highlighted risks including an emerging market for its platform, technological and commercialization challenges, capital requirements, and potential regulatory and supply chain issues.
Valuation Changes
Summary of Valuation Changes for SES AI
- The Consensus Analyst Price Target has significantly risen from $0.99 to $1.33.
- The Future P/E for SES AI has significantly risen from 21.24x to 81.17x.
- The Net Profit Margin for SES AI has significantly fallen from 10.62% to 4.91%.
Disclaimer
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