Update shared on03 Oct 2025
Fair value Increased 13%Analysts have raised the price target for SES AI from $1.33 to $1.50. This reflects adjustments in fair value and financial forecasts based on updated market assumptions.
What's in the News
- SES AI completed the repurchase of 871,754 shares, representing 0.24% of outstanding shares for $1.1 million, fulfilling the buyback announced earlier in the year (Key Developments).
- The company affirmed its revenue guidance for 2025, expecting between $15 million and $25 million in revenue (Key Developments).
- SES AI released Molecular Universe 0.5 with the new Deep Space feature. This aims to accelerate commercial product development and reinforce its R&D as a service offering in the global battery industry (Key Developments).
Valuation Changes
- Consensus Analyst Price Target increased from $1.33 to $1.50, reflecting a modest rise in fair value assumptions.
- Discount Rate moved up slightly from 8.65% to 8.85%, suggesting a minor adjustment in perceived risk or cost of capital.
- Revenue Growth projections remained unchanged at approximately 160%, signaling stable expectations for expansion.
- Net Profit Margin was virtually steady at about 9.96%, indicating no material change in profitability outlook.
- Future P/E ratio rose from 32.75x to 37.05x, pointing to higher valuation that is modestly anticipated for future earnings.
Disclaimer
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