Narrative Update: SES AI Analyst Price Target Revision
Analysts have maintained their price target for SES AI at $1.50, citing stable forward-looking estimates and no significant changes in key valuation metrics.
What's in the News
- SES AI announced a term sheet to establish a joint venture with Hisun New Energy Materials to commercialize novel electrolyte materials discovered by its Molecular Universe platform. The joint venture will be 90% owned by SES AI and is expected to be formalized by the end of the month. (Key Developments)
- The company will unveil Molecular Universe 1.0 (MU-1), an advanced battery material discovery software and service platform, on October 20, 2025 at The Battery Show North America. (Key Developments)
- In response to strong demand, SES AI expanded its Molecular Universe subscription offerings and hired a new business development lead to accelerate its go-to-market strategy. (Key Developments)
- SES AI completed the repurchase of 871,754 shares, amounting to 0.24% of shares outstanding, for $1.1 million as part of its announced buyback program. (Key Developments)
- The company reaffirmed its 2025 revenue guidance, projecting $15 million to $25 million for the year. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $1.50.
- Discount Rate has risen slightly to 8.97% from 8.85%.
- Revenue Growth estimate is stable and remains at 160.0%.
- Net Profit Margin is virtually the same, with a marginal adjustment to 9.96%.
- Future P/E has increased slightly to 37.17x from 37.05x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.