Update shared on 31 Oct 2025
Analysts have maintained their price target for SES AI at $1.50, citing stable revenue growth expectations and only minor shifts in discount rate and future profitability assumptions.
What's in the News
- SES AI signed a term sheet to establish a joint venture with Hisun New Energy Materials Ltd. Co., aiming to commercially supply electrolyte materials discovered by its Molecular Universe platform (Key Developments).
- The proposed joint venture, with SES AI holding a 90% stake, is expected to bring new recurring revenue by supplying electrolyte materials globally. This is pending the execution of a definitive agreement by the end of the month (Key Developments).
- At The Battery Show North America, SES AI announced the upcoming launch of Molecular Universe 1.0, an advanced battery material discovery platform. The company also introduced expanded subscription offerings and new team members to accelerate industry adoption (Key Developments).
- SES AI completed the repurchase of 871,754 shares, approximately 0.24% of outstanding shares, for $1.1 million as of August 4, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Remained unchanged at $1.50 per share.
- Discount Rate: Increased slightly from 8.97% to 9.02%.
- Revenue Growth: Remained stable at 160.0%.
- Net Profit Margin: Essentially unchanged and holding at approximately 9.96%.
- Future P/E: Increased marginally from 37.17x to 37.22x.
Disclaimer
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