Update shared on 15 Nov 2025
Fair value Increased 100%Analysts have raised their price target for SES AI from $1.50 to $3.00. They cite improved profit margin outlook and a more favorable future price-to-earnings ratio as key drivers behind the update.
What's in the News
- SES AI increased its 2025 year-end revenue target to $20 million to $25 million, reflecting contributions from UZ Energy (Corporate Guidance).
- The company announced plans to establish a joint venture with Hisun New Energy Materials Ltd. Co. to commercially supply electrolyte materials discovered by its Molecular Universe platform. The joint venture will be 90% owned by SES AI and is expected to represent a new recurring revenue source (Strategic Alliances).
- SES AI will unveil Molecular Universe 1.0 (MU-1), a comprehensive battery material discovery software and service platform, on October 20, 2025. New features and expanded subscription offerings are designed to accelerate the go-to-market strategy and provide competitive advantages across battery-related industries (Product-Related Announcements).
Valuation Changes
- The Fair Value Estimate has doubled from $1.50 to $3.00.
- The Discount Rate has risen slightly, from 9.02% to 9.04%.
- The Revenue Growth Outlook has decreased significantly, from 160.0% to 131.7%.
- The Net Profit Margin Forecast has improved considerably, increasing from 9.96% to 23.02%.
- The Future P/E Ratio Estimate has fallen, from 37.22x to 27.79x.
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