Update shared on 29 Nov 2025
Analysts have raised their price target for SES AI to $3.00 per share. They cite improved revenue growth expectations, even though there is a slightly higher discount rate and moderated profit margin forecasts.
What's in the News
- SES AI completed the repurchase of 1,340,656 shares, representing 0.37% of shares, for $1.64 million as part of a previously announced buyback program. (Key Developments)
- The company raised its 2025 year-end revenue guidance to a range of $20 million to $25 million. This reflects the anticipated contribution from UZ Energy. (Key Developments)
- SES AI signed a term sheet for a joint venture with Hisun New Energy Materials to commercially supply novel electrolyte materials discovered using their Molecular Universe platform. The venture is expected to provide a new recurring revenue source. (Key Developments)
- SES AI unveiled Molecular Universe 1.0 (MU-1), its advanced battery material discovery software platform, and expanded subscription offerings following strong market reception. (Key Developments)
Valuation Changes
- The Fair Value estimate remains unchanged at $3.00 per share.
- The Discount Rate has increased slightly from 9.04% to 9.08%.
- Revenue Growth expectations have risen significantly, moving from 131.7% to 145.9%.
- The Net Profit Margin forecast has declined from 23.0% to 19.3%.
- The estimate for the future P/E ratio has decreased modestly from 27.8x to 26.9x.
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