SES AI Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
SES AI wird ein jährliches Gewinn- und Umsatzwachstum von 11.6% bzw. 38.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 11.2% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich -49.3% betragen.
Wichtige Informationen
11.6%
Wachstumsrate der Gewinne
11.20%
EPS-Wachstumsrate
| Electrical Gewinnwachstum | 18.7% |
| Wachstumsrate der Einnahmen | 38.9% |
| Zukünftige Eigenkapitalrendite | -49.28% |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 24 Apr 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • May 19
SES: Lawsuit And CFO Transition Will Set Up Future Upside
Analysts have kept their SES AI price target at $4.00, with updates to the discount rate, revenue growth, profit margin, and future P/E assumptions reflecting a more tempered outlook on long term profitability expectations while maintaining the same fair value estimate. What's in the News Rosen Law Firm filed a class action lawsuit on behalf of investors who bought SES AI securities between January 29, 2025 and March 4, 2026, alleging misleading statements around business prospects, revenue recognition tied to Molecular Universe, logistics constraints in late 2025, and 2026 revenue guidance, with a deadline of June 26, 2026 to seek lead plaintiff status (Key Developments).
Narrativ-Update • Apr 28
SES: Revenue Ramp And New CFO Will Shape Future Upside
Analysts have adjusted their view on SES AI with a modest price target move from $1.30 to $1.40, reflecting updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News SES AI expects first quarter 2026 revenue in the range of US$6.3 million to US$6.5 million, with most of the revenue coming from ESS product sales at UZ Energy and additional contributions from drones and subscription revenue (company guidance).Seeking Alpha • Apr 27
SES AI Q1 Earnings: Strong Synergies For 2026
Summary SES AI reported Q1 2026 results last Thursday with increasing revenue and an improved net loss. The company's ESS segment is driving growth, while its other two operating segments have strong momentum. The company appears ready to manufacture drone batteries and bespoke battery materials for 2026. The stock price is up 33.5% over the last year, although it has been on the downtrend over the last few months. I continue my rating of a Hold for the company. Read the full article on Seeking Alpha
Narrativ-Update • Apr 14
SES: 2026 Revenue Guidance And Share Buyback Will Support Long Term Upside
Analysts have maintained their $2.65 price target on SES AI, making only minor adjustments to the discount rate, profit margin assumptions, and long-term P/E expectations. These small changes result in a broadly unchanged outlook for the shares.Narrativ-Update • Mar 31
SES: Higher 2026 Revenue Outlook Will Support Long Term Upside Potential
Analysts have trimmed their price target on SES AI to $2.65 from $3.00, as they now apply a slightly lower discount rate, expect more moderate revenue growth of 57.02% and a profit margin of 11.35%, while using a much higher future P/E assumption of about 136x. What's in the News SES AI reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares for $0 under its existing buyback program.Narrativ-Update • Mar 16
SES: Korea Cell Capacity Expansion And Fair Outlook Will Shape Future Upside
Analysts have reduced their price target on SES AI, citing updated assumptions that reflect a fair value narrative shift from 2.0 to 1.3, a modestly higher discount rate of 9.357127495548173%, lower revenue growth expectations of 59.590996334331294%, a smaller profit margin outlook of 11.10182955%, and a higher future P/E narrative moving from 11.979704 to 65.48449620928399. What's in the News SES AI issued revenue guidance for the year ending December 31, 2026, projecting revenue in a range of US$30 million to US$35 million.Narrativ-Update • Mar 02
SES: Korea Drone Battery Capacity Expansion Will Support Future Upside
Analysts have slightly revised their price target on SES AI to $4.00, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions without changing the fair value estimate. What's in the News SES AI and Top Material plan to collaborate on expanding cell manufacturing capacity in Korea for drones and urban air mobility, aiming to support compliance with U.S. National Defense Authorization Act supply chain requirements for SES AI's drone customers (Key Developments).Narrativ-Update • Feb 16
SES: Korea Drone Battery Expansion Will Support Future Upside Potential
Analysts have made a modest adjustment to their $2.00 price target on SES AI, reflecting slightly updated views on discount rate, very large forecast revenue growth, profit margin expectations, and a lower future P/E of 11.98x. What's in the News SES AI and Top Material plan to collaborate to expand cell manufacturing capacity in Korea for drones and urban air mobility applications, aiming to support compliance with U.S. National Defense Authorization Act supply chain requirements for drone customers (Key Developments).Narrativ-Update • Feb 02
SES: Korea Drone Cell Expansion And AI Battery Platform Will Unlock Upside
Analysts have reset their price target on SES AI to US$3.00. The update reflects adjusted assumptions for discount rate, long term revenue growth, profit margin and future P/E, which keep fair value unchanged at US$3.00.Narrativ-Update • Jan 19
SES: Korea Capacity Expansion Will Face Overvaluation Risk Despite Improved Assumptions
Analysts have revised their price target on SES AI to US$2.00, citing updated assumptions that keep fair value steady at US$2.00 while adjusting the discount rate, revenue growth, profit margin and future P/E inputs in their models. What's in the News SES AI and Top Material plan to collaborate on expanding cell manufacturing capacity in Korea for drones and urban air mobility applications, aiming to meet U.S. National Defense Authorization Act supply chain requirements for drone customers (Key Developments).Narrativ-Update • Jan 05
SES: Korea Drone Battery Expansion And Buybacks Will Support Future Upside
Narrative Update on SES AI Analysts have lifted their fair value estimate for SES AI from US$2.00 to US$4.00, citing changes in assumed discount rate, revenue growth, profit margin, and future P/E as key drivers of the updated price target. What's in the News SES AI and Top Material plan to work together to expand cell manufacturing capacity in Korea for drones and urban air mobility applications, with a focus on building a battery supply chain that can support compliance with U.S. National Defense Authorization Act country of origin and supply chain requirements for drone customers (Client Announcements).Narrativ-Update • Dec 14
SES: Future Profit Margins And Software Monetization Will Support Measured Outlook
Analysts have raised their price target on SES AI to reflect an improved profit margin outlook and a greater willingness to apply a higher future earnings multiple, even as they modestly temper revenue growth expectations and edge up the discount rate. What's in the News Completed repurchase of 1,340,656 shares, about 0.37% of outstanding stock, for $1.64 million under the buyback program announced April 24, 2025 (company filing) Raised 2025 revenue guidance to a range of $20 million to $25 million, reflecting added contribution from UZ Energy (company guidance) Signed a term sheet to form a 90%-owned joint venture with Hisun New Energy Materials to commercially supply Molecular Universe discovered electrolyte materials globally, pending definitive agreements and regulatory approvals (company announcement) Set plans to launch Molecular Universe 1.0 on October 20, 2025, expanding its battery material discovery software and services with broader molecular databases and new AI driven features (The Battery Show presentation) Reported growing monetization of Molecular Universe, including revenue from two Joint Development customers and conversion of multiple Enterprise users to paid subscriptions, supporting recurring revenue ambitions (company commentary) Valuation Changes Fair Value: increased from 1.0x to 2.0x, indicating a materially higher intrinsic valuation multiple being applied to SES AI.Narrativ-Update • Nov 29
SES: Expanded Recurring Revenue Streams Will Unlock Long-Term Upside
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.Narrativ-Update • Nov 15
SES: Profit Margins Are Expected To Drive New Upside Through 2025
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.Narrativ-Update • Oct 31
SES: New Joint Venture May Not Offset Ongoing Share Repurchases
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.Narrativ-Update • Oct 17
Acquisitions And AI Integration Will Expand Global Energy Markets
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.Narrativ-Update • Oct 03
Acquisitions And AI Integration Will Expand Global Energy Markets
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.Narrativ-Update • Aug 06
Acquisitions And AI Integration Will Expand Global Energy Markets
Despite a sharply lower net profit margin and a substantial rise in future P/E, improved sentiment has driven the consensus analyst price target for SES AI up from $0.99 to $1.33. What's in the News SES AI Corporation affirmed its 2025 revenue guidance, projecting revenue of $15 million to $25 million.Seeking Alpha • Apr 29
SES AI Reports Increased Q1-2025 Revenue And Positive Forward Outlook
Summary SES AI reported a 190% increase in revenues QoQ for Q1-2025. The company will release a new online platform with its molecular AI program. The company expects consistent revenue through 2025, up to $25 million. The company’s stock price rallied on its earnings release. I continue my rating of a Strong Buy, but the risk is increasing. Read the full article on Seeking Alpha
Neues Narrativ • Apr 27
AI 2170 Battery And Molecular Universe Will Open New Horizons
SES AI's expansion in AI-enhanced services and strategic facilities aims to broaden market share and boost revenue while maintaining high gross margins.Neues Narrativ • Mar 27
Revenue growth of 63% spurs growth, runway through 2028
Reported $2.0 million in fourth quarter revenue; an accelerated revenue ramp is expected in 2025Seeking Alpha • Feb 07
SES AI: Generational Buying Opportunity In The Battery Industry
Summary SES AI Corporation is set to record its first revenue in Q4 2024, driven by contracts and purchase orders for its Li-Metal batteries. SES's diversified market approach, including EVs and Urban Air Mobility (UAM), makes it a compelling investment compared to other sustainable battery pure-plays. Despite no prior revenue history, SES's strong liquidity and strategic partnerships with major automakers position it for significant growth and reduced investment risk. SES's innovative business model, combining subscription and product revenue, is expected to yield high margins and financial stability, supporting a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
SES AI: Upgrading On Potential Commercial Success
Summary SES AI has transitioned from pre-revenue to emerging company status, driven by a novel electrolyte molecule discovered through its AI platform, securing multiple industry orders. SES's AI-driven electrolyte discovery offers a significant competitive advantage, predicting properties of potential molecules and accelerating development, positioning SES ahead of competitors. The new solvent improves battery safety, cycle life, and power, with immediate orders from major OEMs, indicating strong market validation and potential for growth. Despite promising developments, SES remains a speculative investment due to its early commercial stage and the need to prove profitability and large-scale product adoption. Read the full article on Seeking AlphaSeeking Alpha • Jan 04
SES AI: The Surge Possibly Presents An Opportunity To Exit
Summary SES AI has rallied 10x from its lows on no news to trade at its highest point in over 1-year. The battery upstart is set to burn through at least $80 million of its cash position through its fiscal 2024. Total cash, cash equivalents, and short-term investments ended SES' fiscal 2024 third at $273.7 million. Read the full article on Seeking AlphaAnalyseartikel • Sep 19
Here's Why We're Not Too Worried About SES AI's (NYSE:SES) Cash Burn Situation
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Sep 18
Battery Breakthroughs With AI, But SES AI Remains A High-Voltage Gamble
Summary SES AI Corporation is advancing lithium-metal battery tech with AI, but faces financial issues and tough competition, making it a risky investment. Despite partnerships and AI innovations, SES struggles with scaling production and profitability, losing 90% of its value since December 2021. SES’s AI-driven battery design improves safety and efficiency, but the market remains skeptical of its long-term viability and financial stability. I rate SES AI as 'Hold' due to high risk and volatility, recommending cautious investment as part of a diversified portfolio. Read the full article on Seeking AlphaSeeking Alpha • Aug 25
SES AI: An AI Company That Happens To Make Batteries
Summary SES AI continues to lead next-gen battery manufacturers toward commercialization. SES's decision to stick with liquid electrolytes allows for compatibility with existing Li-ion manufacturing processes, reducing costs and scaling issues faced by competitors. SES has two B sample JDAs in the Auto OEM market, and is targeting the UAM market with a dedicated manufacturing line. Read the full article on Seeking AlphaAnalyseartikel • May 07
Here's Why We're Not Too Worried About SES AI's (NYSE:SES) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Jan 19
SES AI: Leading The Charge
Summary SES AI is developing an improved battery for electric vehicles and has an 18-month advantage over its closest competitor. The company has signed joint development agreements with three major auto manufacturers, giving it a clear competitive advantage. SES is well-funded, has diverse ownership, and is expected to go into commercial production of its products in 2025/6. Read the full article on Seeking AlphaAnalyseartikel • Jan 15
We're Not Very Worried About SES AI's (NYSE:SES) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Nov 04
SES AI: Lags Behind, Risks Outweigh Potential
Summary SES AI Corporation is a small-cap company in the lithium battery sector with a focus on lithium-metal batteries. The company's technology lags behind competitors, and it is unlikely to catch up in the race for technological supremacy. SES AI's future prospects rely on securing agreements for mass production, but there is uncertainty surrounding these agreements and the company's ability to meet performance expectations. Read the full article on Seeking AlphaAnalyseartikel • Sep 30
We're Hopeful That SES AI (NYSE:SES) Will Use Its Cash Wisely
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 95 | -48 | N/A | N/A | 1 |
| 12/31/2027 | 69 | -48 | N/A | N/A | 2 |
| 12/31/2026 | 33 | -58 | N/A | N/A | 2 |
| 3/31/2026 | 22 | -73 | -58 | -55 | N/A |
| 12/31/2025 | 21 | -73 | -61 | -58 | N/A |
| 9/30/2025 | 18 | -91 | -63 | -60 | N/A |
| 6/30/2025 | 11 | -100 | -72 | -69 | N/A |
| 3/31/2025 | 8 | -97 | -86 | -80 | N/A |
| 12/31/2024 | 2 | -100 | -78 | -66 | N/A |
| 9/30/2024 | N/A | -76 | -82 | -66 | N/A |
| 6/30/2024 | N/A | -60 | -75 | -57 | N/A |
| 3/31/2024 | N/A | -53 | -67 | -50 | N/A |
| 12/31/2023 | N/A | -53 | -72 | -56 | N/A |
| 9/30/2023 | N/A | -51 | -69 | -53 | N/A |
| 6/30/2023 | N/A | -62 | -62 | -49 | N/A |
| 3/31/2023 | N/A | -40 | -65 | -47 | N/A |
| 12/31/2022 | N/A | -51 | -61 | -46 | N/A |
| 9/30/2022 | N/A | -53 | -66 | -50 | N/A |
| 6/30/2022 | N/A | -39 | -59 | -43 | N/A |
| 3/31/2022 | N/A | -55 | -53 | -42 | N/A |
| 12/31/2021 | N/A | -31 | -39 | -30 | N/A |
| 9/30/2021 | N/A | -25 | -25 | -20 | N/A |
| 12/31/2020 | N/A | -14 | -12 | -11 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: SES wird in den nächsten 3 Jahren voraussichtlich unrentabel bleiben.
Ertrag vs. Markt: SES wird in den nächsten 3 Jahren voraussichtlich unrentabel bleiben.
Hohe Wachstumserträge: SES wird in den nächsten 3 Jahren voraussichtlich unrentabel bleiben.
Einnahmen vs. Markt: SESDie Einnahmen des Unternehmens (38.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.7% pro Jahr).
Hohe Wachstumseinnahmen: SESDie Einnahmen des Unternehmens (38.9% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: SES wird voraussichtlich in 3 Jahren unrentabel sein.
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 04:26 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
SES AI Corporation wird von 5 Analysten beobachtet. 2 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Derek Soderberg | Cantor Fitzgerald & Co. |
| Emmanuel Rosner | Deutsche Bank |
| Yan Dong | Deutsche Bank |