SESG Share Price Performance
€0
-6.30 (-100.00%)
Price €0
Fair Value€8.25
Share Pricen/a
Narrative Update • Jul 14
SES S.A. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 10 Fair Values set on narratives written by author
SESG Community Narratives
AN
Fair Value
·Fair Value €8.25 11.9% undervalued intrinsic discount
Heavy Upfront CapEx And Weak Media Trends Will Pressure This Satellite Operator
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
Fair Value
·Fair Value €10.5 30.8% undervalued intrinsic discount
Multi Orbit Government Connectivity And Media Contracts Will Drive A Stronger Future For This Business
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value
·Fair Value €5.2 39.7% overvalued intrinsic discount
SES Stock Will Face Slower Multi Orbit Transition And Media Headwinds
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Heavy Upfront CapEx And Weak Media Trends Will Pressure This Satellite Operator
SES is spending heavily to modernize its satellite network just as parts of its older TV business keep shrinking, which could leave less breathing room for profits and debt. Find out whether growth in government and aviation connectivity can really make up for the weak spots, or if the transition risks dragging on longer than investors expect.Read more
AN
€8.25
11.9% undervalued intrinsic discount
Fair Value
Profit Margin
2.37%
Future PE
55.32x
Price in 2029
€10.57
SES Stock Will Face Slower Multi Orbit Transition And Media Headwinds
SES is betting on a new generation of satellites and partnerships to deliver faster, more flexible connectivity, but the transition may take longer and face tougher competition than many expect. At the same time, its traditional TV broadcast business shows signs of strain, raising questions about how easily SES can fund big future projects while keeping profits steady.Read more
AN
€5.2
39.7% overvalued intrinsic discount
Fair Value
Profit Margin
6.01%
Future PE
15.12x
Price in 2029
€6.68
Multi Orbit Government Connectivity And Media Contracts Will Drive A Stronger Future For This Business
SES is betting on a new generation of satellites and multi-orbit service to win more long-term government and aviation connectivity deals, while also cutting costs through its Intelsat integration. The catch is that parts of its older media and data businesses are shrinking, and the plan depends on big projects and contract wins arriving on time.Read more
AN
€10.5
30.8% undervalued intrinsic discount
Fair Value
Profit Margin
2.63%
Future PE
59.75x
Price in 2029
€13.47
Trending Discussion
No trending discussion available.
Recently Updated Narratives
AN
SESG: Future Cash Returns Will Rely On New Connectivity Contracts
Fair Value: €8.25 11.9% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
SES Stock Will Face Slower Multi Orbit Transition And Media Headwinds
Fair Value: €5.2 39.7% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Multi Orbit Government Connectivity And Media Contracts Will Drive A Stronger Future For This Business
Fair Value: €10.5 30.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
SES S.A. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
- -0.36
- 60.13%
- -5.09%
- 255.7%
About SESG
- Founded
- 1985
- Employees
- 3830
- CEO
- WebsiteView website
SES S.A. provides satellite-based data transmission capacity and ancillary services worldwide. The company offers content connectivity solutions, including network spanning satellite and ground infrastructure to create, deliver, and manage video and data solutions. It also provides data connectivity services through its fleet of geostationary earth orbit and medium earth orbit satellites, and ground infrastructures to the aviation, media and broadcast, cloud, cruise, energy, government, maritime, and telco and mobile network operator industries. In addition, the company provides linear video aggregation and distribution to direct-to-home, direct-to-cable, and internet protocol TV homes; channel management solutions comprising playout; and capacity, live feeds and redundancy features for sports and events organizations. It serves broadcasters, platform operators, and content owners. The company was formerly known as SES Global SA and changed its name to SES S.A. in December 2006. SES S.A. was founded in 1985 and is headquartered in Betzdorf, Luxembourg.
