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SES logo

SES AI Corporation Stock Price

NYSE:SES Community·US$211.4m Market Cap
  • 4 Narratives written by author
  • 4 Comments on narratives written by author
  • 117 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SES Share Price Performance

US$0.52
-0.60 (-53.58%)
​
US$1.44
Fair Value
US$0.52
-0.60 (-53.58%)
63.9% undervalued intrinsic discount
US$1.44
Fair Value
Price US$0.52
DValue US$1.44
AnalystHighTarget US$4.00
AnalystConsensusTarget US$2.70
Thu, 5 Feb 26
Fair ValueUS$1.44
Share Pricen/a

SES Community Narratives

DV
DValue's
Fair Value
·
Fair Value US$1.44 63.9% undervalued intrinsic discount

Revenue growth of 63% spurs growth, runway through 2028

0users have liked this narrative
0users have commented on this narrative
25users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$4 87.0% undervalued intrinsic discount

EV And Decarbonization Trends Will Drive Advanced Battery Demand

3users have liked this narrative
1users have commented on this narrative
10users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$2.7 80.7% undervalued intrinsic discount

SES: New Joint Venture May Not Offset Ongoing Share Repurchases

1users have liked this narrative
2users have commented on this narrative
47users have followed this narrative
SES logo
SES AI
63.9% undervalued intrinsic discount

Revenue growth of 63% spurs growth, runway through 2028

View narrative
DV
DValue
Published 25 Mar 2025
Read Narrative
SES logo
SES AI
52.7% undervalued intrinsic discount

Geopolitical Tensions And Acquisition Setbacks Will Weaken Outlook

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AN
AnalystLowTarget
AnalystLowTarget
Updated 13 Aug
Read Narrative
SES logo
SES AI
87.0% undervalued intrinsic discount

EV And Decarbonization Trends Will Drive Advanced Battery Demand

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 18 Jun
Read Narrative
SES logo
SES AI
80.7% undervalued intrinsic discount

SES: New Joint Venture May Not Offset Ongoing Share Repurchases

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Jun
Read Narrative

Trending Discussion

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Recently Updated Narratives

DV
SES logo

Revenue growth of 63% spurs growth, runway through 2028

Fair Value: US$1.44 63.9% undervalued intrinsic discount
25 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
SES logo

SES: Index Additions And 2026 Revenue Outlook Will Drive Future Upside

Fair Value: US$1.1 52.7% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
SES logo

SES: Lawsuits And CFO Transition Will Create Long-Term Stock Upside

Fair Value: US$4 87.0% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with limited growth.

2 Risks
1 Reward
View Full Analysis

SES AI Corporation Key Details

US$23.5m

Revenue

US$17.0m

Cost of Revenue

US$6.5m

Gross Profit

US$74.5m

Other Expenses

-US$68.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.18
27.75%
-289.64%
0.2%
View Full Analysis

About SES

Founded
2012
Employees
215
CEO
Qichao Hu
WebsiteView website
www.ses.ai

SES AI Corporation develops and produces AI enhanced lithium metal and lithium-ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, robotics, battery energy storage systems, and other applications. It manufactures and sells residential and commercial ESS systems, li-ion, li metal battery cells and battery materials, such as electrolytes for automotive original equipment manufacturers and others. The company operates in the United States and the Asia Pacific regions. SES AI Corporation was founded in 2012 and is headquartered in Woburn, Massachusetts.

Recent SES News & Updates

Seeking Alpha • Aug 14

SES AI: The Selloff Has Changed The Risk-Reward Equation

Summary SES AI Corporation (SES) is transitioning into energy storage and drone markets, showing progress in margin improvement and cost reduction despite declining revenues. Management maintains 2026 revenue guidance of $30–$35 million, expecting drone business to drive near-term growth and ESS to benefit from rising energy demand. Gross margin improved to 22.3%, with expectations to exceed 25% in 2025 as higher-margin drone revenues ramp up. Risks include persistent operating losses, potential NYSE delisting, and uncertainty around the Molecular Universe segment, but valuation is near cash levels, offering asymmetric upside if execution improves. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 13

SES: Index Additions And 2026 Revenue Outlook Will Drive Future Upside

Analysts have modestly reduced their price expectations for SES AI, trimming the fair value estimate from $1.40 to $1.10 as they factor in a slightly higher discount rate, adjusted margin assumptions, and a lower future P/E multiple, despite updated revenue growth inputs. What’s in the News for SES AI SES AI affirmed its revenue guidance for the full year 2026, with a projected range of US$30 million to US$35 million.

Recent updates

No updates

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