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SES Stock Forecast: SES AI Corp. Price Predictions for 2026-2027

Last close, 12 Oct 2026
$0.80
+2.55% on the day

The 2 Wall Street analysts covering SES AI Corp. hold a median 12-month price target of $2.55 — +218.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 43 of 100 as at 12 Oct 2026 — in the lower half.

Market cap
$297.0M
Ticker Nerd rank
43 / 100
Median analyst target
$2.55
Analysts covering
2
Revenue$5.1M+43.8% y/y
Operating income−$19.2M
Net income−$17.9M
Free cash flow−$14.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−4.3%
1M
+50.9%
YTD
−55.6%
1Y
−73.5%
From 52W high
−77.4%
From 52W low
+60.0%
$0.50
$3.54
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SES stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores SES AI Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 12 Oct 2026
43 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
89
Revisions
73
Issuance
71
Accruals
63
Size
61
Momentum
19
Value
16
Volatility
10
Quality
10

Growth (89): Sales and profits are climbing, and climbing faster than before.

Quality (10): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

SES stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SES, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$0.00$1.00$2.00$3.00$4.00Jan 26Apr 26Jul 26Oct 26SESHigh $4.00Median $2.55Low $1.10

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says2 analysts
1 Buy1 Hold0 Sell
Low $1.10Median $2.55High $4.00

The green dot is the last close — the median target sits +218.8% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
6 Nov 2025Cantor FitzgeraldMaintainsOverweight$2.00 → $4.00
6 Nov 2025Cantor FitzgeraldMaintainsOverweight—
24 June 2025Cantor FitzgeraldReiteratesOverweight—
20 May 2025Cantor FitzgeraldInitiatesOverweight—
10 Sept 2024Deutsche BankReinstatesHold$1.50
5 Sept 2024Wolfe ResearchAssumesUnderperform$1.00
8 June 2023Wolfe ResearchDowngradeUnderperform—
31 Oct 2022Cowen & Co.InitiatesMarket Perform—
14 Sept 2022Deutsche BankInitiatesHold—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SES appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

SES vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 12 Oct 2026, SES AI Corp. returned −73.5% against +20.4% for the S&P 500, dividends included.

SES vs S&P 500, last 12 monthsTotal return, rebased to 100
020406080100120Jan 26Apr 26Jul 26Oct 26SESS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SES analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
2
Analysts cutting
0
Fundamentals

SES AI Corp. (SES) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−3.6×

Cheaper than 89% of US stocks

Price / sales
12.7×

Cheaper than 12% of US stocks

Price / book
1.6×

Cheaper than 51% of US stocks

EV / EBITDA
−2.2×

Cheaper than 73% of US stocks

Growth & margins
Revenue growth (YoY)
43.8%

Higher than 84% of US stocks

Earnings growth (YoY)
43.8%

Higher than 72% of US stocks

Gross margin
22.6%

Higher than 24% of US stocks

Operating margin
−378.5%

Higher than 8% of US stocks

Net margin
−289.6%

Higher than 1% of US stocks

Returns & dividend
Return on equity
−31.2%

Higher than 27% of US stocks

Return on assets
−17.4%

Higher than 21% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

SES AI Corp. (SES) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • SES AI Corp. has a market value of $297.0M and an enterprise value of $141.1M.

  • Revenue in the twelve months to 30 June 2026: $23.5M. The latest quarter grew 43.8% year on year.

  • Net income over the same four quarters: −$68.0M, a −289.6% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.20.

  • Free cash flow in the twelve months to 30 June 2026: −$60.5M.

  • Shares outstanding: 371.1M.

  • Trailing P/E: −3.6×; forward P/E: −5.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • SES AI Corp. employs 215 people — $109K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 13 Oct 2026

Data provided by Twelve Data

Peers

SES vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAuto Parts
CompanyMarket capTKN rank
SESSES AI Corp.$297.0M
43
HLLYHolley, Inc.$296.1M
97
ECXECARX Holdings, Inc.$311.2M
14
STRTStrattec Security Corp.$265.2M
94
CPSCooper-Standard Holdings, Inc.$364.7M
44
MVSTMicrovast Holdings, Inc.$211.6M
42
MNROMonro, Inc.$413.1M
43

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own SES AI Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SES news & analysis

SES Announces Final Results of Its Cash Tender Offer

Business Wire · 5 Oct 2026neutral

SES announced the final results of its cash tender offer, with the announcement relating to information that qualified or may have qualified as inside information under the EU Market Abuse Regulation. The announcement was restricted from distribution in or into the United States.

Why it matters — The final tender offer results provide SES watchers with clarity on the outcome of the company's recent capital or securities transaction.

SES and Sky Sign Multi-Year Satellite Capacity Agreement

Business Wire · 30 Sept 2026positive

SES and Sky have signed a new multi-year agreement for direct-to-home satellite services covering the UK and Republic of Ireland that runs into the next decade. Under the agreement, Sky will continue using SES's satellite capacity at the 28.2 degrees East orbital position to deliver television services to households, extending a partnership that dates to 1988.

Why it matters — The multi-year renewal secures a long-standing commercial relationship and continued utilisation of SES's satellite capacity in a key market for years to come.

SES Successfully Prices €500 million Eurobond

Business Wire · 30 Sept 2026positive

SES announced it successfully priced a €500 million Eurobond offering, per a Business Wire release. The proceeds relate to a capital market transaction aimed at financing purposes.

Why it matters — The successful €500 million Eurobond pricing signals that SES secured substantial debt financing in the capital markets, which may be significant for its funding position and outlook.

SES Launches Cash Tender Offer

Business Wire · 28 Sept 2026neutral

SES has launched a cash tender offer, according to an announcement released via Business Wire. The announcement notes it relates to disclosure of information that qualifies or may have qualified as inside information under the EU Market Abuse Regulation, and the offer is not for release, publication or distribution in the United States.

Why it matters — The cash tender offer represents a corporate action by SES that shareholders and market watchers would track for its potential impact on the company's capital structure and shareholder returns.

SES AI's Chungju Battery Facility Achieves ISO 9001:2015 Certification for Production of NDAA-Compliant Drone Cells

Business Wire · 28 Sept 2026positive

SES AI announced that its battery manufacturing facility in Chungju, South Korea has received ISO 9001:2015 certification for its quality management system, issued by the Korea ESG Certification Body after an independent assessment of the facility's processes.

Why it matters — This certification validates the quality management processes at SES's Korean production facility, signaling compliance with recognized standards for its manufacturing operations and NDAA-compliant drone cell production.

FAQ

Frequently asked questions about SES stock

What is the SES stock price forecast for 2026-2027?

The 2 Wall Street analysts covering SES AI Corp. have a median 12-month price target of $2.55, with estimates ranging from $1.1 to $4. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SES stock a buy right now?

Of the 2 analysts covering SES AI Corp., 1 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks SES AI Corp. 43 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SES?

As at 12 Oct 2026, SES AI Corp. ranks 43 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (89 of 100).

Will SES stock go up?

No one can know that. What the data says: the median 12-month target from 2 analysts implies +218.8% from the last close, and Ticker Nerd's factor model ranks SES AI Corp. 43 out of 100 as at 12 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SES stock forecast for 2030?

No analyst covering SES AI Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SES are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $1.1 to $4 over the next 12 months.

How has SES stock performed over the past year?

SES AI Corp. returned -73.5% over the 12 months to 12 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does SES AI Corp. do?

SES AI Corporation Class A Common Stock represents equity in SES AI Corporation, a battery technology company focused on developing and manufacturing AI-enhanced lithium-metal and lithium-ion rechargeable batteries. The company supplies battery cells, materials, and related solutions for electric vehicles, urban air mobility, drones, robotics, and battery energy storage systems.

What is the latest news on SES?

The most recent item we track (Business Wire, 5 Oct 2026): "SES Announces Final Results of Its Cash Tender Offer". SES announced the final results of its cash tender offer, with the announcement relating to information that qualified or may have qualified as inside information under the EU Market Abuse Regulation. The announcement was restricted from distribution in or into the United States.

Company

About SES AI Corp.

SES AI Corporation Class A Common Stock represents equity in SES AI Corporation, a battery technology company focused on developing and manufacturing AI-enhanced lithium-metal and lithium-ion rechargeable batteries. The company supplies battery cells, materials, and related solutions for electric vehicles, urban air mobility, drones, robotics, and battery energy storage systems. Its product portfolio also includes electrolytes and energy storage systems designed for automotive original equipment manufacturers and other industrial customers. SES AI Corporation operates in the United States and Asia Pacific regions, serving markets that require high-performance energy storage and advanced battery safety capabilities. Headquartered in Woburn, Massachusetts, the company is positioned within the broader electrification supply chain as a specialist in next-generation battery materials, cell design, manufacturing, and AI-supported battery monitoring.

CEO Dr. Qichao Hu · 215 employees · United States · https://www.ses.ai