SESConsumer Cyclical · Auto PartsThe 1 Wall Street analysts covering SES AI Corp. hold a median 12-month price target of $4 — +424.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 39 of 100 as at 2 Nov 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (88): Sales and profits are climbing, and climbing faster than before.
Volatility (10): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on SES, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +424.9% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Nov 2025 | Cantor Fitzgerald | Maintains | Overweight | $2.00 → $4.00 |
| 6 Nov 2025 | Cantor Fitzgerald | Maintains | Overweight | — |
| 24 June 2025 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 20 May 2025 | Cantor Fitzgerald | Initiates | Overweight | — |
| 10 Sept 2024 | Deutsche Bank | Reinstates | Hold | $1.50 |
| 5 Sept 2024 | Wolfe Research | Assumes | Underperform | $1.00 |
| 8 June 2023 | Wolfe Research | Downgrade | Underperform | — |
| 31 Oct 2022 | Cowen & Co. | Initiates | Market Perform | — |
| 14 Sept 2022 | Deutsche Bank | Initiates | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
SES appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Nov 2026, SES AI Corp. returned −66.4% against +11.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 89% of US stocks
Cheaper than 11% of US stocks
Cheaper than 51% of US stocks
Cheaper than 74% of US stocks
Higher than 84% of US stocks
Higher than 73% of US stocks
Higher than 24% of US stocks
Higher than 9% of US stocks
Higher than 1% of US stocks
Higher than 27% of US stocks
Higher than 21% of US stocks
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.
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 $288.9M and an enterprise value of $133.0M.
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.
Trailing P/E: −3.5×; forward P/E: −4.9× — 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.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
SES was selected by Air Astana to provide inflight connectivity across its Airbus A321LR fleet. The first connected aircraft entered commercial service on 29 October 2026, with deployment planned to continue across the remaining fleet.
Why it matters — The agreement highlights SES’s multi-orbit network and electronically steered array antenna in an airline fleet deployment.
SES and CANAL+ extended their strategic partnership through 2040 under a multi-year agreement covering satellite capacity across Europe, Africa and the Caribbean. CANAL+ will use SES infrastructure across several orbital positions to provide video and pay TV services to more than 40 million viewers in 70 countries.
Why it matters — The renewed agreement extends a major customer relationship and confirms continued use of SES satellite capacity across multiple regions.
SES AI said it will release its third-quarter 2026 financial results before the market opens on November 12, 2026, and hold a conference call at 9:00 a.m. ET that day.
Why it matters — The announcement gives SES watchers the date and time for the company’s third-quarter results and conference call.
SES Space & Defense, a wholly owned SES subsidiary, launched a demonstration payload aboard Planet Labs’ Pelican-12 satellite in support of NASA’s Communications Services Project. The launch took place October 20, 2026, on a SpaceX Bandwagon-5 rideshare mission from Cape Canaveral.
Why it matters — The demonstration connects SES Space & Defense with NASA’s communications-services initiative.
SES AI said it completed the ramp-up of its Chungju, Korea, drone battery plant to annual capacity of one million NDAA-compliant cells. The company plans to expand capacity to three million cells per year by the second quarter of 2027, citing stronger-than-expected customer demand.
Why it matters — The capacity expansion and stated customer demand provide updates on SES AI’s planned production scale for NDAA-compliant drone battery cells.
The 1 Wall Street analysts covering SES AI Corp. have a median 12-month price target of $4, with estimates ranging from $4 to $4. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 1 analysts covering SES AI Corp., 1 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks SES AI Corp. 39 out of 100 across roughly 4,600 US stocks as at 2 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Nov 2026, SES AI Corp. ranks 39 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 (88 of 100).
No one can know that. What the data says: the median 12-month target from 1 analysts implies +424.9% from the last close, and Ticker Nerd's factor model ranks SES AI Corp. 39 out of 100 as at 2 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $4 to $4 over the next 12 months.
SES AI Corp. returned -66.4% over the 12 months to 3 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (Business Wire, 30 Oct 2026): "SES and Air Astana Introduce Multi-orbit Inflight Connectivity on A321LR Fleet". SES was selected by Air Astana to provide inflight connectivity across its Airbus A321LR fleet. The first connected aircraft entered commercial service on 29 October 2026, with deployment planned to continue across the remaining fleet.
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
