SESConsumer Cyclical · Auto Parts

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

Last close, 3 Aug 2026

$0.59

+7.62% on the day

The 2 Wall Street analysts covering SES AI Corp. hold a median 12-month price target of $2.7 — +356.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 48 of 100 as at 1 Aug 2026 — in the lower half.

Market cap

$203.3M

Ticker Nerd rank

48 / 100

Median analyst target

$2.70

Analysts covering

Total return, dividends reinvested

+6.6%

−33.1%

YTD

−67.1%

−51.1%

From 52W high

−83.3%

From 52W low

+17.7%

$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 1 Aug 2026

48 / 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

Accruals

Issuance

Size

Revisions

Momentum

Value

Volatility

Quality

Growth (91): Sales and profits are climbing, and climbing faster than before.

Quality (11): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

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

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

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

What Wall Street says2 analysts

1 Buy1 Hold0 Sell

Low $1.40Median $2.70High $4.00

The green dot is the last close — the median target sits +356.2% from it.

Recent analyst actionsNewest first

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.

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

Analysts cutting

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: −2.5×
Price / sales: 9.3×
Price / book: 1.0×
EV / EBITDA: −0.5×

Growth & margins

Revenue growth (YoY): 15.8%
Earnings growth (YoY): 15.8%
Gross margin: 18.1%
Operating margin: −266.3%
Net margin: 53.8%

Returns & dividend

Return on equity: −30.7%
Return on assets: −17.3%
Dividend yield: —

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

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

Company	Market cap	TKN rank
SESSES AI Corp.	$203.3M	48
SRIStoneridge, Inc.	$193.6M	55
CVGICommercial Vehicle Group, Inc.	$177.2M	98
MPAAMotorcar Parts of America, Inc.	$262.1M	85
MVSTMicrovast Holdings, Inc.	$268.9M	50
CAASChina Automotive Systems, Inc.	$136.1M	50
HLLYHolley, Inc.	$321.4M	79

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.

News

Latest SES news & analysis

SES AI Enters into Framework Agreement with Doroni Aerospace to Design and Develop a Battery Pack for Doroni Aerospace's H1-X Personal eVTOL

Business Wire · 3 Aug 2026positive

SES AI announced a framework agreement with Doroni Aerospace to design, develop, test and deliver a battery pack for Doroni's H1-X two-seat personal eVTOL aircraft. The agreement sets an aggregate price of up to $1,090,000.

Why it matters — The deal gives SES AI a new customer in the emerging eVTOL market and a defined revenue opportunity for its battery technology.

SES Publishes FY2025 EU Taxonomy Restatement

Business Wire · 31 July 2026neutral

SES published a restatement of its FY2025 EU Taxonomy (Article 8) disclosure, updating the version included in its 2025 Annual Report. The restated document is available on the company's website.

Why it matters — SES watchers would note that the restatement replaces the earlier EU Taxonomy disclosure, meaning the previous regulatory filing on the company's environmental reporting has been superseded.

SES: Disclosure of Share Buyback Transactions

Business Wire · 31 July 2026neutral

SES disclosed that it repurchased 213,167 shares between June 2 and June 23, 2026, under its share buyback program to meet obligations under its Equity Based Compensation Plan.

Why it matters — The buyback shows SES is actively managing its share count to support employee equity compensation, which can affect shareholder dilution.

SES Reports H1 2026 Results & Reiterates Full-Year Outlook

Business Wire · 30 July 2026neutral

SES S.A. reported its financial results for the first half of 2026, showing reported revenue of €1,602 million and adjusted EBITDA of €725 million, and reiterated its full-year outlook.

Why it matters — The results offer a snapshot of SES's financial trajectory and the reiteration of the full-year outlook signals management's confidence in its guidance.

SES Launches Multi-Orbit Satellite Connectivity on LATAM Airbus, Embraer Fleet

Business Wire · 29 July 2026positive

SES was selected by LATAM Airlines to provide multi-orbit inflight connectivity service to its fleet of Airbus and Embraer aircraft. The company says this solidifies its position as the top provider of multi-orbit broadband service in the Americas and globally.

Why it matters — The deal expands SES's multi-orbit connectivity business with a major airline customer in the Americas.

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 $2.7, with estimates ranging from $1.4 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. 48 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SES?

As at 1 Aug 2026, SES AI Corp. ranks 48 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 (91 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 +356.2% from the last close, and Ticker Nerd's factor model ranks SES AI Corp. 48 out of 100 as at 1 Aug 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: $1.4 to $4 over the next 12 months.

How has SES stock performed over the past year?

SES AI Corp. returned -51.1% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does SES AI Corp. do?

What is the latest news on SES?

The most recent item we track (Business Wire, 3 Aug 2026): "SES AI Enters into Framework Agreement with Doroni Aerospace to Design and Develop a Battery Pack for Doroni Aerospace's H1-X Personal eVTOL". SES AI announced a framework agreement with Doroni Aerospace to design, develop, test and deliver a battery pack for Doroni's H1-X two-seat personal eVTOL aircraft. The agreement sets an aggregate price of up to $1,090,000.

Company

About SES AI Corp.

SES AI Corporation is a battery technology company specializing in high-performance, artificial intelligence-enhanced lithium-metal and lithium-ion rechargeable batteries. The company focuses on advanced energy storage solutions for electric vehicles, urban air mobility, drones, robotics, and battery energy storage systems, as well as other industrial and consumer applications. Its offerings span materials, cells, modules, and AI-driven battery management and safety algorithms, positioning it as an integrated developer and manufacturer in the lithium-metal battery value chain. SES AI also applies proprietary AI tools to material discovery and battery health monitoring, enabling the design of electrolyte materials and chemistries optimized for energy density, power delivery, and safety. Beyond batteries themselves, the company commercializes battery materials and AI-based software platforms that can support third-party battery developers. Founded in 2012 and headquartered in Woburn, Massachusetts, with additional operations in Asia, SES AI Corporation plays a role in the global shift toward electrified transportation and intelligent, data-driven energy storage solutions.

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