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

Last close, 18 Sept 2026
$0.54
+1.48% on the day

The 2 Wall Street analysts covering SES AI Corp. hold a median 12-month price target of $2.55 — +372.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 43 of 100 as at 17 Sept 2026 — in the lower half.

Market cap
$216.6M
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
+1.9%
1M
+1.7%
YTD
−70.0%
1Y
−65.8%
From 52W high
−84.7%
From 52W low
+8.0%
$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 17 Sept 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
91
Revisions
72
Issuance
70
Size
68
Accruals
63
Value
18
Momentum
13
Quality
10
Volatility
9

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

Volatility (9): The share price moves around a lot.

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$4.00Oct 25Jan 26Apr 26Jul 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 +372.3% 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 18 Sept 2026, SES AI Corp. returned −65.8% against +16.4% for the S&P 500, dividends included.

SES vs S&P 500, last 12 monthsTotal return, rebased to 100
50100150200Oct 25Jan 26Apr 26Jul 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
−2.7×

Cheaper than 86% of US stocks

Price / sales
9.2×

Cheaper than 15% of US stocks

Price / book
1.2×

Cheaper than 68% of US stocks

EV / EBITDA
−1.2×

Cheaper than 68% 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
—

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 $216.6M and an enterprise value of $72.8M.

  • 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: −2.7×; forward P/E: −4.1× — the forward figure prices analyst consensus estimates, not reported 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 16 Sept 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.$216.6M
43
SRIStoneridge, Inc.$201.4M
57
MPAAMotorcar Parts of America, Inc.$206.7M
62
MVSTMicrovast Holdings, Inc.$246.1M
42
CAASChina Automotive Systems, Inc.$152.4M
68
MKDWMKDWELL Tech Inc.$250.7M
6
STRTSTRATTEC Security Corp.$286.7M
94

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 and Elveo Mobile Deepen Collaboration to Advance Direct-to-Device Services in Europe

Business Wire · 15 Sept 2026positive

SES and Elveo Mobile announced an expansion of their collaboration to accelerate direct-to-device (D2D) services in Europe. SES will use Elveo's D2D technology to enable seamless mobile roaming for European consumers, businesses, governments, and institutions.

Why it matters — The deepened partnership and access to Elveo's proven D2D technology could strengthen SES's position in the growing European direct-to-device market.

SES's Final Three O3b mPOWER Satellites Successfully Launched

Business Wire · 13 Sept 2026positive

SES successfully launched its eleventh, twelfth and thirteenth O3b mPOWER satellites aboard a SpaceX Falcon 9 rocket from Cape Canaveral, completing the final three satellites of its second-generation medium Earth orbit system. The launch expands SES's capacity to offer high-performance connectivity services worldwide.

Why it matters — This launch represents a defining milestone for SES as it completes its O3b mPOWER constellation, which is central to the company's high-performance global connectivity offering.

SES Launches New Content Orchestration and Hybrid Delivery Platform

Business Wire · 11 Sept 2026positive

SES announced the launch of SES CORE, a content orchestration and hybrid delivery platform. The platform is designed to help broadcasters and media customers manage, monitor, and transmit content via satellite, fiber, and IP through a single unified user interface built on infrastructure-neutral architecture.

Why it matters — This launch represents a new product for SES that could broaden its service offering to media and broadcasting customers by unifying multiple distribution technologies into one platform.

All You Need to Know About SES AI (SES) Rating Upgrade to Buy

Zacks Investment Research · 4 Sept 2026positive

Zacks Investment Research upgraded SES AI to a Zacks Rank #2 (Buy), citing growing optimism about its earnings prospects. The upgrade reflects expectations that the stock could move higher.

Why it matters — A buy-equivalent rating upgrade from a major research firm signals increased analyst confidence in SES AI's near-term earnings outlook.

SES Strengthens Peruvian Navy Operations with New Multi-Orbit Satellite Solution

Business Wire · 3 Sept 2026positive

SES, a space solutions company, has extended its collaboration with the Peruvian Navy to provide a sovereign, managed multi-orbit satellite connectivity solution combining geostationary (GEO) and low earth orbit (LEO) services. The connectivity will support Peru's coastal bases, aircraft, and vessels, and will be available onboard the sailing training ship B.A.P. "UNIÓN".

Why it matters — The expanded Peruvian Navy contract demonstrates SES's growing traction in the maritime defense sector and showcases its combined GEO and LEO multi-orbit capabilities.

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 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SES?

As at 17 Sept 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 (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 +372.3% from the last close, and Ticker Nerd's factor model ranks SES AI Corp. 43 out of 100 as at 17 Sept 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 -65.8% over the 12 months to 18 Sept 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, 15 Sept 2026): "SES and Elveo Mobile Deepen Collaboration to Advance Direct-to-Device Services in Europe". SES and Elveo Mobile announced an expansion of their collaboration to accelerate direct-to-device (D2D) services in Europe. SES will use Elveo's D2D technology to enable seamless mobile roaming for European consumers, businesses, governments, and institutions.

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