TICKERNERD
Menu
SESSESConsumer Cyclical · Auto Parts

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

Last close, 21 Aug 2026
$0.54
+6.98% on the day

The 2 Wall Street analysts covering SES AI Corp. hold a median 12-month price target of $2.55 — +368.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 44 of 100 as at 22 Aug 2026 — in the lower half.

Market cap
$200.6M
Ticker Nerd rank
44 / 100
Median analyst target
$2.55
Analysts covering
2
Total return, dividends reinvested
1W
−9.5%
1M
−13.5%
YTD
−69.8%
1Y
−48.2%
From 52W high
−84.6%
From 52W low
+8.2%
$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 22 Aug 2026
44 / 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
73
Issuance
70
Size
68
Accruals
63
Value
18
Momentum
13
Volatility
12
Quality
10

Growth (91): 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$4.00Oct 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.

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 +368.7% 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.

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
1
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
−2.5×

Cheaper than 86% of US stocks

Price / sales
8.5×

Cheaper than 17% of US stocks

Price / book
1.0×

Cheaper than 76% of US stocks

EV / EBITDA
−0.7×

Cheaper than 64% of US stocks

Growth & margins
Revenue growth (YoY)
43.8%

Higher than 84% of US stocks

Earnings growth (YoY)
15.8%

Higher than 54% of US stocks

Gross margin
18.1%

Higher than 19% 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 26% 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.

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.$200.6M
44
SRIStoneridge, Inc.$201.7M
55
MPAAMotorcar Parts of America, Inc.$233.7M
66
CAASChina Automotive Systems, Inc.$140.9M
66
MVSTMicrovast Holdings, Inc.$309.4M
39
CVGICommercial Vehicle Group, Inc.$125.6M
94
STRTSTRATTEC Security Corp.$342.3M
98

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 Expands into Global Direct-to-Device Services through Strategic Collaboration with Elveo Mobile

Business Wire · 17 Aug 2026positive

SES announced an expanded strategic investment and collaboration with Elveo Mobile, the entity formed from the completed Lynk and Omnispace merger. SES will support Elveo in accelerating its delivery of direct-to-device mobile connectivity from space to phones and devices around the world.

Why it matters — This expands SES's involvement in the growing global direct-to-device services market through a newly consolidated partner.

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

Seeking Alpha · 14 Aug 2026positive

SES AI 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, with gross margin improving to 22.3% and expected to exceed 25% in 2025 as higher-margin drone revenues ramp up.

Why it matters — A SES watcher would care because the company is showing improving gross margins and confirming its 2026 revenue guidance, pointing to potential near-term growth from its drone business even amid declining revenues.

NYSE to Commence Delisting Proceedings with Respect to Warrants of SES AI Corporation (SES WS)

Business Wire · 13 Aug 2026negative

The New York Stock Exchange announced it will commence delisting proceedings for the warrants of SES AI Corporation (ticker SES WS, expiring December 10, 2026), with trading in these warrants suspended immediately. Trading in the company's Class A common stock reportedly continues.

Why it matters — A SES watcher would care because the exchange action removes the warrants from trading on the NYSE, affecting one of the company's trading instruments.

SES AI Appoints Paul Diemer to Board of Directors

Business Wire · 13 Aug 2026positive

SES AI Corporation announced the appointment of Paul Diemer to its Board of Directors. Diemer previously served as Chief Technology Officer for Flex's Power business, overseeing global R&D for embedded and critical power systems for AI data centers.

Why it matters — The appointment brings a director with deep expertise in power systems for AI data centers, which aligns with SES AI's focus on AI-enhanced battery technology.

Stonegate Updates Coverage on SES AI Corp. (SES) 2Q26

Newsfile Corp · 12 Aug 2026positive

Stonegate Capital Partners updated its coverage of SES AI Corp. following the company's second-quarter 2026 results. The update notes that while sequential revenue declined, the quarter provided clearer evidence that SES's broader commercial strategy is beginning to take hold, improving its commercialization setup.

Why it matters — The update indicates that a covering analyst sees early signs that SES's commercial strategy is gaining traction, an important signal for watchers tracking the company's path toward broader commercialization.

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. 44 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SES?

As at 22 Aug 2026, SES AI Corp. ranks 44 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 +368.7% from the last close, and Ticker Nerd's factor model ranks SES AI Corp. 44 out of 100 as at 22 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: $1.1 to $4 over the next 12 months.

How has SES stock performed over the past year?

SES AI Corp. returned -48.2% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does SES AI Corp. do?

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.

What is the latest news on SES?

The most recent item we track (Business Wire, 17 Aug 2026): "SES Expands into Global Direct-to-Device Services through Strategic Collaboration with Elveo Mobile". SES announced an expanded strategic investment and collaboration with Elveo Mobile, the entity formed from the completed Lynk and Omnispace merger. SES will support Elveo in accelerating its delivery of direct-to-device mobile connectivity from space to phones and devices around the world.

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