
SES Stock Forecast & Price Target
SES Analyst Ratings
Bulls say
SES AI Corp is well-positioned for strong financial performance, with a projected solid growth outlook for 2026 driven by strategic capital deployment and benefit realization from metals recycling synergies. The company has reported a healthy EBITDA margin of 37.0%, reflecting a significant year-over-year improvement, which indicates efficient operational management and favorable product mix. Furthermore, the planned commissioning of multiple growth projects, including produced water facilities and network enhancements, underscores SES AI’s commitment to scaling operations in response to increasing demand within the electric vehicle and energy storage sectors.
Bears say
SES AI's negative outlook stems from multiple factors impacting its financial stability, including significant reductions in waste volumes and production-related activities linked to weak commodity prices. The company has a history of experiencing substantial revenue declines during oil and gas downturns, with past examples showing declines of approximately 51% between 2014-2016 and around 27% year-over-year in 2020. Additionally, management has reduced full-year EBITDA and discretionary free cash flow guidance, indicating challenges ahead due to decreased customer activity and ongoing macroeconomic uncertainties.
This aggregate rating is based on analysts' research of SES AI Corp and is not a guaranteed prediction by Public.com or investment advice.
SES Analyst Forecast & Price Prediction
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