
SES Stock Forecast & Price Target
SES Analyst Ratings
Bulls say
SES AI is a strong buy based on several key factors. Firstly, the company has a diverse portfolio of products and services catering to multiple industries including energy storage, urban air mobility, and electric vehicles. Moreover, its AI-based platform, Molecular Universe, offers unique battery health and safety management software, giving SES AI a competitive edge. Secondly, the recent acquisition of Secure Waste Infrastructure Corp. (Secure) positions SES AI as a dominant player in the waste management and energy infrastructure market, providing stability and consistent revenue stream. Lastly, SES AI's strong financial performance, with a 15% increase in Adj. EBITDA in Q4 and expected growth of 7% in 2026, along with its prudent capital expenditure plans and focus on tuck-in opportunities, make it a promising investment with potential for further growth.
Bears say
SES AI is a company that has recently merged with Tervita and acquired 4 Metal Recycling businesses, repositioning itself with diversified exposure away from oilfield services and primarily to waste management and midstream services in Western Canada. Despite a positive outlook on secure, due to its exposure to the relatively stable waste management industry, SES AI may face risks with its reliance on the Oil & Gas market, competition, and dependence on third-party landfills and disposal facilities. Additionally, its acquisition risks and sensitivity to macro factors could negatively impact the company's growth and profitability in the future.
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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