
SES Stock Forecast & Price Target
SES Analyst Ratings
Bulls say
SES AI Corp demonstrates a positive outlook due to anticipated robust growth in 2026, fueled by the deployment of growth capital and synergies from metals recycling. The recent expansion of the Clearwater heavy oil terminal and new emulsion treating operations have contributed to an impressive year-over-year increase of 11.9% in crude oil pipeline and terminalling volumes, indicating strong operational performance. Additionally, the company has achieved an EBITDA margin of 37.0%, reflecting effective management strategies and a favorable business mix, strengthening the financial foundation for future growth initiatives.
Bears say
SES AI Corp faces a negative outlook primarily due to significant reductions in revenue linked to broader market volatility, as evidenced by past performance where revenues declined approximately 51% from 2014-2016 and about 27% year-over-year in 2020. Management has also lowered full-year EBITDA and discretionary free cash flow guidance by 5% and 9%, respectively, reflecting reduced customer activity tied to weak commodity prices and macro uncertainties. Additionally, the decline in key operational volumes related to produced water, oil recovery, and industrial landfill, further exacerbates the challenges faced by the company, highlighting the risks associated with dependence on market conditions.
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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