
SES Stock Forecast & Price Target
SES Analyst Ratings
Bulls say
SES AI Corp's positive outlook is supported by an expected solid growth trajectory for 2026, driven by the commissioning of multiple growth projects and enhanced operational efficiencies, particularly in metals recycling. The company's EBITDA margin of 37.0%, reflecting a year-over-year increase of 300 basis points, highlights strong financial performance and effective management strategies. Additionally, the significant year-over-year volume increases in both crude oil pipeline and terminalling operations indicate robust demand and successful expansion initiatives, positioning SES AI favorably in the market.
Bears say
SES AI Corp faces significant challenges that contribute to a negative outlook on its stock. The company has been impacted by declining waste volumes and reduced activity in drilling and completions, leading to diminished customer engagement amid softer commodity prices and macroeconomic uncertainties. Additionally, management has lowered its full-year EBITDA and discretionary free cash flow guidance, reflecting a concerning trend of reduced operational performance and potential vulnerability to further downturns in the oil and gas market, which historically have led to severe revenue contractions.
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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