SES AI

SES · NYSE

$0.6332−$0.0669 (−9.56%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $0.7001

SES analyst rating

BuyConsensus of 1 analyst over the last 12 months. 100% rate it a buy.

Strong buy0
Buy1
Hold0
Underperform0
Sell0

12-month price target · 3 analysts

Average $2.60 (+310.8% upside)

Low: $1.11
Now: $0.6332
High: $4.20

Upgrades and downgrades

The latest rating actions, newest first

SES analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Cantor Fitzgerald	Nov 6, 2025	Maintains	Overweight	$2.00 → $4.00	29%

The case for and against

Updated Aug 14, 2026

Bull case

SES AI is poised for strong growth and increased market share with its innovative and efficient solutions in the rechargeable battery technology sector. GFL's recent acquisition of the company at a favorable multiple showcases its strong potential and the positive sentiment of industry leaders towards SES AI. Despite potential risks and challenges, such as competition and regulatory concerns, the company's strong financials and future growth opportunities make it a promising investment choice.

Bear case

SES AI is heavily reliant on the Oil & Gas market in Western Canada for the majority of its revenue, exposing it to potential economic downturns and fluctuations in commodity prices. Additionally, the company's relatively low percentage of female executives and employees may lead to diversity and inclusion challenges in the future. Furthermore, key risks to the company's success include increased competition, potential disruptions from top customers and integration difficulties with acquisitions.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.