
SES Stock Forecast & Price Target
SES Analyst Ratings
Bulls say
SES AI is a developer and manufacturer of rechargeable battery technologies and battery materials for ESS, UAM, drones, robotics, EVs, and other applications, generating maximum revenue from the development of Li-ion and Li-Metal battery materials. Despite recent exposure towards production activities, volatility risks remain due to downturns in the O&G market. Overall, SES AI's acquisition by GFL at a premium EV/EBITDA of ~12x is viewed favorably, but potential downside risks include weak Oil & Gas market activity, declining commodity prices, and disruptions related to key customers.
Bears say
SES AI is a developer and manufacturer of battery technologies and materials for various applications including Energy Storage Systems (ESS), Urban Air Mobility (UAM), drones, robotics, and electric vehicles (EVs). With a focus on Li-ion and Li-Metal batteries, the company generates its maximum revenue from the development of these materials. However, the negative outlook stems from concerns about the Oil & Gas market, which is one of its primary sources of revenue, and the potential for a prolonged downturn. Additionally, the company's business model, which relies heavily on ad hoc contracts and lacks diversification, may warrant a valuation discount. There is also potential for increased cash usage in addressing the company's asset retirement obligation, which could limit investments and potential growth opportunities.
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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