What is the price target for SES stock?
7 analysts have analysed SES and the average price target is 2.7 USD. This implies a price increase of 171.58% is expected in the next year compared to the current price of 0.9953.
SES AI CORP (SES) Forecast, Price Target & Analyst Ratings
NYSE:SES • US78397Q1094
Current stock price
0.9953 USD
+0.05 (+4.75%)
At close:
1 USD
+0 (+0.47%)
After Hours:
Analyst forecast overview
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for SES AI CORP (SES).
Forecast Snapshot
Next Earnings Forecast
Earnings Estimate- Release Date
- Apr 23, 2026
- Period
- Q1 / 2026
- EPS Estimate
- -$0.04
- Revenue Estimate
- 3.693M
Price Target Details & History
Consensus Price Target and Range
Mean target
$2.70
Upside
+ 171.58%
From current price of $1.00 to mean target of $2.70, Based on 7 analyst forecasts
Low
$1.31
Median
$2.70
High
$4.20
Price Target Revisions
1 Month
-11.67%
3 Months
-11.67%
Price Target Summary
7 Wall Street analysts provided a forecast for the next 12 months for SES. The average price target is 2.7 USD. This implies a price increase of 171.58% is expected in the next year compared to the current price of 0.9953.
The average price target has been revised downward by 11.67% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
74.29%
SES was analyzed by 7 analysts. The buy percentage consensus is at 74. So analysts seem to be have mildly positive about SES.
In the previous month the buy percentage consensus was at a similar level.
SES was analyzed by 7 analysts. More opinions would make the average more meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2025-11-06 | Cantor Fitzgerald | Maintains | Overweight -> Overweight |
| 2025-06-24 | Cantor Fitzgerald | Reiterate | Overweight -> Overweight |
| 2025-05-20 | Cantor Fitzgerald | Initiate | Overweight |
| 2024-09-10 | Deutsche Bank | Reiterate | Hold |
| 2023-06-08 | Wolfe Research | Downgrade | Peer Perform -> Underperform |
| 2022-10-31 | Cowen & Co. | Initiate | Market Perform |
| 2022-09-14 | Deutsche Bank | Initiate | Hold |
Next Earnings Forecast Details
Next Earnings Details
- Release Date
- Apr 23, 2026
- Period
- Q1 / 2026
- EPS Estimate
- -$0.04
- Revenue Estimate
- 3.693M
- Revenue Q2Q
- -36.22%
- EPS Q2Q
- 11.62%
- Number of Analysts
- 4
Next Earnings Revisions
Revenue (1 Month)
-54.44%
Revenue (3 Months)
-54.44%
EPS (1 Month)
30.00%
EPS (3 Months)
30.00%
Next Earnings Summary
SES is expected to report earnings on 4/23/2026. The consensus EPS estimate for the next earnings is -0.04 USD and the consensus revenue estimate is 3.69M USD.
The next earnings revenue estimate has been revised downward by 54.44% in the past 3 months. Downward revisions are a negative sign and indicate that analysts are more pessimistic about the next earnings compared to 3 months ago.
Full Analyst Estimates 2026 - 2032
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 2.04M | 21M 929.41% | 32.32M 53.90% | 68.278M 111.26% | 82.113M 20.26% | 378.75M 361.25% | 1.648B 335.12% | 2.461B 49.33% | 3.392B 37.83% | ||
| EBITDA YoY % growth | -72.617M 5.66% | -100.94M -39.00% | -72.319M 28.35% | -59.54M 17.67% | 13.635M 122.90% | 85.535M 527.32% | 138.64M 62.09% | 202.4M 45.99% | 381.68M 88.58% | 679.83M 78.12% | |
| EBIT YoY % growth | -78.158M 1.77% | -109.248M -39.78% | -82.614M 24.38% | -71.912M 12.95% | -65.549M 8.85% | -64.741M 1.23% | 66.606M 202.88% | -12.423M -118.65% | 183.72M 1,578.87% | 497.12M 170.59% | |
| Operating Margin | N/A | -5,355.29% | -393.40% | -222.50% | -96.00% | -78.84% | 17.59% | -0.75% | 7.47% | 14.66% | |
| EPS YoY % growth | N/A | -0.31 -36.41% | -0.22 29.03% | -0.19 12.77% | -0.03 84.21% | 0.24 887.33% | 0.37 56.65% | -0.59 -256.76% | 0.02 103.45% | 0.79 3,800.00% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | -0.04 11.62% | -0.04 42.29% | -0.05 24.25% | -0.06 -21.20% | -0.05 -42.86% | -0.05 -25.00% | -0.05 -11.11% | -0.04 33.33% |
| Revenue Q2Q % growth | 3.693M -36.22% | 4.612M 30.76% | 9.39M 31.92% | 14.625M 220.58% | 14.634M 296.26% | 19.236M 317.09% | 23.986M 155.44% | 27.997M 91.43% |
| EBITDA Q2Q % growth | -5.353M 74.21% | -6.565M 63.45% | -13.433M -22.36% | -25.452M -244.41% | N/A | N/A | N/A | N/A |
| EBIT Q2Q % growth | -14.366M 38.27% | -14.88M 35.32% | -18.567M 0.44% | -24.099M -36.27% | -19.985M -39.11% | -18.998M -27.68% | -17.954M 3.30% | -16.288M 32.41% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
45.56%
EPS Next 5 Year
-21.64%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
53.77%
Revenue Next 5 Year
135.84%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
43.77%
EBIT Next 5 Year
33.87%
SES AI CORP / SES Forecast FAQ
When does SES AI CORP (SES) report earnings?
SES AI CORP (SES) will report earnings on 2026-04-23.
What are the consensus estimates for SES AI CORP (SES) next earnings?
The consensus EPS estimate for the next earnings of SES AI CORP (SES) is -0.04 USD and the consensus revenue estimate is 3.69M USD.
What is the expected long term growth rate for SES AI CORP (SES)?
The expected long term growth rate for SES AI CORP (SES) is 53.77%.