SURVYR

SES

SES AI Corporation
$0.83
+$0.03 (4.15%)Oct 28 close
Consumer Cyclical CompareTechnicals
-80%-56%-32%-9%+15%Oct 2025Oct 2026Apr 202652w high $2.6452w low $0.49
SESSPY
Wall St. Highest PT $4.00 (+384.3%) Wall St. Avg PT $2.55 (+208.8%)
$0$2$3$4$5POC $1Hi $4Avg $3
Underwater Drawdown %Max DD -80.5%Current -67.9%
0.0%-80.5%
Relative Strength vs SPY-80.1% vs SPYUnderperforming
+107%0%-107%
1W
+$0.23 (37.60%)
1M
+$0.29 (55.24%)
3M
+$0.32 (62.90%)
6M
−$0.19 (19.03%)
YTD
−$0.97 (54.12%)
1Y
−$1.44 (63.62%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Analyst price targets
Current price$0.83
Average target$2.55
+$1.72 (+208.8%) upsideaverage target vs current price
CurrentAverageMedian
Low$1.10
Median$2.55
High$4.00
12-month Wall Street target range
Recent analyst rating changes · 6
Reiterated
2025-11-06 · Cantor Fitzgerald reiterated Overweight on SES
Reiterated
2025-06-24 · Cantor Fitzgerald reiterated Overweight on SES
Initiated
2025-05-20 · Cantor Fitzgerald started covering SES at Overweight
Downgrade
2023-06-08 · Wolfe Research downgraded SES from Peer Perform to Underperform
Initiated
2022-10-31 · Cowen & Co. started covering SES at Market Perform
Initiated
2022-09-14 · Deutsche Bank started covering SES at Hold

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$256.7M
P/E (next 12 months, estimated)-4.3
52-week range$0.49 – $2.64
Revenue growth (latest quarter vs a year ago)+43.8%
Dividend yieldNo dividend
Average analyst price target$2.55 (+209%)

What they do

SES AI Corporation develops and produces AI enhanced lithium metal and lithium-ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, robotics, battery energy storage systems, and other applications. It manufactures and sells residential and commercial ESS systems, li-ion, li metal battery cells and battery materials, such as electrolytes for automotive original equipment manufacturers and others.

Consumer Cyclical · Auto Parts
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

No sector grades for SES yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
SURVYR. Long Book
Not in the current book

Earnings & events

SES earningsNext report in 15 days
Next report
Thu Nov 12, 2026Before the open
EPS consensus-$0.04 range -$0.05–-$0.03
Revenue consensus$7.2M 3 analysts
Last 4 quarters · EPS vs estimate
Aug 11, 2026-$0.04est -$0.04+3.9%In line with estimates
Apr 23, 2026-$0.03est -$0.03+2.9%In line with estimates
Mar 4, 2026-$0.04est -$0.02−100.0%Below estimates
Nov 5, 2025-$0.06est -$0.03−100.0%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-24 12:11:25 ET
24-1025-0225-0425-0825-1126-0326-0426-08-0.110.00
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$5.1M+43.8%
2026-03-31$6.7M–
2025-12-31$4.6M–
2025-09-30$7.1M–
2025-06-30$3.5M–

News & catalysts

More news
SES AI Announces Date of Conference Call for Third Quarter 2026 Results
Business Wire · Oct 22
What Comes Next For SES AI After A 67% Slide
Simply Wall St. · Oct 20
SES Space & Defense Launch Demo Payload Supporting NASA Communications Services Plan
Business Wire · Oct 20
SES AI Ramps Up Production at South Korean Drone Battery Plant
MT Newswires · Oct 19
SES AI Completes Ramp of Korea Drone Battery Plant to One Million NDAA-Compliant Cells Per Year, and Plans to Further Expand to Three Million NDAA-Compliant Cells Per Year by Second Quarter 2027
Business Wire · Oct 19
Rating changes
Reiterated
2025-11-06 · Cantor Fitzgerald reiterated Overweight on SES
Reiterated
2025-06-24 · Cantor Fitzgerald reiterated Overweight on SES
Initiated
2025-05-20 · Cantor Fitzgerald started covering SES at Overweight
Downgrade
2023-06-08 · Wolfe Research downgraded SES from Peer Perform to Underperform
Initiated
2022-10-31 · Cowen & Co. started covering SES at Market Perform
Initiated
2022-09-14 · Deutsche Bank started covering SES at Hold

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-24 12:11:25 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026