SES trades 110.2% below Wall Street's consensus target of $1.10.
Last 12 months price action with 12-month analyst target path
The base valuation assumes SES achieves its forward estimates and maintains a stable P/E multiple of historical averagesx. This scenario reflects the blended consensus of 4 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of September 24, 2026, SES AI Corporation (SES) has a Wall Street consensus price target of $1.10, based on estimates from 4 covering analysts. With the stock currently trading at $0.52, this represents a potential upside of +110.2%. The company has a market capitalization of $170M.
Analyst price targets range from a low of $1.10 to a high of $1.10, representing a 0% spread in expectations. The median target of $1.10 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Hold, with 1 analysts rating the stock as a Buy or Strong Buy,2 rating it Hold, and 1 rating it Sell or Strong Sell. The bearish sentiment suggests caution about the stock at current levels.
From a valuation perspective, SES trades at a trailing P/E of -2.4x. Analysts expect EPS to grow +19.8% over the next year.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 QSQuantumScape Corporation | $3.0B | $4.91 | $10.35 | +110.8% | Hold | — | 11 |
 SLDPSolid Power, Inc. | $529M | $2.35 | $6.75 | +187.2% | Buy | — | 5 |
 MVSTMicrovast Holdings, Inc. | $232M | $0.70 | $4.80 | +588.7% | Buy | — | 6 |
 CBATCBAK Energy Technology, Inc. | $129M | $1.46 | — | — | — | — | — |
 AMPXAmprius Technologies, Inc. | $1.4B | $9.73 | $24.00 | +146.7% | Buy | — | 12 |
 ALBAlbemarle Corporation | $13.4B | $113.47 | $202.63 | +78.6% | Buy | 9.9x | 45 |
 LACLithium Americas Corp. | $648M | $2.90 | $4.25 | +46.6% | Hold | — | 15 |
 MPMP Materials Corp. | $8.7B | $48.89 | $80.70 | +65.1% | Buy | 3568.6x | 14 |
 TSLATesla, Inc. | $1.5T | $380.12 | $462.77 | +21.7% | Hold | 224.9x | 82 |
 GMGeneral Motors Company | $75.8B | $83.77 | $101.00 | +20.6% | Buy | 6.2x | 51 |
Quick answers to the most common questions about buying SES stock.
The consensus Wall Street price target for SES is $1.1, representing 110.2% upside from the current price of $0.5232. With 4 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
SES has a consensus rating of "Hold" based on 4 Wall Street analysts. The rating breakdown is mixed, with 2 Hold ratings making up the largest segment. The consensus 12-month price target of $1.1 implies 110.2% upside from current levels.
SES's current price is $0.5232 with a consensus target of $1.1 (110.2% implied move). Analyst estimates suggest the stock is undervalued at current levels.
The most bullish Wall Street analyst has a price target of $1.1 for SES, while the most conservative target is $1.1. The consensus of $1.1 represents the median expectation. These targets typically reflect 12-month expectations.
SES is lightly followed, with 4 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 1 have Buy ratings, 2 recommend Hold, and 1 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month SES stock forecast based on 4 Wall Street analysts shows a consensus price target of $1.1, with estimates ranging from $1.1 (bear case) to $1.1 (bull case). The median consensus rating is "Hold".
Wall Street analysts are very optimistic on SES, with a "Hold" consensus rating and $1.1 price target (110.2% upside). 1 of 4 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
SES analyst price targets range from $1.1 to $1.1, a 0% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $1.1 consensus represents the middle ground.
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