SES trades 32.1% 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 November 8, 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 $0.83, this represents a potential upside of +32.1%. The company has a market capitalization of $271M.
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 -4.1x. Analysts expect EPS to grow +18.4% over the next year.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 QSQuantumScape Corporation | $2.6B | $4.28 | $5.25 | +22.7% | Hold | — | 11 |
 SLDPSolid Power, Inc. | $448M | $1.99 | $6.75 | +240.1% | Buy | — | 5 |
 MVSTMicrovast Holdings, Inc. | $209M | $0.63 | $4.80 | +663.5% | Buy | — | 6 |
 CBATCBAK Energy Technology, Inc. | $93M | $1.05 | — | — | — | — | — |
 AMPXAmprius Technologies, Inc. | $1.2B | $8.72 | $18.50 | +112.2% | Buy | — | 12 |
 ALBAlbemarle Corporation | $11.7B | $99.25 | $167.09 | +68.4% | Buy | 9.0x | 46 |
 LACLithium Americas Corp. | $431M | $1.93 | $4.00 | +107.3% | Hold | — | 15 |
 MPMP Materials Corp. | $6.3B | $35.41 | $80.70 | +127.9% | Buy | — | 14 |
 TSLATesla, Inc. | $1.4T | $358.22 | $442.59 | +23.6% | Buy | 212.9x | 83 |
 GMGeneral Motors Company | $77.9B | $86.16 | $100.91 | +17.1% | Buy | 6.4x | 51 |
Quick answers to the most common questions about buying SES stock.
The consensus Wall Street price target for SES is $1.1, representing 32.1% upside from the current price of $0.8328. 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 32.1% upside from current levels.
SES's current price is $0.8328 with a consensus target of $1.1 (32.1% 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 (32.1% 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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