SES trades 26.1% below Wall Street's consensus target of $1.40.
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 June 22, 2026, SES AI Corporation (SES) has a Wall Street consensus price target of $1.40, based on estimates from 4 covering analysts. With the stock currently trading at $1.11, this represents a potential upside of +26.1%. The company has a market capitalization of $358M.
Analyst price targets range from a low of $1.40 to a high of $1.40, representing a 0% spread in expectations. The median target of $1.40 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 -5.0x. Analysts expect EPS to grow +23.7% over the next year.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
QSQuantumScape Corporation | $4.9B | $8.04 | $9.60 | +19.4% | Hold | — | 11 |
SLDPSolid Power, Inc. | $623648 | $2.87 | — | — | Buy | — | 5 |
MVSTMicrovast Holdings, Inc. | $430M | $1.29 | $4.80 | +272.1% | Buy | 11.7x | 6 |
CBATCBAK Energy Technology, Inc. | $61M | $0.68 | — | — | — | — | — |
AMPXAmprius Technologies, Inc. | $2.3B | $16.17 | $19.60 | +21.2% | Buy | — | 12 |
ALBAlbemarle Corporation | $18.9B | $160.35 | $209.75 | +30.8% | Hold | 13.2x | 45 |
LACLithium Americas Corp. | $976M | $4.37 | $7.00 | +60.2% | Hold | — | 15 |
MPMP Materials Corp. | $10.8B | $60.88 | $83.00 | +36.3% | Buy | 262.2x | 12 |
TSLATesla, Inc. | $1.5T | $400.49 | $450.45 | +12.5% | Hold | 212.2x | 81 |
GMGeneral Motors Company | $71.5B | $79.29 | $93.82 | +18.3% | Buy | 6.2x | 51 |
Quick answers to the most common questions about buying SES stock.
The consensus Wall Street price target for SES is $1.4, representing 26.1% upside from the current price of $1.11. 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 $1.4 implies 26.1% upside from current levels.
SES's current price is $1.11 with a consensus target of $1.4 (26.1% implied move). Analyst estimates suggest the stock is undervalued at current levels.
The most bullish Wall Street analyst has a price target of $1.4 for SES, while the most conservative target is $1.4. The consensus of $1.4 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 $1.4, with estimates ranging from $1.4 (bear case) to $1.4 (bull case). The median consensus rating is "Hold".
Wall Street analysts are very optimistic on SES, with a "Hold" consensus rating and $1.4 price target (26.1% 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 $1.4 to $1.4, a 0% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $1.4 consensus represents the middle ground.
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