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Added to YB: 2026-01-08

Pitch date: 2026-01-06

SES [neutral]

SES AI Corporation

+7.8%

current return

Author Info

No bio for this author

Company Info

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.

Market Cap

$777.6M

Pitch Price

$2.05

Price Target

N/A

Dividend

N/A

EV/EBITDA

-7.17

P/E

-7.75

EV/Sales

31.06

Sector

Electrical Equipment

Category

turnaround

Show full summary:
2026 Battery Sector Review: Portfolio Adjustments and New Targets - SES AI Corporation

SES (moved to prospect list): Pivoted from Li-metal anode development after GM, Hyundai, Honda partnerships stalled/ended. Now focuses on Molecular Universe AI software for electrolyte discovery. Potential exists as electrolyte optimization key for battery differentiation, but uncertain if market large enough to sustain profitability & growth.

Read full article (1 min)