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Added to YB: 2026-01-08

Pitch date: 2026-01-06

SES [neutral]

SES AI Corporation

-59.95%

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

$329.6M

Pitch Price

$2.05

Price Target

N/A

Dividend

N/A

EV/EBITDA

-2.51

P/E

-4.07

EV/Sales

7.28

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)