SES AI Raises 2025 Revenue Guidance to $20M-$25M Amid High-Risk Investment Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 06 2026
0mins
Source: Fool
- Revenue Growth Outlook: SES AI raised its 2025 revenue guidance to $20 million to $25 million in its latest earnings report, indicating the company's potential in battery innovation across various sectors, including transportation, storage, and robotics.
- Significant Market Opportunity: According to the International Energy Agency, the total addressable market for battery innovations could exceed $500 billion by early next decade, positioning SES AI to capture a share of this rapidly growing market, which could drive future business expansion.
- Cash Flow Challenges: Despite generating $7.1 million in revenue in Q3 2025, SES AI reported a net loss of $20.9 million, highlighting its high cash burn rate, which may pose risks to the company's financial health and necessitates careful investment consideration.
- Liquidity Status: SES AI currently holds $214 million in liquidity, which appears substantial; however, with operating expenses exceeding $75 million in the first nine months of 2025, the company faces challenges in managing its funds for ongoing operations.
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Analyst Views on SES
Wall Street analysts forecast SES stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SES is 4.00 USD with a low forecast of 4.00 USD and a high forecast of 4.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 2.270
Low
4.00
Averages
4.00
High
4.00
Current: 2.270
Low
4.00
Averages
4.00
High
4.00
About SES
SES AI Corporation is a battery manufacturing company. The Company is a developer and manufacturer of high-performance, artificial intelligence (AI)-enhanced Lithium-Metal (Li-Metal) and Lithium-ion (Li-ion) rechargeable battery technologies for electric vehicles (EVs), Urban Air Mobility, drones, robotics, Battery Energy Storage Systems and other applications. It utilizes AI across the spectrum of its business, from research and development; materials sourcing; cell design; engineering and manufacturing; to battery health and safety monitoring. The Company's differentiated battery technology is designed to combine the high energy density of Li-Metal with the manufacturability of conventional Li-ion batteries. It produces large 50 Amp-hour (Ah) and 100Ah B-sample Li-Metal battery cells for EVs. Its AI programs fall under three major categories: AI for Science, AI for Manufacturing, and AI for Safety. The Company also specializes in premium energy storage systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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SES AI Raises 2025 Revenue Guidance to $20M-$25M Amid High-Risk Investment Outlook
- Revenue Growth Outlook: SES AI raised its 2025 revenue guidance to $20 million to $25 million in its latest earnings report, indicating the company's potential in battery innovation across various sectors, including transportation, storage, and robotics.
- Significant Market Opportunity: According to the International Energy Agency, the total addressable market for battery innovations could exceed $500 billion by early next decade, positioning SES AI to capture a share of this rapidly growing market, which could drive future business expansion.
- Cash Flow Challenges: Despite generating $7.1 million in revenue in Q3 2025, SES AI reported a net loss of $20.9 million, highlighting its high cash burn rate, which may pose risks to the company's financial health and necessitates careful investment consideration.
- Liquidity Status: SES AI currently holds $214 million in liquidity, which appears substantial; however, with operating expenses exceeding $75 million in the first nine months of 2025, the company faces challenges in managing its funds for ongoing operations.
Continue Reading