SES AI
About: SES AI Corp is a pre-commercialization stage company engaged in the development and initial production of high-performance Lithium-Metal (Li-Metal) rechargeable battery technologies for electric vehicles (EVs), urban air mobility (UAM), which encompasses electric vehicle take-off and landing (eVTOL), and other applications. The company is an integrated Li-Metal battery manufacturer with capabilities in material, cell, module, AI-powered safety algorithms, and recycling.
Employees: 300
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
113% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 15
19% more funds holding
Funds holding: 77 [Q2] → 92 (+15) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
2.33% less ownership
Funds ownership: 32.99% [Q2] → 30.66% (-2.33%) [Q3]
52% less capital invested
Capital invested by funds: $129M [Q2] → $61.5M (-$67.6M) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Deutsche Bank Winnie Dong 0 / 0 met price target | 456%upside $1.50 | Hold Reinstated | 10 Sept 2024 |
Wolfe Research Emmanuel Rosner 100% 1-year accuracy 9 / 9 met price target | 271%upside $1 | Underperform Assumed | 5 Sept 2024 |
Financial journalist opinion
Based on 3 articles about SES published over the past 30 days