SES AISES
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 Q2 SEC filings by fund managers ($100M+ AUM)
4,600% more call options, than puts
Call options by funds: $47K | Put options by funds: $1K
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
0.66% less ownership
Funds ownership: 33.6% [Q1] → 32.94% (-0.66%) [Q2]
4% less funds holding
Funds holding: 80 [Q1] → 77 (-3) [Q2]
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
27% less capital invested
Capital invested by funds: $176M [Q1] → $129M (-$46.6M) [Q2]
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 | 155%upside $1.50 | Hold Reinstated | 10 Sept 2024 |
Wolfe Research Emmanuel Rosner 100% 1-year accuracy 12 / 12 met price target | 70%upside $1 | Underperform Assumed | 5 Sept 2024 |
Financial journalist opinion
Based on 6 articles about SES published over the past 30 days