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Posted by
Two Blokes Jul 24 -
Filed in
Stock
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10 views
I rate SES AI as a hold, balancing its strong growth prospects with ongoing high net losses likely to persist into 2026. SES's first revenue in Q1 2025 and the launch of Molecular Universe 0.5 highlight its commercialization progress and AI-driven battery innovation. Despite positive market sentiment, the company appears to trade at a fair valuation based on forward price-to-sales metrics, but a share buyback could improve the valuation.
