SES AI Corp Q4 2025 Forecast: $6.64M Revenue and $0.05 EPS Loss

SESSES

SES AI Corp is projected to post Q4 2025 revenue of $6.64 million and a loss of $0.05 per share, following Q3 revenue that rose 47% to $7.12 million. Full-year 2025 revenue is forecast at $22.36 million with a $0.22 per share loss; the average one-year price target is $3.

1. Q4 2025 Earnings Forecast

Consensus revenue for Q4 2025 is set at $6.64 million with an expected loss of $0.05 per share. Estimates for full-year 2025 revenue stand at $22.36 million and a loss of $0.22 per share.

2. Strong Q3 2025 Performance

SES reported $7.12 million in Q3 2025 revenue, beating the $4.83 million estimate by 47%, while EPS of -$0.06 missed the -$0.045 estimate by 33%. Shares fell 1.8% on the day of the release.

3. Analyst Price Targets and Ratings

Two analysts set an average one-year price target of $3, ranging from $2 to $4, implying an 80.7% upside from $1.66. The consensus brokerage recommendation is 2.70, reflecting a Hold status.

4. Estimate Trends into 2026

Revenue estimates remain flat at $52 million for 2026 and earnings at -$0.19 per share. Stability in forecasted figures over the past 90 days suggests limited near-term analyst revisions.

Sources

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