SES AI Stock Price Jumps 9.7% - Should Investors Buy?

Analysts have mixed views on the electric vehicle battery maker's prospects.

Published on Mar. 4, 2026

Shares of SES AI Corporation (NYSE:SES), a developer of high-performance lithium-metal rechargeable batteries for electric vehicles and other applications, rose 9.7% during mid-day trading on Wednesday. The stock traded as high as $1.72 before closing at $1.70. Trading volume was down 44% from the average daily volume.

Why it matters

SES AI's stock price movement reflects investor interest and uncertainty around the company's technology and growth potential in the competitive electric vehicle battery market. The mixed analyst ratings highlight the need for more clarity on the company's competitive positioning and financial outlook.

The details

Several Wall Street analysts have weighed in on SES AI recently. Weiss Ratings maintained a "sell (d-)" rating on the stock, while Cantor Fitzgerald raised its price target from $2 to $4 and reiterated an "overweight" rating. However, Wall Street Zen downgraded the stock from "hold" to "sell". Overall, the analysts have a "Hold" rating on SES AI with a consensus price target of $4.

  • Shares of SES AI traded up 9.7% during mid-day trading on Wednesday, March 4, 2026.
  • The stock previously closed at $1.55 on Tuesday, March 3, 2026.

The players

SES AI Corporation

A developer of high-performance lithium-metal rechargeable batteries for electric vehicles and other applications, headquartered in Woburn, Massachusetts.

Weiss Ratings

A financial research and ratings firm that maintained a "sell (d-)" rating on SES AI stock.

Cantor Fitzgerald

A financial services firm that raised its price target on SES AI stock from $2 to $4 and reiterated an "overweight" rating.

Wall Street Zen

A financial research firm that downgraded SES AI stock from "hold" to "sell".

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

The takeaway

The mixed analyst views on SES AI highlight the need for more clarity on the company's competitive positioning and financial outlook in the electric vehicle battery market. Investors should closely monitor the company's progress and future developments before making an investment decision.