The Bull Case For SES AI (SES) Could Change Following Its High-Profile CES 2026 Technology Showcase

• SES AI Corporation recently presented its AI-enhanced battery and energy storage technologies at the CES 2026 conference at the Las Vegas Convention Center, a major global showcase for emerging hardware and software innovation.
• This high-profile CES appearance could draw new attention to SES AI’s Molecular Universe AI platform and its broader energy storage ambitions across EVs and grid applications.
• We’ll now examine how SES AI’s CES 2026 presence, highlighting its Molecular Universe AI platform, may influence the company’s existing investment narrative.

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SES AI Investment Narrative Recap

To own SES AI, you need to believe its AI driven battery and energy storage tech can convert trials into meaningful commercial adoption before cash burn and dilution risks bite. The CES 2026 showcase raises visibility for the Molecular Universe platform, but does not materially change the near term focus on winning paying ESS and EV customers or the key risk that customer validation and contract ramp up could take longer than expected.

The recent Battery World 2025 announcements about MU 1.5, on premise deployment options, and integration with UZ Energy hardware tie directly into what SES AI is now promoting at CES. Together, they frame the Molecular Universe platform as the core catalyst, with CES acting as a high profile stage to reinforce the software plus hardware story to potential ESS, EV, and aerospace customers who are still in trial or early adoption phases.

Yet while CES can boost awareness, investors should be aware that concentration in a few large OEMs and slower than expected AI platform adoption could...

Read the full narrative on SES AI (it's free!)

SES AI's narrative projects $199.7 million revenue and $19.9 million earnings by 2028. This requires 160.0% yearly revenue growth and a $119.7 million earnings increase from $-99.8 million today.

Uncover how SES AI's forecasts yield a $3.00 fair value, a 56% upside to its current price.

Exploring Other Perspectives

Eleven Simply Wall St Community valuations span from US$1.44 to US$78.38 per share, showing how far apart individual views can be. Against that backdrop, the key question is whether the Molecular Universe AI platform gains enough real world traction to offset integration, cash burn and customer concentration risks over time, so it is worth weighing several of these perspectives before forming your own view.

Explore 11 other fair value estimates on SES AI - why the stock might be worth 25% less than the current price!

Build Your Own SES AI Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SES AI research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.
• Our free SES AI research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SES AI's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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