-
The battery innovation market is forecasted to exceed $500 billion by 2030.
-
SES AI doubled income within the third quarter of 2025 however nonetheless posted a hefty web loss.
Is SES AI (NYSE: SES) the actual deal? Extra importantly, do you have to make investments $1,000 into the high-risk, high-reward inventory?
Let’s check out the potential alternative and upcoming challenges dealing with the Massachusetts-based, battery-focused synthetic intelligence (AI) firm.
SES AI makes a speciality of utilizing AI to accelerate the invention, improvement, and manufacturing of lithium-metal batteries. The batteries have use instances in transportation, storage, robotics, drones, and extra, in keeping with the corporate.
The bull case for SES AI is that income is rising. In its last earnings report, the corporate elevated its 2025 income steering upward to $20 million to $25 million. In 2025, SES AI launched its service platform, Molecular Universe, which is a complete database of small supplies. The purpose is for this software program to speed up the invention and evolution of battery supplies throughout varied industries.
The whole addressable marketplace for battery improvements may exceed $500 billion by early subsequent decade, in keeping with evaluation from the Worldwide Vitality Company (IEA) assume tank. There’s loads of market to seize for SES AI.
The bear case for SES AI is that the corporate has a excessive cash-burn fee. Within the third quarter of 2025, SES AI generated greater than double its income, reaching $7.1 million, however nonetheless posted a web lack of $20.9 million. SES AI additionally has $214 million in liquidity, which sounds nice, however the AI firm’s working bills exceeded $75 million via the primary 9 months of 2025.
The inventory fluctuates largely primarily based on market AI sentiment. SES AI has remained comparatively flat over the previous 12 months, with a number of notable spikes in volatility all year long.
If investing $1,000 right into a higher-risk firm like SES AI is inside your threat tolerance and capability, it could be value it as a extra speculative funding. In case you’re extra conservative or have a shorter time horizon, $1,000 can be higher invested elsewhere in a extra mainstream and established tech firm.
Before you purchase inventory in Ses Ai, think about this:
The Motley Idiot Inventory Advisor analyst group simply recognized what they imagine are the 10 best stocks for traders to purchase now… and Ses Ai wasn’t considered one of them. The ten shares that made the reduce may produce monster returns within the coming years.


























