The Bull Case For SES AI (SES) Could Change Following Joint Venture to Commercialize AI-Discovered Materials

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SES AI Corporation recently announced it has signed a term sheet to form a joint venture with Texas-based Hisun New Energy Materials to commercialize electrolyte materials discovered through its ...

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This development signals a pivotal step toward translating SES AI's AI-driven materials discoveries into industrial-scale production and new recurring revenue streams. We'll examine how the move to commercialize Molecular Universe discoveries through a joint venture could influence SES AI's investment outlook. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 36 best rare earth metal stocks of the very few that mine this essential strategic resource.AdvertisementSES AI Investment Narrative Recap To be a shareholder in SES AI, you need to believe in its ability to commercialize advanced battery materials through its Molecular Universe platform and leverage joint ventures to drive recurring revenue. The recent announcement of the Hisun partnership marks concrete progress towards monetizing SES AI's discoveries, but does not immediately resolve the company's reliance on customer adoption for short-term growth; the most significant risk remains validating the AI platform at scale and converting enterprise trials into significant contracts.\n  Among recent updates, the launch of Molecular Universe MU-1 stands out as particularly relevant to this new joint venture. The enhanced capabilities of MU-1, including faster discovery workflows and broader database access for customers, directly support SES AI’s push to demonstrate value to enterprise users and strengthen its case for broader adoption, crucial for achieving recurring revenue and offsetting operational risks.\n  By contrast, investors should be aware there remains real uncertainty around whether enterprise customers will commit to large-scale... \n Read the full narrative on SES AI (it's free!)SES AI's outlook projects $199.7 million in revenue and $19.9 million in earnings by 2028. Achieving this would require 160.0% annual revenue growth and an earnings increase of $119.7 million from current earnings of -$99.8 million.Uncover how SES AI's forecasts yield a $1.50 fair value, a 51% downside to its current price.Exploring Other PerspectivesSES Community Fair Values as at Oct 2025  Seven members of the Simply Wall St Community estimate SES AI’s fair value between US$1.44 and US$78.38 per share. With adoption of the Molecular Universe platform still uncertain, these differing views highlight how performance could shift if validation occurs or delays persist.\nExplore 7 other fair value estimates on SES AI - why the stock might be a potential multi-bagger!Build Your Own SES AI NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.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.Interested In Other Possibilities?Our daily scans reveal stocks with breakout potential. Don't miss this chance:Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality.Uncover the next big thing with financially sound penny stocks that balance risk and reward.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}