SES AI CORPORATION C/WTS 10/12/2026 (TO PUR COM)

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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SES (ENXTPA:SESG) reported a Q1 2026 loss of €106 million despite generating €2.6 billion in revenue. The company's basic EPS loss improved slightly from €0.18 to €0.12, but profitability remains under pressure. SES trades at €7.86 per share, significantly below its DCF fair value of €28.38, raising questions about its future earnings growth potential. The company also offers a 6.37% dividend yield, which is not covered by earnings, adding to concerns about cash flow. Investors are advised to consider long-term trends rather than just quarterly results.

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SES (ENXTPA:SESG) Loss Of €106m Tests Bullish Profitability Narratives

Luxembourg-based satellite operator SES reported an 80% year-on-year revenue increase to 847 million euros in Q1, meeting market expectations. The aviation sector excelled, with over 40 long-haul aircraft commitments from Japan Airlines and nearly 600 aircraft using SES's multi-orbit connectivity system. SES also extended its EGNOS GEO-1 satellite service agreement with the EU through 2030 and is advancing the IRIS² programme in collaboration with the European Commission.

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Satellite firm SES's revenue jumps 80% as airplane connectivity gains momentum

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SES (ENXTPA:SESG) has secured new contracts with Boeing and Japan Airlines for inflight connectivity, boosting its focus in the aviation sector. Currently priced at €6.3, the stock shows a year-to-date return of 10.82% and a total shareholder return of 37.86% over the past year. Despite a P/S ratio of 1x, higher than the French Media industry average of 0.5x, a DCF analysis suggests a fair value of €26.56 per share, indicating significant undervaluation. However, SES faces risks due to ongoing losses and capital-intensive investments.

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Assessing SES (ENXTPA:SESG) Valuation After New Boeing And Japan Airlines Connectivity Deals

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SES (OTCMKTS:SGBAF) experienced a significant increase in trading volume, with 13,765 shares traded, up 263% from the previous session. The stock is currently priced at $7.2350, down 0.9% from its last close of $7.3025. SES has a market cap of $4.03 billion and reported a quarterly revenue of $1.03 billion with a negative net margin of 4.07%. Analysts expect SES to post earnings of 0.41 EPS for the current fiscal year. Despite a Buy rating, SES is not among the top recommended stocks by analysts.

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SES (OTCMKTS:SGBAF) Sees Unusually-High Trading Volume  - What's Next?

SES S.A. announced the results of a cash tender offer for its €625 million deeply subordinated fixed rate resettable securities, reducing its hybrid debt by €327 million. The offer, launched on 11 March 2026 and extended to 25 March, received valid tenders totaling €326.984 million. All tendered notes will be purchased at 99.25% of principal, with settlement expected on 27 March 2026. This reduction simplifies SES's debt profile and may lower future interest expenses. The current analyst rating for SES S.A. stock is a Hold with a price target of EUR5.85.

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SES S.A. Cuts Hybrid Debt by €327 Million in March Tender Offer

In Luxembourg, SES, a space solutions company, is working with emergency.lu to enhance humanitarian connectivity at the Farchana refugee settlement in Chad. The collaboration involves Luxembourg’s Ministry of Foreign and European Affairs, Defence, Development Cooperation and Foreign Trade, along with the UN Refugee Agency. As part of the Connectivity for Refugees program, this initiative leverages SES' O3b mPOWER satellite network to deliver reliable, high-speed internet access.

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SES partners with emergency.lu to bring satellite connectivity to Farchana refugee settlement in Chad, aiding UN Refugee Agency.

Kepler Capital analyst Alessandro Cuglietta has maintained a Buy rating on SES S.A. as of March 2, with a price target of €9.00. The shares closed at €6.71 last Monday. The analyst has an average return of -8.3% and a success rate of 41.99%. The consensus on SES S.A. is a Moderate Buy, with an average price target of €7.65.

Kepler Capital  Remains a Buy on SES S.A. (SES)

SES, the European satellite giant, is reducing its capital expenditure by 100 million euros to 700 million euros ahead of a significant launch surge in 2026. The company reported a revenue of 2.63 billion euros and an adjusted EBITDA of 1.2 billion euros for 2025. Despite fluctuations in share prices, SES secured 1.8 billion euros in new contracts and has a backlog exceeding 6.6 billion euros. Analysts praised its Q4 earnings but noted potential cash-flow risks due to delayed EU validations. SES aims for a mid-single-digit EBITDA increase by 2028, leveraging synergies from its recent Intelsat acquisition.

TECHi

SES Trims Capex Before 2026 Satellite Surge

SES AI CORPORATION C/WTS 10/12/2026 (TO PUR COM)(SES+.US)

SES (ENXTPA:SESG) Loss Of €106m Tests Bullish Profitability Narratives

Satellite firm SES's revenue jumps 80% as airplane connectivity gains momentum

Assessing SES (ENXTPA:SESG) Valuation After New Boeing And Japan Airlines Connectivity Deals

SES (OTCMKTS:SGBAF) Sees Unusually-High Trading Volume - What's Next?

SES S.A. Cuts Hybrid Debt by €327 Million in March Tender Offer