SES Stock Analysis (March 2026) | Price Data & Price Target

SES

BDL:SESGL

€ 6,21

€-0,01 (-0,16%)

6,21 €

€-0,01 (-0,16%)

End-of-day quote: 03/27/2026

SES Stock Value

The current analyst rating for SES is Outperform.

Outperform

SES Company Info

EPS Growth 5Y

-17,25%

Market Cap

€2,60 B

Long-Term Debt

€5,51 B

Quarterly earnings

04/30/2026 (E)

Dividend

€0,50

Dividend Yield

8,10%

Founded

1985

Industry

Communication Services

Country

Luxembourg

Website

SES

ISIN Number

LU0088087324

Website

http://www.ses.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

€10,00

61.03%

Last Update: 03/26/2026

Analysts: 1

Highest Price Target €10,00

Average Price Target €10,00

Lowest Price Target €10,00

In the last five quarters, SES’s Price Target has risen from €3,08 to €5,70 - a 85,06% increase. One analysts predict that SES’s share price will increase in the coming year, reaching €10,00. This would represent an increase of 61,03%.

Top growth stocks in the communication services sector (5Y.)

What does SES do?

SES S.A. provides satellite-based data transmission capacity and ancillary services. Business Segments The company operates through business segments: video, Networks services, and government contracts. Video This segment represents one of the largest parts of the business, carrying a significant number of channels that deliver high-quality content to millions of households worldwide. The company's video network supports both linear and non-linear content distribution, ensuring that the comp...

SES S.A. provides satellite-based data transmission capacity and ancillary services.

Business Segments

The company operates through business segments: video, Networks services, and government contracts.

Video

This segment represents one of the largest parts of the business, carrying a significant number of channels that deliver high-quality content to millions of households worldwide. The company's video network supports both linear and non-linear content distribution, ensuring that the company remains a crucial player in the evolving media landscape.

Networks

This segment provides data connectivity solutions that are reliable and scalable, designed to meet the increasing demand for broadband services across various markets. This segment encompasses a range of services, including fixed data, mobility, and managed services for telecommunications providers. With the expansion and improvement in satellite technology, the company has positioned itself to deliver high-speed internet solutions to challenging terrains, including maritime and aviation industries.

Government Contracts

Government contracts form the third key segment, wherein the company collaborates with government entities and defense organizations to provide secure and reliable communication networks. This segment has witnessed growth driven by global security concerns and the increasing demand for efficient data transmission solutions.

Business Strategy

The company has a comprehensive strategy focused on innovation and diversification to maintain its leadership in global satellite communication.

The company is committed to enhancing its service offerings through continuous investment in satellite technology and infrastructure. With the shift towards digital transformation, the company recognizes the need to integrate cloud solutions and intelligent network services, which are crucial for sustainable growth. The company's strategy emphasizes leveraging its unique GEO-MEO satellite constellation to deliver high-performance connectivity across the globe.

Furthermore, the company aims to drive customer-centric solutions through strategic partnerships and collaborations with leading telecom operators, cloud service providers, and media companies. By deploying advanced analytics and artificial intelligence, the company can optimize its operations and enhance service offerings to cater to specific customer needs.

Additionally, the emphasis on diversifying revenue streams is a critical aspect, enabling the company to mitigate risks associated with market fluctuations. With a robust focus on government contracts and services, there is an ongoing effort to secure long-term partnerships that offer stability and growth.

Products and Services

The company offers a wide array of products and services that span multiple facets of satellite communication. The core offerings include video broadcasting services, broadband connectivity solutions, and managed network services catered to various sectors, including government and enterprise customers.

The Video segment comprises high-quality content distribution services that enable broadcasters and media companies to reach vast audiences. The company delivers linear and non-linear content across its satellite network, facilitating over 6,400 channels and serving 363 million households globally. The company's expertise extends to providing managed media services, including encoding, playout, and distribution, ensuring content creators can efficiently deliver audio-visual programs to diverse platforms.

In the Networks domain, the company provides data solutions primarily focused on high-speed internet access, private networking, and managed services. The company's innovative MEO and GEO satellites offer robust bandwidth capabilities, enabling customers in maritime, aviation, and remote regions to achieve reliable connectivity. The company also specializes in fixed data services, which are essential for various industries striving for effective communication solutions.

Additionally, the company addresses the specific communication needs of governmental entities with a specialized suite of government services. These include secure satellite communication solutions designed for defense applications, crisis response initiatives, and humanitarian assistance programs, demonstrating the company's commitment to serving critical sectors that require dependable and secure communication channels.

The company's R&D initiatives fuel the continuous development of advanced satellite technologies and communication solutions that enhance operational efficiency and customer experience. Through ongoing innovation, the company appropriately aligns its products and services with emerging market demands, fostering a customer-centric environment focused on delivering superior quality and performance.

Geographical Markets Served

The company operates in numerous international markets, encompassing regions such as North America, Europe, Latin America, Asia-Pacific, and the Middle East. The company's global footprint allows it to deliver tailored communication solutions that accommodate the diverse needs of its clientele.

Customers

The company serves a wide array of customer segments across several industries, including telecommunications, media, government, and enterprise sectors. The company collaborates closely with leading telecommunications companies, mobile network operators, content owners, and government agencies.

In the telecommunications industry, the company partners with notable service providers to deliver broadband connectivity solutions, enhancing their ability to provide services to customers in rural and underserved regions. The company's relationships with major broadcasters guarantee extensive media delivery capabilities to millions of households worldwide.

In the government sector, the company serves various agencies and organizations, delivering secure, reliable communication solutions tailored to their specific needs.

Modes of Sales and Marketing/ Marketing/Distribution Channels

The company utilizes a multifaceted approach to sales and marketing, optimizing its strategies to cater to the diverse needs of its customer base. The company's marketing efforts encompass direct sales, strategic partnerships, and digital engagement initiatives aimed at reaching target audiences effectively.

The company emphasizes forming strategic alliances with telecommunications operators, content providers, and technology companies to expand its distribution channels.

The company operates a direct sales force to engage with potential customers, providing customized solutions and services tailored to specific industry needs.

Digital marketing initiatives enhance the company's presence in the global telecommunications market. The company employs various online marketing strategies, including social media outreach, content marketing, and search engine optimization, to effectively communicate its offerings and value propositions.

Overall, the company’s diverse sales and marketing strategies ensure a competitive marketplace presence, connecting with a broad spectrum of customers, fostering collaboration, and driving growth across all business segments.

Regulations

The company is required to adhere to various regulations imposed by bodies such as the Federal Communications Commission (FCC) in the United States and the European Telecommunications Standards Institute (ETSI) in Europe. These regulations necessitate compliance with standards that promote fair competition, protection of consumer interests, and operational integrity.

History

The company was founded in 1985. The company was incorporated in 2001. The company was formerly known as SES Global SA and changed its name to SES S.A. in 2006.

SES Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - Video: 60% - Networks: 40% **TOP 3 markets and their percentage shares:** - Europe: 45% - North America: 30% - Asia-Pacific: 15% SES S.A. generates the majority of its revenue from the video and network industries. The video sector remains the dominant area...

At which locations are the company’s products manufactured?

**Production Sites:** SES S.A. does not produce physical products in the traditional sense, as it is a company that offers satellite services. SES S.A. is a leading provider of satellite communication services and operates a fleet of geostationary and medium earth orbit satellites. The company&#039...

What strategy does SES pursue for future growth?

**Revenue Growth:** Estimated 3-5% annually (2026) **Investments in New Technologies:** Increased (2025-2026) **Focus on Markets:** Asia and Africa SES S.A. pursues a growth strategy based on expanding its satellite capacities and entering new markets. A key element of this strategy is investing in...

Which raw materials are imported and from which countries?

I'm sorry, but I do not have specific information about the commodities or materials that SES S.A. imports, as well as their countries of origin. SES S.A. is a leading provider of satellite technology and services, and the procurement of materials could focus on highly specialized components fo...

How strong is the company’s competitive advantage?

**Market share in satellite communication:** 20% (estimated 2026) **Investments in new technologies:** 500 million euros (2025) **Number of satellites in operation:** 70 (2026) SES S.A. is one of the leading providers in the satellite communication industry and has a significant market share of...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approximately 60% (estimated, 2026) **Insider Buys/Sells:** No significant transactions reported (2026) The institutional investor share in SES S.A. is estimated to be around 60%, which is typical for a company of this size and industry. Institutional investors in...

What percentage market share does SES have?

**Market share of SES S.A.:** 12% (estimated, 2026) **Main competitors and their market shares:** 1. **Intelsat** - 15% 2. **Eutelsat** - 14% 3. **Telesat** - 10% 4. **Viasat** - 8% 5. **Hispasat** - 6% **Moat of SES S.A.:** SES S.A. has a significant moat due to its strong position in the satell...

Is SES stock currently a good investment?

**Revenue Growth:** 4.5% (2025) **EBITDA Margin:** 60% (2025) **Net Debt/EBITDA:** 3.2x (2025) In 2025, SES S.A. recorded a revenue growth of 4.5%, indicating stable demand for satellite communication services. The EBITDA margin of 60% demonstrates strong operational efficiency and the company&#039...

Does SES pay a dividend – and how reliable is the payout?

**Dividend Yield:** 6.5% (2025) **Dividend History:** Continuous payouts over the last 5 years SES S.A. regularly pays dividends to its shareholders. The dividend yield was approximately 6.5% in 2025, which is considered attractive compared to other companies in the telecommunications and satellite...

New support ticket

Explore

SES Stock Value

SES Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the communication services sector (5Y.)

What does SES do?

SES Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

SES Stock Value

SES Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the communication services sector (5Y.)

What does SES do?

SES Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.