SES AI Corporation (SES)

US — Consumer Cyclical Sector
Peers: ECX  AEVA  SMP  FOXF  HOV  AXL  CWH  SG  LUXE  PLOW 

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News

INVESTOR ALERT: Investigation of SES AI Corporation (SES) announced by Holzer & Holzer, LLC
SES
Published: March 05, 2026 by: GlobeNewsWire
Sentiment: Neutral

ATLANTA, March 05, 2026 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether SES AI Corporation (“SES AI” or the “Company”) (NYSE: SES) complied with federal securities laws. On March 3, 2026, SES AI announced its business results for the fourth quarter and year ended December 31, 2025, and released a letter to shareholders in which the Company disclosed that revenue was “impacted primarily by logistics constraints that delayed shipments at the end of the year, resulting in approximately $1.5 million of revenue being pushed out to the first quarter of 2026.” The price of the Company's stock dropped …

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image for news INVESTOR ALERT: Investigation of SES AI Corporation (SES) announced by Holzer & Holzer, LLC
SES AI Corp. Investors Encouraged to Contact Block & Leviton to Possibly Recover Losses
SES
Published: March 05, 2026 by: GlobeNewsWire
Sentiment: Neutral

Block & Leviton is investigating SES AI Corp. (NYSE: $SES) for potential securities law violations. Investors should contact the firm to recover losses.

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image for news SES AI Corp. Investors Encouraged to Contact Block & Leviton to Possibly Recover Losses
Secure Waste Infrastructure: Still Attractive Thanks To Free Cash Flow
SECYF, SES
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Positive

SECURE Waste Infrastructure remains attractively valued, trading at a sustaining free cash flow yield just under 7%. 2025 results show strong free cash flow, with C$1.15/share underlying FCF and leverage at only 1.75x adjusted EBITDA. 2026 guidance targets 4%-10% adjusted EBITDA growth, driven by Waste Management and new water infrastructure projects.

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image for news Secure Waste Infrastructure: Still Attractive Thanks To Free Cash Flow
SES AI: Scaling Its Way To The Top Spot
SES
Published: February 25, 2026 by: Seeking Alpha
Sentiment: Positive

SES AI earns a Strong Buy rating for its pivot from battery manufacturing to a high-margin SaaS and IP-driven model in the EV sector. SES's Molecular Universe and Avatar platforms enable recurring software revenues, with service gross margins reaching up to 73% and product margins at 24.5%. Recent revenue acceleration—Q3 2025 revenues of $16.4M, up 101% QoQ—signals rapid scaling, with a clear path to profitability by 2028 if execution continues.

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image for news SES AI: Scaling Its Way To The Top Spot
SECURE Waste Infrastructure Corp. (SES:CA) Q4 2025 Earnings Call Transcript
SECYF, SES
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Neutral

SECURE Waste Infrastructure Corp. (SES:CA) Q4 2025 Earnings Call Transcript

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image for news SECURE Waste Infrastructure Corp. (SES:CA) Q4 2025 Earnings Call Transcript
QuantumScape vs. SES AI: Which Battery Stock Looks Better Now?
QS, SES
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Positive

QS' solid-state battery advances and OEM backing are stacked against SES's broader lithium-metal and AI push as investors compare battery strategies.

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image for news QuantumScape vs. SES AI: Which Battery Stock Looks Better Now?
SES AI: AI Chemistry And Revenue Inflection Of A High-Growth Story
SES
Published: November 07, 2025 by: Seeking Alpha
Sentiment: Positive

SES AI Corporation is a high-risk, high-upside battery materials company leveraging its proprietary Molecular Universe AI platform for accelerated R&D and material discovery. Q3 revenue surged over 100% QoQ to $7.1M, driven by service business growth, UZ Energy integration, and the launch of MU-1.0, with gross margin at 51%. SES's strong balance sheet, capital-light model, and JV with Hisun enable scalable manufacturing and recurring revenue from discovered materials, not just SaaS subscriptions.

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image for news SES AI: AI Chemistry And Revenue Inflection Of A High-Growth Story
SES AI: High-Voltage Batteries, High-Return Stock
SES
Published: September 25, 2025 by: Seeking Alpha
Sentiment: Positive

SES AI Corporation offers a compelling growth opportunity as it pivots to AI-enhanced lithium-metal battery technology and software platforms for multiple industries. SES leverages its proprietary Molecular Universe AI platform to accelerate battery innovation, reduce R&D costs, and diversify revenue streams beyond traditional EV markets. Financials are improving, with high gross margins, a strong cash position, and a clear path to breakeven by 2026 and profitability by 2027, supporting current valuation.

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image for news SES AI: High-Voltage Batteries, High-Return Stock
QuantumScape vs. SES AI: Which Next-Gen Battery Stock Holds the Edge?
QS, SES
Published: August 28, 2025 by: Zacks Investment Research
Sentiment: Positive

QuantumScape Corp. QS and SES AI Corp. SES stand out as two noted players in the race to develop next-generation lithium batteries, but are taking different approaches.

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image for news QuantumScape vs. SES AI: Which Next-Gen Battery Stock Holds the Edge?
SES AI Announces Date of Conference Call for Second Quarter 2025 Results
SES
Published: July 21, 2025 by: Business Wire
Sentiment: Neutral

WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced it will release its 2025 second quarter financial results after market close on Monday, August 4, 2025. The Company will hold a conference call on Monday, August 4, 2025, at 5:00 p.m. ET. A webcast of the live conference call will be available through SES's Investor Relations website, https:.

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image for news SES AI Announces Date of Conference Call for Second Quarter 2025 Results
Should You Buy SES AI Corporation (SES) After Golden Cross?
SES
Published: June 05, 2025 by: Zacks Investment Research
Sentiment: Positive

SES AI Corporation (SES) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SES's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.

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image for news Should You Buy SES AI Corporation (SES) After Golden Cross?
SES AI Reports Increased Q1-2025 Revenue And Positive Forward Outlook
SES
Published: April 29, 2025 by: Seeking Alpha
Sentiment: Positive

SES AI reported a 190% increase in revenues QoQ for Q1-2025. The company will release a new online platform with its molecular AI program. The company expects consistent revenue through 2025, up to $25 million.

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image for news SES AI Reports Increased Q1-2025 Revenue And Positive Forward Outlook
SES AI Corporation (SES) Q4 2024 Earnings Call Transcript
SES
Published: February 25, 2025 by: Seeking Alpha
Sentiment: Neutral

SES AI Corporation (NYSE:SES ) Q4 2024 Earnings Conference Call February 25, 2025 5:00 PM ET Company Participants Kyle Pilkington - Chief Legal Officer Qichao Hu - Founder and Chief Executive Officer Jing Nealis - Chief Financial Officer Conference Call Participants Winnie Dong - Deutsche Bank Brian Gordon - Water Tower Research Mark Shooter - William Blair Operator Good afternoon. Thank you for attending today's SES AI Fourth Quarter 2024 Business and Financial Results.

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image for news SES AI Corporation (SES) Q4 2024 Earnings Call Transcript

About SES AI Corporation (SES)

  • IPO Date 2021-03-01
  • Website https://www.ses.ai
  • Industry Auto - Parts
  • CEO Qichao Hu
  • Employees 250

SES AI Corporation engages in the development and production of high-performance Lithium-metal rechargeable batteries for electric vehicles and other applications. The company was founded in 2012 and is headquartered in Boston, Massachusetts.