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SES AI Corporation Class A (SES)
NYSE:SES
US Market

SES AI Corporation Class A (SES) Price & Analysis

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SES Stock Chart & Stats

$2.20
-$0.10(-5.71%)
At close: 4:00 PM EST
$2.20
-$0.10(-5.71%)

Bulls Say, Bears Say

Bulls Say
Acquisition StrategySES's acquisition of UZ Energy marks its entry into the energy stationary storage market, aligning with its 'AI first' transition strategy.
Financial PerformanceSES reported $5.8 million in revenue, almost triple expectations, maintaining a full-year guide of $15 million to $20 million.
Share Repurchase ProgramThe board approved a $30 million share repurchase program, signaling management's belief that the company is undervalued and aiming to bolster the stock price.
Bears Say
Acquisition UncertaintyLittle is known about UZ Energy or what product differentiation will be, leaving more questions than answers about the business and the ramp-up.
Market ValuationSES trades at 6.6 times the 2025 EV/sales estimates, reflecting a balanced risk/reward as the company attempts to recreate itself with AI, software services, and battery chemistry diversification.

SES AI Corporation Class A News

SES FAQ

What was SES AI Corporation Class A’s price range in the past 12 months?
SES AI Corporation Class A lowest stock price was $0.42 and its highest was $3.73 in the past 12 months.
    What is SES AI Corporation Class A’s market cap?
    SES AI Corporation Class A’s market cap is $388.62M.
      When is SES AI Corporation Class A’s upcoming earnings report date?
      SES AI Corporation Class A’s upcoming earnings report date is May 13, 2026 which is in 48 days.
        How were SES AI Corporation Class A’s earnings last quarter?
        SES AI Corporation Class A released its earnings results on Mar 04, 2026. The company reported -$0.04 earnings per share for the quarter, the consensus estimate of -$0.04 by $0.
          Is SES AI Corporation Class A overvalued?
          According to Wall Street analysts SES AI Corporation Class A’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does SES AI Corporation Class A pay dividends?
            SES AI Corporation Class A does not currently pay dividends.
            What is SES AI Corporation Class A’s EPS estimate?
            SES AI Corporation Class A’s EPS estimate is -0.03.
              How many shares outstanding does SES AI Corporation Class A have?
              SES AI Corporation Class A has 322,742,550 shares outstanding.
                What happened to SES AI Corporation Class A’s price movement after its last earnings report?
                SES AI Corporation Class A reported an EPS of -$0.04 in its last earnings report, expectations of -$0.04. Following the earnings report the stock price went down -36.842%.
                  Which hedge fund is a major shareholder of SES AI Corporation Class A?
                  Currently, no hedge funds are holding shares in SES
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    SES AI Corporation Class A

                    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.

                    SES AI Corporation Class A (SES) Earnings & Revenues

                    SES Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mix of meaningful progress and remaining execution risks. Positives include a nearly tenfold increase in 2025 revenue, large full-year gross margins (driven by one-time service revenue), significant reductions in operating expenses, improved adjusted EBITDA and net loss metrics, a strong $200M liquidity position, an acquisition (UZ Energy) with an initial $20M distributor contract, and tangible early traction from the Molecular Universe platform (six discoveries tested by 40+ customers). Offsetting these gains are several material caveats: a substantial portion of 2025 revenue was one-time service work ($13.6M); C-sample commercialization for EV lithium-metal batteries is on hold due to weak OEM investment; Q4 margins were depressed by product mix; the business remains loss-making with meaningful cash used in operations; manufacturing scale for drones is currently limited and requires further capital/partnering; and molecular-universe monetization and broader adoption remain early-stage. Given the sizable operational and financial improvements but important sustainability and scaling risks, the overall tone is balanced between optimism for 2026 ramp and caution about recurring revenue and commercialization timelines.View all SES earnings summaries
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                    Ownership Overview

                    3.60%3.93%2.65%83.69%
                    2.65% Other Institutional Investors
                    83.69% Public Companies and Individual Investors
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