Welcome to our dedicated page for SES AI news (Ticker: SES), a resource for investors and traders seeking the latest updates and insights on SES AI stock.
SES AI Corporation develops and manufactures AI-enhanced Li-Metal and Li-ion battery technologies, battery materials and related software for energy storage systems, drones, urban air mobility, electric vehicles and other applications. Company news commonly covers the Molecular Universe AI platform, materials discovery, cell design, battery health and safety monitoring, and commercialization across its Energy Storage Systems, drone and materials business units.
Updates also include financial results, revenue guidance, customer and distribution activity, manufacturing topics such as drone battery production in Korea, and corporate governance changes. SES AI's ESS activity includes hardware and software offerings connected to UZ Energy, while its materials and battery programs address high-energy and high-power-density applications.
SES AI (NYSE: SES) announced a Chief Financial Officer transition effective April 27, 2026. Jing Nealis will step down after completing the Q1 2026 Form 10-Q filing and participating in the Q1 2026 earnings call. Yi (Ray) Liu, CFA, CPA, will succeed her as CFO and join the company on the same date.
Mr. Liu brings 20+ years in finance, risk, and reporting at global firms including Adyen and MetLife Investment Management; Ms. Nealis will remain available to support an orderly transition.
SES AI (NYSE: SES) reported first quarter 2026 revenue of $6.7 million, a 47% increase from Q4 2025, with GAAP net loss of $12.1 million and non-GAAP loss of $11.1 million. Gross margin improved to 18.1% from 11.3% and liquidity remained about $178 million. The company signed a $20 million multiyear ESS distribution agreement with ATG EPower, converted a Chungju manufacturing line to drone-format cells with ~1,000,000 annual capacity, introduced Molecular Universe 2.5, and affirmed full‑year 2026 revenue guidance of $30–$35 million.
SES AI (NYSE: SES) expects Q1 2026 revenue of $6.3M–$6.5M, above published consensus, and affirms full‑year 2026 guidance of $30M–$35M. Q1 includes approximately $1.5M from orders delayed from Q4 2025. The company cites momentum in its ESS business (UZ Energy), contributions from drones and advanced materials, and a capex‑light model. Q1 results and a conference call are scheduled for April 23, 2026.
SES AI (NYSE: SES) published its March 2026 event calendar outlining investor and technical engagements across major industry conferences.
Key appearances include Cantor Global (Mar 11, New York), InterBattery Korea (Mar 11-13, Seoul), International Battery Seminar (Mar 23-24, Orlando), Energy Storage Summit (Mar 24-25, Dallas) and Drones Asia (Mar 31–Apr 1, Singapore).
SES AI (NYSE: SES) reported FY2025 revenue of $21.0 million (10x vs. 2024) and Q4 revenue of $4.6 million (Q/Q or YoY comparisons noted). GAAP net loss was $73.0 million for 2025; non-GAAP net loss was $53.2 million. The company ended 2025 with $200 million liquidity and provided FY2026 revenue guidance of $30 million–$35 million, expecting contributions from energy storage systems, drones, and materials and continued expansion of its Molecular Universe AI4Science platform.
SES (NYSE: SES) will release its 2025 fourth-quarter financial results after market close on Wednesday, March 4, 2026 and will host a conference call the same day at 5:00 p.m. ET. A live webcast and replay will be available via the company’s Investor Relations site.
Investors can register in advance and submit questions by Friday, February 27, 2026 at 11:00 p.m. ET. Dial-in numbers and an access code are provided for live phone participation.
SES AI (NYSE: SES) announced its January 2026 event calendar, listing appearances, presentation topics, and contact points for investor or meeting requests.
Key items: CES in Las Vegas, Jan 6–9; Gordon Research Conference (Electrochemistry) in Ventura, Jan 6 (Dr. Kang Xu presenting on Material Discovery for Electrolytes in the AI Era); Needham Growth Conference (virtual) Jan 16 at 8:00 a.m. ET (Dr. Qichao Hu presenting on drone batteries, ESS, and materials; webcast available); NASA Aerospace Battery Workshop Jan 20–22 in Houston. Contact emails for meetings are listed for each event.
SES AI (NYSE: SES) and Top Material (KOSDAQ: 360070) plan to collaborate to expand cell manufacturing capacity in Chungju, South Korea for drone and UAM applications and to support compliance with the U.S. NDAA country-of-origin and supply-chain requirements.
The Chungju facility, established in 2021 with local government support, produced the world’s first 100Ah lithium-metal automotive cell in 2021 and a 30Ah lithium-metal UAM cell in 2024. The collaboration would combine SES AI’s AI-enhanced battery tech with Top Material’s gigafactory engineering and Korea-based sourcing. The parties signed a non-binding agreement; a definitive agreement is targeted for Q1 2026.
SES AI (NYSE: SES) will present business updates at Battery World 2025 on December 29, 2025 at 11:00 AM EST.
Key topics include the launch of Molecular Universe MU-1.5 with new features and an on-premise option for enterprise privacy, plans to increase Chungju, Korea cell capacity to ~1 million AI-enabled Li‑Metal and Li‑ion pouch cells/year to serve U.S. and European drone customers, integration of UZ Energy hardware with SES AI software for ESS applications, the acquisition of UZ Energy, and a joint venture with Hisun for electrolyte material manufacturing.
SES AI (NYSE: SES) reported Q3 2025 revenue of $7.1 million, up $3.6 million sequentially, and a 51% gross margin. The company recorded a GAAP net loss of $20.9 million (or $(0.06) per share), improved from $22.7 million in Q2 2025, and used $14.3 million in cash from operations. Quarter-end liquidity was $214 million. Corporate moves include the acquisition of UZ Energy, a joint venture with Hisun New Materials to commercialize materials discovered by the Molecular Universe platform, and launch of MU-1. SES AI updated full-year 2025 revenue guidance to $20 million–$25 million and repurchased 1,340,656 shares for $1.6 million.