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SES AI (SES) Stock News

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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.

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SES AI (NYSE: SES) will release its 2026 second quarter financial results after market close on Tuesday, August 11, 2026, followed by a conference call at 5:00 p.m. ET. The live webcast will be accessible via the SES AI investor relations website, with phone dial-in options for U.S. and international participants and an access code of 167359368. A replay will be available shortly after the event.

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SES AI (NYSE: SES) announced that on July 17, 2026 it received a continued listing standard notice from the NYSE for non-compliance with Section 802.01C, after the average closing price of its Class A common stock stayed below $1.00 for 30 consecutive trading days.

According to SES AI, the company will notify the NYSE within 10 business days of its intent to cure the deficiency. SES AI has up to six months from the notice date to regain compliance, while its Class A common stock continues to trade on the NYSE, subject to meeting other listing standards.

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SES AI (NYSE: SES), a developer and manufacturer of AI-enhanced high-performance Li-Metal and Li-ion batteries, announced its inclusion in the Russell 3000® Index.

The newly reconstituted index will begin trading at market open on Monday, June 29, 2026, increasing SES AI’s visibility among institutional investors.

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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.

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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.

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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.

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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).

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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.

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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.

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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.

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FAQ

What is the current stock price of SES AI (SES)?

The current stock price of SES AI (SES) is $0.5316 as of July 28, 2026.

What is the market cap of SES AI (SES)?

The market cap of SES AI (SES) is approximately 205.1M.