SES AI Stock Price, News & Analysis

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.

SES AI (NYSE: SES) will release its 2025 third quarter results after market close on Wednesday, November 5, 2025 and host a conference call the same day at 5:00 p.m. ET.

A live webcast will be available on SES AI's Investor Relations site and a replay will be posted shortly after the call. Investors can register in advance and submit questions by Friday, October 31, 2025 at 11:00 p.m. ET. Dial‑in access: US toll free +1 833-470-1428; International +1 646-844-6383; Access Code: 932970. Registration and webcast links are provided for live access and replay.

SES AI (NYSE: SES) signed a term sheet on October 14, 2025 to form a joint venture with Hisun New Energy Materials to commercially supply electrolyte materials discovered by SES AI’s Molecular Universe.

The JV is planned to be 90% owned by SES AI and is subject to a binding definitive agreement expected by the end of October 2025. The JV intends to produce electrolytes at commercial scale for EV, drones, robotics, eVTOL, data center and ESS markets, complementing Molecular Universe’s SaaS model and creating a new recurring revenue source while leveraging Hisun’s existing manufacturing capacity to remain capex-light.

SES (NYSE: SES) will unveil Molecular Universe 1.0 (MU-1) on October 20, 2025, a battery material discovery platform that claims end-to-end workflows to cut discovery timelines from years to tens of minutes. MU-1 adds Formulate and Predict (formulation and cell-level prediction), expands molecular databases to a 1 million-molecule public view and a 200 million-molecule enterprise search, and integrates GPT-5 and SES proprietary data for advanced “Ask” and multi-agent “Deep Space” capabilities. SES said MU has already generated revenue from two Joint Development customers, expanded Enterprise into three sub-tiers, and is broadening go-to-market in battery and molecule-dependent industries.

SES AI Corporation (NYSE: SES), a leader in AI-enhanced Li-Metal and Li-ion batteries, has completed its acquisition of Shenzen UZ Energy Co., Ltd., a premium energy storage systems (ESS) provider. The strategic acquisition positions SES AI to enter the $300 billion global ESS market.

The acquisition brings UZ Energy's established ESS hardware capabilities, expansion potential in North America, and an existing customer base across Australia, Europe, and Asia. SES AI plans to integrate UZ Energy's hardware with its AI-enabled safety/health systems and Molecular Universe technology to offer customers comprehensive ESS solutions.

SES AI Corporation (NYSE: SES), a leader in AI-enhanced Li-Metal and Li-ion batteries, has appointed Andrew Boyd to its Board of Directors, replacing Michael Noonen who resigned to focus on other professional commitments.

Boyd, currently a Partner at Bramalea Partners, LLC, brings significant investment and capital markets expertise from his 15-year career at Fidelity Management & Research Company, where he served as Global Head of Equity Capital Markets. The appointment aims to leverage Boyd's investment community perspective and capital markets experience to support SES AI's growth initiatives.

SES AI Corporation (NYSE: SES), a leader in AI-enhanced Li-Metal and Li-ion batteries, reported Q2 2025 revenue of $3.5 million with a strong 74% gross margin. The company maintains its 2025 revenue guidance of $15-25 million.

Key highlights include the release of MU-0.5, the latest version of their Molecular Universe software platform, now serving over 30 enterprise-level trial users. SES AI also announced an agreement to acquire UZ Energy, expanding their presence in the global $300 billion Energy Storage Systems (ESS) market.

The company reported a solid liquidity position of $229 million with no debt, while significantly reducing cash burn with operations using $10.8 million, down 51% year-over-year.

SES AI Corporation (NYSE: SES) has announced the acquisition of UZ Energy, an energy storage systems (ESS) provider, for $25.5 million. The acquisition, expected to close in Q3 2025, positions SES AI in the $300 billion global ESS market, particularly targeting the growing AI data center sector.

UZ Energy brings significant expertise with over 500 MWh of ESS deployments across 60+ countries. The integration will enhance SES AI's Molecular Universe platform by incorporating UZ Energy's hardware, real-world data, and sales channels. This strategic move comes as AI data centers are projected to triple their share of national electricity usage by 2028.