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) appointed Paul Diemer to its Board of Directors. Diemer brings decades of experience in energy storage, power electronics and data center infrastructure, including serving as Chief Technology Officer for Flex's Power business and leading more than 1,000 engineers across 14 countries.
He has overseen new EV product architectures at BorgWarner and currently serves as SVP of Corporate Engineering at Generac Power Systems. According to SES AI, his background in critical power systems, energy infrastructure and AI-enabled solutions is expected to support the company’s growth strategy in Li-Metal and Li-ion batteries.
SES AI Corp. (NYSE: SES) received an updated 2Q26 coverage note from Stonegate Capital Partners indicating that commercialization progress improved even as sequential revenue declined and the quarter modestly missed headline expectations. All four product lines generated revenue, including ESS, drones, materials, and Molecular Universe.
Stonegate highlighted Sol-Ark certification as materially expanding UZ Energy’s U.S. energy storage systems opportunity from late 2026 into 2027. Drone demand is described as the strongest near-term growth driver, with SES scaling NDAA-compliant capacity to 1 million cells annually versus about 700,000–800,000 deliverable capacity and roughly 1.5 million potential annual cells from five large drone prospects. SES reaffirmed FY26 guidance of $30–$35 million in revenue and roughly 15% gross margin, implying $18.2–$23.2 million of 2H26 revenue.
SES AI (NYSE: SES) announced that UZ Energy, an SES AI company, has become a Sol-Ark® certified battery partner and has appointed US Energy Distributors as master distributor and primary U.S. contact for its battery products. UZ Energy’s three low-voltage (48V) residential lithium iron phosphate batteries are now certified for closed-loop compatibility with Sol-Ark’s 12K-2P-LL, 15K-2P and 18K-2P hybrid inverters, enabling new integrated residential energy-storage configurations. According to SES AI, this connects UZ Energy to Sol-Ark’s established U.S. residential energy-storage ecosystem of installers, distributors and customers, supporting the commercial growth of the UZ Energy platform.
SES AI (NYSE: SES) reported second quarter 2026 revenue of $5.1 million, down from $6.7 million in the first quarter, with GAAP net loss of $17.8 million or $0.05 per share and non-GAAP net loss of $13.1 million or $0.04 per share.
Gross margin improved to 22.3% from 18.1% in the prior quarter. Materials contributed $1.2 million in revenue, and Molecular Universe generated its first revenue from a multi-year “Search in a Box” subscription with a major global battery manufacturer. SES AI highlighted Sol-Ark’s certification of UZ Energy as a certified battery partner, providing access to a large U.S. residential energy storage ecosystem, and noted continued progress toward producing 1 million NDAA-compliant cells per year at its Korea plant. The company added Paul Diemer, former CTO of Flex Power, to its board and reported maintaining a strong liquidity position of approximately $163 million. SES AI affirmed its full-year 2026 revenue guidance of $30–35 million.
SES AI (NYSE: SES) entered a framework agreement with Doroni Aerospace to design, develop, test and deliver a battery pack for Doroni’s H1-X two-seat personal eVTOL aircraft. The agreement sets an aggregate price of up to $1,090,000, with an initial committed tranche of $65,000, for multi-stage work in 2026–2027, each stage activated by Doroni purchase orders.
According to SES AI, the program covers battery systems for H1-X ground and flight-test campaigns, with options to expand to additional test systems and serial production. The packs will use high-energy-density cells from SES AI’s Molecular Universe AI platform, targeting energy densities approaching 400 Wh/kg and incorporating validated safety features and battery health monitoring.
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.
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.
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.
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.