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SES AI Corporation reported that on August 13, 2026 it received notice from the New York Stock Exchange that the NYSE will commence proceedings to delist the company’s public warrants and has immediately suspended trading in those warrants under Section 802.01D of the NYSE Listed Company Manual, citing “abnormally low selling price” levels. Each warrant is exercisable for one share of Class A common stock at an exercise price of $11.50 per share, ticker “SES WS.” The NYSE will apply to the SEC to complete the delisting after applicable procedures. The company’s Class A common stock, ticker “SES,” will continue trading on the NYSE, subject to compliance with other continued listing requirements, and is stated to be unaffected by this warrant delisting action.
SES AI Corp identified Paul Diemer as a director and submitted an initial statement of ownership for him. The report lists no equity transactions, derivative positions, or specific share holdings for this reporting person at this time.
SES AI Corporation reported Q2 2026 revenue of $5.1 million and first-half 2026 revenue of $11.8 million, up from $3.5 million and $9.3 million a year earlier, driven mainly by product sales of energy storage system (ESS) solutions from the 2025 acquisition of Shenzhen UZ Energy. Service revenue from OEM contracts declined after prior-period contract completions, and a higher mix of product revenue increased cost of revenue to $3.9 million in Q2, compressing gross margin to 22.6% from 73.7% a year ago.
The company remains loss-making but narrowed its operating loss to $19.2 million in Q2 and $37.1 million for the first half. Research and development expenses fell significantly as SES reduced GPU-related AI infrastructure and lab-equipment spending and modestly lowered headcount, while general and administrative costs rose on higher bad-debt expense, professional services, and personnel.
SES ended June 30 2026 with $64.1 million in cash and cash equivalents and $98.9 million in short-term investments, and states this liquidity should cover at least the next 12 months of planned operations, including deferred cash payments tied to the UZ Energy acquisition and scaling ESS, drone, and Molecular Universe AI initiatives. Total assets were $236.2 million and accumulated deficit reached $401.9 million, underscoring its early-stage, growth-focused profile. The company also received an NYSE notice in July 2026 that its average share price had fallen below $1.00, creating a risk of future delisting if compliance is not regained.
SES AI Corporation reported second quarter 2026 results and appointed a new independent director. Revenue for the quarter was $5.1 million, up from $3.5 million a year earlier, with management stating Q2 revenue grew by more than 40% year over year. GAAP gross margin improved to 22.6%, compared with 18.1% in the first quarter of 2026, helped by Energy Storage Systems (ESS) product mix and pricing discipline. The company reaffirmed its full‑year 2026 revenue guidance of $30–$35 million and expects consolidated gross margin of approximately 15%.
SES reported a GAAP net loss of $17.9 million for the quarter, or $0.05 per share, and a non‑GAAP net loss of $13.1 million, or $0.04 per share. Adjusted EBITDA was a loss of $14.6 million. Cash, cash equivalents and short‑term investments totaled approximately $163 million at quarter end, and management believes this provides a runway to fund operations and 2026 growth initiatives. Strategically, SES highlighted commercial progress in ESS, drones and its Molecular Universe AI4Materials platform, including its first “Search‑in‑a‑Box” subscription revenue. The Board appointed Paul Diemer as a Class II director, adding power and data‑center industry experience.
BlackRock, Inc. reported a passive ownership stake in SES AI CORP Class A stock on a Schedule 13G. BlackRock and certain of its business units beneficially own 18,829,305 shares, representing 5.8% of the Class A shares outstanding.
BlackRock has sole voting power over 18,650,760 shares and sole dispositive power over the full 18,829,305 shares, with no shared voting or dispositive power. Various underlying clients and investors have rights to dividends or sale proceeds, but no single person holds more than five percent of SES AI CORP’s outstanding common shares.
SES AI Corporation received a notice from the New York Stock Exchange on July 17, 2026 that its Class A common stock is not in compliance with Section 802.01C, because the average closing price was less than $1.00 per share over 30 consecutive trading days.
The company will respond within 10 business days stating its intent to cure the deficiency. SES AI has a six-month cure period, during which compliance can be regained if, on the last trading day of any calendar month, the closing price and the 30‑day average closing price are each at least $1.00. The company may also consider actions requiring stockholder approval, such as a reverse stock split. Its Class A common stock will continue to trade on the NYSE during the cure period, subject to satisfying other listing standards.
SES filing a Rule 144 sale notice for 156,500 shares of Class A Common stock tied to an exercise of options under a registered plan, dated 06/15/2026. The form lists the method as cash and identifies the broker as Morgan Stanley Smith Barney LLC.
The filing also reports recent dispositions by Jing L Nealis: 200,000 shares on 06/04/2026 for $267,420; 250,000 shares on 06/02/2026 for $353,625; and 96,069 shares on 05/27/2026 for $125,221.51.
SES filed a Form 144 reporting a proposed sale of 200,000 shares of Class A Common on 06/04/2026, described as an exercise of options under a registered plan with proceeds indicated as $267,420.00 and settlement method cash.
The filing also lists recent sales by Jing L. Nealis: 250,000 shares sold on 06/02/2026 for $353,625.00 and 96,069 shares sold on 05/27/2026 for $125,221.51.
SES filing reports the planned sale of 250,000 shares of Class A Common stock to be sold on 06/02/2026 pursuant to an exercise of options under a registered plan with cash proceeds. The filing also discloses a prior sale of 96,069 shares on 05/27/2026 for $125,221.51.