Every 8-K that SES AI Corporation (SES) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SES and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SES filings page.
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 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.
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 AI Corporation furnished its first quarter 2026 results and announced a Chief Financial Officer transition. The company reported Q1 2026 revenue of $6.7 million, described as above consensus, and improved gross margin to 18.1% from 11.3% in the fourth quarter of 2025, while maintaining about $178 million in liquidity. SES AI affirmed full-year 2026 revenue guidance of $30 million to $35 million, highlighted a multiyear Energy Storage Systems distribution agreement with ATG E Power, growing drone cell production capacity to roughly 1,000,000 cells annually, and a multiyear contract for its AI-driven Molecular Universe "Search in a Box" product. The filing also details that Yi (Ray) Liu will become CFO on April 27, 2026, succeeding Jing Nealis, with Liu receiving a $375,000 base salary, target bonus equal to 50% of salary, a $25,000 cash signing bonus, and restricted stock units valued at $375,000, while Nealis receives accelerated vesting of 117,500 RSUs and an extended option exercise period.
SES AI Corporation issued an update with preliminary, unaudited first quarter 2026 revenue expected between $6.3 million and $6.5 million, which it states is above published consensus estimates. The quarter was driven mainly by ESS product revenue from UZ Energy, plus smaller drone and subscription contributions, including about $1.5 million from orders delayed from the fourth quarter of 2025.
The company affirmed its full year 2026 revenue guidance of $30 million to $35 million and highlighted its capex-light business model and three revenue-generating units: ESS, drones and advanced materials. SES AI plans to report full first quarter results and host a conference call on April 23, 2026.
SES AI Corporation reported full-year 2025 revenue of $21.0 million, in line with prior guidance, and issued 2026 revenue guidance of $30 million to $35 million, signaling expected growth from its expanding battery and AI-enabled materials businesses.
The company highlighted its Molecular Universe AI4Science platform, which has delivered six materials breakthroughs now being tested by more than 40 customers across electric vehicles, drones, energy storage systems and consumer electronics. Management also pointed to a strong balance sheet that it expects will provide liquidity into 2028.
SES AI is organizing around three revenue-focused units in energy storage systems, drones and materials, converting its Chungju, South Korea facility to drone-focused production and leveraging a joint venture with Hisun with 150,000-ton annual capacity. The UZ Energy acquisition is intended to support growth in energy storage systems by combining hardware and software for battery health and maintenance.
SES AI Corporation filed a current report to disclose that it will participate in the Needham Growth Conference on January 16, 2026. The company is using this event to present an updated slide presentation about its business, which is furnished as Exhibit 99.1 to the report. The materials are provided under Regulation FD as “furnished,” meaning they are not treated as formally filed financial statements and are not automatically incorporated into other securities law filings unless specifically referenced.
SES AI Corporation reported a Board change. Dr. Jang Wook Choi notified the company on November 6, 2025 of his intention to resign from the Board of Directors, effective November 10, 2025, due to personal reasons.
The company stated that his resignation is not the result of any disagreement with management, the board, operations, policies, or practices. This is an administrative governance update disclosed via Form 8-K.
SES AI Corporation filed an 8-K announcing it furnished a shareholder letter and a press release that include a business update and the company’s financial results for the quarter ended September 30, 2025.
The materials are provided as Exhibits 99.1 and 99.2 and are furnished, not filed, meaning they are not subject to Section 18 liability and are not incorporated into other filings unless specifically referenced.
SES AI Corporation reported the results of its 2025 Annual Meeting of Stockholders held on October 1, 2025. Stockholders elected Dr. Qichao Hu as a Class III director to serve until the 2028 Annual Meeting, with 486,465,547 votes for, 5,653,523 votes withheld, and 46,291,843 broker non-votes. They also ratified the appointment of Grant Thornton LLP as independent registered public accounting firm for the year ending December 31, 2025, with 536,880,122 votes for, 872,634 against, and 658,157 abstentions. In a non-binding advisory vote, stockholders approved the compensation of the company’s named executive officers, with 490,343,477 votes for, 904,654 against, 870,939 abstentions, and 46,291,843 broker non-votes.
SES AI Corporation reports a planned change on its Board of Directors. On August 27, 2025, director Michael Noonen notified the company he will resign effective September 2, 2025, stating he is leaving to focus on other professional endeavors and not because of any disagreement with management, the board, or company practices.
Effective September 2, 2025, the Board appointed Andrew Boyd as a Class II director with a term running until the 2027 Annual Meeting of Stockholders, or earlier if his service ends. Boyd also joins the audit and compensation committees and has been determined to be independent under the company’s governance guidelines and New York Stock Exchange standards.
Boyd is a partner at Bramalea Partners, which he founded in 2020, and previously held senior roles at Fidelity Management & Research Company. He will receive the same compensation as other non-employee directors and will enter into the company’s standard director indemnification agreement. A press release about his appointment is furnished as Exhibit 99.1.
SES AI Corporation has scheduled its 2025 annual meeting of stockholders for October 1, 2025. The company explains new timing for stockholder proposals because the meeting date differs from the prior year’s anniversary.
Stockholder proposals or director nominations made under the company’s advance notice bylaw provisions must reach SES AI’s principal executive offices by September 12, 2025 and include all information required by the bylaws. Proposals submitted under SEC Rule 14a-8 must be received at the principal executive offices by September 8, 2025 and comply with applicable SEC rules and regulations.
SES AI Corp. (NYSE: SES) has signed a definitive agreement to buy 100% of Shenzhen-based energy-storage provider UZ Energy for ≈RMB 183.5 m (US$25.5 m). The consideration is split into:
- RMB 90 m primary capital injection for new UZ shares
- RMB 23.46 m cash to existing shareholders
- RMB 10 m earn-out tied to UZ’s FY-25 revenue
- RMB 60 m earn-out, adjustable up or down, linked to FY-26 revenue and cash metrics
The 8-K also furnishes (but does not file) preliminary, unaudited Q2-25 revenue and liquidity figures via Exhibit 99.1, and a press release announcing the transaction (Ex. 99.2). Management cautions that final results may differ materially once full GAAP accounting is completed.
The staged, performance-based structure limits upfront cash outlay and aligns seller incentives, while giving SES immediate entry into the fast-growing energy-storage systems market in China and abroad. Risks remain around regulatory clearance, integration and the possibility of downward earn-out adjustments.