Market Cap 726.49M
Revenue (ttm) 2.04M
Net Income (ttm) -100.19M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -4,911.27%
Debt to Equity Ratio 0.00
Volume 3,252,700
Avg Vol 6,677,914
Day's Range N/A - N/A
Shares Out 365.07M
Stochastic %K 42%
Beta 0.57
Analysts Sell
Price Target $2.33

Company Profile

SES AI Corporation develops and produces AI enhanced lithium metal and lithium ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, robotics, battery energy storage systems, and other applications. It manufactures and sells li metal battery cells and battery materials, such as electrolytes for automotive original equipment manufacturers. SES AI Corporation operates in the United States and the Asia Pacific region. The company was founded in 2012 and is headqua...

Industry: Auto Parts
Sector: Consumer Cyclical
Phone: 339 298 8750
Website: www.ses.ai
Address:
35 Cabot Road, Woburn, United States
Void_Ka
Void_Ka Feb. 11 at 12:38 AM
$SES isn’t this really good news?
0 · Reply
Yu8
Yu8 Feb. 10 at 9:10 PM
$SES Goldman Sachs just filed a 13F showing a +2,434.93% increase in SES AI:112,467 → 2,850,956 shares (as of Dec 31, 2025). Big institutional exposure jump. For a microcap, this kind of accumulation is still a meaningful signal to track. 👀
2 · Reply
graph
graph Feb. 10 at 9:06 PM
$SES https://www.wolfpackresearch.com/items/ses%E2%80%99s-dying-biz-pivoting-into-another-ai-pipedream%3F-phantom-deals-and-a-related-entity-whose-registered-agent-was-allegedly-part-of-a-%241-billion-ponzi-scheme
0 · Reply
Counselor53
Counselor53 Feb. 10 at 5:04 PM
$SES Man- I love Shana Tischler’s background/ experience and her fit here in this SES role. Very nice- and nice catch Yu8! Bring on the deals!!! Very-
1 · Reply
VSWeWork
VSWeWork Feb. 10 at 4:19 PM
$SES this will come to fruition in the next few weeks https://www.marketwatch.com/story/ses-ai-shares-rise-on-drone-battery-partnership-with-top-material-1d57a782
0 · Reply
Yu8
Yu8 Feb. 10 at 4:04 PM
$SES SES AI showing up at World Defense Show 2026 isn’t just “conference tourism” ä it matches where they’re pushing: defense, drones, AAM/eVTOL, robotics, unmanned systems. These are markets where buyers care about performance, safety, reliability and compliance, not just the cheapest cell. https://www.reddit.com/r/SESAI/comments/1r14l1c/ses_ai_at_world_defense_show_2026_positioning_for/ Source is Shoshannah (Shana) Tischler (SES AI Head of Sales – Drones, Advanced Air Mobility & Robotics) attending. Her background (DoD/SOCOM + U.S. Treasury + State Dept, plus commercial GTM) is exactly the kind of profile you want when you’re trying to land serious, mission-critical programs.
0 · Reply
VSWeWork
VSWeWork Feb. 10 at 4:01 PM
$SES accumulating here. Anything $1.96 is a steal. Expecting a quick turnaround this week
0 · Reply
Void_Ka
Void_Ka Feb. 10 at 2:53 PM
$SES conference soon 🙏🙏
0 · Reply
Counselor53
Counselor53 Feb. 10 at 1:57 PM
$SES Yu8- I did do that, but at the time there was a very concerning, uncleared up reason that I felt severely impacted SES about manufacturing OK’s. You know that. Nice jab though- I owe you one, again. Very-
0 · Reply
Counselor53
Counselor53 Feb. 10 at 1:52 PM
$SES NAAT Batt Annual Conference with SES presenting full stack today(2/10). Stay tuned- Very-
0 · Reply
Latest News on SES
SES AI Announces its January 2026 Event Calendar

Jan 5, 2026, 7:00 AM EST - 5 weeks ago

SES AI Announces its January 2026 Event Calendar


SES AI to Unveil New Business Updates at Battery World 2025

Dec 17, 2025, 7:00 AM EST - 7 weeks ago

SES AI to Unveil New Business Updates at Battery World 2025


SES AI Corporation (SES) Q3 2025 Earnings Call Transcript

Nov 6, 2025, 2:01 AM EST - 3 months ago

SES AI Corporation (SES) Q3 2025 Earnings Call Transcript


SES AI Reports Third Quarter 2025 Financial Results

Nov 5, 2025, 4:15 PM EST - 3 months ago

SES AI Reports Third Quarter 2025 Financial Results


SES AI: High-Voltage Batteries, High-Return Stock

Sep 25, 2025, 10:08 AM EDT - 4 months ago

SES AI: High-Voltage Batteries, High-Return Stock


SES AI Announces Closing of UZ Energy Acquisition

Sep 18, 2025, 7:00 AM EDT - 5 months ago

SES AI Announces Closing of UZ Energy Acquisition


SES AI Appoints Andrew Boyd to Board of Directors

Sep 3, 2025, 7:00 AM EDT - 5 months ago

SES AI Appoints Andrew Boyd to Board of Directors


SES AI Corporation (SES) Q2 2025 Earnings Call Transcript

Aug 4, 2025, 8:16 PM EDT - 6 months ago

SES AI Corporation (SES) Q2 2025 Earnings Call Transcript


SES AI Reports Second Quarter 2025 Financial Results

Aug 4, 2025, 4:15 PM EDT - 6 months ago

SES AI Reports Second Quarter 2025 Financial Results


SES AI: Buy Before Earnings

Jul 28, 2025, 5:27 AM EDT - 7 months ago

SES AI: Buy Before Earnings


SES AI: Buy Ahead Of Growth Acceleration

Jul 24, 2025, 6:41 AM EDT - 7 months ago

SES AI: Buy Ahead Of Growth Acceleration


SES AI: Profitability Could Be Achieved In 2026 - Strong Buy

Jul 24, 2025, 5:29 AM EDT - 7 months ago

SES AI: Profitability Could Be Achieved In 2026 - Strong Buy


SES AI Corporation (SES) Q1 2025 Earnings Call Transcript

Apr 25, 2025, 12:28 PM EDT - 10 months ago

SES AI Corporation (SES) Q1 2025 Earnings Call Transcript


SES AI Reports First Quarter 2025 Financial Results

Apr 24, 2025, 4:16 PM EDT - 10 months ago

SES AI Reports First Quarter 2025 Financial Results


SES AI Announces $30 Million Share Repurchase Authorization

Apr 24, 2025, 4:15 PM EDT - 10 months ago

SES AI Announces $30 Million Share Repurchase Authorization


SES AI Receives Continued Listing Standard Notice from NYSE

Mar 12, 2025, 4:15 PM EDT - 11 months ago

SES AI Receives Continued Listing Standard Notice from NYSE


SES AI Announces its March 2025 Event Calendar

Mar 5, 2025, 7:00 AM EST - 1 year ago

SES AI Announces its March 2025 Event Calendar


SES AI Corporation (SES) Q4 2024 Earnings Call Transcript

Feb 25, 2025, 10:07 PM EST - 1 year ago

SES AI Corporation (SES) Q4 2024 Earnings Call Transcript


SES AI Reports Fourth Quarter and Full Year 2024 Results

Feb 25, 2025, 4:15 PM EST - 1 year ago

SES AI Reports Fourth Quarter and Full Year 2024 Results


SES AI: Upgrading On Potential Commercial Success

Jan 27, 2025, 7:35 AM EST - 1 year ago

SES AI: Upgrading On Potential Commercial Success


Void_Ka
Void_Ka Feb. 11 at 12:38 AM
$SES isn’t this really good news?
0 · Reply
Yu8
Yu8 Feb. 10 at 9:10 PM
$SES Goldman Sachs just filed a 13F showing a +2,434.93% increase in SES AI:112,467 → 2,850,956 shares (as of Dec 31, 2025). Big institutional exposure jump. For a microcap, this kind of accumulation is still a meaningful signal to track. 👀
2 · Reply
graph
graph Feb. 10 at 9:06 PM
$SES https://www.wolfpackresearch.com/items/ses%E2%80%99s-dying-biz-pivoting-into-another-ai-pipedream%3F-phantom-deals-and-a-related-entity-whose-registered-agent-was-allegedly-part-of-a-%241-billion-ponzi-scheme
0 · Reply
Counselor53
Counselor53 Feb. 10 at 5:04 PM
$SES Man- I love Shana Tischler’s background/ experience and her fit here in this SES role. Very nice- and nice catch Yu8! Bring on the deals!!! Very-
1 · Reply
VSWeWork
VSWeWork Feb. 10 at 4:19 PM
$SES this will come to fruition in the next few weeks https://www.marketwatch.com/story/ses-ai-shares-rise-on-drone-battery-partnership-with-top-material-1d57a782
0 · Reply
Yu8
Yu8 Feb. 10 at 4:04 PM
$SES SES AI showing up at World Defense Show 2026 isn’t just “conference tourism” ä it matches where they’re pushing: defense, drones, AAM/eVTOL, robotics, unmanned systems. These are markets where buyers care about performance, safety, reliability and compliance, not just the cheapest cell. https://www.reddit.com/r/SESAI/comments/1r14l1c/ses_ai_at_world_defense_show_2026_positioning_for/ Source is Shoshannah (Shana) Tischler (SES AI Head of Sales – Drones, Advanced Air Mobility & Robotics) attending. Her background (DoD/SOCOM + U.S. Treasury + State Dept, plus commercial GTM) is exactly the kind of profile you want when you’re trying to land serious, mission-critical programs.
0 · Reply
VSWeWork
VSWeWork Feb. 10 at 4:01 PM
$SES accumulating here. Anything $1.96 is a steal. Expecting a quick turnaround this week
0 · Reply
Void_Ka
Void_Ka Feb. 10 at 2:53 PM
$SES conference soon 🙏🙏
0 · Reply
Counselor53
Counselor53 Feb. 10 at 1:57 PM
$SES Yu8- I did do that, but at the time there was a very concerning, uncleared up reason that I felt severely impacted SES about manufacturing OK’s. You know that. Nice jab though- I owe you one, again. Very-
0 · Reply
Counselor53
Counselor53 Feb. 10 at 1:52 PM
$SES NAAT Batt Annual Conference with SES presenting full stack today(2/10). Stay tuned- Very-
0 · Reply
Yu8
Yu8 Feb. 10 at 10:12 AM
$SES Hard to say if they’ll announce a fresh ESS contract right at quarter-end I wouldn’t anchor on PR timing. With UZ Energy now under SES, the ESS business is already selling into an existing customer base, so a lot of the progress may simply show up in the Q4 numbers / revenue mix rather than a headline. But every ESS deployment generates a ton of real-world operating + safety/health data. That feeds the Molecular Universe / AI4Science data flywheel over time and since ESS is often LFP-heavy, that “LFP input” dataset could get really valuable as it compounds. Also worth remembering that management has already hinted 2026 could be ~2–3x 2025 revenue. We’ll see exactly where it comes from, but it’s likely a mix: drones + ESS + materials + MU subscriptions.
1 · Reply
Yu8
Yu8 Feb. 10 at 9:47 AM
$SES I’m with Munger on patience… which is exactly why your late-Dec “sold at the open” post made me laugh 😅 Oversold tape is usually when the waiting starts, not ends. If you want to win long-term, do the work: educate yourself, do a proper deep dive, and understand the business.
0 · Reply
Counselor53
Counselor53 Feb. 10 at 3:02 AM
$SES Remember- the money is not made in the buying and selling- its made in the waiting- Charlie Munger. Very-
0 · Reply
Counselor53
Counselor53 Feb. 10 at 3:01 AM
$SES And by the way, the 3 tier level of MU-1.5(or 2.0), is marketing genius. Covers all the bases of TAM for me. Very-
0 · Reply
Counselor53
Counselor53 Feb. 10 at 2:57 AM
$SES By the end of this year the MC of SES will be 3-4B. Each of the 3 revenue domains will be worth 1B(or more), and add up to 3B(at least). Thats not even counting EV potential- thats extra if its there. Mark this post- 3B MC, this year. That means 10-12 per share. There are multiple MIT guys here in SES. Where I come from MIT stands for ”Money In the Till”. Not smart to bet against these guys. Very-
0 · Reply
Bulldog1776
Bulldog1776 Feb. 9 at 10:16 PM
$SES graph is probably some AI bot stuck in a basement somewhere.
0 · Reply
Yu8
Yu8 Feb. 9 at 9:44 PM
I dug into $SES’s MU site and IMO enterprise pricing isn’t meant to be strict “$ per seat.” The structure is Enterprise I/II/III + Joint Development (all “contact sales”), and the differences they highlight are capability/throughput + security/deployment — not headcount. They even show company-level limits (ex: results per month per company) and higher tiers going toward unlimited, which screams usage/value-based access. On the enterprise side they also list cloud + partial on-prem + full on-prem (air-gapped) options + “you own your data”/compliance language. That’s classic enterprise contracting and usually priced on scope + workflow integration, not # of scientists. So “1 scientist can do the work of 5” doesn’t automatically mean shrinking MU revenue. If MU compresses iteration loops, the value is throughput + time saved. Link: https://molecular-universe.com/about
1 · Reply
Canine23
Canine23 Feb. 9 at 9:01 PM
$SES @Yu8 are you expecting any new contracts to be announced for ESS energy storage systems end of quarter?
0 · Reply
Yu8
Yu8 Feb. 9 at 8:21 PM
https://www.reddit.com/r/SESAI/comments/1r0f7q9/two_disruptions_same_playbook_anthropic_disrupts/ Anthropic disrupted the SaaS mindset by making AI the platform layer. $SES is trying to do the same to battery R&D with AI4Science + Molecular Universe (MU-1.5): a workflow that shrinks the discovery loop (Ask→Search→Formulate→Predict→Make), cutting dead-ends and speeding validation. That productivity jump is why 1 senior scientist can do the work of ~5. If MU becomes sticky + data-driven, this isn’t valued like “just batteries” it’s a platform re-rate story (and it can go beyond batteries). 👀
1 · Reply
BobWarner99
BobWarner99 Feb. 9 at 5:28 PM
1 · Reply
Canine23
Canine23 Feb. 9 at 3:52 PM
$SES $SES bought 10,000 $SES shares in last 5 days Dry powder gone, let’s see what earnings hold for us
1 · Reply
benjewels
benjewels Feb. 9 at 3:22 PM
$SES bullish month leading into earnings. I think it’s time to go back into hibernation @graph
0 · Reply