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SES AI Corp

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 residential and commercial ESS systems, li-ion, li metal battery cells and battery materials, such as electrolytes for automotive original equipment manufacturers and others. The company operates in the United States and the Asia Pacific regions. SES AI Corporation was founded in 2012 and is headquartered in Woburn, Massachusetts.

Price · split & dividend adjusted
News & notes moving SES
Energy Transition & Power Demand

SES AI reaffirms 2026 revenue guidance of $30M-$35M, targets 1M NDAA-compliant cells per year from Q4

SES AI Corporation reaffirmed its full-year 2026 revenue guidance of $30 million to $35 million during its second-quarter earnings call. Second-quarter revenue was $5.1 million, with contributions across all product lines for the first time, while GAAP gross margin improved to 22.6%. The company expects to begin producing 1 million NDAA-compliant cells per year at its Korea plant in about one month, with meaningful revenue from those cells starting in the fourth quarter. SES AI also highlighted its selection by Sol-Ark as a certified battery partner and the appointment of Paul Diemer, former CTO of Flex Power, to its board to guide its energy storage systems strategy. The company reported a GAAP net loss of $17.8 million, or $0.05 per share, and ended the quarter with approximately $163 million in cash, cash equivalents, and short-term investments.
Seeking Alpha·15dRead more ▾
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Bernstein Liebhard Investigates SES AI Directors and Officers for Potential Fiduciary Duty Breaches

Bernstein Liebhard LLP announced an investigation into potential breaches of fiduciary duty by certain directors and officers of SES AI Corporation. The investigation seeks to determine whether the company's leadership fulfilled its obligations to shareholders and whether legal remedies may be available. Current SES AI shareholders are encouraged to contact the firm, particularly those who purchased shares before January 29, 2025. The firm has recovered more than $3.5 billion for clients since 1993.
GlobeNewswire·28dRead more ▾
Electrification & Mobility

QuantumScape Sinks 14% as Solid-State Battery Stocks Slide After Earnings

QuantumScape shares fell 14% to $5.03 in a sell-the-news reaction despite beating second-quarter loss estimates and announcing a Honda solid-state battery partnership. The company posted a net loss of approximately $98 million, or $0.16 per share, narrower than the $0.1781 loss analysts expected, and reaffirmed full-year 2026 adjusted EBITDA loss guidance of $250 million to $275 million while trimming capital-expenditure plans to $27 million to $37 million. The selling spread across the small solid-state battery cohort, with Solid Power down 8% to $2.15 and SES AI down 10% to $0.53, as a broader market decline punished speculative names. QuantumScape highlighted a multi-year partnership with Honda, updated milestones with Volkswagen's PowerCo unit, and initial QSE-5 cell shipments to a major American defense prime alongside engagement with AI data center design partners. The bear case cites no near-term revenue and manufacturing execution risk, while bulls see the technology unlocking electric vehicles, AI data centers, and defense markets.
24/7 Wall St.·34dRead more ▾
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Bernstein Liebhard Announces Investigation of SES AI Corporation

Bernstein Liebhard LLP has announced an investigation into whether certain directors and officers of SES AI Corporation breached their fiduciary duties. The law firm is looking into potential breaches and is reaching out to shareholders who currently own SES AI stock and purchased shares prior to January 29, 2025. Shareholders interested in discussing their legal rights can contact Investor Relations Manager Peter Allocco.
GlobeNewswire·48dRead more ▾
SES

Investor Deadline Alert Issued for SES, FSK, and GPK Class Actions

The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of SES AI Corporation, FS KKR Capital Corp., and Graphic Packaging Holding Company, with lead plaintiff deadlines approaching. For SES AI, the class period is January 29, 2025 through March 4, 2026, and the lead plaintiff deadline is June 26, 2026; the complaint alleges the company overstated business prospects and failed to disclose material logistics constraints affecting fourth-quarter 2025 revenues. For FS KKR Capital, the class period is May 8, 2024 through February 25, 2026, with a July 6, 2026 deadline; the suit claims the company overstated portfolio restructuring effectiveness and the durability of its distribution strategy. For Graphic Packaging, the class period is February 4, 2025 through February 2, 2026, also with a July 6, 2026 deadline; the complaint alleges the company failed to disclose significant inventory management issues and reduced demand that made its fiscal 2025 guidance unreliable.
GlobeNewswire·64dRead more ▾
SES

Bronstein, Gewirtz & Grossman LLC Files Class Action Against SES AI Alleging Securities Fraud

Bronstein, Gewirtz & Grossman LLC has filed a class action lawsuit against SES AI Corporation and certain officers, alleging violations of federal securities laws. The suit covers investors who purchased or acquired SES AI securities between January 29, 2025 and March 4, 2026. The complaint claims the company overstated business prospects by misrepresenting deals with limited or non-operational entities, created an appearance of revenue through reciprocal purchases of Molecular Universe, and failed to disclose material logistics constraints in the fourth quarter of 2025 that would materially affect Q4 2025 revenues, ultimately calling into question 2026 growth prospects and leading to lower-than-expected 2026 revenue guidance. Investors have until June 26, 2026 to seek lead plaintiff appointment. The law firm represents investors on a contingency fee basis.
GlobeNewswire·66dRead more ▾
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Faruqi & Faruqi Reminds SES AI Investors of June 26, 2026 Lead Plaintiff Deadline

Faruqi & Faruqi, LLP reminds investors in SES AI Corporation of the June 26, 2026 deadline to seek lead plaintiff appointment in a securities class action lawsuit. The complaint alleges that SES AI and its executives made false and misleading statements by overstating business prospects through deals with companies having limited or no operations, creating an artificial appearance of revenue, and concealing logistics constraints that delayed approximately $1.5 million of expected fourth-quarter 2025 revenue into the first quarter of 2026. On March 4, 2026, SES disclosed the shipment delays, causing its stock price to fall $0.63 per share, or 36.84%, to close at $1.08 on March 5, 2026. Investors who purchased or acquired SES AI securities between January 29, 2025 and March 4, 2026 and suffered losses may contact the firm to discuss their legal rights.
GlobeNewswire·67dRead more ▾
SES

Bragar Eagel & Squire files class action against SES AI, lead plaintiff deadline June 26

Bragar Eagel & Squire, P.C. has filed a class action lawsuit against SES AI Corporation in the U.S. District Court for the District of Massachusetts on behalf of investors who purchased SES AI securities between January 29, 2025 and March 4, 2026. The lawsuit alleges that SES AI overstated its business prospects by materially overstating expected results from deals with companies having limited or no operations, created an appearance of revenue by purchasing services in exchange for purchases of Molecular Universe, and failed to disclose material logistics constraints in the fourth quarter of 2025 that would materially affect Q4 2025 revenues, calling into question growth prospects for 2026 due to lower-than-expected revenue guidance. Investors have until June 26, 2026 to apply to the Court to be appointed as lead plaintiff. Those who suffered losses can contact the firm at (212) 355-4648 or investigations@bespc.com.
GlobeNewswire·70dRead more ▾
SES

SES AI faces securities fraud class action over weak revenue guidance and 37% stock drop

Kahn Swick & Foti, LLC reminds investors that a securities class action lawsuit against SES AI Corporation has a June 26, 2026 lead plaintiff deadline. The lawsuit alleges that SES and certain executives made false and misleading statements about its business outlook, including exaggerating agreements with limited-capacity partners and creating the appearance of revenue through purchases tied to its own Molecular Universe transactions. It further claims that logistics constraints in Q4 2025 materially impacted revenue, and that weaker-than-expected 2026 revenue guidance later confirmed serious doubts about growth prospects. The case, Patel v. SES AI Corporation, is pending in the United States District Court for the District of Massachusetts.
GlobeNewswire·71dRead more ▾