SES AI Corporation SES

0.53 0.00 0.00% as of 25 Sep
Market cap
$203.9M
P/E
0.0×

Insider Decisions

Total sells 1.17
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 1 1 1 — 1 — 1 — — — —
Insider Ownership 25.68%

Capital & Financial Ratios

Market Cap 203.92
Revenue 23.46
Net Income (67.96)
Free Cash Flow (60.46)
Net Debt (163.00)
Current Ratio 6.52
Debt/Equity 0.00
P/E ratio 0.00
P/S ratio 7.60
P/B ratio 0.95
Past 5Y EPS Growth (646.96%)
This Y EPS Growth (1.28%)
Next Y EPS Growth 23.05%
Next 5Y EPS Growth 5.46%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 332 263 200 163
Receivables 4 1 5 8
Inventory 1 0 5 8
Other — — — —
349 277 216 186
2023 2024 2025 Q'26
Payables 5 2 6 6
ST’ Debt — — — —
Other — — 1 8
20 23 24 29
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 0.00% (18.14%)

Revenue

Mar Jun Sep Dec Year
’26 7 5 — — —
’25 6 4 7 5 21
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (20) (14) — — —
’25 (23) (11) (14) (10) (58)
’24 (9) (22) (23) (12) (66)
’23 (15) (15) (13) (13) (56)
’22 (15) (13) (10) (9) (46)
’21 (3) (12) (3) (12) (30)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (20) (14) — — —
’25 (24) (12) (15) (11) (61)
’24 (16) (26) (24) (13) (78)
’23 (21) (17) (18) (16) (72)
’22 (17) (21) (10) (13) (61)
’21 (3) (15) (4) (17) (39)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.04) (0.05) — — —
’25 (0.04) (0.07) (0.06) (0.05) (0.22)
’24 (0.05) (0.06) (0.09) (0.11) (0.31)
’23 (0.05) (0.04) (0.04) (0.03) (0.17)
’22 (0.12) 0.03 (0.08) (0.03) (0.17)
’21 (0.06) (0.11) (0.17) (0.17) (0.51)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.3
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — 9.50 3.07 1.33 0.20 0.38

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — 11.47 10.18 3.69 2.47 3.73
High Price
— — — — 3 126 200 300 250 215
Employees
— — — — 0 0 0 0 0 0
Revenue/Emp
— — — — — — — — 2 21
Revenue
— — — — — 0.00% 0.00% — 63.14% 53.84%
Gross Margin
— — — — (14) (31) (50) (54) (100) (73)
EBT
— — — — 0.00% 0.00% 0.00% 0.00% (4,901.81%) (346.71%)
EBT Margin
— 0 — — (14) (31) (51) (53) (100) (73)
Net Income
— — — — 2 2 3 6 8 10
Depreciation
— — — — 0.00 0.00 0.00 0.00 0.01 0.06
Revenue/Sh
— — — — (0.23) (0.42) (0.17) (0.17) (0.31) (0.22)
Earnings/Sh
— — — — (0.18) (0.49) (0.16) (0.18) (0.21) (0.18)
Cash Flow/Sh
— — — — (0.02) (0.15) (0.05) (0.05) (0.04) (0.01)
Capex/Sh
— — — — (0.20) (0.64) (0.21) (0.23) (0.24) (0.18)
Free CF/Sh
— — — — 0.00 (1.45) 1.36 1.14 0.86 0.65
Book Value/Sh
— — — — 61 61 288 315 322 331
Shares
— — — — — — — — 0.00 0.00
PE Ratio
— — — — — — — — 0.00 28.36
PS Ratio
— — — — — — — — 2.53 2.77
PB Ratio
— — — — — — — — 0.00 19.31
EV/Sales
— — — — — — — — (5.77) (6.62)
EV/FCF
— — — — (11) (30) (46) (56) (66) (58)
Op' Cash Flow
— — — — (1) (9) (15) (16) (12) (3)
Capex
— — — — (12) (39) (61) (72) (78) (61)
FCF
— — — — 0 159 377 328 254 192
Working Cap'
— — — — 1 1 12 — — —
Total Debt
— — — — 0 (160) (390) (332) (263) (200)
Net Debt
— — — — 0 (88) 392 359 278 215
Sh' Equity
— — — — (4,836.84%) (32.23%) (16.09%) (12.61%) (27.20%) (24.25%)
ROA
— — — — 0.00% 0.00% (3,415.74%) (184.31%) (433.08%) (341.43%)
ROIC
— — — — (11.83%) 70.77% (33.63%) (14.23%) (31.44%) (29.63%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

SES AI Corporation (SES) key facts

  • SES AI Corporation (SES) is an Auto Parts company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • SES AI Corporation’s revenue for fiscal 2025 (year ended December 2025) was $21.0 million, up 929.4% from fiscal 2024.
  • As of September 25, 2026, SES traded at $0.53, a market capitalization of $203.9 million.
  • Return on equity was −29.6% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

SES AI Corporation (SES) Latest News

News by impact score

Fine-tune

4 Sep

3

SES AI Corporation (SES) receives rating upgrade to Buy. Analyst upgrade to Buy may lift short-term investor sentiment and stock price for SES.

27 Aug

3

SES AI sets election deadline for the GFL transaction. Deadline for GFL transaction introduces defined timeline that may shift SES capital structure or ownership stakes.

18 Aug

3 transcript

SES AI (SES) Q2 2026 earnings call transcript covers financial results, operational updates and strategic outlook. Earnings call details financial metrics and guidance that can influence short-term market sentiment and operations.

12 Aug

3 transcript

SES AI Corporation reported Q2 2026 financial results and strategic updates during its earnings call. Quarterly earnings releases and guidance typically drive near-term stock volatility and investor sentiment.

11 Aug

3 transcript

SES AI reported second quarter results during its earnings call, detailing financial performance, operational progress on battery development, and updated guidance for the remainder of the year. Quarterly earnings updates supply fresh financial data and strategy notes that can shift near-term sentiment without guaranteeing major long-term trajectory changes.

3

SES AI Corporation posted a Q2 net loss and missed revenue estimates. Q2 loss and revenue miss may pressure near-term stock price and investor sentiment.

3

SES AI Corporation released second quarter 2026 financial results. Quarterly financial results disclosure can shift near-term investor views and valuation without altering long-term strategy.

4 Aug

3

SES AI Corporation is projected to exceed earnings estimates, prompting consideration of stock purchase. Anticipation of an earnings beat may lift near-term sentiment and valuation for SES without altering long-term trajectory.

3 Aug

3

SES AI has entered a framework agreement with Doroni Aerospace to design and develop a battery pack for the H1-X personal eVTOL. Framework deal opens potential aerospace battery revenue but remains preliminary without confirmed production volumes.

29 Jul

3

SES AI Corporation announced its second quarter 2026 financial results. Quarterly results update financial performance and may shift short-term market views without major strategic changes.

15 May

4

ISS and Glass Lewis recommend SES AI Corporation shareholders vote "FOR" the proposed transaction with GFL Environmental. Positive proxy recommendations raise odds of transaction approval and major strategic shift for SES.

9 May

4

SES AI (SES) is emerging as a key commercialization story in advanced batteries, highlighting progress toward market-ready technologies and partnerships. SES's transition to commercialization in advanced batteries marks a major strategic advancement poised to significantly elevate its competitive standing and market performance.

8 May

4

SES AI Corporation's revenue surged 929% in one year, with Cantor Fitzgerald maintaining optimism and viewing further upside potential. Explosive 929% revenue growth signals major operational momentum and positive analyst sentiment likely to enhance market performance.

24 Apr

4

SES AI Corporation released Q1 2026 earnings call summary detailing financial performance, operational updates, and future outlook. Q1 earnings call summary provides critical financial results and guidance that significantly influence stock performance and investor confidence.

4

SES AI Corp (SES) Q1 2026 earnings call highlights strong revenue growth and strategic market advancements. Strong revenue growth and strategic market moves signal major positive shifts in financial performance and competitive positioning.

3

SES AI Corporation reported Q1 earnings call highlights, detailing financial results, advancements in solid-state battery technology, partnership updates, and outlook on commercialization timelines amid EV market growth. Q1 earnings highlights provide updates on financials and tech progress with moderate potential to affect investor sentiment and short-term performance.

23 Apr

4

SES AI Corporation reported first quarter 2026 financial results, highlighting key revenue, profitability metrics, and forward guidance. Quarterly earnings reports directly shape investor sentiment, stock valuation, and perceptions of operational health.

3

QuantumScape's Q1 earnings beat estimates, fueled by progress in starting up its Eagle production line. QuantumScape's production advancements intensify competition in solid-state batteries, pressuring SES's positioning.

14 Apr

4

SES AI Corporation is diversifying its battery business beyond reliance on a single chemistry to build a broader portfolio. Diversifying beyond a single chemistry bet constitutes a major strategic shift that reduces risk and expands market opportunities for SES AI.

5 Apr

4

SES AI Corporation (SES) reports accelerated growth in its Energy Storage Systems (ESS) and AI initiatives, highlighting expanding opportunities in these core areas. Accelerated growth in ESS and AI directly bolsters SES AI's core battery technology and market positioning.

1 Apr

3

SES AI Corporation's valuation faces scrutiny amid ambitious growth plans clashing with heavy losses and an elevated sales multiple. Heavy losses and rich sales multiple temper growth plans, moderately impacting SES AI's financial outlook and investor sentiment.

3

SES AI Corporation released its First Quarter 2026 business update, highlighting operational progress, financial results, and strategic advancements in AI-driven battery technology. Quarterly business updates reveal financial performance and operational milestones that moderately influence investor sentiment and company trajectory.

6 Mar

3

SES AI Corporation (SES) valuation scrutinized after sharp share price swings and persistent losses. Ongoing losses and price volatility moderately impact SES AI's financial performance and market sentiment.

5 Mar

4

SES AI Corporation shares reset amid strategic shift from EV batteries to energy storage systems (ESS) and drone batteries, signaling adaptation to new market opportunities. Strategic pivot to ESS and drone batteries constitutes a major directional change with potential to reshape competitive positioning and investor outlook.

4

SES AI Corporation released summary of Q4 2025 earnings call detailing financial results, operational updates, and forward guidance. Q4 earnings call summary discloses key financial metrics and strategic outlook directly influencing SES's valuation and investor confidence.

4

SES AI Corporation reported surging revenue and announced strategic expansions during its Q4 2025 earnings call. Revenue surge combined with strategic expansions represent major financial gains and growth initiatives poised to enhance competitive positioning.

4 Mar

4

SES AI Corporation released highlights from its Q4 earnings call, covering financial results, operational updates, and future outlook for the battery technology firm. Q4 earnings call highlights detail financial performance and strategic initiatives poised to significantly shape SES AI's competitive position in EV batteries.

4

SES AI Corporation reported fourth quarter and full-year 2025 financial results. Quarterly and annual earnings disclosures significantly influence stock performance and investor confidence.

27 Feb

4

SES AI Corporation's Eagle Line and Cobra initiatives could redefine QS commercialization timelines, accelerating market entry for advanced battery technologies. Eagle Line and Cobra promise major acceleration in QS commercialization, significantly impacting SES's competitive positioning and investor sentiment.

3

QuantumScape unveils solid-state battery strategy emphasizing advancements in energy density, safety, and commercialization timelines, urging investors to assess competitive positioning amid EV market growth. QuantumScape's strategy details heighten competitive pressures in solid-state batteries, moderately impacting SES's market sentiment and positioning.

stockrow.com/SES · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com