SES AI Corporation Class A (SES)

In October 2025, the stock surged following the announcement of Molecular Universe 1.0 (MU-1). In November 2025, the company released its Q3 2025 earnings report. In December 2025, SES AI participated in the Battery World 2025 event. In January 2026, SES AI presented at the 28th Annual Needham Growth Conference. In March 2026, SES AI reported its Q4 and Full Year 2025 financial results, which led to a stock price drop due to a non-GAAP EPS miss, revenue below consensus, and disclosures about logistics constraints. In March 2026, SES AI participated in the 43rd International Battery Seminar & Exhibit. Pomerantz LLP announced an investigation into potential securities fraud claims on behalf of SES AI investors. Short interest in SES AI decreased by 15.6% as of March 13, 2026.

There is no explicit mention of demand seasonality for SES AI Corp.'s products and services. Demand is primarily driven by broader, long-term trends in electrification, technological adoption, and the global energy transition. The company's shift towards a SaaS and IP-driven model also suggests a less seasonal revenue stream.

SES AI Corp. is a pre-commercialization stage company focused on developing and manufacturing AI-enhanced lithium-metal and lithium-ion rechargeable battery technologies. The company operates in the Capital Goods sector, specifically in the Electrical Components & Equipment industry, with some sources also placing it in Consumer Cyclical and Auto Parts. Its products include Li-Metal and Li-ion batteries, AI-powered software platforms like Molecular Universe and Avatar, Energy Storage Systems (ESS), and battery materials. The company has strategic partnerships with major global OEMs like General Motors, Hyundai, and Honda.

SES AI Corp. has a global presence with its headquarters in Woburn, Massachusetts, USA, which houses its R&D, Molecular Universe efforts, and Electrolyte Foundry. In Asia, it has a 300,000 square-foot facility in Shanghai, China, for pilot-scale production of Li-Metal batteries and critical materials. It also has a facility in Chungju, South Korea, for manufacturing large-format Li-Metal cells and supporting Urban Air Mobility initiatives. The company also has operations in Singapore and Hong Kong.

SES AI Corp.'s brand reputation has been influenced by positive technological advancements and recent negative financial news and legal investigations. The company has a reputation for being a leader in AI-enhanced Li-Metal battery development, with strategic partnerships with major automotive OEMs. However, the significant drop in stock price following the Q4 2025 earnings report and the announcement of an investigation by Pomerantz LLP negatively impacted its reputation.

SES AI Corp.'s ownership is a mix of institutional, retail, and individual investors. Approximately 29.78% of the stock is held by institutions, while insiders hold about 13.80%. Public companies and individual investors hold a significant portion, with some reports indicating around 62.61% or 83.69% when combined with retail investors. Major institutional owners include Vanguard Group Inc., Invesco Ltd., BlackRock, Inc., Two Sigma Investments, Lp, UBS Group AG, Temasek Holdings (Private) Ltd, Geode Capital Management, Llc, Renaissance Technologies Llc, General Motors Holdings LLC, Vertex One Asset Management Inc., Tianqi Lithium Corporation, SK Inc., Honda Motor Co., Ltd., and State Street Corp.