SES AI Corporation Class A (SES)

SES AI Corp.'s stock has experienced significant fluctuations. The share price saw a substantial increase of 429.55% from November 2024 to November 2025. Consensus revenue estimates increased by 13%, but EPS was downgraded on November 11, 2025. SES AI Corp. increased its revenue guidance for the year ending December 31, 2025, on November 7, 2025. Following its Q3 2025 earnings announcement, the stock climbed 7.21% to $2.08. The company reported Q3 2025 revenue of $7.1 million, a 102% sequential increase. On April 24, 2025, SES AI Corp. announced a stock repurchase program to buy back up to $30 million of its Class A common stock. The company reported a record revenue of $5.8 million for Q1 2025. SES AI Corp. achieved its first revenue-generating quarter with $2 million and projected revenue of between $15 million and $25 million in 2025.

Information directly detailing the demand seasonality for SES AI Corp.'s products and services is not explicitly available. The company's products are components supplied to other manufacturers, so their demand seasonality would likely be influenced by the production cycles and market trends of their customers. Historically, buying SES AI Corp. stock in July has shown the highest probability of a positive return, while May has the lowest probability, indicating some seasonal patterns in investor sentiment or market activity related to the stock.

SES AI Corp. is a pre-commercialization stage company focused on developing and manufacturing high-performance, AI-enhanced Lithium-Metal (Li-Metal) and Lithium-ion (Li-ion) rechargeable battery technologies. The company aims to accelerate the world's energy transition through advanced material discovery and battery management. SES AI Corp. provides battery solutions for electric vehicles (EVs), urban air mobility (UAM), drones, robotics, and battery energy storage systems (BESS). Its major products and platforms include Hermes, Apollo, and Avatar. The company is the first battery company to utilize superintelligent AI across its business operations.

SES AI Corp. has a global presence with its headquarters in Woburn, Massachusetts, and development facilities in Boston and Shanghai. Its operations extend to Singapore, Shanghai, and Seoul, with a focus on the United States and the Asia Pacific region. SES Shanghai Giga is a 300,000-square-foot facility capable of pilot-scale production of Li-Metal batteries and critical materials. A newer facility in Chungju, South Korea, enhances its global cell engineering capabilities.

SES AI Corp. has focused on solidifying its reputation as a leader in advanced battery technology. The successful launch of Molecular Universe MU-1.0 and the formation of a joint venture with Hisun New Energy Materials have positively impacted its reputation. Significant stock price appreciation and reporting its first revenue-generating quarter have also contributed positively. However, insider selling and a substantial cut in position by Temasek Holdings (Private) Ltd might raise concerns. Despite revenue growth, the company reported a net loss in Q3 2025, indicating potential future volatility.

SES AI Corp. has a diverse ownership structure, with approximately 29.78% of the company's stock held by institutional investors and 75.08% of Class A stock held by retail investors. Major institutional owners include Temasek Holdings (Private) Ltd, Vanguard Group Inc., and BlackRock, Inc. Strategic partners like General Motors Holdings LLC, SK Inc., and Tianqi Lithium Hk Co Ltd also hold significant insider-classified stakes.