SES AI Corporation Class A (SES)

In the past six months, SES AI Corp.'s stock has experienced several notable events and fluctuations. In August 2025, the stock fell after releasing Q2 2025 results that missed analysts' estimates. In October 2025, the company announced the upcoming launch of Molecular Universe 1.0, leading to a significant stock surge. In November 2025, SES AI released its Q3 2025 financial results, highlighting revenue growth driven by service business growth, UZ Energy integration, and the launch of MU-1.0. In January 2026, news included SES AI highlighting its AI-driven battery strategy and plans to expand cell manufacturing capacity in Korea for drone applications. The stock has shown volatility, with daily fluctuations and a recent downtrend starting from January 5, 2026.

There is no explicit indication of demand seasonality for SES AI Corp.'s products and services in the traditional sense. Instead, the demand for SES AI's advanced battery technologies and AI-driven material discovery services appears to be driven by broader, long-term industry trends, such as the rapidly expanding energy storage industry and the transition to clean energy. The company's shift towards a scalable software and service model with its Molecular Universe platform further suggests a demand influenced by technological adoption and industry-wide R&D needs rather than seasonal consumer cycles.

SES AI Corp. specializes in high-performance Li-Metal rechargeable battery technologies for various applications, including electric vehicles, urban air mobility, drones, robotics, and battery energy storage systems. The company's product portfolio includes Li-Metal battery cells and battery materials, such as electrolytes, supplied to automotive OEMs. A key differentiator is its "Molecular Universe" platform, an AI-powered software for accelerated material discovery and battery management, which is a significant component of the company's evolving business model, including subscription plans for enterprise-level customers.

Headquartered in Woburn, Massachusetts, SES AI Corp. maintains a global presence with operations in Shanghai, China, and Seoul/Chungju, South Korea. The Woburn headquarters serves as the hub for its human R&D, Molecular Universe, and Electrolyte Foundry. The Shanghai Giga facility is capable of pilot-scale production of Li-Metal batteries and critical materials. The Chungju facility in South Korea enhances SES AI's global cell engineering capabilities, supporting the production of large-format Li-Metal cells and urban air mobility initiatives. SES AI Corporation operates in the United States and the Asia Pacific region.

In the past year, SES AI Corp.'s brand reputation has been shaped by its technological advancements and market performance. In February 2025, positive sentiment emerged with analyses suggesting a "Generational Buying Opportunity In The Battery Industry". In August 2025, the company's reputation faced scrutiny following "Share Dilution And Production Challenges". In September 2025, while recognized for "Battery Breakthroughs With AI," some analyses still labeled SES AI as a "High-Voltage Gamble." In October 2025, the launch of Molecular Universe 1.0 was met with "tremendous response". In November 2025, strong Q3 2025 revenue growth and the successful integration of UZ Energy further bolstered confidence in the company's strategic direction and execution. Overall, SES AI is seen as a company with a genuine R&D edge driven by its AI platform and accelerating commercial momentum.

SES AI Corporation has a diverse ownership structure. Approximately 3.66% of the company's stock is owned by Institutional Investors, 3.81% by Insiders, and 6.42% by Public Companies and Individual Investors. More broadly, Public Companies & Retail Investors hold 66.94% of shares outstanding, while Mutual Funds & ETFs hold 6.85% and Other Institutional Investors hold 26.21%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Temasek Holdings (Private) Ltd. Vanguard owns the most shares of SES AI Corporation Class A.