SES AI Corporation Class A (SES)

In the past six months, SES AI Corp.'s stock price has experienced significant fluctuations, with a substantial increase of 122.29% over this period. In October 2025, the stock jumped significantly due to positive news and a potential collaboration with NVIDIA. On November 5, 2025, SES AI reported its Q3 2025 earnings, with revenue of $7.1 million, a 102% sequential increase, exceeding analyst forecasts, leading to a stock climb of 7.21%. In December 2025, the stock surged due to a major collaboration with Top Material to boost cell manufacturing capacity in Korea for drone applications, but also fell 5% after a critical report from Wolfpack Research and shed 6% on profit-taking. As of January 9, 2026, the share price was $2.13, representing a 126.60% increase from January 13, 2025, but decreased by -3.18% on January 13, 2026.

While a direct seasonality analysis for SES AI Corp.'s products and services is not explicitly available, demand is likely influenced by broader trends in the electric vehicles, urban air mobility, drones, robotics, and battery energy storage systems industries. The increasing importance of AI in accelerating innovation within the battery sector is a trend expected to accelerate. Regarding stock price seasonality, historical data suggests that July offers the highest probability of positive returns, while January may not be an ideal month to invest.

SES AI Corp. is a battery manufacturing company specializing in AI-enhanced Lithium-Metal and Lithium-ion rechargeable battery technologies, aiming to accelerate the world's energy transition through material discovery and battery management. The company operates within the Industrials sector, producing large 50Ah and 100Ah B-sample Li-Metal battery cells for EVs, UAM, and other applications, as well as AI-enhanced 2170 cylindrical cells for humanoid robotics, drones, and EVs. SES AI Corp. integrates AI across its business and specializes in premium energy storage systems.

SES AI Corp. has its global headquarters in Woburn, Massachusetts, which houses its human R&D, Molecular Universe (AI4Science effort), and Electrolyte Foundry. The company has a 300,000 square-foot facility in Jiading, Shanghai, China, for pilot-scale production of Li-Metal batteries and critical materials. Its newest facility is in Chungju, South Korea, enhancing global cell engineering capabilities and supporting Urban Air Mobility initiatives. SES AI Corporation operates in the United States and the Asia Pacific region.

SES AI Corp. is recognized as a leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, built on its proprietary AI algorithms, a team of world-class researchers and engineers, and a robust cloud-based infrastructure. Positive developments include successful EV safety tests, ready-to-use status for UAM and drone battery lines, commercial agreements with SoftBank, plans to boost cell manufacturing capacity in Korea, and the introduction of an AI-enhanced 2170 cylindrical cell at CES 2025. Negative developments include a critical short-seller report by Wolfpack Research and insider selling activity.

The ownership structure of SES AI Corporation Class A stock includes institutional, insider, and retail investors. Institutional investors hold approximately 5.64% to 29.78% of the company's stock, with major shareholders including Temasek Holdings (Private) Ltd, Vanguard Group Inc, and BlackRock, Inc. Insiders own approximately 13.72% to 13.80% of the company's stock and have sold more company stock than they have bought in the past three months. Retail investors hold a significant portion, approximately 73.00% to 75.08% of the stock.