Ses Ai CORP

Market Movers (8-K)

NYSE
SES AI Corporation has been notified by the NYSE of its non-compliance with minimum stock price requirements and is working to regain compliance.
NYSE
SES AI Corporation announced first quarter 2026 results, exceeding revenue estimates with $6.7 million and reaffirming full-year guidance, alongside the appointment of Yi (Ray) Liu as Chief Financial Officer.
NYSE
SES AI Corporation announced preliminary first quarter 2026 revenue above consensus estimates and reaffirmed its full-year 2026 revenue guidance.
Delay expected
Better than expected
NYSE
SES AI Corporation announced a significant increase in 2025 revenue, driven by new business units and its AI4Science platform, while providing optimistic 2026 guidance.
Delay expected
NYSE
SES AI Corporation presented its strategy for accelerating the energy transition through AI-driven battery materials discovery and health management at the Needham Growth Conference.
NYSE
Dr. Jang Wook Choi has resigned from the Board of Directors of SES AI Corporation effective November 10, 2025, citing personal reasons.

Quarterly Earnings (10-Q)

NYSE
SES AI reports Q1 2026 net loss of $12.1 million while advancing its AI-enhanced battery technology and ESS integration.
Capital raise
NYSE
SES AI Corporation generated its first revenue in Q3 2025, driven by service contracts and the acquisition of UZ Energy, while continuing to incur significant operating losses.
Delay expected
Capital raise
NYSE
SES AI Corporation reported increased revenue but continued significant losses and cash burn for Q2 2025, while pursuing strategic acquisitions and facing substantial capital needs.
Delay expected
Capital raise
NYSE
SES AI Corporation's Q1 2025 shows revenue generation of $5.8 million, but also reveals ongoing losses and a need for continued financial strengthening.
Worse than expected
Capital raise
NYSE
SES AI Corporation's Q3 2024 results show a significant increase in research and development expenses and a corresponding rise in net losses, as the company continues to develop its Li-Metal battery technology.
Worse than expected
Capital raise
NYSE
SES AI Corporation reported a net loss for the second quarter of 2024, while continuing to advance its Lithium-Metal battery technology and expand its manufacturing capabilities.
Worse than expected
Capital raise

Annual Reports (10-K)

NYSE
SES AI Corporation filed an amendment to its 2025 Annual Report to provide required governance disclosures and report a new class action lawsuit.
NYSE
SES AI Corporation's 2025 annual report highlights significant revenue growth driven by ESS sales and service contracts, alongside strategic shifts towards AI-enhanced battery technology and joint venture manufacturing.
Capital raise
Better than expected
NYSE
SES AI Corporation filed an amendment to its 2024 annual report to include information on directors, executive officers, and their compensation.
NYSE
SES AI Corporation's 2024 10-K filing highlights its progress in Li-Metal battery technology, AI integration, and strategic partnerships, while acknowledging ongoing losses and future capital needs.
Worse than expected
Capital raise
NYSE
SES AI Corporation's 10-K filing highlights the company's ongoing development of high-performance Lithium-Metal battery technology for electric vehicles and urban air mobility, while acknowledging significant financial and technological challenges.
Worse than expected
Capital raise

Insider Trading (Form 4)

NYSE
Chief Legal Officer Kyle Pilkington sold 25,000 shares of SES AI Corp common stock via a pre-arranged 10b5-1 trading plan.
NYSE
SES AI Corporation CFO Liu Yi Ray was granted 331,858 restricted stock units vesting over three years.
NYSE
SES AI Corporation Chief Legal Officer Kyle Pilkington was granted 353,982 restricted stock units as part of the company's 2021 Incentive Award Plan.
NYSE
SES AI Corporation Chief Technology Officer Kang Xu was granted 221,239 restricted stock units as part of the company's 2021 Incentive Award Plan.
NYSE
CEO and Chairman Qichao Hu was granted 1,504,425 restricted stock units as part of the company's 2021 Incentive Award Plan.
NYSE
Director Andrew J. Boyd was granted 141,593 restricted stock units as part of the company's 2021 Incentive Award Plan.

Proxy Statements (Def-14A)

NYSE
SES AI Corporation announced its 2025 Annual Meeting of Stockholders, detailing proposals for director election, auditor ratification, and an advisory vote on executive compensation, alongside governance updates and financial performance metrics.
Worse than expected
NYSE
SES AI Corporation's annual meeting will be held virtually on June 7, 2024, with proxy materials available online and via mail upon request.
NYSE
SES AI Corporation invites stockholders to its 2024 Annual Meeting on June 7, 2024, highlighting progress in EV, UAM, AI, and sustainability initiatives.

Schedule 13D - Activist Investments

NYSE
General Motors and its subsidiaries have completed the sale of their securities in SES AI Corp, filing a final amendment to their Schedule 13D to reflect their full divestment.
Worse than expected

Schedule 13G - Passive Investments

NYSE
Tianqi Lithium Corporation and its subsidiary Tianqi Lithium HK Co., Ltd. have reported a beneficial ownership of 7.8% in SES AI Corp's Class A common stock, including earn-out shares.
NYSE
Temasek Holdings and its subsidiaries, Tembusu Capital, Thomson Capital, and Anderson Investments, have filed an amended Schedule 13G disclosing a combined 1.0% beneficial ownership in SES AI Corporation.
NYSE
SK Inc. has filed an amended Schedule 13G, disclosing its beneficial ownership in SES AI Corporation's Class A Common Stock has decreased to 4.91%, falling below the 5% threshold.