SES AI

SES

Market cap $566M

SES AI earns a Strong Buy rating for its pivot from battery manufacturing to a high-margin SaaS and IP-driven model in the EV sector. SES's Molecular Universe and Avatar platforms enable recurring software revenues, with service gross margins reaching up to 73% and product margins at 24.5%. Recent revenue acceleration—Q3 2025 revenues of $16.4M, up 101% QoQ—signals rapid scaling, with a clear path to profitability by 2028 if execution continues.

SECURE Waste Infrastructure Corp. (SES:CA) Q4 2025 Earnings Call Transcript

WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced it will release its 2025 fourth quarter financial results after market close on Wednesday, March 4, 2026. The Company will hold a conference call on Wednesday, March 4, 2026, at 5:00 p.m. ET. A webcast of the live conference call will be available through SES's Investor Relations website, ht.

The battery innovation market is forecasted to exceed $500 billion by 2030. SES AI doubled revenue in the third quarter of 2025 but still posted a hefty net loss.

WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced its schedule for January appearances and activities. CES Date: January 6-9, 2026 Location: Las Vegas Convention Center (LVCC) To schedule a meeting during CES 2026, please contact: Angel.Chan@ses.ai or shana.tischler@ses.ai Gordon Research Conference (Electrochemistry) Date: January 6, 2026.

QS' solid-state battery advances and OEM backing are stacked against SES's broader lithium-metal and AI push as investors compare battery strategies.

SES AI plans to aggressively expand battery capacity in Korea. Its target market is drone buyers from the U.S. and Europe.

WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, and Top Material (KOSDAQ: 360070) a leader in advanced materials solutions and end-to-end gigafactory engineering systems for rechargeable batteries and manufacturer of next generation cathode materials in Korea, today announced plans to collaborate to boost cell manufacturing capacity in Korea for drones and urba.

WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced that it will present at its 5th annual Battery World on December 29, 2025. During Battery World 2025, SES AI will be discussing several business updates, including: Unveiling the latest version of Molecular Universe (MU-1.5) and details on its new features, trained on the Company's proprieta.

SES AI reported Q3 2025 financial results early last month. The company more than doubled its revenue QoQ as it reported sales from its acquisition of UZ Energy. The company expects revenues to continue to increase through 2026 with new revenue streams from its joint venture with Hisun.