SES AI

SES

Market cap $843M

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.

SES stock is up more than 400% in the past year. The company's financials are improving each quarter.

SES AI Corporation is a high-risk, high-upside battery materials company leveraging its proprietary Molecular Universe AI platform for accelerated R&D and material discovery. Q3 revenue surged over 100% QoQ to $7.1M, driven by service business growth, UZ Energy integration, and the launch of MU-1.0, with gross margin at 51%. SES's strong balance sheet, capital-light model, and JV with Hisun enable scalable manufacturing and recurring revenue from discovered materials, not just SaaS subscriptions.

SES AI Corporation ( SES ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Kyle Pilkington - Chief Legal Officer Qichao Hu - Founder, Chairman & CEO Jing Nealis - Chief Financial Officer Conference Call Participants Derek Soderberg - Cantor Fitzgerald & Co., Research Division Yan Dong - Deutsche Bank AG, Research Division Presentation Operator Hello, and welcome to the SES AI Third Quarter 2025 Earnings Release and Call. My name is Carla, and I will be coordinating your call today.