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SESES

SES AI Corporation

$SES·$224M·Auto - Parts·Consumer Cyclical
$0.58-5.7%YTD-68.8%1Y-54.7%
Price updated 12m ago·X counts updated 3d ago
SESES
$SESSES AI Corporation
$0.58-5.75%91 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SES on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

91X posts · last 7 days
Sep 7Sep 14
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SES's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SES — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-09-17

Falling on heavy selling — points lower unless it turns around.

SES AI down 69% YTD with NYSE delisting warrants — the AI-battery bet is failing to raise the tape.

SES AI Corporation develops and produces AI-enhanced lithium-metal and lithium-ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, and battery-energy storage. Shares are down 69% YTD, priced at $0.58 on a $0.2B cap after the NYSE listing-compliance action.

  • The financial baseline is very small: Q2 revenue grew 44% YoY to $5.1M with a -378% operating margin — a business genuinely at pre-scale, and the last three quarterly EPS surprises have averaged around zero across mixed magnitudes.
  • The listing-compliance signal is bad: NYSE determined on Aug 13 to commence delisting proceedings for SES's public warrants (SES WS) and immediately suspended warrant trading — that's the specific compliance action that flags institutional-flow risk, and the Aug 13 Form 3 for a new insider with zero securities is administrative noise.

Nov 11 Q3 earnings is the check — a fresh OEM customer contract or a positive rating-upgrade catalyst on the main equity is what starts a bottom-forming process, while another quarter of sub-$10M revenue plus a warrant-delisting-related material event is what would seal the break-down. The tape trades on story, not fundamentals.

What to watch: Nov 11 Q3 earnings for revenue growth, gross margin, and any OEM customer contract. A fresh OEM contract or positive equity rating upgrade starts a bottom-forming process; another sub-$10M quarter plus a warrant-delisting-related event confirms the break.

On the calendar: 2026-11-11 — Q3 2026 earnings

Read the AI verdict on $SES

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops AI-enhanced lithium metal batteries targeting higher energy density and safety for electric vehicles and air mobility.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $SES.

Auto - Parts · Consumer Cyclical

Auto-parts demand is supported by the record-average 12.6-year US vehicle fleet and EV-content growth; Hyliion faces multiple securities fraud lawsuits dominating news flow, while solid-state battery names (QS) face extended pre-revenue timelines and Mobileye continues to invest in autonomous driving commercialisation.

Industry benchmark

10-name peer basket
-0.0%YTD
-2.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-35.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-313%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-26.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-32.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
27.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$-0.04$-0.04+4.0%
Q1 2026Apr 23, 2026$-0.03$-0.01-200.0%
Q4 2025Mar 4, 2026$-0.04$-0.06+33.3%
Q3 2025Nov 5, 2025$-0.06$-0.03-100.0%
Next earningsWed, Nov 11·consensus EPS $-0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$5.1M+43.8%22.6%-378%$-0.05$-14.4M
Q1 FY26$6.7M+15.8%18.1%-266%$-0.04$-20.1M
Q4 FY25$4.6M+123.6%11.3%-388%$-0.05$-10.6M
Q3 FY25$7.1M—51.1%-262%$-0.06$-14.7M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$32.2M$31.5M – $32.9M-$0.16-$0.19 – -$0.142
FY27$66.6M$55.6M – $77.6M-$0.12-$0.16 – -$0.102
FY28$93.9M$81.7M – $105.7M-$0.14-$0.16 – -$0.111
FY29$157.1M$136.7M – $176.8M-$0.13-$0.15 – -$0.111
FY30$206.4M$179.6M – $232.2M-$0.10-$0.12 – -$0.091

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-53.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 284.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 22Kyle PilkingtonCHIEF LEGAL OFFICER25.0K sh$30K
+ 17 other (10 inkinds · 7 awards) in window

See when $SES insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KListing / delisting noticeAug 148-K — Item 3.01: Listing / delisting notice
AI summary

SES AI Corporation (SES) received an NYSE notice on August 13, 2026, that NYSE determined to commence delisting proceedings for SES's public warrants (ticker 'SES WS') and immediately suspended warrant trading, citing 'abnormally low selling price' per Section 802.01D of the NYSE Listed Company Manual. Each warrant is exercisable for one share of Class A common stock at $11.50. The warrant delisting is a non-critical administrative action — these warrants are deep out-of-the-money on a distressed company; the common shares are not affected.

3New insider — initial holdingsAug 133
AI summary

A Form 3 was filed for SES AI Corporation (SES) by a newly reportable insider (signed by Kyle Pilkington as attorney-in-fact on August 13, 2026), with no securities beneficially owned. Administrative Form 3 director/officer filing — no ownership stake and no material corporate action.

8-KOfficer or director changeAug 118-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

SES AI Corporation (SES) released Q2 2026 results via shareholder letter and press release on August 11, 2026, with financial metrics furnished as exhibits (not embedded in the body). The filing also discloses officer/director changes (Item 5.02). SES is pre-revenue in solid-state battery development; Q2 financials reflect R&D burn; the combined earnings and leadership change disclosure is worth monitoring.

8-KListing / delisting noticeJul 208-K — Item 3.01: Listing / delisting notice · Item 7.01: Press release / Reg FD
AI summary

SES AI Corporation (SES) received an NYSE minimum price non-compliance notice on July 17, 2026, after its Class A common stock averaged below $1.00 for 30 consecutive trading days, per Section 802.01C of the NYSE Listed Company Manual. The company has six months from the notice date to regain compliance. A significant listing risk signal — if SES cannot recover its share price above $1 within the cure window, it faces NYSE delisting of its common shares.

3New insider — initial holdingsMay 63
S-3Shelf registrationApr 24S-3
8-KOfficer or director changeApr 238-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 9 other (2 10-Qs · 1 25-NSE · 1 13G · 1 EFFECT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SES and Elveo Mobile Deepen Collaboration to Advance Direct-to-Device Services in Europebusinesswire.com·2d agoSES's Final Three O3b mPOWER Satellites Successfully Launchedbusinesswire.com·4d agoSES Launches New Content Orchestration and Hybrid Delivery Platformbusinesswire.com·7d agoAll You Need to Know About SES AI (SES) Rating Upgrade to Buyzacks.com·13d agoSecure Energy Services (TSE:SES) Sets New 12-Month High – Still a Buy?defenseworld.net·14d ago

In themes

Explore the broader themes this ticker is being talked about under.

Robotics & HumanoidsEVs & Autonomous Vehicles

More in Auto - Parts

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $SES on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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