SES AI Corp

SES.US
Consumer Cyclical · Auto Parts
0.53
-0.02 (-4.29%)
USD · NYSE

Company Information

Company Name
SES AI Corp
Sector
Consumer Cyclical
Industry
Auto Parts
Exchange
NYSE
ISIN: US78397Q1094
CIK: 0001819142
CUSIP: 78397Q109
Currency: USD
Full Time Employees: 215
Phone: 339 298 8750
Fiscal Year End: December
IPO Date: Mar 01, 2021
Description:

SES AI Corporation develops and produces AI enhanced lithium metal and lithium-ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, robotics, battery energy storage systems, and other applications. It manufactures and sells residential and commercial ESS systems, li-ion, li metal battery cells and battery materials, such as electrolytes for automotive original equipment manufacturers and others. The company operates in the United States and the Asia Pacific regions. SES AI Corporation was founded in 2012 and is headquartered in Woburn, Massachusetts.

Address:

35 Cabot Road, Woburn, MA, United States, 01801

People

Directors & Officers

Name Title Year Born
Dr. Qichao Hu Founder, Chairman & CEO 1987
Dr. Kang Xu Chief Technology Officer 1966
Lei Peng Co Founder and Business Advisor NA
Mr. Yi Liu C.F.A., CPA Chief Financial Officer NA
Dr. Hong Gan Chief Science Officer 1961
Mr. Kyle Pilkington Chief Legal Officer 1983

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 09, 2026 Kyle Pilkington N/A Sale 25.00K $1.20 $30.00K
Jan 23, 2026 Hong Gan N/A Sale 100.00K $2.50 $250.00K
Jan 22, 2026 Hong Gan N/A Sale 150.00K $2.50 $375.00K
Dec 15, 2025 Hong Gan N/A Sale 100.00K $1.98 $198.00K
Nov 17, 2025 Hong Gan N/A Sale 150.00K $1.90 $285.00K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 11.35M Dec 31, 2025 3.07% $0.00 2.43%
Vanguard Capital Management, LLC 9.47M Mar 31, 2026 2.56% $0.00 0.00%
Amvescap Plc. 7.90M Mar 31, 2026 2.14% $0.00 15.90%
BlackRock Inc 5.48M Mar 31, 2026 1.48% $0.00 0.10%
Renaissance Technologies Corp 4.60M Mar 31, 2026 1.24% $0.01 57.16%
Geode Capital Management, LLC 3.19M Mar 31, 2026 0.86% $0.00 3.65%
Millennium Management LLC 3.18M Mar 31, 2026 0.86% $0.00 26.39%
Temasek Holdings Ltd. 3.16M Mar 31, 2026 0.86% $0.01 0.00%
Two Sigma Advisers, LLC 3.15M Dec 31, 2025 0.85% $0.01 720.37%
State Street Corp 3.04M Mar 31, 2026 0.82% $0.00 5.26%
General Motors Holdings LLC 2.92M Mar 31, 2026 0.79% $3.11 0.00%
Marshall Wace Asset Management Ltd 2.67M Mar 31, 2026 0.72% $0.00 0.00%
The Goldman Sachs Group Inc 2.64M Mar 31, 2026 0.71% $0.00 -7.46%
Two Sigma Investments LLC 1.99M Mar 31, 2026 0.54% $0.00 -62.01%
UBS Group AG 1.73M Mar 31, 2026 0.47% $0.00 -45.89%
Charles Schwab Investment Management Inc 1.60M Mar 31, 2026 0.43% $0.00 0.74%
Qube Research & Technologies 1.57M Mar 31, 2026 0.42% $0.00 142.36%
Vanguard Fiduciary Trust Co 1.51M Mar 31, 2026 0.41% $0.00 0.00%
Morgan Stanley - Brokerage Accounts 1.07M Mar 31, 2026 0.29% $0.00 -24.98%
Dimensional Fund Advisors, Inc. 943.14K Mar 31, 2026 0.26% $0.00 272.54%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Invesco WilderHill Clean Energy ETF 6.87M 1.86% ▲ 20.48% Jun 30, 2026
2 iShares Russell 2000 ETF 6.41M 1.74% ▲ 0.60% Jun 30, 2026
3 Vanguard Total Stock Mkt Idx Inv 6.25M 1.69% ▲ 0.00% Jun 30, 2026
4 Stt Strt®SPDR®S&PKenshoNwEcosComposETF 4.78M 1.29% ▲ 0.13% Jun 30, 2026
5 Vanguard Institutional Extnd Mkt Idx Tr 3.15M 0.85% ▲ 4.73% Jun 30, 2026
6 iShares Russell 2000 Value ETF 2.17M 0.59% ▼ 0.69% Jun 30, 2026
7 Invesco Global Clean Energy ETF 1.90M 0.51% ▲ 0.00% Jun 30, 2026
8 Russell 2000 Index Non-Lendable Fund 1.65M 0.45% ▲ 0.00% Jun 30, 2026
9 Russell 2000 Equity Index Fund B 1.65M 0.45% ▲ 0.00% Jun 30, 2026
10 Vanguard Russell 2000 ETF 1.46M 0.39% ▲ 0.00% Jun 30, 2026

Financial Highlights

Market Cap: $205.10M
EBITDA: $-66.75M
Book Value: $0.55
Earnings/Share: $-0.24
Profit Margin: 0.00%
Operating Margin: -266.26%
ROA (TTM): -17.25%
ROE (TTM): -30.74%
Revenue (TTM): $21.92M
Revenue/Share (TTM): $0.07
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 15.80%

Valuation Metrics

Enterprise Value: $35.14M
Trailing P/E: 0.00
Forward P/E: 0.00

Shares Statistics

Shares Outstanding: 325.40M
Shares Float: 284.82M
% Insiders: 1,579.50%
% Institutions: 3,235.50%
Short % Float: 10.43%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$21.00M
Cost of Goods Sold
adjust
$-9.69M
Gross Profit
subtotal
$11.31M
SG&A
adjust
$-26.88M
R&D
adjust
$-67.05M
Operating Income
subtotal
$-82.61M
Other / Non-Operating Items
adjust
$9.57M
Net Income
subtotal
$-73.04M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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