SES AI (SES) to Release Earnings on Thursday
by Amy Steele · The Cerbat GemSES AI (NYSE:SES – Get Free Report) is projected to announce its Q1 2026 results after the market closes on Thursday, April 23rd. Analysts expect the company to announce earnings of ($0.0309) per share and revenue of $3.6510 million for the quarter. Investors can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Thursday, April 23, 2026 at 5:00 PM ET.
SES AI (NYSE:SES – Get Free Report) last announced its quarterly earnings results on Wednesday, March 4th. The company reported ($0.04) EPS for the quarter, topping the consensus estimate of ($0.06) by $0.02. SES AI had a negative net margin of 347.81% and a negative return on equity of 28.19%. The company had revenue of $4.56 million for the quarter, compared to analyst estimates of $6.64 million. On average, analysts expect SES AI to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.
SES AI Stock Down 2.9%
Shares of SES opened at $1.16 on Wednesday. The company’s fifty day moving average is $1.28 and its 200-day moving average is $1.88. SES AI has a 12 month low of $0.68 and a 12 month high of $3.73. The firm has a market cap of $423.45 million, a price-to-earnings ratio of -5.25 and a beta of 0.85.
Insiders Place Their Bets
In related news, insider Kyle Pilkington sold 25,000 shares of the firm’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1.20, for a total value of $30,000.00. Following the transaction, the insider directly owned 780,203 shares in the company, valued at approximately $936,243.60. This trade represents a 3.10% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Hong Gan sold 150,000 shares of the firm’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $2.50, for a total transaction of $375,000.00. Following the completion of the transaction, the insider owned 1,253,286 shares in the company, valued at $3,133,215. The trade was a 10.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 275,000 shares of company stock worth $655,000 over the last quarter. 13.80% of the stock is currently owned by company insiders.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of SES. AQR Capital Management LLC grew its stake in SES AI by 2,314.7% in the 1st quarter. AQR Capital Management LLC now owns 1,138,003 shares of the company’s stock valued at $593,000 after buying an additional 1,090,875 shares during the last quarter. Invesco Ltd. grew its stake in SES AI by 3.1% in the 2nd quarter. Invesco Ltd. now owns 920,259 shares of the company’s stock valued at $817,000 after buying an additional 27,765 shares during the last quarter. Baird Financial Group Inc. acquired a new position in SES AI in the 2nd quarter valued at $689,000. Brevan Howard Capital Management LP acquired a new position in SES AI in the 2nd quarter valued at $205,000. Finally, Hudson Bay Capital Management LP acquired a new position in SES AI in the 2nd quarter valued at $31,000. 29.78% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
Several research analysts have recently commented on SES shares. Weiss Ratings restated a “sell (d-)” rating on shares of SES AI in a research note on Wednesday, January 21st. Cantor Fitzgerald restated an “overweight” rating on shares of SES AI in a research note on Thursday, March 5th. Finally, Wall Street Zen lowered shares of SES AI from a “hold” rating to a “sell” rating in a research note on Saturday, January 31st. One investment analyst has rated the stock with a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $4.00.
Get Our Latest Research Report on SES AI
SES AI Company Profile
SES AI Corporation engages in the development and production of high-performance Lithium-metal rechargeable batteries for electric vehicles, electric vehicle take-off and landing, and other applications. The company was founded in 2012 and is headquartered in Woburn, Massachusetts.