Equities Analysts Set Expectations for SES AI Q1 Earnings

SES AI Co. (NYSE:SES) – Analysts at William Blair issued their Q1 2026 EPS estimates for shares of SES AI in a research note issued to investors on Wednesday, February 26th. William Blair analyst J. Dorsheimer expects that the company will earn ($0.05) per share for the quarter. The consensus estimate for SES AI’s current full-year earnings is ($0.23) per share. William Blair also issued estimates for SES AI’s Q2 2026 earnings at ($0.05) EPS, Q3 2026 earnings at ($0.05) EPS and Q4 2026 earnings at ($0.04) EPS.

SES AI Price Performance

Shares of NYSE SES opened at $0.80 on Thursday. SES AI has a 1 year low of $0.20 and a 1 year high of $2.53. The firm has a market cap of $288.11 million, a PE ratio of -3.47 and a beta of 0.29. The company has a 50 day simple moving average of $1.19 and a 200 day simple moving average of $0.84.

SES AI (NYSE:SES) last posted its earnings results on Tuesday, February 25th. The company reported ($0.11) EPS for the quarter, missing the consensus estimate of ($0.07) by ($0.04). The business had revenue of $2.04 million during the quarter.

Institutional Investors Weigh In On SES AI

Large investors have recently bought and sold shares of the stock. CIBC Asset Management Inc bought a new position in shares of SES AI during the 4th quarter worth about $25,000. Brevan Howard Capital Management LP acquired a new position in SES AI during the 4th quarter worth approximately $25,000. Optas LLC bought a new position in SES AI in the fourth quarter worth approximately $27,000. Cibc World Markets Corp acquired a new stake in SES AI in the fourth quarter valued at approximately $27,000. Finally, XTX Topco Ltd bought a new stake in shares of SES AI during the third quarter valued at approximately $28,000. 29.78% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, insider Kyle Pilkington sold 44,051 shares of the business’s stock in a transaction that occurred on Monday, February 10th. The shares were sold at an average price of $1.17, for a total value of $51,539.67. Following the transaction, the insider now owns 496,580 shares in the company, valued at approximately $580,998.60. The trade was a 8.15 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CTO Kang Xu sold 27,969 shares of SES AI stock in a transaction on Monday, February 10th. The stock was sold at an average price of $1.17, for a total transaction of $32,723.73. Following the transaction, the chief technology officer now directly owns 444,290 shares of the company’s stock, valued at $519,819.30. This represents a 5.92 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 547,471 shares of company stock valued at $610,541 over the last 90 days. 15.07% of the stock is owned by insiders.

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.