SES AI (NYSE:SES) Raised to Sell at Wall Street Zen

Key Points

• Wall Street Zen raised SES AI from a “strong sell” to a “sell,” while other analysts remain mixed and the stock’s overall consensus rating is still Hold with a $2.70 price target.
• The company’s latest quarterly results were weak: SES AI reported a loss of $0.03 per share, missing estimates, though revenue of $6.71 million came in above expectations.
• SES AI continues to face legal overhang from shareholder class-action notices, which are drawing attention to prior earnings disappointment and could pressure sentiment despite no new operating update.

SES AI (NYSE:SES - Get Free Report) was upgraded by Wall Street Zen from a "strong sell" rating to a "sell" rating in a research report issued on Saturday.

Other equities research analysts also recently issued research reports about the stock. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and set a $1.40 price target on shares of SES AI in a research note on Monday, April 27th. Weiss Ratings reissued a "sell (d-)" rating on shares of SES AI in a research report on Monday, April 20th. Finally, Cantor Fitzgerald restated an "overweight" rating on shares of SES AI in a research note on Thursday, March 5th. One analyst has rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, SES AI presently has a consensus rating of "Hold" and a consensus price target of $2.70.

SES AI Stock Up 0.3%

NYSE SES opened at $0.92 on Friday. The stock has a market cap of $338.76 million, a PE ratio of -4.20 and a beta of 0.84. SES AI has a fifty-two week low of $0.80 and a fifty-two week high of $3.73. The business has a 50 day moving average price of $1.15 and a two-hundred day moving average price of $1.74.

SES AI (NYSE:SES - Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The company reported ($0.03) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($0.01) by ($0.02). SES AI had a negative net margin of 331.72% and a negative return on equity of 28.65%. The firm had revenue of $6.71 million for the quarter, compared to analysts' expectations of $3.65 million. Sell-side analysts anticipate that SES AI will post -0.16 EPS for the current fiscal year.

Insiders Place Their Bets

In other SES AI 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 transaction of $30,000.00. Following the completion of the transaction, the insider directly owned 780,203 shares of the company's stock, valued at $936,243.60. This trade represents a 3.10% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 13.80% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On SES AI

Several large investors have recently modified their holdings of the stock. AQR Capital Management LLC grew its stake in SES AI by 2,314.7% in the first quarter. AQR Capital Management LLC now owns 1,138,003 shares of the company's stock worth $593,000 after purchasing an additional 1,090,875 shares in the last quarter. Invesco Ltd. raised its stake in SES AI by 3.1% during the second quarter. Invesco Ltd. now owns 920,259 shares of the company's stock valued at $817,000 after buying an additional 27,765 shares in the last quarter. Baird Financial Group Inc. bought a new position in SES AI during the 2nd quarter worth approximately $689,000. Brevan Howard Capital Management LP bought a new position in SES AI during the 2nd quarter worth approximately $205,000. Finally, Hudson Bay Capital Management LP acquired a new position in shares of SES AI in the 2nd quarter worth approximately $31,000. Institutional investors own 29.78% of the company's stock.

Key Stories Impacting SES AI

Here are the key news stories impacting SES AI this week:

• Neutral Sentiment: Multiple firms, including Rosen, Faruqi & Faruqi, Glancy Prongay Wolke & Rotter, Pomerantz, ClaimsFiler, Gross Law Firm, Robbins LLP, and Frank R. Cruz, reminded investors about the June 26, 2026 lead-plaintiff deadline and urged shareholders who lost money in SES AI to seek counsel. Rosen Law Firm deadline reminder
• Neutral Sentiment: The recurring legal notices are keeping attention on the company’s prior earnings disappointment and weak outlook, which can weigh on investor sentiment even without new operating news. Pomerantz investor alert
• Negative Sentiment: The class action allegations create a potential overhang for SES AI, with investors focused on possible liability, legal costs, and reputational damage rather than new business progress. Robbins LLP class action notice

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.

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