SES AI (SES) Projected to Post Quarterly Earnings on Thursday

Key Points

• Q1 2026 results due April 23 after the close: SES AI will report earnings after market close on Thursday, April 23 (call at 5:00 PM ET), with analysts forecasting EPS of ($0.0309) and revenue of $3.651 million.
• In the prior quarter SES AI beat EPS expectations (-$0.04 vs. -$0.06) but missed revenue ($4.56M vs. $6.64M), and the company shows a very negative net margin (347.8%) and negative ROE; market cap is about $423M and shares trade near $1.16.
• Investor sentiment is mixed—consensus rating is a Hold with an average price target of $4.00, while insiders sold 275,000 shares (~$655,000) last quarter and institutional ownership stands around 29.8%.

SES AI (NYSE:SES - Get Free Report) is expected to be announcing 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 may review the information on the company's upcoming Q1 2026 earning report 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 posted its quarterly earnings results on Wednesday, March 4th. The company reported ($0.04) earnings per share for the quarter, beating the consensus estimate of ($0.06) by $0.02. The company had revenue of $4.56 million during the quarter, compared to analyst estimates of $6.64 million. SES AI had a negative net margin of 347.81% and a negative return on equity of 28.19%. 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 Performance

SES opened at $1.16 on Thursday. The firm has a market cap of $423.45 million, a P/E ratio of -5.25 and a beta of 0.85. The firm has a 50-day moving average of $1.33 and a 200 day moving average of $1.90. SES AI has a fifty-two week low of $0.61 and a fifty-two week high of $3.73.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on SES. Wall Street Zen cut shares of SES AI from a "hold" rating to a "sell" rating in a research note on Saturday, January 31st. Cantor Fitzgerald reiterated an "overweight" rating on shares of SES AI in a research note on Thursday, March 5th. Finally, Weiss Ratings reiterated a "sell (d-)" rating on shares of SES AI in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Buy rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $4.00.

Insider Transactions at SES AI

In other SES AI news, insider Kyle Pilkington sold 25,000 shares of the stock in a transaction dated 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 owned 780,203 shares in the company, valued at $936,243.60. This trade represents a 3.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Hong Gan sold 150,000 shares of the stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $2.50, for a total transaction of $375,000.00. Following the transaction, the insider owned 1,253,286 shares of the company's stock, valued at $3,133,215. This represents a 10.69% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 275,000 shares of company stock valued at $655,000 in the last quarter. Company insiders own 13.80% of the company's stock.

Hedge Funds Weigh In On SES AI

A number of institutional investors and hedge funds have recently added to or reduced their stakes in SES. AQR Capital Management LLC boosted its position in SES AI by 2,314.7% during 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 during the period. Invesco Ltd. boosted its position in SES AI by 3.1% during the second quarter. Invesco Ltd. now owns 920,259 shares of the company's stock worth $817,000 after purchasing an additional 27,765 shares during the period. Baird Financial Group Inc. bought a new position in SES AI during the second quarter worth about $689,000. Brevan Howard Capital Management LP bought a new position in SES AI during the second quarter worth about $205,000. Finally, Hudson Bay Capital Management LP bought a new position in SES AI during the second quarter worth about $31,000. Institutional investors own 29.78% of the company's stock.

About SES AI

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.