William Blair Weighs in on SES AI's Q2 Earnings (NYSE:SES)

SES AI Co. (NYSE:SES - Free Report) - Research analysts at William Blair lifted their Q2 2025 earnings estimates for shares of SES AI in a research note issued to investors on Monday, April 28th. William Blair analyst J. Dorsheimer now expects that the company will post earnings per share of ($0.03) for the quarter, up from their prior forecast of ($0.05). 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 Q3 2025 earnings at ($0.03) EPS, Q4 2025 earnings at ($0.03) EPS, FY2025 earnings at ($0.12) EPS, Q1 2026 earnings at ($0.02) EPS, Q2 2026 earnings at ($0.02) EPS, Q3 2026 earnings at ($0.02) EPS, Q4 2026 earnings at ($0.01) EPS and FY2026 earnings at ($0.06) EPS.

SES AI (NYSE:SES - Get Free Report) last issued its earnings results on Thursday, April 24th. The company reported ($0.04) earnings per share for the quarter, topping the consensus estimate of ($0.07) by $0.03. The firm had revenue of $5.79 million during the quarter, compared to analysts' expectations of $2.00 million.

SES AI Stock Performance

SES AI stock traded down $0.09 during midday trading on Thursday, hitting $0.82. 15,681,663 shares of the company's stock were exchanged, compared to its average volume of 12,018,488. The company has a market cap of $297.20 million, a PE ratio of -3.54 and a beta of 0.56. The firm has a 50-day moving average of $0.63 and a two-hundred day moving average of $0.76. SES AI has a 12 month low of $0.20 and a 12 month high of $2.53.

Institutional Trading of SES AI

Hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its position in SES AI by 8.4% during the 4th quarter. Vanguard Group Inc. now owns 7,847,316 shares of the company's stock valued at $17,186,000 after buying an additional 608,676 shares in the last quarter. Two Sigma Investments LP increased its holdings in shares of SES AI by 666.4% during the fourth quarter. Two Sigma Investments LP now owns 513,010 shares of the company's stock valued at $1,123,000 after acquiring an additional 446,073 shares in the last quarter. Renaissance Technologies LLC raised its position in shares of SES AI by 202.8% in the 4th quarter. Renaissance Technologies LLC now owns 665,300 shares of the company's stock valued at $1,457,000 after purchasing an additional 445,600 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in SES AI by 151.8% in the 4th quarter. JPMorgan Chase & Co. now owns 460,665 shares of the company's stock worth $1,009,000 after purchasing an additional 277,688 shares in the last quarter. Finally, Geode Capital Management LLC grew its position in SES AI by 5.4% during the 4th quarter. Geode Capital Management LLC now owns 3,260,213 shares of the company's stock worth $7,141,000 after purchasing an additional 165,589 shares during the last quarter. Hedge funds and other institutional investors own 29.78% of the company's stock.

Insiders Place Their Bets

In related news, insider Kyle Pilkington sold 44,051 shares of the stock in a transaction that occurred on Monday, February 10th. The shares were sold at an average price of $1.17, for a total transaction of $51,539.67. Following the completion of the sale, the insider now owns 496,580 shares of the company's stock, valued at $580,998.60. This represents a 8.15 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CTO Kang Xu sold 27,969 shares of the firm'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 transaction of $32,723.73. Following the completion of the sale, the chief technology officer now owns 444,290 shares of the company's stock, valued at approximately $519,819.30. This trade represents a 5.92 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 347,471 shares of company stock worth $406,541 over the last 90 days. Company insiders own 15.07% of the company's stock.

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.