William Blair Has Optimistic Outlook of SES AI Q2 Earnings

SES AI Co. (NYSE:SES - Free Report) - William Blair lifted their Q2 2025 earnings estimates for SES AI in a report issued on Monday, April 28th. William Blair analyst J. Dorsheimer now forecasts that the company will earn ($0.03) per share for the quarter, up from their previous estimate 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 posted its quarterly earnings data on Thursday, April 24th. The company reported ($0.04) earnings per share for the quarter, topping analysts' consensus estimates of ($0.07) by $0.03. The company had revenue of $5.79 million for the quarter, compared to analysts' expectations of $2.00 million.

SES AI Stock Down 0.7 %

NYSE SES traded down $0.01 on Thursday, hitting $0.80. 5,442,253 shares of the stock were exchanged, compared to its average volume of 11,995,939. SES AI has a fifty-two week low of $0.20 and a fifty-two week high of $2.53. The company has a 50-day moving average price of $0.63 and a 200-day moving average price of $0.76. The company has a market cap of $292.46 million, a PE ratio of -3.50 and a beta of 0.45.

Hedge Funds Weigh In On SES AI

Several institutional investors have recently added to or reduced their stakes in the stock. Cresset Asset Management LLC lifted its holdings in shares of SES AI by 94.1% during the fourth quarter. Cresset Asset Management LLC now owns 20,288 shares of the company's stock worth $44,000 after purchasing an additional 9,838 shares during the period. Brevan Howard Capital Management LP purchased a new position in SES AI during the 4th quarter worth $25,000. CIBC Asset Management Inc acquired a new stake in shares of SES AI in the 4th quarter worth $25,000. ProShare Advisors LLC boosted its holdings in shares of SES AI by 49.0% in the fourth quarter. ProShare Advisors LLC now owns 36,677 shares of the company's stock valued at $80,000 after acquiring an additional 12,068 shares in the last quarter. Finally, Optas LLC acquired a new position in shares of SES AI during the fourth quarter worth about $27,000. Institutional investors and hedge funds own 29.78% of the company's stock.

Insider Transactions at SES AI

In other news, CFO Jing Nealis sold 80,992 shares of SES AI stock in a transaction on Monday, February 10th. The shares were sold at an average price of $1.17, for a total value of $94,760.64. Following the transaction, the chief financial officer now directly owns 1,841,637 shares of the company's stock, valued at $2,154,715.29. The trade was a 4.21 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Kyle Pilkington sold 44,051 shares of the stock in a transaction on Monday, February 10th. The stock was sold at an average price of $1.17, for a total transaction of $51,539.67. Following the sale, the insider now owns 496,580 shares of the company's stock, valued at approximately $580,998.60. This represents a 8.15 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 347,471 shares of company stock valued at $406,541. 15.07% of the stock is currently owned by corporate insiders.

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.