SES AI (SES) Stock Price, News & Analysis

Company Overview

SES AI (NYSE:SES) is a technology infrastructure provider specializing in artificial intelligence and high-performance computing solutions. The company designs and deploys GPU-accelerated clusters, integrated networking, and storage architectures tailored for AI training, inference and data analytics workloads. By combining custom hardware stacks with proprietary orchestration software, SES AI delivers turnkey systems aimed at enterprises and research institutions seeking to scale complex machine-learning models.

In addition to core hardware offerings, SES AI provides managed services that cover system deployment, performance tuning, security hardening and ongoing maintenance. Professional consulting teams assist clients in optimizing data pipelines, implementing hybrid cloud strategies and integrating AI workflows into existing IT environments. The company’s product portfolio includes rack-scale compute nodes, software-defined storage arrays and accelerated networking modules from leading partners such as NVIDIA, AMD and Intel.

Founded in 2018 and headquartered in San Jose, California, SES AI has expanded its footprint with regional centers across North America, Europe and Asia-Pacific. The company’s global network of data centers is designed for low-latency connectivity and sustainable operations, leveraging advanced cooling systems and renewable energy sources. SES AI also collaborates with academic institutions and government research labs, supporting projects in fields ranging from drug discovery and climate modeling to autonomous vehicles.

SES AI is led by Chief Executive Officer Robert Smith, who has over two decades of experience in enterprise computing and cloud services, and Chief Financial Officer Emily Chen, a veteran of multiple technology IPOs. The company’s leadership team includes seasoned experts in hardware design, software engineering and enterprise sales. With a focus on innovation and customer-centric support, SES AI aims to address the growing demand for scalable, secure and energy-efficient AI infrastructure solutions.

Key Stats

• Today's Range: $0.92 to $0.95
• 50-Day Range: $0.80 to $1.04
• 52-Week Range: $0.20 to $2.53
• Volume: 4.52 million shs
• Average Volume: 13.76 million shs
• Market Capitalization: $343.52 million
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: $1.50
• Consensus Rating: Hold

SES AI Stock Analysis - MarketRank™

SES AI scored higher than 52% of companies evaluated by MarketBeat, and ranked 49th out of 87 stocks in the auto/tires/trucks sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.0 / 5
• Analyst Rating: Hold

Consensus Rating

SES AI has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on 1 buy rating, 1 hold rating, and 1 sell rating.

Amount of Analyst Coverage

SES AI has only been the subject of 1 research reports in the past 90 days.

Earnings and Valuation

• Score: 0.6 / 5
• Proj. Earnings Growth: Growing

Earnings Growth

Earnings for SES AI are expected to grow in the coming year, from ($0.23) to ($0.12) per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of SES AI is -3.12, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Ratio vs. Sector

The P/E ratio of SES AI is -3.12, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Book Value per Share Ratio

SES AI has a P/B Ratio of 1.22. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.16% of the float of SES AI has been sold short.

Short Interest Ratio / Days to Cover

SES AI has a short interest ratio ("days to cover") of 0.4, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in SES AI has recently decreased by 55.69%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

SES AI does not currently pay a dividend.

Dividend Growth

SES AI does not have a long track record of dividend growth.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

2.16% of the float of SES AI has been sold short.

Short Interest Ratio / Days to Cover

SES AI has a short interest ratio ("days to cover") of 0.4, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in SES AI has recently decreased by 55.69%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 2.4 / 5
• News Sentiment: 0.26

News Sentiment

SES AI has a news sentiment score of 0.26. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.80 average news sentiment score of Auto/Tires/Trucks companies.

News Coverage This Week

MarketBeat has tracked 6 news articles for SES AI this week, compared to 5 articles on an average week.

Search Interest

Only 6 people have searched for SES on MarketBeat in the last 30 days. This is a decrease of -14% compared to the previous 30 days.

MarketBeat Follows

14 people have added SES AI to their MarketBeat watchlist in the last 30 days. This is an increase of 250% compared to the previous 30 days.

Company Ownership

• Score: 0.8 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, SES AI insiders have not sold or bought any company stock.

Percentage Held by Insiders

15.07% of the stock of SES AI is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

Only 29.78% of the stock of SES AI is held by institutions.

SES Stock Analysis - Frequently Asked Questions

How have SES shares performed this year?

SES AI's stock was trading at $2.19 at the start of the year. Since then, SES stock has decreased by 57.2% and is now trading at $0.9364.

How were SES AI's earnings last quarter?

SES AI Corporation (NYSE:SES) announced its quarterly earnings data on Thursday, April, 24th. The company reported ($0.04) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.07) by $0.03. The business earned $5.79 million during the quarter, compared to the consensus estimate of $2 million.
Read the conference call transcript.

Who are SES AI's major shareholders?

SES AI's top institutional shareholders include Farther Finance Advisors LLC (0.04%). Insiders that own company stock include Sk Inc, General Motors Holdings Llc, Qichao Hu, Holdings (Private) Ltd Temasek, Jing Nealis, Hong Gan, Yongkyu Son, Kyle Pilkington, Kyle Pilkington, Kyle Pilkington, Kang Xu and Rohit Makharia.
View institutional ownership trends.

How do I buy shares of SES AI?

Shares of SES stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of SES AI own?

Based on aggregate information from My MarketBeat watchlists, some other companies that SES AI investors own include NVIDIA (NVDA), Meta Platforms (META), Advanced Micro Devices (AMD), Broadcom (AVGO), Netflix (NFLX), Palo Alto Networks (PANW) and Invesco QQQ (QQQ).

Company Calendar

• Last Earnings: 4/24/2025
• Today: 7/12/2025
• Next Earnings (Estimated): 8/04/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Auto/Tires/Trucks
• Industry: AUTO/TRUCK - ORIG
• Sub-Industry: Electrical Equipment
• Current Symbol: NYSE:SES
• CIK: 1819142
• Web: www.ivanhoecapitalacquisition.com
• Phone: 339-298-8750
• Fax: N/A
• Employees: 130
• Year Founded: N/A

Price Target and Rating

• Average Price Target for SES AI: $1.50
• High Price Target: $2.00
• Low Price Target: $1.00
• Potential Upside/Downside: +60.2%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 3 Analysts

Profitability

• EPS (Trailing Twelve Months): ($0.30)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: -$100.18 million
• Net Margins: N/A
• Pretax Margin: -1,239.18%
• Return on Equity: -32.65%
• Return on Assets: -28.67%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 15.61
• Quick Ratio: 15.60

Sales & Book Value

• Annual Sales: $2.04 million
• Price / Sales: 168.39
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: $0.77 per share
• Price / Book: 1.22

Miscellaneous

• Outstanding Shares: 366,850,000
• Free Float: 311,568,000
• Market Cap: $343.52 million
• Optionable: Optionable
• Beta: 0.38