SES

SES AI Corporation

Consumer Cyclical · $219M market cap

Verdict

We can't put a fair value on SES right now. It has lost money in each of its last 3 years, and our valuation needs recent profits to project from.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth—?
Equity per share growth-23.0% a year✗
Sales growth10.0% a year✓
Free cash flow growth—?
Return on invested capital-29.3%✗

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Superinvestors

None of the investors we track holds SES right now. In Q2 2026, 1 sold out. Who we track

Moves in Q2 2026

Sold out: Polen Capital Management

Insider activity

Since Sep 1, 2026: no open-market purchases and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Other filings

About SES AI Corporation

SES AI Corporation develops and produces AI enhanced lithium metal and lithium-ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, robotics, battery energy storage systems, and other applications. It manufactures and sells residential and commercial ESS systems, li-ion, li metal battery cells and battery materials, such as electrolytes for automotive original equipment…

Auto - Parts

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works

SES stock (SES AI Corporation): ownership and insider trades — PaybackPrice