Monitor the full earnings release on April 23 for confirmation of revenue figures, gross margins, and any updates on cash burn or liquidity, which could influence near-term sentiment in this speculative growth stock.
Price Chart
Executive Summary
SES AI provided a preliminary business update for Q1 2026, expecting revenue between $6.3 million and $6.5 million, above consensus, and affirmed its full-year 2026 revenue guidance of $30 million to $35 million. The results include $1.5 million in delayed orders from Q4 2025.
Key Financial Metrics
Key Facts
- Expects Q1 2026 revenue of $6.3M–$6.5M, above consensus
- Affirms full-year 2026 revenue guidance of $30M–$35M
- Q1 revenue driven by ESS product sales from UZ Energy, with contributions from drones and subscription revenue
- Includes $1.5M in revenue from previously delayed orders due to logistics constraints
- Full financial results to be reported on April 23, 2026
Financial Impact
Q1 2026 revenue expected between $6.3 million and $6.5 million, above consensus; full-year guidance reaffirmed at $30 million to $35 million
Risk Factors
- Preliminary figures are unaudited and subject to change upon finalization
- Company has previously identified material weaknesses in internal controls
- Revenue remains low relative to market cap, with path to profitability uncertain
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001819142-26-000015 |
| Document: ses-20260401xex99d1.htm | 0001819142-26-000015 |
| Document: 0001819142-26-000015-index-headers.html | 0001819142-26-000015 |
| Document: 0001819142-26-000015-index.html | 0001819142-26-000015 |
| Document: 0001819142-26-000015.txt | 0001819142-26-000015 |
| 8-K Data (Synthetic) | 0001819142-26-000015 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 31, 2026 8w ago | 25-NSE | $0.5197 $0.5695 | ▼ −9.58% | ▼ −9.72% | $0.7499 (−44.29%) |
Jul 20, 2026 14w ago | 8-K | $0.5822 $0.5032 | ▲ +13.57% | ▲ +13.14% | $0.7499 (−28.80%) |
Apr 23, 2026 26w ago | 8-K | $0.3000 $0.0283 | ▼ −90.57% | ▼ −91.68% | $0.7499 (+149.97%) |
Apr 1, 2026 29w ago | 8-K | — | awaiting T+5 | — | — |
Mar 4, 2026 33w ago | 8-K | $1.08 $1.22 | ▲ +12.96% | ▲ +15.20% | $0.7499 (−30.56%) |
US Market Status
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