Monitor for the company's formal compliance plan due within 10 business days and any subsequent announcement of a reverse stock split or other cure action. The six-month cure window provides time, but failure to regain compliance would result in delisting to OTC markets, likely causing further price erosion. Short-term traders should watch for volatility around compliance milestones.
Price Chart
Executive Summary
SES AI received a NYSE delisting notice on July 17, 2026 because its Class A common stock averaged below $1.00 over 30 consecutive trading days. The company has a six-month cure period to regain compliance, and intends to consider alternatives including a potential reverse stock split. While not an immediate delisting, this event signals severe price distress and introduces material downside risk for shareholders.
Key Facts
- NYSE notified SES AI on July 17, 2026 of non-compliance with Section 802.01C (minimum $1.00 average closing price over 30 trading days)
- Company has six months from receipt of notice to regain compliance
- Cure options include achieving $1.00 closing price on last trading day of any calendar month with 30-day average, or implementing a reverse stock split subject to shareholder approval
- Stock continues trading on NYSE during cure period, subject to other listing standards
- Press release issued July 20, 2026 confirming the notice and intent to cure
Financial Impact
No financial figures provided in filing; market cap ~$236M; delisting risk could severely impair liquidity and institutional ownership
Risk Factors
- Failure to regain compliance within six months leads to NYSE delisting and OTC trading, severely reducing liquidity
- Reverse stock split, if pursued, could cause further price decline post-split and signals underlying weakness
- No financial data in filing — company's cash runway and operational progress remain unknown, adding uncertainty
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001819142-26-000038 |
| Document: ses-20260717xex99d1.htm | 0001819142-26-000038 |
| Document: 0001819142-26-000038-index-headers.html | 0001819142-26-000038 |
| Document: 0001819142-26-000038-index.html | 0001819142-26-000038 |
| Document: 0001819142-26-000038.txt | 0001819142-26-000038 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 31, 2026 8w ago | 25-NSE | $0.5197 $0.5695 | ▼ −9.58% | ▼ −9.72% | $0.7367 (−41.75%) |
Jul 20, 2026 14w ago | 8-K | $0.5822 $0.5032 | ▲ +13.57% | ▲ +13.14% | $0.7367 (−26.54%) |
Apr 23, 2026 26w ago | 8-K | $0.3000 $0.0283 | ▼ −90.57% | ▼ −91.68% | $0.7367 (+145.57%) |
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% | $0.7367 (−31.79%) |
US Market Status
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