Monitor the outcome of the December 10 annual meeting, particularly the reverse stock split proposal which is critical for maintaining NYSE listing. The company's ability to regain compliance will be a key catalyst.
Price Chart
Executive Summary
SES AI Corp filed additional definitive proxy soliciting materials (DEFA14A) on October 27, 2026, providing a notice of the 2026 annual meeting and a summary of the five proposals to be voted on, including a reverse stock split to regain NYSE compliance. The filing is routine soliciting material filed by management, with no new financial data or material events beyond what was disclosed in the earlier DEF 14A.
Key Financial Metrics
Key Facts
- Annual meeting scheduled for December 10, 2026, virtually at www.virtualshareholdermeeting.com/SES2026
- Record date and voting deadline: December 9, 2026 at 11:59 PM ET
- Five proposals: elect two Class I directors (Dr. Jiong Ma, Eric Luo), ratify Grant Thornton LLP as auditor, non-binding say-on-pay vote, approve reverse stock split (5:1 to 20:1) to regain NYSE compliance, approve officer exculpation amendment
- Board recommends a 'For' vote on all proposals
- This is a DEFA14A filing, providing additional soliciting materials and a voting instruction form, not a new proxy statement
Financial Impact
No new financial figures disclosed; the reverse stock split ratio range (5:1 to 20:1) is stated but no specific ratio or financial impact quantified
Risk Factors
- Failure to approve the reverse stock split could lead to delisting from NYSE
- The company reported a net loss of $72.5M for 2025 and no annual bonuses were paid, indicating ongoing financial challenges
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001819142-26-000061 |
| Document: 0001819142-26-000061-index-headers.html | 0001819142-26-000061 |
| Document: 0001819142-26-000061-index.html | 0001819142-26-000061 |
| Document: 0001819142-26-000061.txt | 0001819142-26-000061 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 5d ago | DEFA14A | $0.8259 | awaiting T+5 | awaiting T+5 | $0.7900 (−4.35%) |
Oct 27, 2026 5d ago | DEF 14A | $0.8259 | awaiting T+5 | awaiting T+5 | $0.7900 (−4.35%) |
Aug 31, 2026 8w ago | 25-NSE | $0.5197 $0.5695 | ▼ −9.58% | ▼ −9.72% | $0.7900 (−52.01%) |
Jul 20, 2026 14w ago | 8-K | $0.5822 $0.5032 | ▲ +13.57% | ▲ +13.14% | $0.7900 (−35.69%) |
Apr 23, 2026 27w ago | 8-K | $0.3000 $0.0283 | ▼ −90.57% | ▼ −91.68% | $0.7900 (+163.33%) |
Apr 1, 2026 30w ago | 8-K | No price | awaiting T+5 | awaiting T+5 | No price |
Mar 4, 2026 34w ago | 8-K | $1.08 $1.22 | ▲ +12.96% | ▲ +15.20% | $0.7900 (−26.85%) |
US Market Status
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