SES
SES AI CorpPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Mar 4 SES AI reported strong 2025 financial results with $21 million in re…
- S Mar 9 1 insider sell $30.0K at $1.20
- R Apr 1 SES AI provided a preliminary business update for Q1 2026, expecting…
- R Apr 23 SES AI reported Q1 2026 revenue of $6.7 million, a 47% sequential in…
- S May 22 1 insider sell $30.0K at $1.20
- R Jul 20 SES AI received a NYSE delisting notice on July 17, 2026 because its…
- X Jul 31 Short interest jumps 32.1% to 44.22M
- R Aug 31 The New York Stock Exchange filed a Form 25-NSE to delist SES AI Cor…
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $60.0K.
- InstitutionsMIXED
Q2 2026: 20 added (1 new), 17 trimmed or exited. Largest new: Artemis Investment Management $13.7M.
- Short sellersSTEADY
Short interest −1.1% to 51.18M shares. 2.6 days to cover, ≈13.8% of shares.
- TrendUPTREND
3% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | DOUBLED | $18.2M |
| Artemis Investment Management LLP | NEW | $13.7M |
| STATE STREET CORP | DOUBLED | $9.2M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | $6.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | $2.1M |
| NORTHERN TRUST CORP | DOUBLED | $1.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | $1.9M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | $1.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Nov 2025| Date | Firm | Rating |
|---|---|---|
| Nov 6, 2025 | Cantor Fitzgerald MAINTAIN | Overweight |
| Jun 24, 2025 | Cantor Fitzgerald REITERATE | Overweight |
| May 20, 2025 | Cantor Fitzgerald INITIATE | Overweight |
| Jun 8, 2023 | Wolfe Research DOWNGRADE | Underperform |
| Oct 31, 2022 | Cowen & Co. INITIATE | Market Perform |
| Sep 14, 2022 | Deutsche Bank INITIATE | Hold |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 5, 2026 | Diemer Paul Director | AWARD | 320,000 sh |
| Sep 1, 2026 | Xu Kang CHIEF TECHNOLOGY OFFICER | TAX W/H | $18.4K |
| May 22, 2026 | Pilkington Kyle CHIEF LEGAL OFFICER | SELL | $30.0K |
| May 18, 2026 | Hu Qichao CEO & CHAIRMAN | AWARD | 1,504,425 sh |
| May 18, 2026 | Liu Yi Ray CHIEF FINANCIAL OFFICER | AWARD | 331,858 sh |
| Apr 14, 2026 | Pilkington Kyle CHIEF LEGAL OFFICER | TAX W/H | $27.7K |
| Apr 14, 2026 | Nealis Jing CHIEF FINANCIAL OFFICER | TAX W/H | $39.8K |
| Apr 14, 2026 | Gan Hong CHIEF SCIENCE OFFICER | TAX W/H | $35.4K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
5 filings · 3 bullish · 2 bearish- BEARISH 25-NSEAug 31, 2026
The New York Stock Exchange filed a Form 25-NSE to delist SES AI Corp's warrants (exercisable for…
The warrant delisting is a final step in SES AI's exit from NYSE; expect all trading to shift to OTC markets. Monitor for a potential reverse stock split or going-private transaction as the company…
- BEARISH 8-KJul 20, 2026
SES AI received a NYSE delisting notice on July 17, 2026 because its Class A common stock averaged…
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…
- BULLISH 8-KApr 23, 2026
SES AI reported Q1 2026 revenue of $6.7 million, a 47% sequential increase and above consensus…
Monitor the upcoming earnings call for details on margin trajectory and operating expense reduction. The CFO transition may prompt investor scrutiny on financial controls, but the strong revenue…
- BULLISH 8-KApr 1, 2026
SES AI provided a preliminary business update for Q1 2026, expecting revenue between $6.3 million…
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…
All SES filing & press-release reports (5)
- 25-NSE reportAug 31, 2026
- 8-K reportJul 20, 2026
- 8-K reportApr 23, 2026
- 8-K reportApr 1, 2026
- 8-K reportMar 4, 2026