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SES AI Corporation

SES Miscellaneous Industrial Machinery/Components
$0.69
▲ +9.7% Today
as of Oct 23, 16:52 ET
Last 30 days +12.62% Sep 14 → Oct 23
$0.48 $0.62 $0.76 $0.90 $1.04 Sep 14 Sep 22 Sep 30 Oct 07 Oct 15 Oct 23
Open
$0.69
High
$0.72
Low
$0.65
Volume
$31M
Avg Vol
$12M
Mkt Cap
$269M
P/E (TTM)
—
Beta
—
52w High
$2.64
52w Low
$0.49
Div Yield
—
Shares Out
—

Recent Press Releases & News last 60 days · 7 items

Oct 22 · 11:00 PR Business Wire
SES AI Announces Date of Conference Call for Third Quarter 2026 Results
Oct 20 · 22:13 Simply Wall St.
What Comes Next For SES AI After A 67% Slide
Oct 19 · 11:35 MT Newswires
SES AI Ramps Up Production at South Korean Drone Battery Plant
▸ Show all 7 press releases & news Free account →

SES earnings at a glance

SES AI Corporation (SES) is scheduled to report earnings on Wednesday, November 4, 2026 — in 12 days. Analysts expect earnings per share of -$0.04, compared with -$0.06 in the same quarter last year (+33%). The options market is pricing a move of about ±62.5% after the report, a range of roughly $0.26 to $1.12 from today's $0.69. Over its last 6 reports the stock rose the next day 2 times and fell 4, moving ±14.6% on average; after the most recent report on Aug 11, 2026 it moved +2.1%. That means options currently expect more movement than SES has typically delivered. SES beat the consensus EPS estimate in 3 of its last 6 reported quarters. Implied volatility is currently 5%. The share price of $0.69 sits near its 52-week low.

More Miscellaneous stocks · All stocks · Earnings calendar

Overview

52-week range
$0.49
$2.64
9% of range
Avg surprise (last 6)
-27.3%
Avg reaction (last 6)
-7.7%
33% positive
Latest IV / EM
529%
EM ±62.5% · $1 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$-0.59$-0.32$-0.05$0.22$0.49 Actual $-0.05Actual $-0.04Actual $-0.04Actual $-0.05Actual $-0.06Actual $-0.09Actual $-0.04Est $-0.07Actual $-0.07Est $-0.05Actual $-0.06Est $-0.05Actual $-0.04Est $-0.06Actual $-0.03Est $-0.01Actual $-0.04Est $-0.05 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$-30M$-21M$-11M$-2M$7M Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Tue Aug 11, 2026Jun/2026 $-0.04 $-0.05 +20.0% +28.6% +2.1% earnings
Thu Apr 23, 20268K 2026-04-23 $-0.03 $-0.01 -200.0% — -4.9% earnings
Wed Mar 4, 20268K 2026-03-04 $-0.04 $-0.06 +33.3% — -36.8% earnings
Wed Nov 5, 2025Sep/2025 $-0.06 $-0.05 -20.0% — -1.8% earnings
Mon Aug 4, 2025Jun/2025 $-0.07 $-0.05 -40.0% — -23.4% earnings
Thu Apr 24, 2025Mar/2025 $-0.04 $-0.07 +42.9% — +18.5% earnings
Mon Sep 30, 2024Sep 2024 $-0.09 — — — — financials
Sun Jun 30, 2024Jun 2024 $-0.06 — — — — financials
Sun Mar 31, 2024Mar 2024 $-0.05 — — — — financials
Sat Sep 30, 2023Sep 2023 $-0.04 — — — — financials
Fri Jun 30, 2023Jun 2023 $-0.04 — — — — financials
Fri Mar 31, 2023Mar 2023 $-0.05 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Wed Nov 4, 2026Sep/2026OTHER -$0.04-$0.06 +33.3%

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$5M$7M—$7M$4M$6M——
Cost of revenue$4M$5M—$3M$927,000$1M——
Gross profit$1M$1M—$4M$3M$5M——
Operating income$-19M$-18M—$-19M$-23M$-23M—$-34M
Net income$-18M$-12M—$-21M$-23M$-12M—$-30M
EPS (diluted)$-0.05$-0.04—$-0.06$-0.07$-0.04—$-0.09

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$64M$47M$30M$35M$12M$56M$129M$67M
Inventory$8M$7M$5M$4M$114,000$155,000$212,000$320,000
Total current assets$186M$201M$216M$230M$243M$256M$277M$291M
Total assets$236M$254M$273M$289M$290M$306M$330M$350M
Long-term debt————————
Total liabilities$49M$50M$58M$61M$41M$36M$51M$41M
Total equity$187M$203M$215M$228M$249M$270M$278M$309M

Implied volatility — last 90 days

114%312%511%709%908% Jun 07 — IV 275% · EM ±38.1%Jun 08 — IV 235% · EM ±31.0%Jun 09 — IV 180% · EM ±22.5%Jun 10 — IV 198% · EM ±23.4%Jun 11 — IV 168% · EM ±18.5%Jun 12 — IV 181% · EM ±18.5%Jun 15 — IV 311% · EM ±22.5%Jun 16 — IV 240% · EM ±14.2%Jun 17 — IV 336% · EM ±14.0%Jun 22 — IV 114% · EM ±23.8%Jun 23 — IV 121% · EM ±24.7%Jun 24 — IV 134% · EM ±26.9%Jun 25 — IV 126% · EM ±24.7%Jun 26 — IV 189% · EM ±36.1%Jun 29 — IV 145% · EM ±25.8%Jun 30 — IV 119% · EM ±20.4%Jul 01 — IV 156% · EM ±26.0%Jul 02 — IV 206% · EM ±33.3%Jul 03 — IV 217% · EM ±33.9%Jul 06 — IV 183% · EM ±25.3%Jul 07 — IV 421% · EM ±55.6%Jul 08 — IV 343% · EM ±43.0%Jul 09 — IV 474% · EM ±56.0%Jul 10 — IV 580% · EM ±64.1%Jul 13 — IV 788% · EM ±65.8%Jul 20 — IV 180% · EM ±42.5%Jul 21 — IV 205% · EM ±47.7%Jul 23 — IV 165% · EM ±37.1%Jul 24 — IV 134% · EM ±29.6%Jul 27 — IV 216% · EM ±45.0%Jul 28 — IV 161% · EM ±32.9%Jul 29 — IV 168% · EM ±33.6%Jul 30 — IV 139% · EM ±27.3%Jul 31 — IV 421% · EM ±80.6%Aug 03 — IV 281% · EM ±49.8%Aug 04 — IV 307% · EM ±52.9%Aug 05 — IV 290% · EM ±48.5%Aug 06 — IV 244% · EM ±39.4%Aug 10 — IV 205% · EM ±28.5%Aug 11 — IV 214% · EM ±28.3%Aug 12 — IV 203% · EM ±25.4%Aug 13 — IV 282% · EM ±33.3%Aug 14 — IV 301% · EM ±33.3%Aug 17 — IV 316% · EM ±26.4%Aug 24 — IV 134% · EM ±28.0%Aug 25 — IV 134% · EM ±27.5%Aug 26 — IV 140% · EM ±28.0%Aug 27 — IV 140% · EM ±27.4%Aug 28 — IV 148% · EM ±28.4%Sep 08 — IV 199% · EM ±26.3%Sep 14 — IV 908% · EM ±75.8%Sep 15 — IV 570% · EM ±41.3%Sep 21 — IV 210% · EM ±43.9%Sep 22 — IV 175% · EM ±35.9%Sep 25 — IV 193% · EM ±37.0%Sep 28 — IV 266% · EM ±47.2%Sep 30 — IV 283% · EM ±47.3%Oct 01 — IV 378% · EM ±61.1%Oct 02 — IV 202% · EM ±31.6%Oct 06 — IV 482% · EM ±63.7%Oct 07 — IV 497% · EM ±62.3%Oct 08 — IV 529% · EM ±62.5%

Sector peers

ASYS
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SES earnings FAQ

When is SES's next earnings date?

SES AI Corporation is expected to report on November 4, 2026.

What is SES's expected move for earnings?

Options currently price a move of about ±62.5%, or $0.43 per share either way from $0.69.

How does SES stock usually react to earnings?

Across the last 6 reports the average next-day move was ±14.6%, up 2 times and down 4 times.

What EPS are analysts expecting from SES AI Corporation?

The consensus estimate is -$0.04 per share, versus -$0.06 a year ago.

What is SES's implied volatility?

SES's at-the-money implied volatility is about 5% based on the latest options snapshot.

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