SES SES AI Corp
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
Actionable Insight
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.
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
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 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Apr 23, 2026
7w ago
|
8-K
| $0.3000 $0.0283 | ▼ −90.57% | ▼ −91.68% | $1.07 (+256.67%) |
|
Apr 1, 2026
10w ago
|
8-K
| — | awaiting T+5 | — | — |
|
Mar 4, 2026
14w ago
|
8-K
| $1.08 $1.22 | ▲ +12.96% | ▲ +15.20% | $1.07 (−0.93%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access