SES
SES AI Corp
$1.07
0.00%
$395.1M
No data for this timeframe.
Vol
Market Cap$395.1M
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$51.8M
Inst. Activity9 buys / 4 sells
Insider Activity0B / 2S
Insider Net $-$60.0K
Reddit Sentiment46° Neutral
SEC Reports3
Exchange NYSE·Sector Miscellaneous Electrical Machinery, Equipment & Supplies·CIK 0001819142·Prev Close $1.07
Recent Activity
May 22, 2026
Insider
Pilkington Kyle sold 25,000 shares
CHIEF LEGAL OFFICER @ $1.20 ($30.0K)
May 20, 2026
short_volume
Short Volume: SES — 65.1% short (1.4M / 2.1M)
Short: 1,395,901 | Exempt: 84,953 | TRF Vol: 2,143,395 | Short Ratio: 65.1% | Off-exchange volume (d
May 18, 2026
Insider
Hu Qichao was granted 1,504,425 shares
CEO & CHAIRMAN
May 18, 2026
Insider
Liu Yi Ray was granted 331,858 shares
CHIEF FINANCIAL OFFICER
Apr 23, 2026
SEC
SES AI reported Q1 2026 revenue of $6.7 million, a 47% sequential increase and above consensus, while reaffirming full-y
8-K — Impact 7/10
Apr 21, 2026
SEC
SES AI provided a preliminary business update for Q1 2026, expecting revenue between $6.3 million and $6.5 million, abov
8-K — Impact 6/10
Mar 4, 2026
SEC
SES AI reported strong 2025 financial results with $21 million in revenue, a nearly 10-fold increase from 2024, driven b
8-K — Impact 8/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
4,596,252 shares ($4.4M)
Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$2.70 (Nov 2025)
Current $1.07
Low $1.40
Median $2.70
High $4.00
2 analysts
$1.40
$4.00
Analyst Ratings
1Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Nov 6, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight → Overweight |
| Jun 24, 2025 | Cantor Fitzgerald | REITERATE | Overweight → Overweight |
| May 20, 2025 | Cantor Fitzgerald | INITIATE | Overweight |
| Jun 8, 2023 | Wolfe Research | DOWNGRADE | Peer Perform → Underperform |
| Oct 31, 2022 | Cowen & Co. | INITIATE | Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.04 ▼ -28.0% | $-0.04 — $-0.04 | 41% YoY | 2 |
| Next Q | $-0.04 ▼ -9.0% | $-0.04 — $-0.04 | 33% YoY | 2 |
| Current FY | $-0.16 ▼ -5.3% | $-0.16 — $-0.15 | 3% YoY | 2 |
| Next FY | $-0.13 ▼ -45.4% | $-0.15 — $-0.11 | 15% YoY | 2 |
Latest Reports
BULLISH
8-K
7/10
SES AI reported Q1 2026 revenue of $6.7 million, a 47% sequential increase and above consensus, while reaffirming full-y
Apr 23, 2026
BULLISH
8-K
6/10
SES AI provided a preliminary business update for Q1 2026, expecting revenue between $6.3 million and $6.5 million, abov
Apr 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| ROYAL BANK OF CANADA | — | NEAR_EXIT |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.1M | — |
| Invesco Ltd. | $7.6M | DOUBLED |
| BlackRock, Inc. | $5.3M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $4.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | Pilkington Kyle | SELL | $30.0K |
| May 18, 2026 | Hu Qichao | A | $0.00 |
| May 18, 2026 | Liu Yi | A | $0.00 |
| Apr 14, 2026 | Pilkington Kyle | F | $27.7K |
| Apr 14, 2026 | Nealis Jing | F | $39.8K |
Reddit Sentiment
46°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $51.8M total value (53,818,465 shares) as of 2026-Q1. Top holders: ROYAL, VANGUARD, Invesco. Net buying activity: 9 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 287 | $0.00 | 0.0% | NEAR_EXIT -96.9% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 9,471,108 | $9.1M | 17.6% | — |
| 3 | Invesco Ltd. | 7,897,696 | $7.6M | 14.7% | DOUBLED +563.9% |
| 4 | BlackRock, Inc. | 5,481,111 | $5.3M | 10.2% | ADD +58.4% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 4,596,252 | $4.4M | 8.5% | ADD +57.2% |
| 6 | Temasek Holdings (Private) Ltd | 3,160,712 | $3.0M | 5.9% | NEAR_EXIT -75.1% |
| 7 | STATE STREET CORP | 3,038,810 | $2.9M | 5.6% | DOUBLED +150.2% |
| 8 | MARSHALL WACE, LLP | 2,669,589 | $2.6M | 5.0% | — |
| 9 | GOLDMAN SACHS GROUP INC | 2,638,258 | $2.5M | 4.9% | — |
| 10 | TWO SIGMA INVESTMENTS, LP | 1,990,019 | $1.9M | 3.7% | DOUBLED +177.0% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,599,768 | $1.5M | 3.0% | ADD +80.5% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 1,509,167 | $1.5M | 2.8% | — |
| 13 | MORGAN STANLEY | 1,072,776 | $1.0M | 2.0% | DOUBLED +1965.6% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 943,138 | $906.1K | 1.8% | DOUBLED +272.5% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 910,500 | $874.1K | 1.7% | — |
| 16 | BANK OF AMERICA CORP /DE/ | 610,399 | $587.2K | 1.1% | DOUBLED +114.7% |
| 17 | PEAK6 LLC | 550,000 | $529.1K | 1.0% | — |
| 18 | CITADEL ADVISORS LLC | 513,112 | $493.6K | 1.0% | DOUBLED +1457.6% |
| 19 | Connor, Clark & Lunn Investment Management Ltd. | 418,765 | $402.9K | 0.8% | — |
| 20 | FIL Ltd | 400,000 | $384.8K | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | ADD | 2,924,642 | 4,596,252 | +57.2% | $4.4M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 253,164 | 943,138 | +272.5% | $906.1K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 284,366 | 610,399 | +114.7% | $587.2K | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 96,175 | 209,686 | +118.0% | $201.7K | 2026-Q1 |
| LMR Partners LLP | DOUBLED | 15,276 | 202,210 | +1223.7% | $194.5K | 2026-Q1 |
| Jain Global LLC | ADD | 75,254 | 125,554 | +66.8% | $120.8K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 49,600 | 101,700 | +105.0% | $97.8K | 2026-Q1 |
| OMERS ADMINISTRATION Corp | TRIM | 129,800 | 95,900 | -26.1% | $92.3K | 2026-Q1 |
| FMR LLC | ADD | 40,605 | 54,029 | +33.1% | $52.0K | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | TRIM | 57,893 | 22,086 | -61.9% | $21.2K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 11,992 | 18,700 | +55.9% | $18.0K | 2026-Q1 |
| Gotham Asset Management, LLC | TRIM | 14,679 | 10,982 | -25.2% | $10.6K | 2026-Q1 |
| CWM, LLC | TRIM | 2,164 | 1,119 | -48.3% | $1.1K | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 1,026,371 | 6,814,389 | +563.9% | $12.3M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 1,891,079 | 5,237,782 | +177.0% | $9.4M | 2025-Q4 |
| Temasek Holdings (Private) Ltd | NEAR_EXIT | 12,675,757 | 3,160,712 | -75.1% | $5.7M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 78,000 | 2,924,642 | +3649.5% | $5.3M | 2025-Q4 |
| STATE STREET CORP | DOUBLED | 1,153,782 | 2,886,991 | +150.2% | $5.2M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 69,227 | 1,429,973 | +1965.6% | $2.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 55,997 | 284,366 | +407.8% | $511.9K | 2025-Q4 |
| BANK OF MONTREAL /CAN/ | ADD | 37,086 | 57,893 | +56.1% | $104.2K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 1,000 | 29,950 | +2895.0% | $53.9K | 2025-Q4 |
| Mariner, LLC | ADD | 11,222 | 21,253 | +89.4% | $38.3K | 2025-Q4 |
| Gotham Asset Management, LLC | TRIM | 30,054 | 14,679 | -51.2% | $26.4K | 2025-Q4 |
| Corient Private Wealth LLC | TRIM | 15,000 | 10,000 | -33.3% | $18.0K | 2025-Q4 |
6 unique insiders with 18 transactions. Net insider value: -$60.0K ($0.00 bought, $60.0K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | Pilkington Kyle | CHIEF LEGAL OFFICER | SELL | 25,000 | $1.20 | $30.0K |
| May 18, 2026 | Hu Qichao | CEO & CHAIRMAN | AWARD | 1,504,425 | — | — |
| May 18, 2026 | Liu Yi Ray | CHIEF FINANCIAL OFFICER | AWARD | 331,858 | — | — |
| Apr 14, 2026 | Pilkington Kyle | CHIEF LEGAL OFFICER | TAX W/H | 25,185 | $1.10 | $27.7K |
| Apr 14, 2026 | Nealis Jing | CHIEF FINANCIAL OFFICER | TAX W/H | 36,145 | $1.10 | $39.8K |
| Apr 14, 2026 | Gan Hong | CHIEF SCIENCE OFFICER | TAX W/H | 32,138 | $1.10 | $35.4K |
| Apr 14, 2026 | Hu Qichao | CEO & CHAIRMAN | TAX W/H | 133,303 | $1.10 | $146.6K |
| Mar 27, 2026 | Nealis Jing | CHIEF FINANCIAL OFFICER | TAX W/H | 163,968 | $0.9873 | $161.9K |
| Mar 27, 2026 | Gan Hong | CHIEF SCIENCE OFFICER | TAX W/H | 74,682 | $0.9873 | $73.7K |
| Mar 27, 2026 | Xu Kang | CHIEF TECHNOLOGY OFFICER | TAX W/H | 39,593 | $0.9873 | $39.1K |
| Mar 27, 2026 | Pilkington Kyle | CHIEF LEGAL OFFICER | TAX W/H | 60,452 | $0.9873 | $59.7K |
| Mar 27, 2026 | Hu Qichao | CEO & CHAIRMAN | TAX W/H | 310,446 | $0.9873 | $306.5K |
| Mar 9, 2026 | Pilkington Kyle | CHIEF LEGAL OFFICER | SELL | 25,000 | $1.20 | $30.0K |
| Feb 9, 2026 | Pilkington Kyle | CHIEF LEGAL OFFICER | TAX W/H | 56,074 | $1.99 | $111.6K |
| Feb 9, 2026 | Nealis Jing | CHIEF FINANCIAL OFFICER | TAX W/H | 110,231 | $1.99 | $219.4K |
| Feb 9, 2026 | Hu Qichao | CEO & CHAIRMAN | TAX W/H | 267,934 | $1.99 | $533.2K |
| Feb 9, 2026 | Gan Hong | CHIEF SCIENCE OFFICER | TAX W/H | 63,290 | $1.99 | $125.9K |
| Feb 6, 2026 | Xu Kang | CHIEF TECHNOLOGY OFFICER | TAX W/H | 35,063 | $1.88 | $65.9K |
3 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
BULLISH
8-K
7/10
SES AI reported Q1 2026 revenue of $6.7 million, a 47% sequential increase and above consensus, whil
Apr 23, 2026
BULLISH
8-K
6/10
SES AI provided a preliminary business update for Q1 2026, expecting revenue between $6.3 million an
Apr 21, 2026
BULLISH
8-K
8/10
SES AI reported strong 2025 financial results with $21 million in revenue, a nearly 10-fold increase
Mar 4, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Nov 2025): 67% buy across 6 analysts — 1 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$2.70 mean target (Nov 2025)
$1.40 Low
$4.00 High
| Metric | Value |
|---|---|
| Current Price | $1.07 |
| Target Low | $1.40 |
| Target Mean | $2.70 |
| Target Median | $2.70 |
| Target High | $4.00 |
| # Analysts | 2 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.04 | $-0.04 | $-0.04 | 40.5% | -28.0% | 1↑ 0↓ | $0.0B | 52.8% | 2 |
| Next Q 2026-09-30 |
$-0.04 | $-0.04 | $-0.04 | 33.4% | -9.0% | — | $0.0B | 23.9% | 2 |
| Current FY 2026-12-31 |
$-0.16 | $-0.16 | $-0.15 | 3.0% | -5.3% | 1↑ 0↓ | $0.0B | 55.7% | 2 |
| Next FY 2027-12-31 |
$-0.13 | $-0.15 | $-0.11 | 15.1% | -45.4% | 0↑ 1↓ | $0.1B | 108.6% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.042 | |
| 7d ago | $-0.033 | -0.009 |
| 30d ago | $-0.033 | -0.009 |
| 60d ago | $-0.030 | -0.012 |
| 90d ago | $-0.040 | -0.002 |
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 3 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Nov 6, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Jun 24, 2025 | Cantor Fitzgerald | REITERATE | Overweight | Overweight |
| May 20, 2025 | Cantor Fitzgerald | INITIATE | — | Overweight |
| Jun 8, 2023 | Wolfe Research | DOWNGRADE | Peer Perform | Underperform |
| Oct 31, 2022 | Cowen & Co. | INITIATE | — | Market Perform |
| Sep 14, 2022 | Deutsche Bank | INITIATE | — | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| May 1, 2026 | 1 | 3 | 3 | 0 | 0 | 57% | |
| Apr 1, 2026 | 1 | 3 | 3 | 0 | 0 | 57% | |
| Mar 1, 2026 | 1 | 3 | 3 | 0 | 0 | 57% | |
| Feb 1, 2026 | 1 | 3 | 3 | 0 | 0 | 57% | |
| Jan 1, 2026 | 1 | 3 | 3 | 0 | 0 | 57% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
46°
Neutral
Bearish
Neutral
Bullish
8 mentions
1 bullish
2 bearish
7 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 17, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 17, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 8, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 8, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 18, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 5, 2026 | 2 | 56° Neutral | 0 | 0 | 2 |
| Mar 5, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 20, 2026
short_volume
Short Volume: SES — 65.1% short (1.4M / 2.1M)
Short: 1,395,901 | Exempt: 84,953 | TRF Vol: 2,143,395 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: SES — 66.0% short (15.1M / 22.9M)
Short: 15,077,929 | Exempt: 13,009 | TRF Vol: 22,852,979 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: SES — 55.5% short (2.4M / 4.3M)
Short: 2,373,485 | Exempt: 630 | TRF Vol: 4,276,051 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: SES — 55.0% short (2.6M / 4.7M)
Short: 2,604,985 | Exempt: 1,531 | TRF Vol: 4,733,415 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: SES — 63.1% short (3.7M / 5.8M)
Short: 3,669,729 | Exempt: 3,357 | TRF Vol: 5,814,730 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: SES — 68.5% short (13.0M / 18.9M)
Short: 12,956,803 | Exempt: 9,001 | TRF Vol: 18,901,273 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: SES — 67.5% short (9.9M / 14.6M)
Short: 9,878,693 | Exempt: 18,251 | TRF Vol: 14,640,420 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: SES — 59.1% short (3.3M / 5.6M)
Short: 3,305,896 | Exempt: 11,558 | TRF Vol: 5,590,953 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: SES — 61.7% short (4.3M / 7.0M)
Short: 4,325,055 | Exempt: 32,843 | TRF Vol: 7,012,622 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: SES — 66.9% short (15.4M / 23.1M)
Short: 15,438,924 | Exempt: 278,315 | TRF Vol: 23,085,202 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: SES — 56.0% short (1.7M / 3.0M)
Short: 1,678,349 | Exempt: 29,008 | TRF Vol: 2,995,628 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: SES — 65.2% short (2.2M / 3.4M)
Short: 2,222,573 | Exempt: 32,247 | TRF Vol: 3,406,669 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: SES — 67.4% short (11.7M / 17.3M)
Short: 11,685,546 | Exempt: 15,145 | TRF Vol: 17,333,968 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: SES — 63.1% short (1.9M / 3.0M)
Short: 1,879,638 | Exempt: 69,505 | TRF Vol: 2,977,385 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: SES — 58.3% short (3.0M / 5.1M)
Short: 2,976,053 | Exempt: 64,608 | TRF Vol: 5,107,540 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)