0.91
+9.27%
Close of 9 Nov 2026, in USD
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About SES AI
From its filings with the US Securities and Exchange Commission
SES AI is based in Woburn, Massachusetts. Its shares trade on NYSE under the ticker SES. The SEC classifies its business as miscellaneous electrical machinery, equipment & supplies. In the fiscal year to 31 December 2025, it reported revenue of $21.0m and a net loss of $73.0m. At that date it held total assets of $272.6m and shareholders' equity of $214.8m.
We are a leading developer and manufacturer of high-performance, AI-enhanced Lithium-Metal (“Li-Metal”) and Lithium-ion (“Li-ion”) rechargeable battery technologies and battery materials for Energy Storage Systems (“ESS”), Urban Air Mobility (“UAM”), drones, robotics, electric vehicles (“EVs”), and other applications. The Company’s mission is to accelerate the world’s energy transition through material discovery and battery management. SES accelerates its pace of innovation by utilizing superintelligent AI across the spectrum of our business, from research and development, materials sourcing, cell design, engineering and manufacturing, to battery health and safety monitoring.
Through our AI-based platform, Molecular Universe, we believe we have access to multi-pronged business opportunities in fast growing markets, such as ESS, drones and materials. For ESS, we supply fully integrated hardware and software solutions with battery health and safety management software powered by Molecular Universe, which we believe differentiates our products in a competitive market. For materials, we believe that we can manufacture and supply enhanced materials discovered through Molecular Universe to gain market share in the large addressable market for advanced battery materials. We also manufacture and supply high energy and power density Li-Metal and Li-ion cells which can be used for drones, UAM, robotics and EV applications, which are regularly improved through research powered by Molecular Universe. Finally, we also offer access to Molecular Universe as a software product.
Quoted from its 10-K, filed 4 Mar 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Industrials
- Industry
- Electrical Equipment
- Listed since
- 1 Mar 2021
- Employees
- 215
- Website
- ses.ai ↗
- Head office
- 35 CABOT RD., WOBURN, MA, 01801
- Classification
- Miscellaneous Electrical Machinery, Equipment & Supplies
- Filer status
- Non-accelerated filer<br>Smaller reporting company
Leadership
Pay as last reported
- Dr. Qichao HuChairman of the Board, Chief Executive Officer, since 2012$4.1m
- Ms. Jing NealisChief Financial Officer$1.8m
- Mr. Kang XuChief Technology Officer
- Dr. Hong GanChief Science Officer$1.2m
- Mr. Gang LiChief Manufacturing Officer
- Mr. Kyle PilkingtonChief Legal Officer$977,534
- Dr. Jiong MaLead Independent Director$263,983
- Mr. Andrew BoydIndependent Director
- Dr. Jang ChoiIndependent Director$213,983
- Mr. Eric LuoIndependent Director$248,983
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 12
- Environment
- 6
- Social
- 14
- Governance
- 16
- Direct emissions (scope 1)
- 0 t
- Energy emissions (scope 2)
- 8,304.84 t
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- SES AI Corp develops high-performance Li-Metal batteries with high energy density for EVs and other applications.
- The company focuses on systems approach with Hermes, Apollo, and Avatar development tracks.
- SES AI Corp employs 215 full-time employees in Woburn, Massachusetts, supporting innovation.
Weaknesses
- SES AI Corp's IPO was on 1 March 2021, a relatively recent market entry.
- The company's Li-Metal battery technology is still in development phase with limited commercialization.
- SES AI Corp has not yet achieved significant market share in the EV battery sector.
Opportunities
- The growing EV market in the United States presents a significant opportunity for SES AI Corp.
- SES AI Corp can leverage its Hermes platform for new material development to expand applications.
- The company's AI-powered Avatar software offers potential for partnerships in battery safety monitoring.
Threats
- The EV battery market faces intense competition from established players like CATL and LG Energy Solution.
- Regulatory changes in the United States could impact battery technology development and adoption.
- SES AI Corp's reliance on Li-Metal technology may face technical challenges in scaling production.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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