William Blair Comments on SES AI’s Q1 Earnings (NYSE:SES)

SES AI Co. (NYSE:SES) – William Blair issued their Q1 2026 EPS estimates for shares of SES AI in a research note issued on Wednesday, February 26th. William Blair analyst J. Dorsheimer expects that the company will earn ($0.05) per share for the quarter. The consensus estimate for SES AI’s current full-year earnings is ($0.23) per share. William Blair also issued estimates for SES AI’s Q2 2026 earnings at ($0.05) EPS, Q3 2026 earnings at ($0.05) EPS and Q4 2026 earnings at ($0.04) EPS.

SES AI (NYSE:SES) last released its earnings results on Tuesday, February 25th. The company reported ($0.11) EPS for the quarter, missing analysts’ consensus estimates of ($0.07) by ($0.04). The company had revenue of $2.04 million for the quarter.

SES AI Stock Performance

NYSE SES opened at $0.68 on Thursday. SES AI has a 1 year low of $0.20 and a 1 year high of $2.53. The business’s fifty day moving average is $1.20 and its two-hundred day moving average is $0.84. The stock has a market capitalization of $244.48 million, a P/E ratio of -2.95 and a beta of 0.29.

Institutional Investors Weigh In On SES AI

Several hedge funds have recently made changes to their positions in the company. CIBC Asset Management Inc purchased a new position in SES AI during the 4th quarter worth approximately $25,000. Brevan Howard Capital Management LP purchased a new position in shares of SES AI during the fourth quarter valued at $25,000. Optas LLC acquired a new position in SES AI during the fourth quarter valued at $27,000. Cibc World Markets Corp purchased a new stake in SES AI in the 4th quarter worth about $27,000. Finally, XTX Topco Ltd purchased a new stake in SES AI in the 3rd quarter worth about $28,000. Hedge funds and other institutional investors own 29.78% of the company’s stock.

Insider Buying and Selling

In related news, CFO Jing Nealis sold 50,000 shares of the stock in a transaction on Thursday, January 16th. The stock was sold at an average price of $1.02, for a total value of $51,000.00. Following the completion of the transaction, the chief financial officer now owns 1,935,322 shares in the company, valued at $1,974,028.44. This trade represents a 2.52 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Qichao Hu sold 194,459 shares of the business’s stock in a transaction dated Monday, February 10th. The stock was sold at an average price of $1.17, for a total value of $227,517.03. Following the sale, the chief executive officer now owns 2,781,769 shares in the company, valued at approximately $3,254,669.73. The trade was a 6.53 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 547,471 shares of company stock worth $610,541 in the last three months. 15.07% of the stock is currently owned by insiders.

About SES AI

SES AI Corporation engages in the development and production of high-performance Lithium-metal rechargeable batteries for electric vehicles, electric vehicle take-off and landing, and other applications. The company was founded in 2012 and is headquartered in Woburn, Massachusetts.