SES AI Corporation (NYSE:SES) is among the 7 Best EV Battery Stocks to Buy Now. SES AI Corporation (SES) & Top Material to Expand Cell Manufacturing Capacity in Korea SES AI Corporation (NYSE:SES) and Top Material announced plans to work together to increase battery cell manufacturing capacity in Korea for drones and urban air transportation applications, according to a report published in TheFly on December 18, 2025. This partnership aims to promote compliance with the US National Defense Authorization ...

SES AI (NYSE:SES) FY Conference Summary Company Overview - **Company**: SES AI - **Industry**: Battery Technology - **Focus**: Accelerating energy transition through AI, specializing in lithium metal battery chemistry and energy storage solutions Key Points Industry and Market Insights - The energy storage system (ESS) market is projected to be over **10 times** the size of the electric vehicle (EV) market [2][3] - The battery markets for ESS and drones are expected to experience significant growth [3] - The company is uniquely positioned due to over a decade of experience in battery technology and AI integration [2] Financial Performance - In the first three quarters of 2025, SES AI reported a revenue of **$16.4 million** and provided guidance of **$22.5 million** for the full year [3] - The company anticipates doubling its revenue in 2026 compared to 2025 [34] Product Development and Innovations - SES AI has developed a platform called **Molecular Universe**, which focuses on material discovery and battery health management [3][6] - The company has made **six breakthroughs** in battery materials, enhancing performance for various applications including EVs, drones, and consumer electronics [8][9] - The company has established three business units focusing on ESS, drones, and materials to drive revenue generation [6][12] Strategic Partnerships and Acquisitions - SES AI acquired **UZ**, a company with strong hardware capabilities, to enhance its ESS offerings [7][18] - The partnership with **HySun** aims to commercialize materials discovered through Molecular Universe [9][27] Market Opportunities - The company sees military drones and data centers as the most exciting market opportunities [13][14] - SES AI is focusing on **NDAA-compliant** cells, which are priced **2 to 3 times** higher than non-compliant cells [15][16] - The company is targeting about **100 key accounts** for NDAA-compliant cells, focusing on larger clients rather than numerous small accounts [16] Technology and Competitive Advantage - SES AI's **Molecular Universe** is the first AI for science platform that has made actual breakthroughs in material discovery, unlike other platforms that are still in development [9][11] - The company emphasizes the importance of having a combination of model, data, and domain expertise to succeed in the AI for science space [11] Future Outlook - SES AI aims to create a closed-loop system integrating hardware and software solutions for data centers and commercial applications [17][18] - The company plans to leverage its software for recurring revenue through updates and maintenance subscriptions [23] - SES AI is confident in its ability to achieve break-even cash flow within the next **one to two years** [34] Conclusion - The battery industry is undergoing a significant transition, with SES AI focusing on ESS, drones, and materials as key growth areas [34] - The integration of AI with battery technology presents a unique opportunity for SES AI to capitalize on emerging market trends and drive innovation in energy storage solutions [34]

Disclaimer Accelerating Energy Transition Through Battery Materials Discovery and Health Management January 2026 Although all information and opinions expressed in this Presentation, including market data and other statistical information, were obtained from sources believed to be reliable and are included in good faith, SES has not independently verified the information and makes no representation or warranty, express or implied, as to its accuracy or completeness. Some data is also based on the good faith ...

Key Points The battery innovation market is forecasted to exceed $500 billion by 2030. SES AI doubled revenue in the third quarter of 2025 but still posted a hefty net loss. 10 stocks we like better than Ses Ai › Is SES AI (NYSE: SES) the real deal? More importantly, should you invest $1,000 into the high-risk, high-reward stock? Let's take a look at the potential opportunity and upcoming challenges facing the Massachusetts-based, battery-focused artificial intelligence (AI) company. Combining b ...

Core Insights - SES AI Corporation is a leader in AI-enhanced high-performance Li-Metal and Li-ion batteries, focusing on innovation through superintelligent AI across its operations [3][4]. Upcoming Events - SES AI will participate in CES 2026 from January 6-9, 2026, at the Las Vegas Convention Center, with opportunities for meetings [1]. - The company will present at the 28th Annual Needham Growth Conference on January 16, 2026, focusing on developments in Drone Battery, Energy Storage Systems, and Materials [2]. - SES AI will also be involved in the NASA Aerospace Battery Workshop from January 20-22, 2026, at NASA Johnson Space Center [3]. Company Overview - Founded in 2012, SES AI is headquartered in Boston and has operations in Singapore, Shanghai, and Seoul, specializing in Li-Metal battery development and manufacturing [3]. - The company aims to power the future of global electric transportation on land and in the air with advanced battery technologies [3].

Core Viewpoint - SES AI Corporation (NYSE:SES) is experiencing a decline in share prices due to profit-taking after a recent surge, with a notable drop of 6.28% to close at $1.79 per share [1]. Group 1: Financial Performance - SES AI's share price fell for the third consecutive day, indicating a trend of profit-taking among investors following a Christmas rush [1]. - The company reported a 6.28% decrease in share price on Tuesday, closing at $1.79 [1]. Group 2: Product Development - SES AI presented its latest version of Molecular Universe (MU-1.5) at the 5th annual Battery World, showcasing new features based on proprietary molecular databases [2]. Group 3: Strategic Partnerships - SES AI announced plans to collaborate with Top Material to enhance cell manufacturing capacity in Korea, targeting applications in drones and urban air mobility (UAM), with a definitive agreement expected in Q1 2026 [3]. - The partnership aims to establish a secure and cost-efficient battery supply chain for drone customers and ensure compliance with the US National Defense Authorization Act [4]. - CEO Qichao Hu emphasized the long-standing relationship with Top Material, highlighting their role in scaling manufacturing capacity to meet growing demand [5].

Core Insights - QuantumScape Corp. (QS) and SES AI Corp. (SES) are competing in the lithium-based battery market with differing strategies [1] - QuantumScape focuses on fully solid-state batteries for electric vehicles (EVs), while SES AI combines lithium-metal batteries with artificial intelligence [2] QuantumScape Overview - QuantumScape aims to deliver lighter, faster-charging, and safer solid-state batteries compared to lithium-ion technology, representing a significant breakthrough for EVs [5] - The company launched its Cobra manufacturing process in June 2025, which is 25 times faster than the previous Raptor system, facilitating large-scale production [6] - QuantumScape's shares have increased by approximately 104% year-to-date, indicating strong investor interest [3][7] - The company has begun delivering B1 samples produced with the Cobra process to automakers, with several major manufacturers evaluating these new cells [6] - Partnerships are crucial for QuantumScape, including a $131 million agreement with Volkswagen's PowerCo to support the QSE-5 pilot line [9] - QuantumScape recorded $12.8 million in customer billings for the first time in Q3, marking progress toward commercialization [10] SES AI Overview - SES AI is integrating AI with lithium-metal batteries, targeting higher energy density for various applications, including EVs and energy storage [12] - The company is in the early stages of commercialization and faces challenges in scaling production of lithium-metal batteries [12] - SES AI's Molecular Universe platform uses AI to optimize battery materials, with plans to monetize through software subscriptions and battery products [13] - The acquisition of UZ Energy allows SES to enter the energy storage systems market, targeting a $300 billion opportunity [14] - SES AI's revenues reached $16.4 million in the first nine months of 2025, with a full-year target of $20–$25 million [17] Comparative Analysis - QuantumScape's focused strategy on solid-state batteries provides clearer execution visibility compared to SES AI's broader approach, which includes multiple technologies and markets [18][19] - SES AI's diverse strategy increases execution risk, especially with limited revenues at this stage [18] - QuantumScape's recent manufacturing advancements and OEM support suggest a more straightforward path to market [19] - QuantumScape is currently rated as a better investment option compared to SES AI, which has a lower ranking [20]

Core Viewpoint - SES AI's shares increased by 13.7% following the announcement of a significant collaboration in Korea to enhance battery manufacturing capacity for drones and urban air mobility [1][3]. Group 1: Collaboration and Capacity Expansion - SES AI is partnering with Korea-based Top Material to increase battery manufacturing capacity specifically for drones and urban air mobility [3][4]. - The company plans to triple its production capacity at its existing factory in Chungju, South Korea, aiming to produce nearly one million battery cells to meet rising demand from the U.S. and Europe [4]. - This collaboration will establish a battery supply chain that adheres to NDAA requirements, positioning SES AI as a key supplier for both commercial and defense drones [5]. Group 2: Technological Advancements - SES AI introduced a new version of its AI software, Molecular Universe, which is utilized by companies to research and discover new battery materials [6]. - The company anticipates providing further details about Molecular Universe at the upcoming 5th annual Battery World event scheduled for December 29, 2025 [6]. Group 3: Market Position and Stock Performance - SES AI's renewed focus on the drone market could serve as a significant differentiator, as the company is transitioning towards a subscription-based revenue model for its AI software [7]. - Despite a previous surge of over 60% in share price through mid-October, SES AI's stock has since declined, but investor interest is expected to rebound as the company promotes Molecular Universe as a leading AI platform for energy transition [7].

Core Insights - The article focuses on the cannabis sector, emphasizing technical stock analysis, option strategies, small cap strategies, and emerging markets [1] Group 1 - The author expresses a beneficial long position in the shares of SES, indicating confidence in the stock's performance [2] - The article is a personal opinion piece, with no external compensation influencing the views presented [2] - There is no business relationship with any company mentioned, ensuring an unbiased perspective [2] Group 2 - The article does not provide specific financial data or performance metrics related to the cannabis industry or SES [3] - No investment recommendations or suitability advice is given, maintaining a neutral stance on investment decisions [3] - The views expressed may not represent the broader opinions of Seeking Alpha, highlighting the individual nature of the analysis [3]

Company Overview - SES AI Corporation is focused on modernizing lithium batteries and has seen its stock price increase over 400% in the past year, currently trading under $2 per share with a market cap of under $700 million [1][3] - The company was founded in 2012 and went public in 2022 through a special purpose acquisition company [3] Industry Context - The lithium battery industry is poised for modernization and AI innovation, with applications in various sectors including automobiles and drones [2] - The total addressable market for lithium battery innovations could exceed $500 billion by 2032, indicating significant growth potential [14] Financial Performance - SES reported a revenue of $7.1 million in Q3 2025, with an upward revision of revenue guidance from $20 million to $25 million [10][11] - The company is experiencing a lower net loss and has engaged in share repurchases, which are positive indicators for long-term success [6] Strategic Moves - SES has acquired UZ Energy and formed a partnership with Hisun New Energy Materials, marking a significant turning point for the company [8] - The company has released its AI software, Molecular Universe, which accelerates battery material discovery and enhances its service platform [2] Growth Projections - The energy storage industry, a key area for SES, is projected to have a compound annual growth rate (CAGR) of 27% over the next five years [9] - If SES can maintain a CAGR of 20% for the next 20 years, a $25,000 investment today could grow to nearly $1 million by 2045 [9] Market Sentiment - The stock's dramatic rise is partly attributed to broader investor sentiment in the AI and electric vehicle sectors, although some analysts caution that the increase may be based on hype rather than financial fundamentals [12][13]