SES AI (US:SES) ZACKS·2025-11-06 00:51Core Insights - SES AI Corporation reported a quarterly loss of $0.06 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.05, representing an earnings surprise of -20.00% [1] - The company generated revenues of $7.12 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 42.36%, compared to zero revenues a year ago [2] - The stock has underperformed the market, losing about 5% since the beginning of the year, while the S&P 500 gained 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $5.5 million, and for the current fiscal year, it is -$0.14 on revenues of $19.81 million [7] - The estimate revisions trend for SES AI was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - SES AI operates within the Zacks Automotive - Original Equipment industry, which is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - The performance of SES AI's stock may be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]