SES AI (NYSE:SES) Upgraded by Wall Street Zen to “Sell” Rating

Wall Street Zen upgraded shares of SES AI (NYSE:SES) from a strong sell rating to a sell rating in a research report report published on Saturday.

SES has been the subject of several other reports. Cantor Fitzgerald reissued an “overweight” rating on shares of SES AI in a research report on Thursday, March 5th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $1.40 price objective on shares of SES AI in a research report on Monday, April 27th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of SES AI in a research report on Monday, April 20th. One analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, SES AI presently has a consensus rating of “Hold” and a consensus target price of $2.70.

SES AI Stock Up 0.3%

Shares of NYSE:SES opened at $0.92 on Friday. The firm has a market cap of $338.76 million, a P/E ratio of -4.20 and a beta of 0.84. SES AI has a 12-month low of $0.80 and a 12-month high of $3.73. The business has a fifty day simple moving average of $1.15 and a 200 day simple moving average of $1.74.

SES AI (NYSE:SES) last announced its earnings results on Thursday, April 23rd. The company reported ($0.03) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.01) by ($0.02). The company had revenue of $6.71 million for the quarter, compared to the consensus estimate of $3.65 million. SES AI had a negative return on equity of 28.65% and a negative net margin of 331.72%. As a group, equities research analysts expect that SES AI will post -0.16 EPS for the current year.

Insider Buying and Selling at SES AI

In related news, insider Kyle Pilkington sold 25,000 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $1.20, for a total value of $30,000.00. Following the completion of the sale, the insider directly owned 780,203 shares of the company’s stock, valued at $936,243.60. The trade was a 3.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Company insiders own 13.80% of the company’s stock.

Institutional Trading of SES AI

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in SES AI by 21.1% in the 3rd quarter. Vanguard Group Inc. now owns 11,083,010 shares of the company’s stock valued at $18,509,000 after buying an additional 1,927,945 shares in the last quarter. Invesco Ltd. increased its position in SES AI by 563.9% in the 4th quarter. Invesco Ltd. now owns 6,814,389 shares of the company’s stock valued at $12,266,000 after buying an additional 5,788,018 shares in the last quarter. Geode Capital Management LLC increased its position in SES AI by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 3,081,249 shares of the company’s stock valued at $5,549,000 after buying an additional 88,548 shares in the last quarter. Renaissance Technologies LLC increased its position in SES AI by 3,649.5% in the 4th quarter. Renaissance Technologies LLC now owns 2,924,642 shares of the company’s stock valued at $5,264,000 after buying an additional 2,846,642 shares in the last quarter. Finally, State Street Corp increased its position in SES AI by 150.2% in the 4th quarter. State Street Corp now owns 2,886,991 shares of the company’s stock valued at $5,197,000 after buying an additional 1,733,209 shares in the last quarter. 29.78% of the stock is owned by institutional investors.

SES AI News Summary

Here are the key news stories impacting SES AI this week:

• Neutral Sentiment: Multiple firms, including Rosen, Faruqi & Faruqi, Glancy Prongay Wolke & Rotter, Pomerantz, ClaimsFiler, Gross Law Firm, Robbins LLP, and Frank R. Cruz, reminded investors about the June 26, 2026 lead-plaintiff deadline and urged shareholders who lost money in SES AI to seek counsel. Rosen Law Firm deadline reminder
• Neutral Sentiment: The recurring legal notices are keeping attention on the company’s prior earnings disappointment and weak outlook, which can weigh on investor sentiment even without new operating news. Pomerantz investor alert
• Negative Sentiment: The class action allegations create a potential overhang for SES AI, with investors focused on possible liability, legal costs, and reputational damage rather than new business progress. Robbins LLP class action notice

SES AI Company Profile

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.