William Blair Weighs in on SES AI’s Q2 Earnings (NYSE:SES)

SES AI Co. (NYSE:SES) – Equities researchers at William Blair lifted their Q2 2025 earnings estimates for SES AI in a research report issued to clients and investors on Monday, April 28th. William Blair analyst J. Dorsheimer now forecasts that the company will earn ($0.03) per share for the quarter, up from their previous forecast of ($0.05). 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 Q3 2025 earnings at ($0.03) EPS, Q4 2025 earnings at ($0.03) EPS, FY2025 earnings at ($0.12) EPS, Q1 2026 earnings at ($0.02) EPS, Q2 2026 earnings at ($0.02) EPS, Q3 2026 earnings at ($0.02) EPS, Q4 2026 earnings at ($0.01) EPS and FY2026 earnings at ($0.06) EPS.

SES AI (NYSE:SES) last issued its quarterly earnings results on Thursday, April 24th. The company reported ($0.04) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.07) by $0.03. The business had revenue of $5.79 million for the quarter, compared to analyst estimates of $2.00 million.

SES AI Stock Performance

Shares of SES stock opened at $0.90 on Thursday. SES AI has a fifty-two week low of $0.20 and a fifty-two week high of $2.53. The stock has a 50 day simple moving average of $0.63 and a two-hundred day simple moving average of $0.76. The company has a market cap of $328.56 million, a P/E ratio of -3.92 and a beta of 0.56.

Insider Transactions at SES AI

In other news, insider Kyle Pilkington sold 44,051 shares of the company’s stock in a transaction that occurred on Monday, February 10th. The stock was sold at an average price of $1.17, for a total transaction of $51,539.67. Following the transaction, the insider now directly owns 496,580 shares of the company’s stock, valued at $580,998.60. This represents a 8.15 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CTO Kang Xu sold 27,969 shares of SES AI stock in a transaction on Monday, February 10th. The shares were sold at an average price of $1.17, for a total transaction of $32,723.73. Following the completion of the sale, the chief technology officer now directly owns 444,290 shares of the company’s stock, valued at approximately $519,819.30. The trade was a 5.92 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 347,471 shares of company stock valued at $406,541 in the last quarter. 15.07% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. JPMorgan Chase & Co. increased its position in shares of SES AI by 151.8% during the fourth quarter. JPMorgan Chase & Co. now owns 460,665 shares of the company’s stock worth $1,009,000 after acquiring an additional 277,688 shares in the last quarter. Savant Capital LLC bought a new stake in SES AI during the 4th quarter worth approximately $66,000. Geode Capital Management LLC increased its holdings in SES AI by 2.8% during the 3rd quarter. Geode Capital Management LLC now owns 3,094,624 shares of the company’s stock worth $1,980,000 after purchasing an additional 83,607 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of SES AI in the fourth quarter worth approximately $254,000. Finally, Barclays PLC lifted its holdings in shares of SES AI by 281.1% in the third quarter. Barclays PLC now owns 171,860 shares of the company’s stock valued at $109,000 after purchasing an additional 126,763 shares in the last quarter. Institutional investors and hedge funds own 29.78% of the company’s stock.

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.