SES AI Corporation (SES)
Consumer · NYQ
Price as at 1 Oct 2026, 01:20 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
SES AI Corporation trades at $0.60, close to the $0.55 our fair value estimate puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 33 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
SES earnings and analyst estimates
Recommendation mix, 2 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About SES AI Corporation
SES AI Corporation develops and produces AI enhanced lithium metal and lithium-ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, robotics, battery energy storage systems, and other applications. It manufactures and sells residential and commercial ESS systems, li-ion, li metal battery cells and battery materials, such as electrolytes for automotive original equipment manufacturers and others. The company operates in the United States and the Asia Pacific regions. SES AI Corporation was founded in 2012 and is headquartered in Woburn, Massachusetts.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
Super investor ownership
5 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Two Sigma, TWO SIGMA INVESTMENTS, LP$5.48M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$1.61M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$598.5K · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$213.5K · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$19.1K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
SES peers
The largest companies in the same industry (Auto Parts), then in the same sector.
- SMTOY Sumitomo Electric Industries, Ltd.
- AUR Aurora Innovation, Inc.
- ALV Autoliv, Inc.
- MBLY Mobileye Global Inc.
- LEA Lear Corporation
- LKQ LKQ Corporation
- GTX Garrett Motion Inc.
- DAN Dana Incorporated
Every consumer company we cover is on the Consumer hub.
Common questions
Is SES AI Corporation (SES) undervalued?
Against our fair value estimate of $0.55, SES at $0.60 is 8% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own SES?
5 of the institutions we track reported a position in SES in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
Where does SteadyShares get its SES data?
Fundamentals for SES come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 01:20 UTC and is delayed. Our data quality score for this company is 83/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for SES, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.