SES AI Corp(SES)Stock Analysis
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Rank #2,476 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in SES
Events flagged as statistical outliers against SES's own multi-year baseline — not fixed dollar thresholds.
SES Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for SES AI Corp (SES), a Technology sector company. 13F Pro's AI-powered ranking engine scores SES at 30.9/100 on a 32-signal composite quality model, placing it at rank #2,476 of 2,962 stocks — the bottom half of the AI-ranked universe. SES scores in the top quartile across institutional flow (96.9), revenue growth (88.9). Areas of concern include revenue scale (3.8) and free cash flow (3.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 4.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), SES AI Corp reports quarterly revenue of $5.1M, net income of $-17.9M, free cash flow of $-14.5M. Top institutional holders of SES by reported 13-F value include BlackRock, Artemis Investment Management LLP, Invesco Ltd., based on the most recent SEC filings. SES trades on the NYSE exchange and files with the SEC under CIK 1819142. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SES daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SES AI Corp directly from SEC EDGAR. SES AI Corp's 13F Pro composite quality score has ranged between 10 and 41 since 2025, currently 30.9 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.
Revenue
Q2 2026
$5.1M
Net Income
Q2 2026
$-17.9M
Free Cash Flow
Q2 2026
$-14.5M
ROIC
Q2 2026
-40.9%
D/E Ratio
Q2 2026
0.00
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+929.4% YoYNet Income
+27.1% YoYOperating Income
+24.4% YoYEPS (Diluted)
+29.0% YoYTotal Assets
-17.3% YoYTotal Debt
Op. Cash Flow
+11.7% YoYFree Cash Flow
+21.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $21.0M +929.4% | $2.0M | — | — | — | — |
| Net Income | $-73.0M +27.1% | $-100.2M -87.6% | $-53.4M -4.7% | $-51.0M -63.2% | $-31.3M -125.0% | $-13.9M |
| Operating Income | $-82.6M +24.4% | $-109.2M -39.8% | $-78.2M +1.8% | $-79.6M -148.6% | $-32.0M -130.2% | $-13.9M |
| EPS (Diluted) | $-0.22 +29.0% | $-0.31 -82.4% | $-0.17 +5.6% | $-0.18 +64.7% | $-0.51 -121.7% | $-0.23 |
| Total Assets | $272.6M -17.3% | $329.8M -18.9% | $406.8M -7.6% | $440.4M +127.8% | $193.4M +33567.0% | $574.3K |
| Total Debt | $830.0K | — | — | — | — | — |
| Operating Cash Flow | $-58.4M +11.7% | $-66.1M -17.1% | $-56.4M -21.3% | $-46.5M -55.0% | $-30.0M -172.4% | $-11.0M |
| Free Cash Flow | $-61.2M +21.8% | $-78.3M -8.5% | $-72.2M -18.0% | $-61.2M -57.0% | $-38.9M -224.8% | $-12.0M |
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Top Institutional Holders of SES
BlackRock, Inc.
$18.2M18,946,396 shArtemis Investment Management LLP
$13.7M133,282 shInvesco Ltd.
$9.9M10,265,727 shSTATE STREET CORP
$9.2M9,621,184 shVANGUARD CAPITAL MANAGEMENT LLC
$9.2M9,585,985 shGEODE CAPITAL MANAGEMENT, LLC
$6.4M6,619,239 shTWO SIGMA INVESTMENTS, LP
$5.5M5,711,123 shTemasek Holdings (Private) Ltd
$3.0M3,160,712 shGeneral Motors Holdings LLC
$2.8M2,921,950 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$2.1M2,147,594 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $18.2M | 18,946,396 |
| Artemis Investment Management LLP | $13.7M | 133,282 |
| Invesco Ltd. | $9.9M | 10,265,727 |
| STATE STREET CORP | $9.2M | 9,621,184 |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.2M | 9,585,985 |
| GEODE CAPITAL MANAGEMENT, LLC | $6.4M | 6,619,239 |
| TWO SIGMA INVESTMENTS, LP | $5.5M | 5,711,123 |
| Temasek Holdings (Private) Ltd | $3.0M | 3,160,712 |
| General Motors Holdings LLC | $2.8M | 2,921,950 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.1M | 2,147,594 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is SES a good stock to buy?
13F Pro's AI-powered analysis of SES AI Corp (SES) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SES are available on the SES stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SES is classified as a small company.
Which hedge funds own SES?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SES. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SES AI Corp's investment landscape.