What is William Blair’s Forecast for SES AI Q1 Earnings?

SES AI Co. (NYSE:SES) – Stock analysts at William Blair issued their Q1 2026 EPS estimates for SES AI in a research report issued on Wednesday, February 26th. William Blair analyst J. Dorsheimer forecasts that the company will post earnings per share of ($0.05) for the quarter. 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 Q2 2026 earnings at ($0.05) EPS, Q3 2026 earnings at ($0.05) EPS and Q4 2026 earnings at ($0.04) EPS.

SES AI Stock Down 4.7 %

Shares of NYSE SES opened at $0.80 on Thursday. SES AI has a twelve month low of $0.20 and a twelve month high of $2.53. The company has a market cap of $288.11 million, a PE ratio of -3.47 and a beta of 0.29. The business’s 50 day moving average price is $1.19 and its two-hundred day moving average price is $0.84.

SES AI (NYSE:SES) last released its quarterly earnings data on Tuesday, February 25th. The company reported ($0.11) earnings per share for the quarter, missing the consensus estimate of ($0.07) by ($0.04). The firm had revenue of $2.04 million for the quarter.

Insiders Place Their Bets

In related news, CFO Jing Nealis sold 80,992 shares of the company’s stock in a transaction dated Monday, February 10th. The shares were sold at an average price of $1.17, for a total value of $94,760.64. Following the transaction, the chief financial officer now directly owns 1,841,637 shares in the company, valued at approximately $2,154,715.29. This represents a 4.21 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Kyle Pilkington sold 44,051 shares of SES AI stock in a transaction dated Monday, February 10th. The stock was sold at an average price of $1.17, for a total transaction of $51,539.67. Following the completion of the sale, the insider now owns 496,580 shares of the company’s stock, valued at $580,998.60. This trade represents a 8.15 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 547,471 shares of company stock valued at $610,541 over the last ninety days. 15.07% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. Brevan Howard Capital Management LP bought a new stake in shares of SES AI in the fourth quarter valued at approximately $25,000. CIBC Asset Management Inc acquired a new stake in SES AI during the fourth quarter worth about $25,000. Optas LLC bought a new position in SES AI in the 4th quarter valued at about $27,000. Cibc World Markets Corp acquired a new position in shares of SES AI in the 4th quarter valued at approximately $27,000. Finally, SBI Securities Co. Ltd. bought a new stake in shares of SES AI during the 4th quarter worth approximately $30,000. Institutional investors and hedge funds own 29.78% of the company’s stock.

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.