SES AI Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
5.5%projected annual EPS growth
Analyst Coverage
2analysts covering
FY Revenue (est.)
$32.7Mnext fiscal year
FY EPS (est.)
-$0.16next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 11 Nov 2026 |
| Q4 2026 Earnings Release | 2 Mar 2027 |
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly6.7MTarget: 30000000 to 35000000
GAAP Gross Margin Quarterly1,810.0%
Annual Operating Expense Reduction AnnuallyTarget: 15% reduction
Chungju Plant Drone Cell Annual Production Capacity AnnuallyTarget: 500000 to 1000000 cells
Watch Items
- Federal Securities Class Action LawsuitTrigger: Lead plaintiff deadline on June 26, 2026, or subsequent court rulings on motion to dismissAction: Monitor legal disclosures, assess potential financial liabilities, and evaluate impact on corporate reputation.
- CFO Transition and Financial Controls IntegrationTrigger: Ray Liu's first full quarter of financial reporting and audit readiness evaluationsAction: Review subsequent 10-Q filings for any changes in internal controls over financial reporting or material weaknesses.
- Drone Cell Commercial Shipments and Revenue ScalingTrigger: Initial revenue recognition from drone pouch cells in Q2 2026 scaling through Q3 and Q4Action: Track quarterly segment or product-level revenue disclosures to verify commercial traction of the converted Chungju line.
Research as of 19 Jun 2026