SES AI Corporation (SES) Stock Falls on Q4 2025 Earnings

SES AI Corporation (SES) Q4 2025 results highlighted a strong revenue jump but continued losses.

Revenue: $4.56 million (up 123.63% year-over-year) vs. estimate $6.71 million.

Cost of sales: $4.05 million (up 438.3% year-over-year).

Gross profit: $514 thousand (down 60.09% year-over-year).

Operating profit (loss): -$17.69 million (down 39.3% year-over-year).

Net income attributable to common shareholders: -$17.04 million (down 50.68% year-over-year).

Diluted earnings per share: -$0.05 (consensus estimate -$0.0505).

Cash from operating activities: -$10.41 million (down 15.34% year-over-year).

Purchases of property, plant and equipment: -$712 thousand (up 205.58% year-over-year).

Cash and cash equivalents: $29.54 million (down 77.06% year-over-year).

Total liabilities: $57.89 million (up 12.46% year-over-year).

Share reaction: the stock was down 8.93% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

SES AI Corporation Insider Trading Activity

SES AI Corporation insiders have traded $SES stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $SES stock by insiders over the last 6 months:

HONG GAN (CHIEF SCIENCE OFFICER) has made 0 purchases and 4 sales selling 500,000 shares for an estimated $1,107,820.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

SES AI Corporation Hedge Fund Activity

We have seen 77 institutional investors add shares of SES AI Corporation stock to their portfolio, and 68 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

TEMASEK HOLDINGS (PRIVATE) LTD removed 9,515,045 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $17,127,081
INVESCO LTD. added 5,788,018 shares (+563.9%) to their portfolio in Q4 2025, for an estimated $10,418,432
TWO SIGMA INVESTMENTS, LP added 3,346,703 shares (+177.0%) to their portfolio in Q4 2025, for an estimated $6,024,065
UBS GROUP AG added 2,872,967 shares (+872.2%) to their portfolio in Q4 2025, for an estimated $5,171,340
RENAISSANCE TECHNOLOGIES LLC added 2,846,642 shares (+3649.5%) to their portfolio in Q4 2025, for an estimated $5,123,955
TWO SIGMA ADVISERS, LP added 2,768,400 shares (+720.4%) to their portfolio in Q4 2025, for an estimated $4,983,120
GOLDMAN SACHS GROUP INC added 2,738,489 shares (+2434.9%) to their portfolio in Q4 2025, for an estimated $4,929,280

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

SES AI Corporation Price Targets

Multiple analysts have issued price targets for $SES recently. We have seen 2 analysts offer price targets for $SES in the last 6 months, with a median target of $12.5.

Here are some recent targets:

Konark Gupta from Scotiabank set a target price of $21.0 on 02/23/2026
Derek Soderberg from Cantor Fitzgerald set a target price of $4.0 on 11/06/2025