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SES AI Corp Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Hu Qichao, was filed 15 Jun 2022.
SES AI Corp: what insiders have been doing
SES AI Corp, classified in the Retail & Commerce sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). Between 21 October 2025 and 21 October 2026, 8 insiders published 24 filings.
There is no open-market purchase to report; the filings show 1 sale worth €26k by 1 insider. Pilkington Kyle filed the largest sale, €26k, on 11 March 2026.
Across the 5,454 companies tracked on its exchange, the median is 22 filings; at 24 filings, this issuer sits above that mark. Since 2021, the database holds 4 purchases and 59 sales by insiders of the company. The 10-K for the year ended 31 December 2025 shows 21.0 m USD of revenue and -73.0 m USD of net income.
The median gap between a trade and its publication by SEC (Form 4) is 2 days. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
190
Thresholds
n/a
Buy Volume
€2M
4 ops. · all time
Sell Volume
€9M
59 ops. · all time
Who traded when
BuySaleSK Inc.9 sales
Kyle Pilkington2 sales
General Motors Holdings LLC1 sale
Hong Gan1 sale
Jing Nealis1 sale
Kang Xu1 sale
+2 other insiders
Since the insiders bought
- -52.5%Entry US$4.00 · Close at T+365 US$1.90
- -52.6%Entry US$9.87 · Close at T+365 US$4.68
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 22,591 of 26,279 companies
25.8
score / 100
Value9
Quality43
FCF yld-23%
Earn yld-27%
EV/EBITDA·
ROE-31%
Gross mgn54%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$0.72
Analyst consensus
2 analysts2.00/5
US$1.10Target US$2.55(+256%)US$4.00
Income statement
RevenueUS$21M
Gross profitUS$11.3M54% margin
EBITDA-US$72.3M-344% margin
Net income-US$73M-289.6% margin
Valuation
PER (forward)-5.0x
P/Book1.4x
Beta0.99
Balance sheet & cash
Market capUS$265.9M
Total debtUS$8.9M
Free Cash Flow-US$61.2M
Debt / Equity4%
Profitability & ownership
ROE-31.2%
ROA-17.4%
% insiders15.9%
% institutions37.1%
Last declaration on 7 October 2026
Declarations190 total
320,000 shares0Class A Common StockSEC:0002150165-26-000004:0
156,500 shares@ US$1.152322.5% of flowClass A CommonSEC144:0001950047-26-006087
200,000 shares@ US$1.33710.14% mcap33.4% of flowClass A CommonSEC144:0001950047-26-005631
250,000 shares@ US$1.41450.18% mcap44.1% of flowClass A CommonSEC144:0001950047-26-005484
36,145 shares@ US$1.100.020% mcap1.7% of flowClass A Common StockSEC:0001907020-26-000006:0
25,185 shares@ US$1.100.014% mcap7.5% of flowClass A Common StockSEC:0001937313-26-000008:0
163,968 shares@ US$0.98737.2% of flowClass A Common StockSEC:0001907020-26-000004:0
60,452 shares@ US$0.987316.6% of flowClass A Common StockSEC:0001937313-26-000006:0
25,000 shares@ US$1.208.4% of flowClass A Common StockSEC:0001937313-26-000004:0
110,231 shares@ US$1.999.5% of flowClass A Common StockSEC:0001907020-26-000002:0
56,074 shares@ US$1.9930.3% of flowClass A Common StockSEC:0001937313-26-000002:0
296,296 shares0Class A Common StockSEC:0001415889-25-024113:0
25 of 190 declarations
About SES AI Corp
SES AI Corp is a U.S.-based technology company listed in the United States on the NYSE under the ticker SES. For international investors, it is best understood as an advanced battery and materials platform with a strong R&D profile, positioned at the intersection of electrochemistry, energy storage, and artificial intelligence. The company’s roots go back to SolidEnergy Systems, founded in 2012, later reorganized into SES LLC in 2018, before evolving into the current SES AI Corp structure.
SES AI’s core business is the development and manufacturing of high-performance rechargeable batteries, especially lithium-metal and lithium-ion technologies enhanced by AI. Management emphasizes a broad workflow that spans material discovery, cell design, engineering, manufacturing, and battery health and safety monitoring. The company targets multiple end markets, including electric vehicles, drones, robotics, urban air mobility, and energy storage systems. This multi-market exposure is strategically important because it reduces dependence on a single customer vertical, although EVs remain the most visible historical use case.
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From a competitive standpoint, SES AI aims to differentiate itself through a combination of intellectual property, industrial know-how, and AI-enabled software tools, including its Molecular Universe platform. That platform is being positioned as a key engine for materials discovery and optimization. In practical terms, SES AI is competing in a demanding sector where scaling, reliability, cost, and manufacturability matter as much as technical performance. The company therefore still looks like an emerging growth story rather than a mature industrial battery manufacturer. It continues to report losses, reflecting heavy investment in research, development, and commercialization.
Geographically, SES AI is headquartered in the United States and also maintains a meaningful international footprint, including operations in Shanghai, China. That global setup reflects the company’s supply-chain, manufacturing, and customer-development needs. Public disclosures indicate that a substantial portion of revenue has come from outside the United States, which is relevant for investors assessing geographic exposure and execution risk.
Recent developments have centered on SES AI’s shift toward an AI-first battery platform and broader commercialization of its software and energy-storage capabilities. In 2025 and 2026, the company highlighted upgrades to its MU platform, work tied to drone batteries and ESS, and the integration of UZ Energy after announcing its acquisition in 2025. SES AI also released its fourth-quarter 2025 and first-quarter 2026 business updates, reinforcing its strategy of linking AI, molecular design, and battery commercialization. For investors following SEC Form 4 insider transactions, the stock remains one to watch as the company transitions from technology development toward broader operational execution.
