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SES AI Corporation (NYSE: SES) applies artificial intelligence to advance material discovery and optimize battery performance. The company’s AI-enhanced lithium-metal and lithium-ion batteries feature electrolyte materials identified through its Molecular Universe platform. SES AI targets applications in urban air mobility, electric vehicles, drones, robotics, and portable energy storage, with a mission to accelerate the energy transition through material discovery and battery management.
Corporate structure
SES AI is publicly traded on the New York Stock Exchange under the ticker SES, with an intraday market capitalization of approximately USD 1.165 billion as of October 9, 2025. The company’s SEC filings (CIK 0001819142) include an annual report to security holders (ARS) and a definitive proxy statement (DEF 14A), both filed on September 9, 2025, as well as a Form 8-K filed on October 3, 2025. While employee headcount is not disclosed in public filings, SES AI’s governance documents reflect a board-elected structure and executive compensation tied to performance metrics.
Battery technology by Mika Baumeister
Recent developments and news
On October 3, 2025, SES AI filed an 8-K report under item 5.07, indicating notable corporate developments; however, details require extraction from the full SEC filing. On September 9, 2025, the company released its annual report to security holders and a definitive proxy statement, outlining governance matters and shareholder proposals ahead of its annual meeting. LinkedIn announced that SES AI will host a live demonstration of its MU-1 release on October 20, 2025, showcasing enhanced material discovery capabilities, including literature research, molecule and formulation searches, and cell performance prediction.
On October 9, 2025, SES AI’s stock price increased by 15.76% to USD 3.1950, influenced by broader market interest in battery technology. Trading volume reached 5.57 million shares, while the 10-day average was approximately 9.64 million shares (Yahoo Finance).
Financial and strategic analysis
SES AI reported trailing-twelve-month revenue of USD 11.36 million and a net loss of USD 99.81 million, resulting in an EPS of ‑USD 0.31 (Yahoo Finance). Key metrics as of October 9, 2025, include:
| Metric | Value |
|---|---|
| Price/Sales (TTM) | 50.40 |
| Price/Book (MRQ) | 2.56 |
| Return on Equity (TTM) | ‑34.37 % |
| Total Cash (MRQ) | USD 228.88 million |
| Total Debt/Equity (MRQ) | 3.73 % |
SES AI’s strategic initiatives focus on three AI platforms:
- Avatar: AI for Manufacturing and AI for Safety, which aims to detect production defects and predict battery health.
- Molecular Universe: AI-driven mapping of small-molecule space to enhance the discovery of next-generation electrolytes.
- Core battery programs: Development of high-energy-density Li-Metal chemistries, which have applications in mainstream Li-ion cells.
These platforms align with partnerships across various sectors aimed at improving the performance of LiFePO4 and silicon-anode cells.
Market position and industry context
SES AI operates at the intersection of AI and advanced battery materials within the broader energy storage market, which is significant for electric mobility and grid applications. Its focus on lithium-metal chemistries addresses a market segment faced with safety and manufacturing challenges. By leveraging AI-discovered electrolytes in mainstream Li-ion cells, SES AI competes with established battery manufacturers and startups exploring solid-state and next-generation battery solutions. Industry drivers include the push for decarbonization, urban air mobility, and the electrification of transportation and robotics.
tl;dr
• On October 9, 2025, SES AI’s stock rose by 15.76% to USD 3.1950 on NYSE following its October 3 Form 8-K and ahead of a live MU-1 platform demonstration scheduled for October 20, 2025.
• The company reported a trailing-twelve-month net loss of USD 99.81 million on USD 11.36 million in revenue, maintaining USD 228.88 million in cash with a low leverage ratio of 3.73% debt/equity.
• Upcoming catalysts include the October 20 demonstration of AI-enhanced material discovery and the next earnings release on October 30, 2025.
