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SES AI Corporation (NYSE: SES) is a developer and manufacturer of high-energy-density Li-Metal and Li-ion batteries enhanced by artificial intelligence. Founded in 2012 and headquartered in Woburn, Massachusetts, SES AI applies AI across its research, materials sourcing, cell engineering, and safety monitoring to support energy transition efforts in transportation, storage, robotics, drones, and urban air mobility.
Corporate Structure
Headquartered just outside Boston, SES AI employs between 201 and 500 people across multiple countries. Its global operations include:
- A 300,000 sq ft pilot-scale “Shanghai Giga” facility, completed in 2023, capable of producing Li-Metal batteries and critical materials.
- A manufacturing site in Chungju, South Korea, focused on large-format 50 Ah and 100 Ah cells.
- R&D operations in Woburn (including its Molecular Universe AI-for-Science lab), Singapore, and Seoul.
AI Batteries by Jakob Owens
Recent Developments and News
- On October 3, 2025, SES AI’s stock closed at $2.0399, reflecting a 16.57% increase on a volume of 11,083,958 shares, coinciding with the release of an 8-K current report (item 5.07) filed the same day.
- On September 9, 2025, the company filed its definitive proxy statement (DEF 14A) and Annual Report to Security Holders (ARS) with the SEC, addressing governance matters and year-end performance metrics.
- SES AI plans to exhibit at RE+ 2025 (October 15–17, 2025), where it is expected to showcase its AI-driven battery management platform and new hardware integrations for energy storage systems.
- Recent updates on LinkedIn indicate the acquisition of UZ Energy, a global energy storage systems provider, which aims to enhance offerings in AI data-center power and robotics.
Financial and Strategic Analysis
SES AI’s latest publicly reported metrics illustrate its ongoing investment in research and development:
| Metric | Value |
|---|---|
| Share Price (Oct 3, 2025) | $2.04 (+16.57%) |
| 52-Week Range | $0.20 – $2.53 |
| Market Capitalization | $744.1 million |
| Volume (10-Day Average) | 17.19 million shares |
| Revenue (TTM) | $11.36 million |
| Net Margin (TTM) | –878.64% |
| EPS (TTM) | –$0.31 |
| P/E (TTM) | 6.67 |
| Forward P/E (NTM) | 15.69 |
| Gross Margin (TTM) | 74.34% |
| Beta | 0.51 |
SES AI focuses on two prominent AI initiatives:
- Avatar for manufacturing defect detection and battery health forecasting.
- Molecular Universe for accelerated materials discovery and optimized electrolyte formulations.
The use of AI-discovered electrolyte chemistries contributes to its competitive positioning and supports product development for electric vehicles, drones, robotics, and urban air mobility applications.
Market Position and Industry Context
Operating at the intersection of AI and advanced battery technologies, SES AI faces competition from established battery manufacturers and emerging materials companies that utilize AI. Its implementation of AI in designing and monitoring electrolyte systems is intended to address demand in renewable energy storage and electrified transport. Facilities in the U.S., China, and South Korea provide a regional production and development platform, while collaborations in aerospace and data-center markets broaden its application scope.
tl;dr
SES AI’s stock increased by 16.57% on October 3, 2025, following an 8-K SEC filing and with attention on its RE+ 2025 exhibition scheduled for October 15–17. The company is expanding its global production footprint via its facility in Chungju, South Korea, and integrating the UZ Energy acquisition to enhance energy storage system offerings for AI data centers. Financial results indicate significant reinvestment in R&D, evidenced by a negative EPS and net margin, while the high gross margin and forward P/E of 15.69 suggest areas targeting growth in battery management and materials discovery.
