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At close: Sep 17, 5:00 PM EST
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SES AI Corp
SESNYSE
SES AI Earnings & Forecasts
SES AI (SES) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
SES AI Guidance
SES AI (SES) last issued guidance on August 11, 2026 for fiscal year 2026. The company guided revenue in the range of $30M - $35M for the period.
Compared to prior guidance, SES AI maintained its revenue forecast from a prior range of $30M - $35M.
SES AI has issued 13 guidance updates between January 31, 2025 and August 11, 2026. During this period, the company raised its outlook 3 times and lowered it 3 times, providing investors with insight into management's evolving expectations.
Recent Earnings Results
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $-0.04 | $-0.03 | $-0.04 | $-0.03 |
| Actual | $-0.04 | $-0.03 | $-0.04 | $-0.06 |
| Surprise | 0.00% | 0.00% | 0.00% | -100.0% |
| Revenue | ||||
| Estimate | $5.5M | $3.7M | $7.0M | $4.7M |
| Actual | $5.1M | $6.7M | $4.6M | $7.1M |
| Surprise | -7.45% | +83.5% | -34.6% | +49.9% |
Analyst Estimates — Forward PeriodsSource: Wall Street consensus
| Metric | Q3 '26E | Q4 '26E | Q1 '27E | Q2 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $-0.04 | $-0.04 | $-0.05 | $-0.05 |
| Revenue | ||||
| Consensus | $7.2M | $13.1M | — | — |
