Stonegate Capital Partners initiates coverage on SES AI Corp

SES AI CORP

SES AI CORP

SES

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  • Stonegate Capital Partners initiated coverage on SES AI, flagging a shift from EV battery R&D toward commercialization.
  • Research note ties near-term revenue to energy storage systems, with drone cells, materials, and Molecular Universe seen as 2H26-2027 growth drivers.
  • Stonegate said 1Q26 revenue beat reflected timing, citing about $1.5 million shifted from 4Q25 into the quarter.
  • Gross margin improvement, better mix, reaffirmed FY26 guidance of $30 million-$35 million framed as execution support.
  • Drone cell qualification highlighted as key upside, with NDAA-compliant samples shipping and defense interest viewed as a potential lead-in to 2027 deliveries.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SES AI Corporation published the original content used to generate this news brief via Newsfile (Ref. ID: 202606020946NEWSFILECNPR____20260602_299818_1) on June 02, 2026, and is solely responsible for the information contained therein.

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