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Stock impact report

SES AI Q4 Earnings Call Highlights [Yahoo! Finance]

SES AI Corporation Class A (SES) 
US:NASDAQ Investor Relations: ir.synthesisenergy.com
Company Research Source: Yahoo! Finance
services for Honda and Hyundai and the UZ Energy acquisition; management said the ~ $13.6 million in OEM service revenue is not expected to recur in 2026. For 2026 the company guided revenue of $30–$35 million (˜43%–67% growth), with around of revenue expected from ESS and a consolidated gross margin target of about , while unit margins are projected at ~15% for ESS, 20% for drone cells and 10%–20% for materials. SES AI finished 2025 with approximately $200 million in liquidity, reduced operating expenses and narrowed adjusted EBITDA losses (Q4 adjusted EBITDA - $13.8 million , FY - $62.6 million ), and plans to remain a CapEx-light business with modest 2026 capital spending. Interested in SES AI Corporation? Here are five stocks we like better. 5 EV Battery and Lithium Stocks Charging the Future SES AI (NYSE:SES) reported sharply higher revenue in 2025, driven by the final contributions from electric-vehicle development services for Honda and Hyundai and by the initial reve Show less Read more
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