SES AI's 2026 Revenue Guidance Misses by 42%, Shares Plunge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 24 2026
0mins
Source: PRnewswire
- Revenue Guidance Cut: SES AI's 2026 revenue guidance of $30M-$35M represents a staggering 42% shortfall from Wall Street's expectation of $51.67M, leading to a 36.8% drop in share price, equating to a loss of $0.63 per share, indicating severe market disappointment in the company's future outlook.
- Allegations of Misleading Transactions: A class action lawsuit filed by investors claims SES AI made materially false or misleading statements regarding phantom partnerships and circular transactions, which inflated analyst revenue expectations based on unreliable foundations, directly impacting stock prices.
- Distorted Analyst Expectations: The lawsuit highlights that misleading company disclosures led analysts to build inflated revenue models, and the correction in March 2026 revealed the significant information asymmetry, resulting in substantial investor harm as the artificial revenue trajectory was dismantled.
- Legal Action and Investor Rights: Investors are encouraged to gather brokerage records to participate in the class action lawsuit, as there remains an opportunity for compensation despite the stock's decline, underscoring the importance of protecting investor rights amid market volatility.
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Analyst Views on SES
Wall Street analysts forecast SES stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.885
Low
4.00
Averages
4.00
High
4.00
Current: 0.885
Low
4.00
Averages
4.00
High
4.00
About SES
SES AI Corporation is a battery manufacturing company. The Company is a developer and manufacturer of high-performance, artificial intelligence (AI)-enhanced Lithium-Metal (Li-Metal) and Lithium-ion (Li-ion) rechargeable battery technologies for electric vehicles (EVs), Urban Air Mobility, drones, robotics, Battery Energy Storage Systems and other applications. It utilizes AI across the spectrum of its business, from research and development; materials sourcing; cell design; engineering and manufacturing; to battery health and safety monitoring. The Company's differentiated battery technology is designed to combine the high energy density of Li-Metal with the manufacturability of conventional Li-ion batteries. It produces large 50 Amp-hour (Ah) and 100Ah B-sample Li-Metal battery cells for EVs. Its AI programs fall under three major categories: AI for Science, AI for Manufacturing, and AI for Safety. The Company also specializes in premium energy storage systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Investigation into SES AI Corporation Directors' Fiduciary Duties
- Legal Investigation Initiated: Bernstein Liebhard LLP is investigating whether certain directors and officers of SES AI Corporation breached their fiduciary duties, focusing on shares purchased prior to January 29, 2025, which may impact investor rights.
- Investor Rights Protection: The firm is urging SES AI shareholders to discuss their legal rights and options, demonstrating a commitment to safeguarding investor interests and providing necessary legal guidance.
- Law Firm Background: Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for clients, representing large public and private pension funds in asset monitoring and litigation, showcasing its extensive experience in investor rights protection.
- Legal Advertising Statement: The advertisement emphasizes the firm's successful track record while reminding investors that past results do not guarantee similar outcomes in future matters, enhancing transparency in legal services offered to potential clients.
See More
Investigation into SES AI Corporation Shareholder Rights
- Shareholder Rights Investigation: Bernstein Liebhard LLP is investigating whether certain directors and officers of SES AI Corporation breached their fiduciary duties, specifically targeting shareholders who purchased shares prior to January 29, 2025.
- Legal Consultation Opportunity: Shareholders holding SES AI stock can discuss their legal rights and options by visiting the SES AI Corporation Shareholder Investigation website or contacting Investor Relations Manager Peter Allocco directly.
- Law Firm Background: Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for clients, representing individual investors and large public and private pension funds, showcasing its expertise in investor rights protection.
- Industry Recognition: The firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and has been listed in The Legal 500 for sixteen consecutive years, highlighting its influence and reputation in the legal field.
See More
SES AI Corporation Shareholder Class Action Notice
- Class Action Notice: The Gross Law Firm has issued a notice to shareholders of SES AI Corporation, encouraging those who purchased shares between January 29, 2025, and March 4, 2026, to contact the firm regarding potential lead plaintiff appointment for recovery.
- False Statements Allegations: The complaint alleges that SES AI made materially false statements about its business prospects, overstating expected results from deals with companies that had limited or no operations, which misled investors about the company's future.
- Financial Impact: SES AI faced significant logistics constraints in Q4 2025, which adversely affected its revenue guidance for 2026, raising doubts about its growth prospects and increasing investor concerns about the company's viability.
- Participation Requirements: Shareholders must register by June 26, 2026, to participate in the class action, and upon registration, they will receive status updates throughout the case lifecycle, ensuring their rights are protected.
See More
Investigation into SES AI Corporation Shareholder Rights
- Shareholder Rights Investigation: Bernstein Liebhard LLP is investigating whether certain directors and officers of SES AI Corporation breached their fiduciary duties, specifically targeting shareholders who purchased shares prior to January 29, 2025.
- Legal Consultation Opportunity: Shareholders holding SES AI stock can visit the SES AI Corporation Shareholder Investigation website or contact Investor Relations Manager Peter Allocco for detailed information regarding their legal rights and options.
- Law Firm Background: Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for clients, representing individual investors and large public and private pension funds, showcasing its strong capability in investor rights protection.
- Industry Recognition: The firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and has been listed in The Legal 500 for sixteen consecutive years, highlighting its influence and reputation in the legal field.
See More
Reminder of SES AI Securities Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased SES AI securities between January 29, 2025, and March 4, 2026, that June 26 is the deadline to apply as lead plaintiff, allowing potential compensation without any out-of-pocket costs.
- Lawsuit Background: The lawsuit alleges that SES AI made materially false and misleading statements during the class period, overstating business prospects and creating an illusion of revenue, which led to investor losses when the truth emerged.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has achieved the largest settlement against a Chinese company, ranked No. 1 by ISS Securities Class Action Services in 2017, showcasing its expertise and successful track record in this field.
- Investor Selection Advice: Investors are advised to carefully choose law firms with proven success in leadership roles, avoiding firms that merely act as intermediaries, to ensure effective legal representation in class actions.
See More
Faruqi & Faruqi Encourages SES AI Investors to Reach Out
- Lawsuit Initiation: Faruqi & Faruqi LLP is investigating potential claims against SES AI Corporation for alleged violations of federal securities laws between January 29, 2025, and March 4, 2026, resulting in investor losses.
- False Statement Allegations: The lawsuit claims that SES AI and its executives overstated business prospects through deals with companies with limited operations, creating an artificial appearance of revenue while failing to disclose logistics constraints affecting Q4 2025 revenues.
- Stock Price Impact: Following SES's disclosure of logistics issues on March 4, 2026, the stock price fell by $0.63, or 36.84%, closing at $1.08, causing significant losses for investors.
- Investor Action Recommendation: Faruqi & Faruqi advises investors who purchased SES AI stock during the specified period to contact the firm before the June 26, 2026 deadline to discuss their legal rights.
See More
Investigation into SES AI Corporation Directors' Fiduciary Duties
- Legal Investigation Initiated: Bernstein Liebhard LLP is investigating whether certain directors and officers of SES AI Corporation breached their fiduciary duties, focusing on shares purchased prior to January 29, 2025, which may impact investor rights.
- Investor Rights Protection: The firm is urging SES AI shareholders to discuss their legal rights and options, demonstrating a commitment to safeguarding investor interests and providing necessary legal guidance.
- Law Firm Background: Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for clients, representing large public and private pension funds in asset monitoring and litigation, showcasing its extensive experience in investor rights protection.
- Legal Advertising Statement: The advertisement emphasizes the firm's successful track record while reminding investors that past results do not guarantee similar outcomes in future matters, enhancing transparency in legal services offered to potential clients.
See More
Investigation into SES AI Corporation Shareholder Rights
- Shareholder Rights Investigation: Bernstein Liebhard LLP is investigating whether certain directors and officers of SES AI Corporation breached their fiduciary duties, specifically targeting shareholders who purchased shares prior to January 29, 2025.
- Legal Consultation Opportunity: Shareholders holding SES AI stock can discuss their legal rights and options by visiting the SES AI Corporation Shareholder Investigation website or contacting Investor Relations Manager Peter Allocco directly.
- Law Firm Background: Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for clients, representing individual investors and large public and private pension funds, showcasing its expertise in investor rights protection.
- Industry Recognition: The firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and has been listed in The Legal 500 for sixteen consecutive years, highlighting its influence and reputation in the legal field.
See More
SES AI Corporation Shareholder Class Action Notice
- Class Action Notice: The Gross Law Firm has issued a notice to shareholders of SES AI Corporation, encouraging those who purchased shares between January 29, 2025, and March 4, 2026, to contact the firm regarding potential lead plaintiff appointment for recovery.
- False Statements Allegations: The complaint alleges that SES AI made materially false statements about its business prospects, overstating expected results from deals with companies that had limited or no operations, which misled investors about the company's future.
- Financial Impact: SES AI faced significant logistics constraints in Q4 2025, which adversely affected its revenue guidance for 2026, raising doubts about its growth prospects and increasing investor concerns about the company's viability.
- Participation Requirements: Shareholders must register by June 26, 2026, to participate in the class action, and upon registration, they will receive status updates throughout the case lifecycle, ensuring their rights are protected.
See More
Investigation into SES AI Corporation Shareholder Rights
- Shareholder Rights Investigation: Bernstein Liebhard LLP is investigating whether certain directors and officers of SES AI Corporation breached their fiduciary duties, specifically targeting shareholders who purchased shares prior to January 29, 2025.
- Legal Consultation Opportunity: Shareholders holding SES AI stock can visit the SES AI Corporation Shareholder Investigation website or contact Investor Relations Manager Peter Allocco for detailed information regarding their legal rights and options.
- Law Firm Background: Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for clients, representing individual investors and large public and private pension funds, showcasing its strong capability in investor rights protection.
- Industry Recognition: The firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and has been listed in The Legal 500 for sixteen consecutive years, highlighting its influence and reputation in the legal field.
See More
Reminder of SES AI Securities Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased SES AI securities between January 29, 2025, and March 4, 2026, that June 26 is the deadline to apply as lead plaintiff, allowing potential compensation without any out-of-pocket costs.
- Lawsuit Background: The lawsuit alleges that SES AI made materially false and misleading statements during the class period, overstating business prospects and creating an illusion of revenue, which led to investor losses when the truth emerged.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has achieved the largest settlement against a Chinese company, ranked No. 1 by ISS Securities Class Action Services in 2017, showcasing its expertise and successful track record in this field.
- Investor Selection Advice: Investors are advised to carefully choose law firms with proven success in leadership roles, avoiding firms that merely act as intermediaries, to ensure effective legal representation in class actions.
See More
Faruqi & Faruqi Encourages SES AI Investors to Reach Out
- Lawsuit Initiation: Faruqi & Faruqi LLP is investigating potential claims against SES AI Corporation for alleged violations of federal securities laws between January 29, 2025, and March 4, 2026, resulting in investor losses.
- False Statement Allegations: The lawsuit claims that SES AI and its executives overstated business prospects through deals with companies with limited operations, creating an artificial appearance of revenue while failing to disclose logistics constraints affecting Q4 2025 revenues.
- Stock Price Impact: Following SES's disclosure of logistics issues on March 4, 2026, the stock price fell by $0.63, or 36.84%, closing at $1.08, causing significant losses for investors.
- Investor Action Recommendation: Faruqi & Faruqi advises investors who purchased SES AI stock during the specified period to contact the firm before the June 26, 2026 deadline to discuss their legal rights.
See More
