Stonegate Initiates Coverage on SES AI Corp. (SES) Ready to Announce with Confidence?
Dallas, Texas--(Newsfile Corp. - June 2, 2026) - SES AI Corp. (NYSE: SES): Stonegate Capital Partners Initiates Coverage on SES AI Corp. (NYSE: SES). SES' 1Q26 update further shifts the story from EV battery development toward a commercialization model led by ESS, with drone cells, materials, and Molecular Universe adding clearer 2H26/2027 revenue paths. Revenue beat expectations, though Q1 benefited from ~$1.5M of 4Q25 revenue shifting into the period, so the better read is not run-rate extrapolation but improved mix, reaffirmed FY26 guidance, and better visibility into drone qualification, cost reductions, and AI-enabled product differentiation.
To view the full announcement, including downloadable images, bios, and more, click here.
Key Takeaways:
SES is shifting from EV R&D toward commercialization, with ESS anchoring FY26 revenue and drone cells/materials adding clearer 2H26 and 2027 growth paths.
1Q26 revenue beat was helped by timing, but stronger gross margin, improved mix, and reaffirmed $30M-$35M guidance support execution credibility.
Drone cells are the key upside variable, with NDAA-compliant samples shipping, defense interest building, and qualification potentially converting into fuller 2027 deliveries.
Click image above to view full announcement.
About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies.
Contacts:
Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com
Source: Stonegate, Inc.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299818
Source: Stonegate, Inc.
Analyst, journalist, or company stakeholder? Sign up to receive news releases by email for Stonegate, Inc. or all companies in the Investment Banking industry.
Stonegate Initiates Coverage on SES AI Corp. (SES)
2026-06-02 9:46 AM EDT
Stonegate Initiates Coverage on Postal Realty Trust Inc. (PSTL)
2026-06-01 12:30 PM EDT
Stonegate Initiates Coverage on Creative Media & Trust Corp. (CMCT)
2026-06-01 9:37 AM EDT
Apr 27, 2026
For global mining companies, disclosure does not happen in a single market or a single time zone. It is continuous, time-sensitive, and often coordinated across continents. Adyton Resources is a TSX Venture-listed exploration company operating in Papua New Guinea, with its team based in Australia. In this environment, disclosure is not just about generating information. It is about executing it with precise timing and coordination across time zones. “The ability to file 24/7 with immediate...
Investment Banking