SES AI Reaffirms 2026 Revenue Outlook After Q3 Sales Miss

SES AI Corporation (SES) reiterated its 2026 revenue outlook of $30 million to $35 million after third-quarter sales fell short of estimates, while its non-GAAP loss per share came in better than expected.

Revenue totaled $6.6 million, down 7% from a year earlier and $100,000 below estimates. The non-GAAP loss was 3 cents per share, 1 cent better than expected. The outlook range compares with a consensus estimate of $31.84 million. SES AI maintained approximately $137 million in liquidity and had no debt.