---
title: "SES AI Stock Plunges 30% After Weak 2026 Revenue Guidance"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/277959850.md"
description: "SES AI shares plummeted 30% after the company reported mixed Q4 results and issued a disappointing 2026 revenue forecast of $30-$35 million, significantly below analyst expectations of $51.67 million. Despite a narrower adjusted loss of 4 cents per share and a revenue increase to $4.6 million, concerns over commercialization pace for its products led to investor selloff. The stock, which peaked at $3.54 in late 2025, fell to $1.16, erasing previous gains."
datetime: "2026-03-05T15:09:22.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277959850.md)
  - [en](https://longbridge.com/en/news/277959850.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277959850.md)
generator: "portal-rs"
---

# SES AI Stock Plunges 30% After Weak 2026 Revenue Guidance

**SES AI Corp** (NYSE:SES) shares are trading sharply lower Thursday morning after the lithium-metal battery developer posted mixed fourth-quarter results and issued a 2026 sales outlook that trailed Wall Street expectations. Here’s what investors need to know.

-   SES AI shares are retreating from recent levels. Why is SES stock dropping?

## Q4 Results Show Earnings Beat, Revenue Miss

For the fourth quarter, SES AI reported an adjusted loss of 4 cents per share, beating analysts' forecast for a 5-cent loss and narrowing from an 11-cent loss a year earlier. Revenue jumped to about $4.6 million from $2.0 million but fell well short of the $6.64 million consensus estimate.

For full-year 2025, revenue climbed tenfold to $21.0 million from $2.0 million in 2024, while the company trimmed both its GAAP and non-GAAP net losses. SES ended the year with approximately $200 million in liquidity, which management said should fund operations into 2028.

## SES AI Revenue Guidance Misses Analyst Estimates

The main drag on sentiment was SES AI's 2026 revenue guidance. The company projected sales of $30 million to $35 million, well below the $51.67 million analysts were expecting, raising concerns about the pace of commercialization for its Energy Storage Systems, drone battery and materials businesses.

CEO **Qichao Hu** highlighted progress on SES's AI-driven "Molecular Universe" platform and reiterated a focus on a capex-light model, but investors appear to be largely focused on the softer outlook amid Thursday’s selloff.

## SES AI Stock Erases Dramatic Surge

Over the past year, SES AI stock has experienced a dramatic surge, climbing from a low of $0.40 to a peak of $3.54 in late 2025. 

However, the stock hasn't been able to hold on to those gains and has steadily declined into early 2026, dropping back below its 20-day, 50-day and 200-day simple moving averages.

## SES Shares Fall Sharply Thursday Morning

**SES Price Action:** SES shares were down 31.58% at $1.16 at the time of publication on Thursday, according to Benzinga Pro data.

*Image: Shutterstock*

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**