Sharemaestro company-news research for SES AI Corp (SES), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.

NYSE United States Measured evidence

Company news sentiment

SES news sentiment

SES AI Corp

Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.

Weighted tone42Neutral is 50
Cautious news tone 53/100 evidence confidence 100% direct company focus 2 current stories across 1 publishers
Latest weekly closeUSD 0.56week of 7 Aug 2026
Dominant catalystEarnings75/100 classification confidence
News data statusHealthy0 duplicate stories removed

Current company news

Bad news being absorbed

Cautious news tone is drawn from 2 fresh independent stories, including 2 company-specific items across 1 publishers.

Latest source headline SES AI reaffirms 2026 revenue guidance of $30M-$35M as it targets 1M NDAA-compliant cells per year starting Q4 seekingalpha.com · 12 Aug 2026 02:30

What supports the read

Direct evidence

2 current stories are mapped specifically to SES.

Narrative agreement

Cross-story agreement is 93/100, indicating a comparatively coherent tape.

Price response

Cautious headlines are being absorbed by price, which can signal underlying demand.

What tempers the read

Source breadth

Only 1 publisher currently contribute to the measured read.

42/100
Weighted toneCautious news tone
53/100
Evidence confidencebuilding confidence
100%/100
Company focus2 direct stories
93/100
Evidence agreement7/100 dispersion

News history

Tone and story flow over 21 days

Daily weighted evidence
11 Aug: 1 stories12 Aug: 1 stories 11 Aug: tone 41, 1 stories12 Aug: tone 27, 1 stories 95505
24 Jul03 Aug13 Aug
Weighted toneStory volumeNeutral 50

Evidence confidence

What supports the score

Measured separately from tone

Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.

Sample depth23
1.85 effective stories
Source breadth20
1 independent publishers
Direct relevance100
company-specific evidence share
Freshness83
recency-weighted evidence
Agreement93
cross-story consistency
Source independence0
lower publisher concentration

Price context

Sentiment against the 26-week price path

Bad news being absorbed

Cautious headlines are being absorbed by price, which can signal underlying demand.

13 Feb 2026: close 1.7, indexed 100.020 Feb 2026: close 1.65, indexed 97.127 Feb 2026: close 1.64, indexed 96.506 Mar 2026: close 1.13, indexed 66.513 Mar 2026: close 1.22, indexed 71.820 Mar 2026: close 1.05, indexed 61.827 Mar 2026: close 0.99, indexed 58.103 Apr 2026: close 1.0, indexed 58.510 Apr 2026: close 1.0, indexed 58.817 Apr 2026: close 1.21, indexed 71.224 Apr 2026: close 1.16, indexed 68.201 May 2026: close 1.05, indexed 61.808 May 2026: close 0.93, indexed 54.715 May 2026: close 1.13, indexed 66.522 May 2026: close 1.22, indexed 71.829 May 2026: close 1.31, indexed 77.105 Jun 2026: close 1.18, indexed 69.412 Jun 2026: close 1.07, indexed 62.919 Jun 2026: close 1.11, indexed 65.326 Jun 2026: close 0.9, indexed 52.903 Jul 2026: close 0.88, indexed 52.110 Jul 2026: close 0.77, indexed 45.317 Jul 2026: close 0.64, indexed 37.524 Jul 2026: close 0.5, indexed 29.631 Jul 2026: close 0.55, indexed 32.407 Aug 2026: close 0.56, indexed 33.1 20 Jun 2026: sentiment 2721 Jun 2026: sentiment 2821 Jun 2026: sentiment 2821 Jun 2026: sentiment 2822 Jun 2026: sentiment 3022 Jun 2026: sentiment 2922 Jun 2026: sentiment 2922 Jun 2026: sentiment 3122 Jun 2026: sentiment 3022 Jun 2026: sentiment 4322 Jun 2026: sentiment 3023 Jun 2026: sentiment 3123 Jun 2026: sentiment 3124 Jun 2026: sentiment 3024 Jun 2026: sentiment 3125 Jun 2026: sentiment 3125 Jun 2026: sentiment 3125 Jun 2026: sentiment 2925 Jun 2026: sentiment 2926 Jun 2026: sentiment 2827 Jun 2026: sentiment 3127 Jun 2026: sentiment 2928 Jun 2026: sentiment 2828 Jun 2026: sentiment 2929 Jun 2026: sentiment 3402 Jul 2026: sentiment 3003 Jul 2026: sentiment 2903 Jul 2026: sentiment 2903 Jul 2026: sentiment 2906 Jul 2026: sentiment 2812 Jul 2026: sentiment 2912 Jul 2026: sentiment 3013 Jul 2026: sentiment 3018 Jul 2026: sentiment 3019 Jul 2026: sentiment 2920 Jul 2026: sentiment 3321 Jul 2026: sentiment 3521 Jul 2026: sentiment 3524 Jul 2026: sentiment 3524 Jul 2026: sentiment 3526 Jul 2026: sentiment 3428 Jul 2026: sentiment 3531 Jul 2026: sentiment 3602 Aug 2026: sentiment 3502 Aug 2026: sentiment 3502 Aug 2026: sentiment 3502 Aug 2026: sentiment 3505 Aug 2026: sentiment 3706 Aug 2026: sentiment 3806 Aug 2026: sentiment 3812 Aug 2026: sentiment 46
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
26-week price-66.9%latest close 0.56
Sentiment change+19available snapshot window
One-week response+2.1%Price confirming higher
Fair-value position-58.1%Below fair value
Caution agrees with inactive trend

News subjects

What is shaping the score

Earnings
Earnings322 stories · 100%

Source mix

Where the evidence comes from

0/100 independence
seekingalpha.com322 stories · 100%

Recurring subjects

Subjects appearing most often

Current evidence
Earnings2Revenue Guidance1Ratings1M A1Earnings News1Capacity Expansion1Batteries1

Earlier readings

How the score has changed

50 is the neutral baseline
ConstructiveBalanced or withheldCautious

Source headlines

The news behind the score

Showing 1-2 of 2

Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.

#127Tone
seekingalpha.comDirect company coverage

SES AI reaffirms 2026 revenue guidance of $30M-$35M as it targets 1M NDAA-compliant cells per year starting Q4

Earnings Call Insights: SES AI Corporation (SES) Q2 2026 MANAGEMENT VIEW * “In Q2, we began seeing significant commercial milestones,” and “our Q2 revenue grew by more than 40% compared to Q2 last year,” while “our gross margin improved from 18% to more than 22%,” and the company said it is “reaffirming our 2026 revenue guideline of $30 to $35 million” (Founder, Chairman & CEO Qichao Hu). * “For ESS, this is our largest revenue generating unit,” and the company said it was “selected by Sol-Ark as a certified battery partner,” while also stating, “we brought on Paul Diemer, ex-CTO of Flex Power

BatteriesCapacity ExpansionEarningsM ARatingsRevenue Guidance
Published
12 Aug 2026 02:30
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
1 consolidated
#241Tone
seekingalpha.comDirect company coverage

Here are the major earnings before the open Wednesday

Major earnings expected before the bell on Wednesday include: * Nebius Group N.V. (NBIS [https://seekingalpha.com/symbol/NBIS]) * Tencent Holdings Limited (TCEHY [https://seekingalpha.com/symbol/TCEHY]) * Brinker International (EAT [https://seekingalpha.com/symbol/EAT]) * Amcor plc (AMCR [https://seekingalpha.com/symbol/AMCR]) * Jumia Technologies AG (JMIA [https://seekingalpha.com/symbol/JMIA]) Other earnings slated for release before Wednesday's open include: * ACDVF [https://seekingalpha.com/symbol/ACDVF], ALLT [https://seekingalpha.com/symbol/ALLT], ALT [https://seekingalpha.com/symbol/ALT

EarningsEarnings News
Published
11 Aug 2026 22:00
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
1 consolidated

How the page works

How to read the score

Tone is directional

It describes the weighted balance of qualifying headlines. A score of 50 can mean a balanced tape or that direction has been withheld for insufficient evidence; the status label distinguishes them.

Confidence is separate

Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.

Price is confirmation

Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.

Classification, not prediction

The page describes completed evidence available at the stated time. It is research context, not a forecast, recommendation, target or execution instruction.

Evidence context