{"ticker": {"uuid": "aebc12ca-7575-447f-80a9-8b2952050f10", "symbol": "SES", "name": "SES AI Corp", "exchange": "NYSE", "country": "US", "sector": "Consumer Cyclical", "industry": "Auto Parts"}, "articles": [{"title": "SES AI reaffirms 2026 revenue guidance of $30M-$35M as it targets 1M NDAA-compliant cells per year starting Q4", "summary": "Earnings Call Insights: SES AI Corporation (SES) Q2 2026 MANAGEMENT VIEW * \u201cIn Q2, we began seeing significant commercial milestones,\u201d and \u201cour Q2 revenue grew by more than 40% compared to Q2 last year,\u201d while \u201cour gross margin improved from 18% to more than 22%,\u201d and the company said it is \u201creaffirming our 2026 revenue guideline of $30 to $35 million\u201d (Founder, Chairman & CEO Qichao Hu). * \u201cFor ESS, this is our largest revenue generating unit,\u201d and the company said it was \u201cselected by Sol-Ark as a certified battery partner,\u201d while also stating, \u201cwe brought on Paul Diemer, ex-CTO of Flex Power", "url": "https://seekingalpha.com/news/4631197-ses-ai-reaffirms-2026-revenue-guidance-of-30m-35m-as-it-targets-1m-ndaa-compliant-cells-per?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T02:30:27+00:00", "published_display": "12 Aug 2026 02:30", "sentiment": "negative", "sentiment_pct": 27, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.366, "duplicate_count": 1, "topics": ["Batteries", "Capacity Expansion", "Earnings", "M A", "Ratings", "Revenue Guidance"]}, {"title": "Here are the major earnings before the open Wednesday", "summary": "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", "url": "https://seekingalpha.com/news/4630680-here-are-the-major-earnings-before-the-open-wednesday?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-11T22:00:22+00:00", "published_display": "11 Aug 2026 22:00", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.202, "duplicate_count": 1, "topics": ["Earnings", "Earnings News"]}], "by_tier": {"direct": [{"title": "SES AI reaffirms 2026 revenue guidance of $30M-$35M as it targets 1M NDAA-compliant cells per year starting Q4", "summary": "Earnings Call Insights: SES AI Corporation (SES) Q2 2026 MANAGEMENT VIEW * \u201cIn Q2, we began seeing significant commercial milestones,\u201d and \u201cour Q2 revenue grew by more than 40% compared to Q2 last year,\u201d while \u201cour gross margin improved from 18% to more than 22%,\u201d and the company said it is \u201creaffirming our 2026 revenue guideline of $30 to $35 million\u201d (Founder, Chairman & CEO Qichao Hu). * \u201cFor ESS, this is our largest revenue generating unit,\u201d and the company said it was \u201cselected by Sol-Ark as a certified battery partner,\u201d while also stating, \u201cwe brought on Paul Diemer, ex-CTO of Flex Power", "url": "https://seekingalpha.com/news/4631197-ses-ai-reaffirms-2026-revenue-guidance-of-30m-35m-as-it-targets-1m-ndaa-compliant-cells-per?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T02:30:27+00:00", "published_display": "12 Aug 2026 02:30", "sentiment": "negative", "sentiment_pct": 27, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.366, "duplicate_count": 1, "topics": ["Batteries", "Capacity Expansion", "Earnings", "M A", "Ratings", "Revenue Guidance"]}, {"title": "Here are the major earnings before the open Wednesday", "summary": "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", "url": "https://seekingalpha.com/news/4630680-here-are-the-major-earnings-before-the-open-wednesday?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-11T22:00:22+00:00", "published_display": "11 Aug 2026 22:00", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.202, "duplicate_count": 1, "topics": ["Earnings", "Earnings News"]}], "industry": [], "sector": []}, "total_fetched": 2, "total_unique": 2, "total_relevant": 2, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 2, "unique_stories": 2, "duplicates_removed": 0, "relevant_stories": 2, "current_evidence": 2, "direct_evidence": 2, "eodhd_articles": 2, "eodhd": {"configured": true, "status": "healthy", "calls_used": 180, "call_budget": 500, "budget_used_pct": 36.0, "requests_made": 36, "last_success_at": "2026-08-13T04:45:19.314394+00:00", "newest_seen_at": "2026-08-13T04:27:59+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3538, "unmapped_mentions": 1768}, "status": "healthy"}, "sentiment_summary": {"positive": 0, "negative": 2, "neutral": 0, "score": 42, "raw_score": 32, "total": 2, "evidence_count": 2, "effective_articles": 1.85, "direct_story_count": 2, "industry_story_count": 0, "sector_story_count": 0, "story_count": 2, "source_count": 1, "source_concentration": 1.0, "direct_share": 100, "dispersion": 7, "confidence": 53, "evidence_status": "measured", "score_version": "evidence-v4", "newest_article_at": "2026-08-12T02:30:27+00:00", "label": "Cautious news tone", "tone": "negative"}, "classifier": {"primary_event": "earnings", "primary_label": "Earnings", "confidence": 75, "events": [{"event": "earnings", "label": "Earnings", "weight": 1.2, "count": 2}], "positive_events": 0, "negative_events": 2, "pipeline": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 2, "unique_stories": 2, "duplicates_removed": 0, "relevant_stories": 2, "current_evidence": 2, "direct_evidence": 2, "eodhd_articles": 2, "eodhd": {"configured": true, "status": "healthy", "calls_used": 180, "call_budget": 500, "budget_used_pct": 36.0, "requests_made": 36, "last_success_at": "2026-08-13T04:45:19.314394+00:00", "newest_seen_at": "2026-08-13T04:27:59+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3538, "unmapped_mentions": 1768}, "status": "healthy"}}, "market_context": {"has_market_context": true, "latest_close": 0.56, "latest_week": "2026-08-07", "one_week_move": 2.1, "four_week_move": -27.0, "twelve_week_move": -50.3, "trend_signal": "0", "trend_label": "Trend inactive", "trend_tone": "negative", "market_dynamics": -0.463161, "market_dynamics_buy_signal": false, "relative_strength": -67.287524, "fair_value_gap": -58.1, "fair_value_label": "Below fair value", "fair_value_tone": "positive", "expectation_direction": "undecided", "expectation_probability": 48.2239, "reaction_label": "Price confirming higher", "reaction_tone": "positive", "market_sentence": "+2.1% over one week, -27.0% over four weeks, trend inactive, and below fair value."}, "interpretation": {"label": "Bad news being absorbed", "tone": "positive", "classification": "negative_absorbed", "summary": "Cautious headlines are being absorbed by price, which can signal underlying demand.", "confidence": 58, "badges": ["Caution agrees with inactive trend"], "opportunities": [], "risks": ["Negative tone is aligned with an inactive trend backdrop."], "event_label": "Earnings", "sentiment_word": "cautious"}, "charts": {"sources": [{"label": "seekingalpha.com", "count": 2}], "tiers": [{"label": "Direct company coverage", "count": 2}, {"label": "Industry context", "count": 0}, {"label": "Sector context", "count": 0}], "events": [{"label": "Earnings", "count": 2}]}, "insights": [{"label": "Weighted tone", "value": "42/100", "tone": "negative", "text": "Cautious news tone"}, {"label": "Evidence confidence", "value": "53/100", "tone": "neutral", "text": "1.85 effective stories after overlap and weighting."}, {"label": "Market reaction", "value": "Bad news being absorbed", "tone": "positive", "text": "Cautious headlines are being absorbed by price, which can signal underlying demand."}, {"label": "Primary event", "value": "Earnings", "tone": "negative", "text": "75/100 classification confidence."}, {"label": "Company focus", "value": "2", "tone": "neutral", "text": "100% of weighted evidence is company-specific."}, {"label": "Evidence agreement", "value": "7/100", "tone": "positive", "text": "lower dispersion means the independent stories agree more closely."}, {"label": "Trend context", "value": "Trend inactive", "tone": "negative", "text": "+2.1% over one week, -27.0% over four weeks, trend inactive, and below fair value."}, {"label": "Latest direct headline", "value": "Negative", "tone": "negative", "text": "SES AI reaffirms 2026 revenue guidance of $30M-$35M as it targets 1M NDAA-compliant cells per year starting Q4"}], "updated_at": "2026-08-13T04:46:38.627237+00:00", "detail_intelligence": {"headline": "Bad news being absorbed", "summary": "Cautious news tone is drawn from 2 fresh independent stories, including 2 company-specific items across 1 publishers.", "status": "measured", "metrics": 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"negative", "x": 912.2, "y": 176.9, "volume_height": 52.0, "volume_y": 214.0}, {"date": "2026-08-13", "label": "13 Aug", "count": 0, "score": null, "tone": "neutral", "x": 958.0, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}], "timeline_points": "866.4,151.4 912.2,176.9", "timeline_has_signal": true, "timeline_start": "24 Jul", "timeline_mid": "03 Aug", "timeline_end": "13 Aug", "momentum": {"label": "Establishing", "tone": "neutral", "recent_score": 32, "prior_score": null, "delta": null, "recent_count": 2, "prior_count": 0, "volume_delta": 2}, "freshness_buckets": [{"label": "Last 24 hours", "count": 0, "share": 0}, {"label": "1 to 3 days", "count": 2, "share": 100}, {"label": "4 to 7 days", "count": 0, "share": 0}, {"label": "8 to 30 days", "count": 0, "share": 0}], "source_profile": [{"label": "seekingalpha.com", "count": 2, "share": 100, "score": 32, "tone": "negative"}], "event_profile": [{"label": "Earnings", "count": 2, "share": 100, "score": 32, "tone": "negative"}], "topics": [{"label": "Earnings", "count": 2, "share": 100}, {"label": "Revenue Guidance", "count": 1, "share": 50}, {"label": "Ratings", "count": 1, "share": 50}, {"label": "M A", "count": 1, "share": 50}, {"label": "Earnings News", "count": 1, "share": 50}, {"label": "Capacity Expansion", "count": 1, "share": 50}, {"label": "Batteries", "count": 1, "share": 50}], "supporting": [{"label": "Direct evidence", "text": "2 current stories are mapped specifically to SES."}, {"label": "Narrative agreement", "text": "Cross-story agreement is 93/100, indicating a comparatively coherent tape."}, {"label": "Price response", "text": "Cautious headlines are being absorbed by price, which can signal underlying demand."}], "tempering": [{"label": "Source breadth", "text": "Only 1 publisher currently contribute to the measured read."}], "supporting_heading": "What supports the read", "tempering_heading": "What tempers the read", "latest_observation": {"title": "SES AI reaffirms 2026 revenue guidance of $30M-$35M as it targets 1M NDAA-compliant cells per year starting Q4", "summary": "Earnings Call Insights: SES AI Corporation (SES) Q2 2026 MANAGEMENT VIEW * \u201cIn Q2, we began seeing significant commercial milestones,\u201d and \u201cour Q2 revenue grew by more than 40% compared to Q2 last year,\u201d while \u201cour gross margin improved from 18% to more than 22%,\u201d and the company said it is \u201creaffirming our 2026 revenue guideline of $30 to $35 million\u201d (Founder, Chairman & CEO Qichao Hu). * \u201cFor ESS, this is our largest revenue generating unit,\u201d and the company said it was \u201cselected by Sol-Ark as a certified battery partner,\u201d while also stating, \u201cwe brought on Paul Diemer, ex-CTO of Flex Power", "url": "https://seekingalpha.com/news/4631197-ses-ai-reaffirms-2026-revenue-guidance-of-30m-35m-as-it-targets-1m-ndaa-compliant-cells-per?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": 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Not financial, investment, trading, tax, or legal advice."}