#SES

Lead report

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

SES (SES) Q2 2026 earnings call recap: revenue +40% YoY, margin gains, $30–$35M guide, Korea NDAA cell ramp & Sol-Ark ESS catalyst—read now.