5 Fastest-Growing Battery Technology Stocks to Buy

4. SES AI Corporation (NYSE:SES)

SES AI Corporation (NYSE:SES) is one of the fastest-growing battery technology stocks to buy. On April 1, 2026, the company said first-quarter revenue was expected to be $6.3 million to $6.5 million and affirmed full-year 2026 guidance of $30 million to $35 million. Management said the quarter was driven mainly by ESS product revenue from UZ Energy, with added contributions from drones and subscription revenue. About $1.5 million of first-quarter revenue also came from orders that had been delayed from the fourth quarter of 2025 because of logistics constraints.

The more interesting part is the shape of the business. SES is no longer leaning on one battery story alone. In its early March results, the company said 2026 contributions were expected from three revenue-generating units: ESS, drones, and advanced materials. Founder and CEO Qichao Hu said SES spent 2025 building out those units while expanding its Molecular Universe AI4Science platform, which the company said had already produced six materials breakthroughs being tested by more than 40 customers across EVs, drones, ESS, and consumer electronics. Management also said the UZ Energy acquisition strengthened its ESS offering, while the Chungju facility in South Korea was being repositioned toward drone cells. That gives the growth story more qualitative support than a simple revenue spike.

SES AI Corporation (NYSE:SES) develops and manufactures AI-enhanced lithium-metal and lithium-ion batteries, while also selling energy storage systems and battery materials for EVs, drones, robotics, ESS, and related applications.