Why SES AI (SES) Is Becoming a Commercialization Story in Advanced Batteries

SES AI Corporation (NYSE:SES) is one of the best emerging technology stocks to invest in now.

The latest emerging-tech story came on April 23, 2026, when SES AI Corporation (NYSE:SES) reported first-quarter results showing early progress in its shift from long-cycle EV battery development toward near-term revenue from energy storage systems, drone batteries, and AI-enabled battery materials. Revenue reached $6.7 million, up 47% from $4.6 million in the fourth quarter of 2025, while gross margin improved to 18.1% from 11.3%. The company also reduced its GAAP net loss to $12.1 million from $17.0 million in the prior quarter and ended Q1 with about $178 million in liquidity.

The update gives SES a more concrete commercialization angle within advanced batteries. During the quarter, SES entered a $20 million multiyear distribution agreement with ATG EPower for energy storage systems and completed the conversion of its Chungju, South Korea, manufacturing line from EV pouch cells to drone-format pouch cells, with capacity ramping toward one million cells annually. SES also reaffirmed full-year 2026 revenue guidance of $30 million to $35 million.

SES AI Corporation (NYSE:SES) develops AI-enhanced lithium-metal and lithium-ion batteries, energy storage systems, drone batteries, and AI-driven battery-material discovery technology.

While we acknowledge the risk and potential of SES as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SES and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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