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.

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