Stonegate Initiates Coverage on SES AI Corp. (NYSE: SES)

<p class='reportable-dateline'><strong>DALLAS, TX -- JUNE 2, 2026</strong></p><p class='reportable-excerpt'>DALLAS, TX -- June 2, 2026 -- SES AI Corp. (NYSE: SES): Stonegate Capital Partners Initiates Coverage on SES AI Corp. (NYSE: SES). SES’ 1Q26 update further shifts the story from EV battery development toward a commercialization model led by ESS, with drone cells, materials, and Molecular Universe adding clearer 2H26/2027 revenue paths. Revenue beat expectations, though Q1 benefited from ~$1.5M of 4Q25 revenue shifting into the period, so the better read is not run-rate extrapolation but improved mix, reaffirmed FY26 guidance, and better visibility into drone qualification, cost reductions, and AI-enabled product differentiation.</p><p>To view the full announcement, including downloadable images, bios, and more, <a href='https://stonegateinc.reportablenews.com/pr/stonegate-initiates-coverage-on-ses-ai-corp-nyse-ses' class='reportable-link'>click here</a>.</p><div class='reportable-key-takeaways'><h3>Key Takeaways:</h3><ul><li>SES is shifting from EV R&D toward commercialization, with ESS anchoring FY26 revenue and drone cells/materials adding clearer 2H26 and 2027 growth paths.</li><li>1Q26 revenue beat was helped by timing, but stronger gross margin, improved mix, and reaffirmed $30M–$35M guidance support execution credibility.</li><li>Drone cells are the key upside variable, with NDAA-compliant samples shipping, defense interest building, and qualification potentially converting into fuller 2027 deliveries.</li></ul></div><a href='https://stonegateinc.reportablenews.com/pr/stonegate-initiates-coverage-on-ses-ai-corp-nyse-ses'><img src='https://cdn.filestackcontent.com/J8n2dh3QxeW6S6Lg5g4W' class='reportable-featured-image' /><p align='center'><i>Click image above to view full announcement.</i></p></a><hr class='company-boilerplate-rule' style='border: 0; border-top: 1px solid rgba(0,0,0,0.1);'><p class='company-boilerplate'><p><strong>About Stonegate</strong></p><p>Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies.</p></p><div class='reportable-contacts'><h3>Contacts:</h3><p class='reportable-contact'>Stonegate Capital Partners<br>(214) 987-4121 <br><a href='mailto:info@stonegateinc.com'>info@stonegateinc.com</a></p></div><p>Source: <a href='https://stonegateinc.reportablenews.com/'>Stonegate, Inc.</a></p><p>Distributed by: <a href='https://reportablenews.com'>Reportable, Inc.</a></p>