SES AI Faces Lawsuit After 36.8% Stock Drop Amid Misleading Promises
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: PRnewswire
- Stock Price Collapse: SES AI's shares plummeted 36.8% to $1.08 on March 5, 2026, after the company disclosed a 2026 revenue guidance of only $30 million to $35 million, significantly below the $51.67 million expected by analysts, severely undermining investor confidence.
- False Promises Uncovered: A securities class action alleges that SES AI engaged in misleading partnerships with entities lacking operational substance, with no documented progress on the promised $45 million AISPEX pipeline, revealing significant operational failures within the company.
- Revenue Expectations Downgraded: The company's 2026 revenue guidance represents a 32% to 42% shortfall from analyst expectations, reflecting not only uncertainty in the market but also potential difficulties in future financing, impacting its long-term strategic development.
- Legal Liability Risks: The lawsuit claims SES AI failed to disclose known risks related to its business outlook to investors, and if the ruling is unfavorable, the company may face substantial damages, exacerbating its financial strain and crisis of market trust.
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Analyst Views on SES
Wall Street analysts forecast SES stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 1.380
Low
4.00
Averages
4.00
High
4.00
Current: 1.380
Low
4.00
Averages
4.00
High
4.00
About SES
SES AI Corporation is a battery manufacturing company. The Company is a developer and manufacturer of high-performance, artificial intelligence (AI)-enhanced Lithium-Metal (Li-Metal) and Lithium-ion (Li-ion) rechargeable battery technologies for electric vehicles (EVs), Urban Air Mobility, drones, robotics, Battery Energy Storage Systems and other applications. It utilizes AI across the spectrum of its business, from research and development; materials sourcing; cell design; engineering and manufacturing; to battery health and safety monitoring. The Company's differentiated battery technology is designed to combine the high energy density of Li-Metal with the manufacturability of conventional Li-ion batteries. It produces large 50 Amp-hour (Ah) and 100Ah B-sample Li-Metal battery cells for EVs. Its AI programs fall under three major categories: AI for Science, AI for Manufacturing, and AI for Safety. The Company also specializes in premium energy storage systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SES AI Corporation Faces Class Action Lawsuit
- Lawsuit Background: Bronstein, Gewirtz & Grossman LLC has filed a class action lawsuit against SES AI Corporation and certain officers, aiming to recover damages for investors who purchased SES AI securities between January 29, 2025, and March 4, 2026, indicating potential serious violations of federal securities laws.
- False Statements Allegations: The complaint alleges that SES AI materially overstated its business prospects by misrepresenting expected results from deals with companies that have limited or no operations, misleading investors about the company's future growth potential.
- Financial Impact: SES AI faced material logistics constraints in Q4 2025, leading to lower-than-expected revenues, which further calls into question its growth prospects for 2026, potentially eroding investor confidence and impacting stock prices.
- Investor Action Recommendation: Affected investors are encouraged to apply to be lead plaintiffs by June 26, 2026, to share in any potential recovery from the lawsuit, with the law firm offering services on a contingency fee basis, ensuring no upfront costs for investors.
See More
Reminder of SES AI Securities Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased SES AI securities between January 29, 2025, and March 4, 2026, that they must apply to be lead plaintiff by June 26, 2026, to participate in the class action and potentially receive compensation.
- Lawsuit Background: The lawsuit alleges that SES AI made materially false and misleading statements during the class period, overstating business prospects and creating an illusion of revenue, which led to investor losses when the truth emerged.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, being ranked first by ISS Securities Class Action Services in 2017, demonstrating its strong track record in this field.
- Investor Selection Advice: Investors are advised to carefully choose law firms with proven success in leadership roles, avoiding those that merely act as intermediaries, to ensure effective legal representation in the class action.
See More
Reminder of SES AI Securities Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased SES AI securities between January 29, 2025, and March 4, 2026, to apply as lead plaintiffs by June 26, 2026, to participate in the class action, as those who do not will not be represented.
- Potential Compensation Opportunity: Participants can receive compensation without any upfront costs through a contingency fee arrangement, indicating that the lawsuit provides a risk-free opportunity for investors to recover losses, thereby enhancing investor confidence.
- Lawsuit Background: The lawsuit alleges that SES AI made materially false and misleading statements during the class period, overstating its business prospects and failing to disclose the impact of logistics constraints on Q4 2025 revenues, resulting in investor losses.
- Law Firm's Advantage: Rosen Law Firm is renowned for its successful track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company, demonstrating its expertise and influence in the field.
See More
SES AI Corporation Securities Class Action Reminder
- Deadline for Lawsuit: ClaimsFiler reminds investors that the deadline to file lead plaintiff applications in the SES AI Corporation securities class action lawsuit is June 26, 2026, covering transactions from January 29, 2025, to March 4, 2026, necessitating timely submissions to protect investor rights.
- Overview of Legal Charges: SES and certain executives are accused of failing to disclose material information during the class period, violating federal securities laws, including exaggerating business outlooks and creating the appearance of revenue, which severely impacted investor decision-making.
- Financial Impact Analysis: SES AI faced significant logistics constraints in Q4 2025 that materially affected revenue, raising serious doubts about its growth prospects for 2026, which were later confirmed by weaker-than-expected revenue guidance, leading to investor concerns.
- Investor Support Services: ClaimsFiler offers a free shareholder information service to help investors stay informed about securities class action lawsuits and provides legal consultations, aiming to assist investors in recovering funds lost due to securities fraud.
See More
Class Action Lawsuit Filed Against SES AI Corporation
- Lawsuit Background: Bragar Eagel & Squire, P.C. has announced a class action lawsuit against SES AI Corporation on behalf of investors who purchased securities between January 29, 2025, and March 4, 2026, aimed at protecting shareholder rights.
- Allegation Details: The lawsuit alleges that SES AI overstated its business prospects and failed to disclose material risks associated with deals with companies that have limited operations, undermining investor confidence in the company's future growth.
- Financial Impact: SES AI faced logistics constraints in Q4 2025, leading to lower-than-expected revenue guidance for 2026, which raises further doubts about the company's growth prospects and could result in a decline in stock price.
- Investor Action: Investors must apply by June 26, 2026, to be appointed as lead plaintiffs in the lawsuit to protect their rights, with Bragar Eagel & Squire offering free consultations to encourage affected investors to reach out for more information.
See More
Reminder for SES AI Investors on Class Action Deadline
- Lawsuit Background: Glancy Prongay Wolke & Rotter LLP reminds investors that those who purchased SES AI Corporation (NYSE:SES) securities between January 29, 2025, and March 4, 2026, can file a lead plaintiff motion by June 26, 2026, due to undisclosed adverse facts leading to investor losses.
- Poor Financial Performance: SES AI's financial results released on March 4, 2026, revealed 2026 revenue guidance below market expectations, causing the stock price to plummet by 36.8% to $1.08 per share the following day, severely impacting investor confidence.
- False Statement Allegations: The lawsuit alleges that SES AI made materially false and misleading statements throughout the class period, failing to disclose overstated business prospects and logistics constraints, which significantly undermined investor trust in the company's future.
- Customer Loss Impact: A report from Wolfpack Research indicated that SES AI lost two major customers, Honda and Hyundai, and attempted to compensate for this revenue loss by acquiring UZ Energy, a Chinese energy storage provider, a strategy that has not effectively improved the company's financial situation.
See More
SES AI Corporation Faces Class Action Lawsuit
- Lawsuit Background: Bronstein, Gewirtz & Grossman LLC has filed a class action lawsuit against SES AI Corporation and certain officers, aiming to recover damages for investors who purchased SES AI securities between January 29, 2025, and March 4, 2026, indicating potential serious violations of federal securities laws.
- False Statements Allegations: The complaint alleges that SES AI materially overstated its business prospects by misrepresenting expected results from deals with companies that have limited or no operations, misleading investors about the company's future growth potential.
- Financial Impact: SES AI faced material logistics constraints in Q4 2025, leading to lower-than-expected revenues, which further calls into question its growth prospects for 2026, potentially eroding investor confidence and impacting stock prices.
- Investor Action Recommendation: Affected investors are encouraged to apply to be lead plaintiffs by June 26, 2026, to share in any potential recovery from the lawsuit, with the law firm offering services on a contingency fee basis, ensuring no upfront costs for investors.
See More
Reminder of SES AI Securities Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased SES AI securities between January 29, 2025, and March 4, 2026, that they must apply to be lead plaintiff by June 26, 2026, to participate in the class action and potentially receive compensation.
- Lawsuit Background: The lawsuit alleges that SES AI made materially false and misleading statements during the class period, overstating business prospects and creating an illusion of revenue, which led to investor losses when the truth emerged.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, being ranked first by ISS Securities Class Action Services in 2017, demonstrating its strong track record in this field.
- Investor Selection Advice: Investors are advised to carefully choose law firms with proven success in leadership roles, avoiding those that merely act as intermediaries, to ensure effective legal representation in the class action.
See More
Reminder of SES AI Securities Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased SES AI securities between January 29, 2025, and March 4, 2026, to apply as lead plaintiffs by June 26, 2026, to participate in the class action, as those who do not will not be represented.
- Potential Compensation Opportunity: Participants can receive compensation without any upfront costs through a contingency fee arrangement, indicating that the lawsuit provides a risk-free opportunity for investors to recover losses, thereby enhancing investor confidence.
- Lawsuit Background: The lawsuit alleges that SES AI made materially false and misleading statements during the class period, overstating its business prospects and failing to disclose the impact of logistics constraints on Q4 2025 revenues, resulting in investor losses.
- Law Firm's Advantage: Rosen Law Firm is renowned for its successful track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company, demonstrating its expertise and influence in the field.
See More
SES AI Corporation Securities Class Action Reminder
- Deadline for Lawsuit: ClaimsFiler reminds investors that the deadline to file lead plaintiff applications in the SES AI Corporation securities class action lawsuit is June 26, 2026, covering transactions from January 29, 2025, to March 4, 2026, necessitating timely submissions to protect investor rights.
- Overview of Legal Charges: SES and certain executives are accused of failing to disclose material information during the class period, violating federal securities laws, including exaggerating business outlooks and creating the appearance of revenue, which severely impacted investor decision-making.
- Financial Impact Analysis: SES AI faced significant logistics constraints in Q4 2025 that materially affected revenue, raising serious doubts about its growth prospects for 2026, which were later confirmed by weaker-than-expected revenue guidance, leading to investor concerns.
- Investor Support Services: ClaimsFiler offers a free shareholder information service to help investors stay informed about securities class action lawsuits and provides legal consultations, aiming to assist investors in recovering funds lost due to securities fraud.
See More
Class Action Lawsuit Filed Against SES AI Corporation
- Lawsuit Background: Bragar Eagel & Squire, P.C. has announced a class action lawsuit against SES AI Corporation on behalf of investors who purchased securities between January 29, 2025, and March 4, 2026, aimed at protecting shareholder rights.
- Allegation Details: The lawsuit alleges that SES AI overstated its business prospects and failed to disclose material risks associated with deals with companies that have limited operations, undermining investor confidence in the company's future growth.
- Financial Impact: SES AI faced logistics constraints in Q4 2025, leading to lower-than-expected revenue guidance for 2026, which raises further doubts about the company's growth prospects and could result in a decline in stock price.
- Investor Action: Investors must apply by June 26, 2026, to be appointed as lead plaintiffs in the lawsuit to protect their rights, with Bragar Eagel & Squire offering free consultations to encourage affected investors to reach out for more information.
See More
Reminder for SES AI Investors on Class Action Deadline
- Lawsuit Background: Glancy Prongay Wolke & Rotter LLP reminds investors that those who purchased SES AI Corporation (NYSE:SES) securities between January 29, 2025, and March 4, 2026, can file a lead plaintiff motion by June 26, 2026, due to undisclosed adverse facts leading to investor losses.
- Poor Financial Performance: SES AI's financial results released on March 4, 2026, revealed 2026 revenue guidance below market expectations, causing the stock price to plummet by 36.8% to $1.08 per share the following day, severely impacting investor confidence.
- False Statement Allegations: The lawsuit alleges that SES AI made materially false and misleading statements throughout the class period, failing to disclose overstated business prospects and logistics constraints, which significantly undermined investor trust in the company's future.
- Customer Loss Impact: A report from Wolfpack Research indicated that SES AI lost two major customers, Honda and Hyundai, and attempted to compensate for this revenue loss by acquiring UZ Energy, a Chinese energy storage provider, a strategy that has not effectively improved the company's financial situation.
See More
