SES AI Corporation (NYSE:SES) Buy fast-growing battery technology stocks. On April 1, 2026, the company announced that first-quarter sales are expected to be between $6.3 million and $6.5 million, and confirmed its full-year 2026 outlook of $30 million to $35 million. Management said the quarter was primarily driven by ESS product revenue from UZ Energy, with additional drone and subscription revenue. Approximately $1.5 million of first-quarter revenue came from orders that were postponed from the fourth quarter of 2025 due to logistical constraints.
Even more interesting is the form of business. SES no longer relies on just one story about batteries. In its early March earnings call, the company said it expects contributions in 2026 from three revenue-generating segments: ESS, drones and advanced materials. Founder and CEO Qichao Hu said SES spent 2025 building these units while expanding the Molecular Universe AI4Science platform, noting that the company has already produced six material breakthroughs and has been tested by more than 40 customers in EVs, drones, ESS and consumer electronics. Management also said the acquisition of UZ Energy will strengthen its ESS service offering, while its Chungju facility in South Korea is being repositioned towards drone cells. This gives the growth story more qualitative support than a simple revenue spike.
SES AI Corporation (NYSE:SES) develops and manufactures AI-enabled lithium metal and lithium ion batteries, as well as sells energy storage systems and battery materials for EVs, drones, robotics, ESS, and related applications.
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