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SES

SES AI Corp
NYSE · Miscellaneous Electrical Machinery, Equipment & Supplies · EDGAR filings (CIK 1819142) · 4 signals · 1 setups · updated Aug 16, 2026

What the filings say Pressure ▼

Listing is at risk and the usual cures are constrained. Next thing to watch: a reverse-split proxy, a hearings-panel 8-K, or a Form 25.

Radar 76 (high attention) · dilution pressure low · listing risk high · governance risk low · runway 28.7 mo · strongest signal: Exchange deficiency notice (Jul 20, 2026)

What would confirm: Nasdaq 'Pending Suspension' listing, Form 25, hearings-panel denial 8-K, or a reverse-split proxy.
What would prove it wrong: 8-K announcing regained compliance; equity raise that restores stockholders' equity; MVLS back above threshold for 10+ days.

Direction is stated for existing shareholders (▼ more shares / survival or listing risk; ▲ insiders or holders buying). It is a characterization of the filings, not a forecast or a recommendation.

76Radar · attention score (0–100)
0Dilution pressure · financing + balance sheet
82Listing risk · exchange standards
22Governance risk · reporting, auditor, going concern

Setups

Independent filings stitched into a thesis, each with what would confirm and what would prove it wrong.

Listing cliff Pressure ▼ strength 0.60

Listing is at risk and the usual cures are constrained. Next thing to watch: a reverse-split proxy, a hearings-panel 8-K, or a Form 25. Exchange deficiency plus a structural reason cure is hard (sub-$5M float, negative equity, no cash, or a reverse split already used). Under Nasdaq's 2026 rules (one reverse split per 12 months; $5M MVLS floor with no cure period from Sept 2026) the usual escape hatches are narrower.

Would confirm: Nasdaq 'Pending Suspension' listing, Form 25, hearings-panel denial 8-K, or a reverse-split proxy.
Would invalidate: 8-K announcing regained compliance; equity raise that restores stockholders' equity; MVLS back above threshold for 10+ days.
Exchange deficiency noticeReverse split

Analyst note

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Balance sheet (XBRL)

$64.1Mcash + short-term investments as of Jun 30, 2026
28.7 moestimated runway (annualized 180-day YTD operating cash flow [companyfacts])
$187.1Mstockholders' equity as of Jun 30, 2026
$278.5Mpublic float (10-K cover)
n/ashares outstanding

Runway = liquidity ÷ monthly operating burn at the latest reported period · balance sheet 47 days old. A financing after the balance-sheet date is the main reason a figure can be stale — check the timeline below for offerings since then.

Signal timeline

Last 30 days of filing signals plus current balance-sheet flags, newest first. ▼ pressure · ▲ support · hover a score for its components; every row links to the filing.

DateSignalEvidenceScore
Aug 14, 2026 Exchange deficiency notice 8-K Item 3.01 filed 2026-08-14 (accepted 12:10 ET) filing 55
Aug 11, 2026· Officer/director change 8-K Item 5.02 filed 2026-08-11 (accepted 16:10 ET) filing 22
Jul 20, 2026 Exchange deficiency notice 8-K Item 3.01 filed 2026-07-20 (accepted 09:26 ET) filing 60
Jul 20, 2026 Reverse split “reverse split” language in 8-K (8-K) filed 2026-07-20 filing 32

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