SES AI: Buy Before Earnings

  • SES AI's share price is undervalued given its rapid business progress, unique AI-driven materials platform, and expanding customer base among major battery manufacturers. The Molecular Universe (MU) AI platform is gaining traction, with most large battery companies testing or negotiating contracts, creating a high-margin, recurring revenue opportunity. SES has a flawless balance sheet, strong revenue growth from drone batteries, and is likely to beat earnings expectations and raise guidance at the next call.