SES News & Analysis
6 articles
Market Mood
Gatwick Airport Water Supply Issue Impacts Operations, Passengers Affected
Gatwick Airport is experiencing water supply issues affecting both terminals, with toilets out of order and restaurant closures. SES Water, covering areas including the airport, reported complications due to a power outage at the Bough Beech Water Treatment Works, causing low water pressure and temporary loss of supply. Bottled water is being provided, but some passengers have not received announcements or seen the distribution. EasyJet stated bag drop desks will now open two hours before departure instead of three, advising passengers not to arrive early, which may affect travel plans.
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QuantumScape (QS) Falls 14% on Earnings Despite Honda Partnership
QuantumScape (QS) shares decreased by 14% to $5.03 following its Q2 2026 earnings release, which showed a net loss of approximately $98 million, or $0.16 per share, narrower than analyst expectations. The company confirmed its full-year adjusted EBITDA loss guidance of $250 million to $275 million and reduced capital expenditure plans to between $27 million and $37 million. Solid Power (SLDP) and SES AI (SES) also experienced declines of 8% and 10%, respectively, as broader market conditions were unfavorable. This matters for investors as the market's ongoing risk-off sentiment is impacting speculative stocks like QuantumScape and its peers.
Read More: QuantumScape (QS) Falls 14% on Earnings Despite Honda Partnership
SES (SES) Stock Rating Cut to €7.05 by Barclays On Competition Concerns
Barclays has cut its stock rating for SES (SES) due to concerns about increased competition in the market. The new target price for SES has been set at €7.05. This adjustment highlights potential challenges that could impact SES's market position moving forward. Investors may need to reevaluate their positions in light of this downgrade and its implications for future performance.
Read More: SES (SES) Stock Rating Cut to €7.05 by Barclays On Competition Concerns
SES AI Corporation (SES) Files Form 144 on June 4
SES AI Corporation (SES) submitted a Form 144 on June 4, indicating an intent to sell shares. This filing generally suggests that insiders may be selling stock, which can influence market sentiment. There are no specific numbers or trading volumes associated with this filing mentioned in the article. Such filings are essential for transparency and can impact investor perceptions in the market.
Read More: SES AI Corporation (SES) Files Form 144 on June 4
SES (SES) Shares Hit 2026 High After Full-Year Outlook Reiterated
SES (SES) shares reached a high for 2026 after the company reiterated its full-year outlook. The announcement confirmed previous guidance, which provides assurance to investors regarding future performance. This reiteration may influence market confidence in SES's ability to achieve its financial targets. The stock movement reflects investor response to stable forecasts amidst industry challenges.
Read More: SES (SES) Shares Hit 2026 High After Full-Year Outlook Reiterated
SES AI (SES) CFO Transition and 2026 Revenue Guidance Details
SES AI Corporation (SES) announced that Jing Nealis will step down as Chief Financial Officer on April 27, 2026, with Yi Liu set to succeed her. The company, which has transitioned to three revenue-generating units, reaffirmed its full-year 2026 revenue guidance of $30 million to $35 million. Qichao Hu noted strong momentum in the energy storage solutions sector, with first-quarter results expected to exceed initial expectations. SES continues to focus on a capex-light model and advancing its technology platform, with more details upcoming alongside Q1 results.
Read More: SES AI (SES) CFO Transition and 2026 Revenue Guidance Details