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SESSES AI Corporation

Oct 15, 2026 — US-China Trade and EV Policy Developments Affecting Battery Supply Chains
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The schedule

  • Thu15Oct

    Policy actions under President Trump around EV subsidies, tariffs on Chinese-origin components, or broader trade measures could either tighten supply chains and favor domestic battery developers, lifting SES AI toward $0.60, or increase compliance burdens and capex needs, dragging shares toward $0.60.

  • Tue1Dec

    A dedicated technology or investor update around year-end 2026 that showcases lithium-metal battery performance data and deepens OEM partnerships could help re-rate SES AI toward $1.10, while underwhelming news flow or vague roadmaps could see the stock retreat toward $1.10.

  • Sun31Jan

    As Nasdaq minimum bid price deadlines approach in early 2027, SES AI must either organically trade above the threshold or consider a reverse split; a clean compliance outcome with no reverse split risk could keep the stock around $0.9, while a forced or poorly received split could push shares toward $0.90.

  • Sun23May

    Q3 2026 earnings will be a key checkpoint on whether SES AI is transitioning from R&D to early commercialization; evidence of pilot-scale revenue with blue-chip OEMs could move the stock toward $0.75, while continued minimal revenue and rising losses risk a slide toward $0.75.

  • Fri3Sep

Past

  • Tue1Sep

    A potential late-2026 equity or strategic financing to extend SES AI’s cash runway could either be framed as a de-risking event, lifting the stock toward $0.85, or be seen as dilutive under pressure, driving it closer to $0.4.

  • Wed5Aug

    Q2 2026 earnings will be judged on updated cash runway guidance and depth of OEM engagement; clearer line-of-sight to funded milestones could support a move toward $1.00, while ongoing burn with limited traction risks a drift toward $1.00.

  • Fri24Apr

    Q1 2026 results and commentary on lithium-metal EV battery milestones, burn rate, and customer programs could reset expectations, with a constructive print re-rating SES AI toward $1.50 while a miss or weaker runway communication pushes the stock back toward $1.50.

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