You saw it here first $SES (SES AI)
This company is the most underrated, undervalued company in all of the Russell 2000. I highly encourage you guys to look into the company.
$10 SPAC that’s currently trading at .60.
I’m long 50k shares, averaging up each time. I first found it after NVDA released an article on their Molecular Universe.
This is my “If it hits maybe I can retire early” play.
For a micro cap company, I am shocked at how financially disciplined the CEO is.
I actually work in the industry and this is my one high risk high reward play I have friends and family in.
Four revenue streams, all of which are growing in profits. Recent pivot away from EV and into Drones (YESSS)
ESS (Energy Storage Systems) 🔋
Residential/commercial energy-storage systems through UZ Energy.
SES provides the hardware plus battery-management / predictive-health software.
By far the biggest near-term revenue source. SES said roughly 65%+ of its 2026 $30–35M revenue guidance should come from ESS.
Drone / UAM batteries 🚁
High-energy-density Li-Metal and Li-ion cells for drones, defense drones, UAM and eventually robotics.
SES is converting manufacturing capacity in Korea to drone-format cells and pursuing NDAA-compliant production.
Expected to become much more important in the second half of 2026 and beyond.
Advanced battery materials 🧪
SES uses Molecular Universe to discover new electrolyte and other battery materials.
It can then sell those materials to battery companies/OEMs.
SES has discovered roughly six novel materials being tested by 40+ potential customers, with commercial-scale production expected through its Hisun JV.
Molecular Universe SaaS / AI4Science 🤖
Companies can pay for access to SES’s AI-powered molecular/material-discovery platform.
Think of it as software licensing/subscription revenue, rather than selling a physical battery.
Management says SaaS revenue is growing but will be a small contributor in 2026; the bigger current value is the IP and technology it feeds into the other businesses.
Blackrock recently purchased 18 million shares (Aug 3rd I think)
NO DEBT 160 million in cash. Revenue growing significantly, margins improving nicely, and battery OEMs and Drone / EVTOL. Recently got a deal with one of the bigger players in this space, proving commercial viability.
Please do your own DD and I guarantee you we’ll be Apes together. FORTUNE FAVORS THE BRAVE.
https://finance.yahoo.com/markets/stocks/articles/stonegate-updates-coverage-ses-ai-233400870.html