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SES AI holds 2026 revenue guidance at $30 million to $35 million, targets 1 million cells by Q4

BOSTON, Aug. 12. SES AI reaffirmed its 2026 revenue guidance of $30 million to $35 million, the company disclosed, while setting an annual production target of 1 million NDAA-compliant battery cells. Management said the capacity goal is expected to be reached starting in the fourth quarter.

By Julian Merrick2 min read
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Key takeaways

  • SES AI reaffirmed its 2026 full-year revenue guidance of $30 million to $35 million without any upward or downward revision.
  • SES AI set an annual production target of 1 million NDAA-compliant battery cells.
  • The company expects to reach the 1 million cell output level starting in the fourth quarter.
  • Both the production milestone and the revenue range are set to land in the same fourth-quarter window, which closes the guidance year.
  • NDAA compliance governs supply chain and sourcing eligibility for U.S. federal procurement.

BOSTON, Aug. 12. SES AI reaffirmed its 2026 revenue guidance of $30 million to $35 million, the company disclosed, while setting an annual production target of 1 million NDAA-compliant battery cells. Management said the capacity goal is expected to be reached starting in the fourth quarter.

Revenue guidance unchanged

SES AI held its full-year revenue range at $30 million to $35 million, according to the company. The guidance was not revised upward or downward in the reaffirmation.

Production target and NDAA standards

The company is targeting 1 million cells in annual production, built to meet National Defense Authorization Act requirements. NDAA compliance governs supply chain and sourcing eligibility for U.S. federal procurement. SES AI said it expects to reach that output level starting in the fourth quarter.

The fourth quarter closes the guidance year. SES AI's production milestone and its revenue range are both set to land in the same three-month window.

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Frequently asked

What is SES AI's 2026 revenue guidance?

SES AI reaffirmed its full-year 2026 revenue guidance at $30 million to $35 million, with no upward or downward revision.

How many battery cells is SES AI targeting?

SES AI is targeting an annual production of 1 million NDAA-compliant battery cells.

When does SES AI expect to reach its production target?

The company expects to reach the 1 million cell output level starting in the fourth quarter.

What does NDAA compliance mean for the cells?

NDAA compliance means the cells meet National Defense Authorization Act requirements governing supply chain and sourcing eligibility for U.S. federal procurement.

Why is the fourth quarter significant for SES AI?

The fourth quarter closes the guidance year, and both the production milestone and the revenue range are set to land in that same three-month window.