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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.
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