Every material Form 8-K SES AI Corp has filed with the SEC since July 20, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On August 13, 2026, the NYSE told SES AI that it will start proceedings to delist the company's public warrants and immediately suspend their trading for an abnormally low selling price. The warrants, ticker SES WS, carry a $11.50 exercise price and each is exercisable for one Class A share. Trading in the Class A common stock under SES continues and is unaffected.
NYSE notice received August 13, 2026, under Section 802.01D of the NYSE Listed Company Manual
Warrants (ticker SES WS) trading suspended immediately; delisting requires SEC application and completion of procedures
Each warrant exercisable for one Class A share at $11.50 per share
Class A common stock (SES) continues trading on the NYSE
SES AI reported second-quarter 2026 revenue of $5.1 million, up from $3.5 million a year earlier but down from $6.7 million in the first quarter, and reaffirmed its 2026 revenue guidance of $30 million to $35 million. GAAP net loss was $17.9 million, or $0.05 per share, narrower than a year earlier but wider than the $12.1 million loss in the first quarter, and the company reported about $163 million in cash, cash equivalents and short-term investments. The board also appointed Paul Diemer as a Class II director effective August 6, 2026.
Q2 2026 revenue was $5.1 million, versus $3.5 million in Q2 2025 and $6.7 million in Q1 2026
GAAP gross margin was 22.6%, up from 18.1% in Q1 2026
GAAP net loss was $17.9 million ($0.05 per share), versus $22.7 million ($0.07 per share) in Q2 2025 and $12.1 million in Q1 2026
Board appointed Paul Diemer as a Class II director effective August 6, 2026, with a term expiring at the 2027 annual meeting
SES AI Corp received a notice from the New York Stock Exchange on July 17, 2026, stating its Class A common stock fell below the $1.00 minimum average closing price over 30 consecutive trading days. The notice does not trigger immediate delisting, and the company has six months to regain compliance and says it intends to respond to the NYSE within 10 business days.
NYSE notice received July 17, 2026 under Section 802.01C of the NYSE Listed Company Manual
Company has six months from receipt of the notice to regain compliance by meeting a $1.00 closing and 30-day average price test
Class A common stock continues to trade on the NYSE during the cure period
Company may consider alternatives, including a reverse stock split that would require a stockholder vote
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every SES AI Corp filing is on SEC EDGAR ↗. 8-K briefs of other companies →