SES AI Soars 17.09% on UZ Energy Acquisition, $10M Auto Contracts Drive Highest Since 2025

SES AI (SES) surged 17.09% in trading on Monday, marking its fourth consecutive day of gains and a cumulative rise of 44.53% over the period. The stock reached its highest intraday level since September 2025, with a 18.99% jump, signaling renewed investor confidence in the company’s strategic and technological advancements.

The recent momentum follows SES AI’s acquisition of UZ Energy, a move that expands its footprint in the $300 billion energy storage systems (ESS) market. By integrating UZ Energy’s hardware capabilities with its AI-driven software solutions, the company is positioning itself to address growing demand for advanced energy storage, particularly in renewable energy and grid stabilization. This strategic alignment aims to enhance scalability and operational efficiency, potentially attracting clients in energy-intensive sectors.

A key catalyst for the stock’s rise is the announcement of $10 million in contracts with two major automotive original equipment manufacturers (OEMs). These agreements focus on AI-discovered electrolytes for lithium-metal and lithium-ion batteries, designed to improve performance and commercial viability. The contracts, set to generate revenue in late 2024 and early 2025, validate SES AI’s “AI for Science” approach and highlight its ability to scale technology into mainstream applications like electric vehicles.

Leadership changes also contributed to the stock’s performance, with Andrew Boyd replacing Michael Noonen on the board. Boyd’s appointment, effective September 22, signals a strategic realignment focused on market expansion and innovation. His background in technology and energy sectors is expected to strengthen investor relations and operational direction, aligning with the company’s long-term goals in battery and energy storage markets.

Despite a second-quarter net loss of $22.65 million, SES AI reaffirmed its 2025 revenue guidance of $15–25 million. Strong liquidity metrics, including a current ratio of 12.5, underscore the company’s ability to fund R&D and meet obligations. Collaborations with automakers to develop next-generation lithium-metal batteries further solidify SES AI’s position in the EV revolution, addressing industry challenges like range anxiety and charging efficiency.

The stock’s volatility reflects investor optimism around technological innovation and strategic partnerships. While commercialization hurdles remain, the integration of AI into battery design and production offers a competitive edge. Upcoming milestones, such as the commercialization of AI-enhanced batteries and the full integration of UZ Energy’s assets, will be critical in shaping the company’s trajectory in the near term.