Why SES AI Stock Surged Today

SES AI stock has fallen dramatically in recent weeks. A major collaboration is lifting its stock higher today.Shares of SES AI (SES +6.87%) jumped 13.7% in early Thursday trading after the developer of artificial intelligence (AI)-enhanced lithium-ion batteries announced a big collaboration in Korea. Image source: Getty Images. A massive drone deal Lithium-metal and lithium-ion batteries are not new, but SES AI uses AI to discover new battery materials to build safer and stronger batteries for target markets such as electric vehicles (EVs), urban air mobility (UAM), drones, battery storage systems, and robotics. Thursday morning, SES AI announced that it will collaborate with Korea-based Top Material to boost battery manufacturing capacity in Korea for drones and UAM. SES AI already has a factory in Chungju, South Korea, primarily focused on producing batteries for the automotive industry. The company now plans to triple its capacity at the plant to nearly one million battery cells to meet the rising demand for drones from the U.S. and Europe. Its collaboration with Top Material, a battery cell manufacturer, is a step in that direction. Importantly, the collaboration will build a battery supply chain that complies with NDAA (National Defense Authorization Act) requirements, making iSES AI a potentially important supplier of batteries for commercial and defense drones. Advertisement ExpandNYSE: SESSes AiToday's Change(6.87%) $0.13Current Price$1.95Key Data PointsMarket Cap$664MDay's Range$1.88 - $2.0752wk Range$0.38 - $3.73Volume3.3MAvg Vol16MGross Margin10.80% A day earlier, SES AI also unveiled a new version of its AI software, Molecular Universe, that companies are using to research and discover new battery materials that address the ongoing challenges in the battery market. SES AI expects to reveal more details at the 5th annual Battery World event to be held on Dec. 29, 2025. Keep an eye on SES AI stock SES AI's renewed focus on drones could be a key differentiator. The company is already generating revenues and moving toward a subscription-based revenue model for its AI software. Shares of SES AI had surged over 60% in the year through mid-October but have since given up all of those gains, and some. Investor interest in the stock is likely to rebound as the company pitches Molecular Universe as the top "AI platform for energy transition" and monetizes it. About the AuthorNeha Chamaria is a contributing Motley Fool stock market analyst covering energy, industrials, utilities, and materials sectors, with a focus on dividend stocks. Prior to The Motley Fool, Neha worked on portfolio valuations for hedge funds at HSBC and authored articles as a journalist. She holds a master’s degree in finance from ICFAI and an MBA from Symbiosis University, along with certifications from the National Stock Exchange of India. Neha was honored with an all-India gold medal for her M.S. in Finance and was the first woman in her family to pursue a professional career.TMFNehamsX@nehamschamariaRead NextSep 18, 2025 •By Eric VolkmanWhy SES AI Stock Leaped Nearly 22% Higher on ThursdayAug 4, 2025 •By Eric VolkmanWhy SES AI Stock Surged 13% Higher Today