What is SES's dilution risk score?

SES has a latest available DilutionScore record of 48/100, categorized as medium dilution risk by the DilutionWatch scoring model. DilutionWatch displays SEC filing and dilution indicators for SES, including shelf registrations, ATM offerings, warrant exercises, PIPE deals, and reverse split signals when detected in source data.

What SEC filings does DilutionWatch track for SES?

DilutionWatch tracks 25 SEC filing types for SES including S-3 shelf registrations, 424B prospectuses (ATM offerings), S-1 registration statements, 8-K material events, warrant exercise notices, convertible note agreements, and Form 4 insider transactions. Alerts are delivered via email within minutes of a filing appearing on EDGAR.

How does stock dilution affect SES shareholders?

Stock dilution occurs when a company issues new shares, reducing the ownership percentage of existing shareholders. For SES, common dilution events include at-the-market (ATM) stock offerings, shelf registration drawdowns, warrant exercises, and convertible note conversions. Each event increases the share count and can pressure the stock price lower.

Is DilutionWatch free for SES tracking?

DilutionWatch provides a free tier that shows DilutionScores and basic filing history for SES. Premium plans ($19.95/month Basic, $39.95/month Premium) unlock real-time email alerts, the full Pulse™ feed, advanced dilution forecasts, and access to all 10,000+ tracked tickers.

SES Dilution Risk Score: 48/100 (MEDIUM)

Score Breakdown

📋 Offering Ability

💰 Cash Runway

📊 Float Risk

⚠️ Warrant Exposure

🔄 Convertible Debt

Dilution Forecast

🌥️

Advisory

Moderate dilution signals present

model est. 24%

🔄 Reverse Split model est. 40%

• 50-day avg $1.07 approaching $1 threshold

• 12 months cash with weak price

💰 Capital Raise model 15%

• Under 12 months cash (12mo)

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Market Data

Market Cap$292.31M

Shares Outstanding365.43M

Float284.24M

Cash$64.14M

Debt$442.0K

Short InterestN/A

Source-Backed Evidence Depth

This public preview uses stored DilutionWatch fields and linked SEC/market records only. Missing values are not estimated.

Field	Current Value	Basis
DilutionScore	48/100	DilutionWatch score record
Shares Outstanding	365.43M	Verified float table or market cache
Public Float	284.24M	Verified float table or market cache
Market Cap	$292.31M	Market data cache
Cash Runway	11.5 months	DilutionWatch score inputs
Shelf Capacity	None in current score inputs	SEC-derived dilution fields
ATM Capacity	None in current score inputs	SEC-derived dilution fields
Outstanding Warrants	None in current score inputs	SEC-derived dilution fields

Recent source-backed SEC insight records available on this page: 6.

Recent SEC source mix: 4 5, XBRL 1.

The page does not infer future share issuance, financing probability, cash needs, management intent, or price impact when source fields are absent.

Institutional Holdings

QoQ: ↑ 17.5% shares (2026Q1 vs prior)

146 institutional holders · 91.55M shares

#1 VANGUARD CAPITAL MANAGEMENT LLC 18.94M shares

#2 Invesco Ltd. 7.90M shares

#3 GOLDMAN SACHS GROUP INC 5.49M shares

+ 17 more holders Sign up free to view →

Institutional holder totals are aggregated from ownership filings and may use a different share basis or reporting date than public float. They are not a reconciliation against tradeable float.

Short Interest

Short Interest51.18M

Days to Cover2.6

% of Float18.0%

FINRA data as of Sep 30, 2026

Recent SEC Activity

xbrl XBRL CONVERTIBLE 2024-02-27

4 INSIDER TRANSACTION 2026-04-16

Full SEC filing analysis available with free account →

Recent News

No recent news available for this ticker.

Factual SES Dilution Snapshot

SES AI Corporation (SES) has a DilutionScore of 48/100, rated Medium dilution risk. Score date: October 13, 2026.

Recent SEC activity tracked for SES: 4 on 2026-04-16; 4 on 2026-04-16; 4 on 2026-04-16.

This automatically generated snapshot is assembled from stored DilutionWatch data fields and may contain data-source errors or omissions. It is not financial advice, not investment research, and not a recommendation. Do your own research and review the full disclaimer and terms of service.

DilutionScore History — Last 90 Days

SES's DilutionScore is currently 48/100 (Medium risk), with 1 score change tracked over 89 days. The score improved from 47/100 (Medium risk).

Period	Score	Risk Level	Duration
Jul 17 – Oct 13, 2026	48/100	MEDIUM	88 days
Jul 16, 2026	47/100	MEDIUM	1 day

Score recalculated daily from SEC filings and market data. Sign up free for real-time score change alerts.

Share Dilution History

SES shares outstanding have increased 0.8% from 322.74M (Mar 2026) to 325.40M (May 2026). Each increase represents potential dilution to existing shareholders.

Date	Shares Outstanding	Public Float	Change
May 30, 2026	325.40M	284.24M	▼ 0.31%
May 04, 2026	325.40M	285.12M	▲ 0.21%
May 02, 2026	325.40M	284.51M	▲ 0.64%
Apr 17, 2026	322.74M	282.71M	▼ 0.26%
Mar 12, 2026	322.74M	283.44M	▲ 0.10%
Mar 11, 2026	322.74M	282.16M	▲ 0.10%

Share counts sourced from verified regulatory filings. Increases indicate dilution events.

Track SES Dilution Risk in Real-Time

DilutionWatch monitors SEC filings 24/7 and alerts you the moment SES files a shelf registration, ATM offering, warrant notice, or convertible note. Free tier available — no credit card required.

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