Shares of SES AI fell over 30% on March 5, after the company reported Q4 and FY25 results and disclosed that logistics constraints delayed shipments at the end of the year, pushing approximately $1.5 million of expected revenue into Q1 2026. The disclosure followed the company’s presentation at the 28th Annual Needham Growth Conference on January 16, 2026, where SES discussed its business outlook and growth initiatives but did not disclose that shipment delays were affecting revenue timing. Block & Leviton is investigating the company's disclosures to investors.
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