SES AI (SES) stock calls: who's bullish, who's bearish, and their track records
As of October 8, 2026, MCAFax has logged 1 call on SES AI (SES) from 1 tracked investor: 0 bullish, 1 bearish and 0 neutral. The most recent is bearish, posted by @WolfpackReports on Dec 9, 2025 when SES last closed at $2.10. Of 1 scored call, 1 beat the S&P 500 in the called direction over 180 days.
Not investment advice; for research and education.
Who is bullish and who is bearish on SES?
Unique call. Only Wolfpack Research (@WolfpackReports) has a logged call on SES, so there is no consensus to measure yet. A call nobody else in our database is making is, by definition, non-consensus among the voices we track.
Every logged SES call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Dec 9, 2025 | Wolfpack Research (@WolfpackReports) | Bearish (short) | $2.10 | $1.12 on Jun 8, 2026 | W, +54.8 pts vs S&P 500 (180 days) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency.
The bull case for SES
No tracked investor has a current bullish thesis on SES.
The bear case for SES
No tracked investor has a current bearish thesis on SES.
- Archive: 1 earlier bearish call on SES went 1-0 against the S&P 500.
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @WolfpackReports (Dec 9, 2025): "We are short $SES"
Track records of the players calling SES
| Player | Calls on SES | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Wolfpack Research (@WolfpackReports) | 1 | 10-4 | .714 | +21.3 | Unranked (career): 14 of the 15 scored calls needed, 1 to go |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: October 8, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on SES AI (SES)?
As of October 8, 2026, none of the investors MCAFax tracks has made a bullish call on SES.
Who is bearish on SES?
As of October 8, 2026, @WolfpackReports has logged bearish calls on SES. None of them has a current open bearish call.
What is the consensus on SES among tracked investors?
Only one tracked investor (@WolfpackReports) has a logged call on SES, so it is a unique, non-consensus call for now.
What price was SES at when these calls were made?
Prices at call ranged from $2.10 to $2.10. The most recent call was made when SES last closed at $2.10. We use the last close known when each post went up.
How have past SES calls performed?
1 of 1 scored call on SES beat the S&P 500 in the called direction over 180 days.
Is there a contrarian call on SES?
Unique call. Only Wolfpack Research (@WolfpackReports) has a logged call on SES, so there is no consensus to measure yet. A call nobody else in our database is making is, by definition, non-consensus among the voices we track.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the SES page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of October 8, 2026.