Feed / SLDP

Solid Power, Inc.

SLDP

Consumer Cyclical · 2.52 +2.2% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Solid Power, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 24 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company+2.2% todayVolume comparison unavailable
Market group0 of 24 activeBattery and Solar Technologies · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • SLDP's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if SLDP's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto Parts

No new filing conclusion is available. 0 of 24 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SLDP's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods6
Price observations320
Usable filing statements58
Verified relationships3
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -11.1% year over year.
  • Operating margin changed -39.9 percentage points in the latest annual period.
  • Net margin changed -42.2 percentage points in the latest annual period.
  • Diluted shares increased 2.5% in the latest annual period.
Questions before a position
  • EV/sales is 5060% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

2.52
6m-28.8%12m-44.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.7M+29.0%$0.11
2022-12-31$11.8M+334.7%$-0.05+16.2%
2023-12-31$17.4M+47.7%$-0.37-7.3%
2024-12-31$20.1M+15.7%$-0.54+0.9%
2025-12-31$17.9M-11.1%$-0.51+2.5%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 4 filings
We are currently targeting the battery electric vehicle market due to the size and perceived demand for next generation battery technology but believe our technologies can have a broader application as they mature.
10-Q · May 6, 2026
Capital investment and capacitymixed · 3 filings
Cash used for capital expenditures and intangibles decreased $1.2 million in the three months ended March 31, 2026 compared to the three months ended March 31, 2025 due to timing of milestone payments on our capital projects.
10-Q · May 6, 2026
Product pipeline and R&Dmixed · 3 filings
Operating Expenses 22 Table of Contents Operating expenses decreased $0.6 million in the three months ended March 31, 2026 compared to the three months ended March 31, 2025 primarily due to the reduction in materials purchased related to research and developm…
10-Q · May 6, 2026
Restructuring and cost reductionsmixed · 1 filings
Total research and development costs increased $1.0 million and $0.9 million in the three and nine months ended September 30, 2025, respectively, compared to the same periods ended September 30, 2024 due to an $0.8 million patent impairment loss in the three…
10-Q · Nov 5, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 25.8× · EV/sales 24.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

2.52+2.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SLDP. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SLDP. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SLDP

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

FFord Motor CompanypartnerFeb 25, 2026

Effective December 31, 2025, in connection with the winding up of our cell development activities with Ford, we and Ford amended the JDA to further extend the expiration date to March 31, 2026, revise certain deliverables, and provide Ford with a license to c…

OPYOppenheimer Holdings Inc.lenderFeb 25, 2026

In September 2025, we entered into an Equity Distribution Agreement (the “Distribution Agreement”) with Oppenheimer & Co.

Depended on by

STISolidion Technology, Inc.competitorApr 15, 2026

Additionally, Solidion may be perceived to compete with certain other solid-state or lithium metal battery companies, such as QuantumScape, Solid Power and SES.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SLDP is currently a Follower in the organic co-movement group Battery and Solar Technologies. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for SLDP; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.