“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 ↗
Solid Power, Inc.
SLDP
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- SLDP's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- 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.
- EV/sales is 5060% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
2.52Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.