SLDP · NASDAQ · Auto - Parts

Solid Power

Develops sulfide electrolytes and cell designs for all-solid-state electric-vehicle batteries.

$2.31
After-hours close−0.02 (−1.07%)
At close$2.34(−1.68%)
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Profile

Solid Power, Inc.SLDPConsumer Discretionary

Develops sulfide-based solid electrolytes and all-solid-state battery cell designs for electric vehicles, with revenue tied mainly to partner programs, licensing, materials supply, and grant-funded development. Operations are concentrated in Colorado and reported as one segment.

Builds sulfide-based solid electrolyte and all-solid-state battery cell designs for electric vehicles, replacing the liquid or gel electrolytes used in conventional lithium-ion cells. The current product surface includes electrolyte material and cell designs for lithium-metal, conversion-reaction, and silicon EV cells.

Runs a supplier and licensing model rather than a plan to become a commercial battery-cell manufacturer. Revenue is still tied mainly to collaboration milestones, pilot-line services, materials delivery, and grant-funded development rather than high-volume product sales.

Operates from Louisville, Colorado as a single reportable segment. Commercial progress depends on partner validation with BMW, SK On, and Samsung SDI, technical execution on electrolyte scale-up, commercial agreements, government assistance programs, EV adoption, and supply-chain conditions.

Company facts

CEOJohn Van Scoter
ListedDec 9, 2021
ExchangeNASDAQ
HeadquartersLouisville, CO
CountryUnited States
Employees230
CIK0001844862
ISINUS83422N1054

Key statistics

Market cap$524.2M
EPS (ttm)−$0.4600
P/E (ttm)−5.07
ROE-19.7%
P/B1.05
P/S51.16
Dividend yield
Beta3.15vs XLY 0.52

Year to date −49.8% · Average volume (30d) 3.4M

Analysts

Price target, next 12 months$6.75+189.7%Median of 5 analysts · vs the Aug 28 close
ConsensusBuy2 of 5 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionTarget
Jun 10, 2026Industrial Alliance SecuritiesTarget$6.75

Earnings

EPS

Estimate−$0.11
ReportedDue Nov 3, 2026

Revenue

Estimate$1.4M
ReportedDue Nov 3, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 4, 2026Q2 FY26−$0.12−$0.11+8.3%$1.6M−$1.0M−165.4%−6.96%
May 5, 2026Q1 FY26−$0.12−$0.06+50.0%$3.3M$3.1M−7.8%−4.56%
Feb 24, 2026Q4 FY25−$0.16−$0.14+12.5%$2.5M$843.0K−66.3%+3.95%
Nov 4, 2025Q3 FY25−$0.16−$0.14+12.5%$2.5M$3.7M+49.3%+51.42%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$6.0M$7.5M$4.6M$3.6M$3.1M−$1.0M
Gross profit$888.5K−$922.0K−$1.6M−$2.2M−$3.0M−$3.1M
Operating income−$24.0M−$25.9M−$24.4M−$26.5M−$26.3M−$30.3M
Net income−$15.2M−$25.3M−$25.9M−$27.1M−$13.0M−$23.8M
Diluted EPS−$0.08−$0.14−$0.14−$0.15−$0.06−$0.11
Gross margin14.8%-12.2%-34.0%-61.4%-97.4%
Operating margin-399.4%-343.1%-535.6%-730.1%-857.3%

Fiscal years (4-quarter sums)FY21 $2.7M · FY22 $11.8M · FY23 $17.4M · FY24 $20.1M · FY25 $21.7M

Revenue by product · Q1 FY26

Government Contract$134.0K · 100%

Revenue by geography · FY25

United States$9.1M · 60%
Korea, Republic of$6.1M · 40%

Balance sheet, Jun 30, 2026Cash & short-term investments $242.4M · Total debt $7.5M · Total assets $527.1M · Shareholders' equity $501.7M

Dividends

No dividends on record.

Ownership

Institutions 36.55%82.23M sharesInsiders 5.01%11.26M sharesOther 58.44%131.49M shares

Shares outstanding 224.98M · Float 194.48M · 86.4% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
CVI Investments, Inc.21.11M9.90%13GFeb 4, 2026
BlackRock, Inc.17.12M7.61%13FAug 7, 2026
Vanguard Capital Management LLC8.43M3.75%13FAug 13, 2026
State Street Corp5.79M2.57%13FAug 7, 2026
Geode Capital Management, LLC5.16M2.29%13FAug 12, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 20, 2026Lesa B. Roedirector−39,207$2.66
Dec 4, 2025Erik J. Andersondirector−30,000$5.20
View details

Peers

  • QuantumScape

    Pure-play solid-state battery rival with OEM licensing path

  • Toyota Motor (ADR)

    OEM-led all-solid-state platform with sulfide electrolyte partner

  • S.E.S. AI

    AI-enhanced lithium-metal and battery-materials peer

CompareAfter-hours close

CompanyPriceChange
Solid Power$2.31−1.07%$524.2M51.2−115.7%
QuantumScape$5.65+0.70%$3.45B
Toyota Motor (ADR)$194.76+0.09%$230.30B8.713.70.7+0.1%
S.E.S. AI$0.5280+1.13%$190.3M8.1+44.6%
Median8.713.74.4+22.3%