SLDP
Solid Power, Inc.

Solid Power, Inc.SLDP

Consumer Cyclical · Auto Parts
1.99USD
-2.45%
Nov 08, 2026
SLDP overview ready
Supplier and licensor of sulfide solid electrolytes for EV batteries
Solid Power is developing sulfide solid-electrolyte technology and solid-state-cell manufacturing know-how.
Theme not measured
Energy Storage has no leadership state this session.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Fundamentals under pressure
Ev / sales is weak.
Primary risk
Technology commercialization risk.
Market Nov 6Price action Nov 7Research Oct 8

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction1.4BusinessPerformance—BusinessQuality—Valuation3.3ThemeMomentum—This company's quarterly figures could not be reconciled to its filed statement totals, so no performance read is shown.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Energy Storage — Energy Storage has no leadership state this session
Its economic family, Power Infrastructure, reads Lagging (−12.0pp vs SPY) — the family’s reading, not this theme’s.
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$454.3M
Avg Volume (60D)
3.1M
60 sessions
Revenue Growth YoY
-66.1%
Trailing twelve months
Gross Margin
-260.2%
Free Cash Flow Yield
-12.4%
Distance from 200DMA
-30.3%
P/E
N/M
EV / Sales
29.9x
Market metrics as of Nov 7, 2026

Business Performance

Insufficient evidence

This company's quarterly figures could not be reconciled to its filed statement totals, so no performance read is shown.

Business Quality

Not assessed

Not assessed yet — the business is too early-stage for its economics to show in filings.

Fundamentals & Valuation

The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
Solid Power, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces.

Company Research

Thesis
Solid Power is developing sulfide solid-electrolyte technology and solid-state-cell manufacturing know-how. Its intended commercialization model centers on supplying electrolyte to battery/cell manufacturers and licensing cell designs and production processes, rather than becoming a high-volume automotive cell producer itself.
Opportunity
Moderate opportunity
Commercialization of battery chemistries, electrolyte systems, and cell architectures designed to improve energy density, safety, charging performance, and manufacturability beyond conventional lithium-ion cells.
Key risk
Technology commercialization risk.

Economic classification

Loading the economic classification…

Business & Markets

Consumer Cyclical · Auto Parts
What they do

Solid Power develops sulfide-based solid-state battery electrolytes and cell manufacturing technology for electric vehicle markets, focusing on supplying materials and licensing designs rather than producing batteries at scale.

How it earns

Revenue is generated primarily through project-based sales of electrolyte materials and licensing agreements with battery and cell manufacturers.

Products & services
Sulfide-based solid electrolytes
Solid-state battery cell designs and manufacturing processes
Customers & end markets
Battery manufacturers
Electric vehicle OEMs
Market position

Niche player specializing in sulfide solid electrolytes and solid-state cell technology development.

Demand drivers
High cyclicality

Demand is closely tied to electric vehicle production cycles and broader automotive industry trends.