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SLSLDP

Solid Power, Inc.

$SLDP·$524M·Auto - Parts·Consumer Cyclical
$2.33-1.9%YTD-47.0%1Y-49.0%
Mentions · last 7 days
2026-08-20: 1 posts2026-08-21: 3 posts2026-08-22: 2 posts2026-08-23: 1 posts14-7%
Price updated 1d ago·X counts updated 6d ago
SLSLDP
$SLDPSolid Power, Inc.
$2.33-1.89%14 posts-7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SLDP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellSelling offAI verdict · as of 2026-08-28

Falling on heavy selling — points lower unless it turns around.

Revenue down 49% at a solid-state battery developer whose own analyst models losses through 2030.

Solid Power is down about 46% over twelve months and sits at 5.8% of its 52-week range. The operating trend has deteriorated meaningfully: revenue fell 49% year over year in the latest quarter to $3.1 million, after declines of 19% and 2% in the two before it, and gross margin is deeply negative at -97%. The company is R&D-stage by its own description, so revenue is development contracts rather than product sales, but a falling contract line means partners are funding less work.

The technology thesis is unchanged and still credible. Sulfide-based solid electrolytes address the energy-density and safety limits of lithium-ion, and BMW's continued board representation — a new nominee, Uwe Breitweg, took the seat in July under a 2021 nomination agreement — is real strategic sponsorship. Recent commentary points to 2027 electrolyte output and a Korean joint venture to scale manufacturing.

The single covering analyst's forecast frames the timeline honestly: revenue of $7.3 million in 2026, $6.6 million in 2027, then $47 million in 2028 and $156 million in 2030 — with EPS negative in every one of those years. That is at minimum five more years of losses, funded from a balance sheet burning roughly $20 million a quarter.

X sentiment is mixed and technical, noting Solid Power and QuantumScape are down almost identically and framing dip-buying around fibonacci levels rather than any company-specific development.

Agrees with X sentimentMixed X sentiment is the right posture. The chatter is explicitly technical and treats this as a sector-wide speculative battery trade, which is closer to the truth than a company-specific thesis would be.

What to watch: Whether the Korean JV and 2027 electrolyte production timeline hold, and whether development revenue stabilizes. Cash position against roughly $20M quarterly burn. November 3 earnings against a -$0.11 estimate.

On the calendar: Q3 earnings, 2026-11-03

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment5 posts analyzed · as of 2026-07-27

Solid Power is down 53.75% YTD nearly identical to QS at -53.76%, sitting at the 0.786 fib and needing to hold to avoid a test of the 0.887 fib. Contributors add on the dip believing speculative battery volume will eventually return. Support pattern respect is key.

Read the AI verdict + X sentiment for $SLDP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Developing all-solid-state battery cells and solid electrolyte materials for EV automakers targeting higher energy density and safety.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $SLDP.

Auto - Parts · Consumer Cyclical

No material change from last week — solid-state batteries (QS) and advanced LiDAR (AEVA) are the enabling technology layer for next-generation EVs, while MOD's thermal management serves both AI..

What this means for $SLDP

Neutral — Developing all-solid-state battery cells and solid electrolyte materials for EV automakers targeting higher energy density and safety; limited read-through from electrical equipment & parts macro dynamics to this specific revenue mix.

Industry benchmark

10-name peer basket
+15.1%YTD
+8.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-19.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-5.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-13.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
28.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-21.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-40.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$-0.11$-0.12+8.3%
Q1 2026May 5, 2026$-0.06$-0.12+50.0%
Q4 2025Feb 24, 2026$-0.14$-0.16+12.5%
Q3 2025Nov 4, 2025$-0.14$-0.16+12.5%
Next earningsTue, Nov 3·consensus EPS $-0.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.1M-48.9%-97.4%-857%$-0.06$-20.4M
Q4 FY25$3.6M-18.6%-61.4%-730%$-0.15$-22.3M
Q3 FY25$4.6M-2.0%-34.0%-536%$-0.14$-14.8M
Q2 FY25$7.5M+48.6%-12.2%-343%$-0.14$-17.3M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.3M$6.9M – $7.7M-$0.43-$0.47 – -$0.401
FY27$6.6M$6.2M – $6.9M-$0.48-$0.52 – -$0.451
FY28$47.1M$44.6M – $49.7M-$0.53-$0.57 – -$0.491
FY29$88.0M$83.3M – $92.7M-$0.51-$0.55 – -$0.471
FY30$156.3M$147.9M – $164.7M-$0.40-$0.43 – -$0.371

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.5%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-34.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 194.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 20Lesa B RoeDirector39.2K sh$104K
+ 21 other (11 awards · 10 inkinds) in window

See when $SLDP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 63
AI summary

Solid Power, Inc. received an initial beneficial ownership statement (Form 3) from Uwe Michael Breitweg, a newly appointed Director, as of July 1, 2026. No direct common stock holdings appear in Table I; the form appears to report derivative securities in Table II (details truncated in excerpt). This is a routine insider disclosure with no market impact.

8-KOfficer or director changeJul 28-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Solid Power appointed Uwe Breitweg (BMW Holding's nominee) as Class III director effective July 1, 2026, replacing retiring BMW nominee Rainer Feurer per the 2021 Board Nomination and Support Agreement. Routine BMW board seat rotation.

8-KPress release / Reg FDJun 128-K — Item 7.01: Press release / Reg FD
AI summary

Solid Power (SLDP) posted an investor presentation to its IR website on June 12, 2026 for use with current and prospective investors; the presentation was furnished as Exhibit 99.1 under Regulation FD and is not filed for Exchange Act Section 18 liability purposes. Routine Reg FD disclosure with no standalone new material financial information in the filing body.

SC 13D/AActivist amendmentJun 8SC 13D/A
AI summary

BMW Holding B.V. and its parent Bayerische Motoren Werke AG (BMW Group) filed Amendment No. 1 to Schedule 13D on June 8, 2026, disclosing a 4.7% beneficial ownership stake (10,488,518 shares) in Solid Power, Inc. (SLDP), the solid-state battery developer. The triggering event is April 20, 2026. BMW holds the shares indirectly through BMW Holding B.V. and BMW INTEC Beteiligungs GmbH; all entities share voting and dispositive power. BMW's strategic investment at ~4.7% reflects its ongoing commitment to solid-state battery technology as an automotive supplier relationship; this is a position update with no stated intent change.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
AI summary

Solid Power, Inc. (SLDP) filed an 8-K on May 20, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Solid Power is a Louisville, Colorado-based solid-state battery company listed on Nasdaq. Annual meeting results are routine administrative governance disclosures.

8-KPress release / Reg FDMay 78-K — Item 7.01: Press release / Reg FD
AI summary

SLDP filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-07. Covers: presentation (the “Company Overview”) on its website at https://www. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KOfficer or director changeApr 248-K — Item 5.02: Officer or director change
AI summary

SLDP disclosed a personnel change (8-K Item 5.02, dated 2026-04-24). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KMaterial agreementMar 68-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Solid Power Eyes 2027 Electrolyte Output, Korea JV to Scale Solid-State Batteriesdefenseworld.net·11d agoQuantumScape Falls 6%, Enovix Sinks 14%, Solid Power Drops 4% as Yields at 19-Year Highs Hit Speculative Growth247wallst.com·12d agoSolid Power Eyes 2027 Electrolyte Output, Korea JV to Scale Solid-State Batteriesmarketbeat.com·13d agoSolid Power, Inc. (SLDP) Presents at J.P. Morgan Automotive Conference Transcriptseekingalpha.com·17d agoWhat Makes Solid Power (SLDP) a New Buy Stockzacks.com·23d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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