Solid Power

SLDP

Market cap $1.29B

Solid Power (SLDP) is positioned to benefit from the long-term growth of the electric vehicle market through its solid-state battery technology. SLDP's partnerships with major automakers like BMW, Ford, and SK On, along with a strong patent portfolio, support its commercialization prospects. Despite early-stage financial losses, SLDP maintains a solid cash position and minimal shareholder dilution, providing stability amid execution risk.

Solid Power (SLDP) remains a compelling Buy, supported by 130% stock gains and strong investor confidence despite undervaluation. SLDP's robust balance sheet, strategic auto partnerships, and manufacturing milestones position it for growth in the booming solid-state battery market. Risks include intensifying competition, potential technological disruption, and macroeconomic headwinds, but SLDP's fundamentals and momentum stand out.

Solid Power's all-solid-state sulfide batteries offer superior lifespan, safety, and ultra-fast charging, positioning them as a disruptive alternative to lithium-ion technology. Key partnerships, like BMW's testing of the company's cells, signal real progress toward mass production and potential industry adoption. SLDP's strategy to retrofit existing lithium battery plants for production could provide a major cost and scalability advantage if successful.

Solid Power offers promising solid-state battery tech with potential to help double EV range and cut charging times, addressing key EV adoption barriers. Execution risk is high: scaling manufacturing, capital needs, and unproven commercial viability make SLDP a highly speculative growth stock despite strong IP and partnerships. Current valuation appears reasonable given long-term growth potential, but short-term downside is likely due to weak EV sales and a possible market correction.

Solid Power, Inc. (NASDAQ:SLDP ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants John C. Van Scoter - CEO, President & Director Linda C.

LOUISVILLE, Colo.--(BUSINESS WIRE)--Solid Power, Inc. (Nasdaq: SLDP), a leading developer of solid-state battery technology, today announced its operational and financial results for the second quarter of 2025. Recent Business Highlights Reached a significant achievement in our partnership with BMW Group with BMW's introduction of an i7 test vehicle powered by our cells and solid-state battery technology. Completed factory acceptance testing for the SK On pilot cell line and began working towar.

LOUISVILLE, Colo.--(BUSINESS WIRE)--Solid Power, Inc. (Nasdaq: SLDP), a leading developer of solid-state battery technology, today announced that it will release its second quarter 2025 results after market close on Wednesday, August 6, 2025, to be followed by a conference call at 2:30 p.m. MT (4:30 p.m. ET) on the same day. The call may be accessed through a live audio webcast on Solid Power's Investor Relations website at www.solidpowerbattery.com/investor-relations. An audio replay will be a.

A supercycle has emerged in what I call the advanced battery space, constituted by four stocks: QuantumScape, Solid Power, Inc., Amprius Technologies, Inc., and SES AI. A trifecta is in play: speculative disruptors with near term catalysts, a sustained rise in volume, and strong market conditions are driving the rally. I'm leaning on Solid Power and Amprius for exposure to this hype cycle, but I favor Solid Power due to its stronger cash runway and better price action.

My conviction is based on the company's first-mover advantage in the promising solid-state battery industry. SLDP is attractively valued, trading near book value, and is well-capitalized with nearly $300 million in liquidity and minimal debt. Scenario analysis suggests SLDP could deliver 12-20% annualized returns over the next decade, even under conservative market share assumptions.

I'm upgrading Solid Power to a speculative buy and have initiated a small position, about 6% of my portfolio. The completion of Solid Power's SP2 line by mid-2026 will double electrolyte capacity, although the CEO doesn't expect meaningful commercial revenue until the end of the decade. To my surprise, funds have increased their positions in the company in the last quarter, despite the selloff in the broader markets.