Solid Power (SLDP)
Develops sulfide electrolytes and cell designs for all-solid-state electric-vehicle batteries.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 10, 2026 | Industrial Alliance Securities | Target | Target: — | Target: $6.75 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $242.4M · Total debt $7.5M · Total assets $527.1M · Shareholders' equity $501.7M
- Revenue
- −$1.0M
- Operating income
- −$30.3M
- Net income
- −$23.8M
No dividends on record.
| Institutions | 35.90% | 81.93M shares | |
|---|---|---|---|
| 197 holders · as of Jun 30, 2026 | |||
| Insiders | 13.80% | 31.49M shares | |
| 12 holders · as of May 21, 2026 | |||
| Strategic holders | 17.96% | 40.97M shares | |
| 3 holders · as of Feb 4, 2026 | |||
| Other | 32.34% | 73.79M shares | |
| remainder | |||
228.18M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
CVI Investments, Inc.Strategic | 9.25% | 21.11M | filed Feb 4, 2026 |
Pierre F. Lapeyre, Jr.Insider | 7.69% | 17.55M | filed Mar 1, 2023 |
BlackRock, Inc.Institution | 7.50% | 17.12M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 4.67% | 10.65M | filed Jan 29, 2024 |
Douglas M. CampbellInsiderofficer: Chief Executive Officer | 4.33% | 9.87M | filed Aug 31, 2022 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 20, 2026 | Lesa B. Roe | director | −39,207 | $2.66 |
| Dec 4, 2025 | Erik J. Anderson | director | −30,000 | $5.20 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Solid Power | $2.51 | +1.01% | $558.0M | — | — | 54.5 | −115.7% |
| QuantumScape | $5.12 | +0.39% | $3.14B | — | — | — | — |
| Toyota Motor (ADR) | $192.81 | +0.16% | $227.96B | 8.5 | 14.7 | 0.7 | +1.4% |
| S.E.S. AI | $0.5635 | −1.14% | $207.7M | — | — | 8.9 | +44.6% |
| Median | 8.5 | 14.7 | 4.8 | +23.0% |