SLDP: Future Gains Will Be Constrained By Prolonged Overvaluation Risks

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

31 Mar 25

Updated

15 May 26

Views

1.1k

15 May

US$3.06

AnalystConsensusTarget's Fair Value

US$7.00

56.3% undervalued

1Y

102.6%

7D

12.5%

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1Y

102.6%

7D

12.5%

You can edit this narrative until May 16 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$756.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 May 26

SLDP: Differentiated Electrolyte Technology Will Drive Future Battery Performance And Adoption

Solid Power’s electrolyte tech is drawing fresh optimism because it aims to make solid-state batteries safer and better performing, which could help win customers if it can be produced at scale. The catch is that moving from lab results to real-world manufacturing may take longer and cost more than hoped, especially with plenty of rivals chasing similar breakthroughs.

12 views

Shared on 28 Apr 26

SLDP: Differentiated Electrolyte Platform Will Drive Future Battery Performance And Commercial Traction

Analysts have nudged their price target on Solid Power to $7.00, supported by views that the company's differentiated solid-state electrolyte technology can materially improve battery performance in terms of energy density, safety, and efficiency. Analyst Commentary Analyst coverage frames Solid Power as a pure play on solid-state electrolyte technology, with the current US$7 price target linked closely to how effectively the company can turn its technical platform into commercial traction.

37 views

Shared on 11 Apr 26

SLDP: Differentiated Electrolyte Technology Will Drive Future Battery Performance Upside

Analysts have set a new $7 price target for Solid Power, citing the company's differentiated solid-state battery electrolyte technology and its potential to materially improve energy density, safety, and efficiency as key reasons for their view. Analyst Commentary Bullish Takeaways Bullish analysts tie the US$7 price target to Solid Power's focus on commercializing solid-state electrolytes, which they see as a core asset that could support future revenue potential if the technology is adopted at scale.

21 views

Shared on 28 Mar 26

SLDP: Electrolyte Commercialization Progress Will Support Future Upside Potential

Analysts have reset their Solid Power price target to $7, reflecting updated assumptions on revenue growth, profitability, and long term P/E that align with recent research highlighting the company's differentiated solid-state battery electrolyte technology. Analyst Commentary Bullish Takeaways Bullish analysts point to the focus on commercializing solid-state electrolytes as a way to anchor a clear revenue story around a specific part of the battery supply chain, rather than trying to compete across the entire cell market.

29 views

Shared on 13 Mar 26

SLDP: Follow On Equity Offering Will Support Future Upside Potential

Analysts have slightly reduced their price targets on Solid Power, pointing to updated assumptions around discount rates, profit margins, and an adjusted future P/E. Together, these factors suggest a more measured view of the company’s long term earnings power in dollar terms.

14 views

Shared on 27 Feb 26

SLDP: Follow-On Offering Will Support Future Upside Potential

Analysts have modestly adjusted their price target on Solid Power, reflecting small tweaks to assumptions around discount rate, revenue growth, profit margin and an already very large future P/E multiple. You should read this as a fine tuning of expectations rather than a major reset.

19 views

Shared on 12 Feb 26

SLDP: Follow-On Equity Offering Will Support Future Upside Potential

Analysts have made a small upward adjustment to their $ price target for Solid Power, reflecting slightly lower discount rate assumptions and modest tweaks to long term growth and profitability inputs. What's in the News Solid Power filed a follow-on equity offering of approximately US$129.999422 million in securities.

84 views

Shared on 28 Jan 26

SLDP: New Battery Partnership And Buyback Will Support Future Upside Potential

Analysts have slightly adjusted their price outlook on Solid Power, reflecting modest tweaks to discount rate, profit margin assumptions, and a very large forward P/E multiple. Together, these changes feed into an updated fair value estimate of US$7.00 per share.

37 views

Shared on 11 Jan 26

SLDP: New Battery Collaboration Will Support Future Margin Expansion And Upside Potential

Analysts have slightly adjusted their price target on Solid Power, with the updated fair value now set at US$7.00. This reflects fine tuning of the discount rate, profit margin assumptions, and a very large forward P/E multiple that they still see as relevant for the company.

77 views

Shared on 22 Dec 25

SLDP: New Battery Partnership Will Drive Future Margin Expansion And Upside Potential

Analysts have slightly raised their price target on Solid Power to reflect a marginally higher assessed fair value of 7.00 dollars per share, supported by largely unchanged expectations for revenue growth, profitability, and valuation multiples, despite a modest uptick in the assumed discount rate. What's in the News Reported completion of its existing share repurchase authorization, having bought back 9,065,797 shares, or 5.03% of outstanding shares, for a total of 12.59 million dollars under the buyback announced on January 23, 2024 (Key Developments) Disclosed that no additional shares were repurchased between July 1, 2025 and September 30, 2025 under the current buyback window, signaling a pause in incremental capital returns via repurchases during the period (Key Developments) Announced a strategic collaboration with Samsung SDI and BMW to develop and validate a demonstration vehicle using all solid state battery technology, targeting future commercialization of next generation EV batteries (Key Developments) Under the new collaboration, Solid Power will supply sulfide based solid electrolyte to Samsung SDI, which will integrate the material into separators and catholytes to build cells for evaluation against performance criteria set with BMW (Key Developments) The three way partnership is intended to position Solid Power as a supplier of electrolytes to Tier 1 battery manufacturers and automotive OEMs, and to leverage the potential of all solid state cells for higher energy density, longer battery life, and improved safety (Key Developments) Valuation Changes Fair Value: Maintained at 7.00 dollars per share, indicating no material change in the analysts' central valuation.

36 views

Shared on 08 Dec 25

SLDP: Collaboration Will Drive Future Margin Expansion And Support Long-Term Upside

Analysts have modestly raised their price target on Solid Power to reflect a slightly lower discount rate and minor adjustments to long term margin and valuation assumptions. This signals a cautiously more optimistic outlook for the stock.

62 views

Shared on 24 Nov 25

Fair value Increased 75%

SLDP: Future Profit Margins Will Improve With Collaboration Announced

Analysts have raised their price target for Solid Power from $4.00 to $7.00, citing updated outlooks on profit margin improvements and changes in long-term revenue growth expectations. What's in the News Solid Power, Inc.

33 views

Shared on 31 Oct 25

Analysts have slightly increased their price target for Solid Power from $4.00 to $4.00 per share. This reflects modest adjustments in discount rate and profit margin assumptions.

43 views

Shared on 17 Oct 25

Narrative Update: Solid Power Analyst Price Target Adjustment Analysts have slightly raised their fair value estimate for Solid Power to $4.00 per share, citing modest improvements in the discount rate and profit margin assumptions. What's in the News Solid Power, Inc.

4 views

Shared on 03 Oct 25

Fair value Increased 60%

Analysts have raised their price target for Solid Power from $2.50 to $4.00. They cite updated valuation models and a reassessment of the company’s long-term growth prospects.

2 views

Shared on 08 Aug 25

Fair value Increased 67%

Solid Power’s consensus price target has risen notably as analysts assign a higher future P/E multiple despite a higher discount rate, indicating increased optimism for long-term earnings potential; the new fair value is $2.50. What's in the News Solid Power, Inc.

4 views

Shared on 30 Jul 25

Fair value Decreased 26%

A sharp reduction in Solid Power’s forecast revenue growth has driven the consensus price target down from $2.03 to $1.50, despite a modest improvement in net profit margin. What's in the News Solid Power, Inc.

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Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 02 Apr 25

Fair value Increased 35%

AnalystConsensusTarget has increased revenue growth from 16.7% to 37.1%, decreased future PE multiple from 227.5x to 193.2x and increased shares outstanding growth rate from 0.0% to 0.0%.

5 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$7

56.3% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

56.21%

Historical revenue growth rate

30.35%

Auto Components revenue growth rate

0.52%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.25%

Calculation

US$2.44m

Earnings '29

x

998.82x

PE Ratio '29

=

US$2.44b

Market Cap '29

US$2.44b

Market Cap '29

/

275.61m

No. shares '29

=

US$8.85

Share Price '29

US$8.85 Share Price '29

Discounted to 2026 @ 8.22% p.a.

=

US$6.98

Fair Value '26