Update shared on 22 Dec 2025
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.
- Discount Rate: Increased slightly from 8.13 percent to approximately 8.16 percent, reflecting a modest rise in perceived risk or required return.
- Revenue Growth: Essentially unchanged at about 10.57 percent, suggesting stable long term sales expectations.
- Profit Margin: Edged down marginally from roughly 5.29 percent to about 5.28 percent, implying a negligible reduction in projected profitability.
- Future P/E: Increased slightly from around 1,375.51 times to about 1,377.05 times, indicating a small upward adjustment in the implied valuation multiple.
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