Solid Power, Inc. (SLDP)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
QuarterlyIQ Insights · SLDP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
2026 Outlook Management has reduced its expected 2026 cash investment guidance to be in the range of $75 million to $85 million compared to its prior range of $85 million to $100 million.
Stated in 3 of 3 supplied quarters. Management reported: “2026 Outlook Management has reduced its expected 2026 cash investment guidance to be in the range of $75 million to $85 million compared to its prior range of $85 million to $100 million.” “|| · | Continued execution of financial discipline, remaining on track to deliver cash investments within the current year guidance range of $85 to $100 million.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“2026 Outlook Management has reduced its expected 2026 cash investment guidance to be in the range of $75 million to $85 million compared to its prior range of $85 million to $100 million.”
“|| · | Continued execution of financial discipline, remaining on track to deliver cash investments within the current year guidance range of $85 to $100 million.”
“· Maintained financial discipline and completed a $130 million registered direct offering.”
While EVs will continue to be our north star as we scale up, we are also actively pursuing new markets for our technology.
Stated in 1 of 3 supplied quarters. Management reported: “While EVs will continue to be our north star as we scale up, we are also actively pursuing new markets for our technology.” “Our existing relationships with Tier 1 companies are helping create opportunities to expand into non-EV applications, including humanoid robotics, drones and defense.””
“While EVs will continue to be our north star as we scale up, we are also actively pursuing new markets for our technology.”
We were excited to recently announce that commissioning of MOBIUS™, our next-generation continuous electrolyte production line, is underway,” said John Van Scoter, President and Chief Executive Offic…
Stated in 3 of 3 supplied quarters. Management reported: “We were excited to recently announce that commissioning of MOBIUS™, our next-generation continuous electrolyte production line, is underway,” said John Van Scoter, President and Chief Executive Officer of Solid Power.” “2026 Outlook Management has reduced its expected 2026 cash investment guidance to be in the range of $75 million to $85 million compared to its prior range of $85 million to $100 million.”
“We were excited to recently announce that commissioning of MOBIUS™, our next-generation continuous electrolyte production line, is underway,” said John Van Scoter, President and Chief Executive Offic…”
“|| · | Execution of our continuous manufacturing pilot line remains on schedule.”
“· Began facilities construction and completed factory acceptance testing of all key equipment for our continuous manufacturing pilot line for sulfide electrolyte production; commissioning remains on…”
“We also advanced discussions regarding a potential joint venture in the Republic of Korea as we plan to establish commercial-scale electrolyte manufacturing capabilities.
Stated in 3 of 3 supplied quarters. Management reported: ““We also advanced discussions regarding a potential joint venture in the Republic of Korea as we plan to establish commercial-scale electrolyte manufacturing capabilities.” “|| · | Advanced our discussions with industry leading partners regarding a potential joint venture for commercial-scale electrolyte production in the Republic of Korea.”
““We also advanced discussions regarding a potential joint venture in the Republic of Korea as we plan to establish commercial-scale electrolyte manufacturing capabilities.”
“|| · | Advanced our discussions with industry leading partners regarding a potential joint venture for commercial-scale electrolyte production in the Republic of Korea.”
“· Continued to explore potential partners for commercial-scale electrolyte production in the Republic of Korea.”
|| · | Execution of our continuous manufacturing pilot line remains on schedule.
Over the trailing year it converted 1.18x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
12 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Discretionary names rated neutral grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=6802).
Not investment advice. As of 2026-11-05.