SLDP Solid Power Inc

$SLDP blue wave election results just might boost EV and alternative energy stocks Let’s see what happens!

$SLDP $SLDPW average analyst price target $7 dollars! Analyst consensus estimates for Solid Power, Inc. (NASDAQ: SLDP) cover revenue, earnings per share (EPS), and price targets based on current Wall Street coverage: Price Target Estimates • Average Price Target: $6.88 – $7.00 per share • High Estimate: $7.00 • Low Estimate: $6.75 – $7.00 • Consensus Rating: Buy / Strong Buy

$SLDP $SLDP The most interesting takeaway from the earnings call is that management sees drones, defense, and humanoid robotics as potentially faster paths to commercialization than EVs, with shorter qualification cycles. The proposed 500-ton Korean facility could represent a major leap in production scale, while negotiations with two potential partners are already advanced. The key question is no longer just technology development, but how quickly Solid Power can turn its manufacturing capabilities into commercial contracts. Bullish on the long-term opportunity.

$SLDP The installation of the facility went quickly. I am curious to see when production will actually begin this year and when the certification process will be finalized. Once everything is 100 percent officially complete, I expect further news to be announced very soon. The next development will likely concern the joint venture; in my opinion, the most probable partners are Samsung SDI or SK On, though LG Energy Solution, Hyundai, and EcoPro are also potential alternatives. It remains a very exciting situation. Finally, there will surely be news regarding current clients (BMW, Samsung SDI, and SK On), with updated contracts expected to be released soon. The primary milestone, in any case, is achieving continuous production that ensures 100 percent consistent quality. Even though this wasn’t strongly reflected in the stock price yesterday, I remain very optimistic about the near future.

$SLDP Not moving yet, but I bought more. Could go down if "sell the news" takes over. But I am thinking the small and mid caps about to kick back into forward gear. The new producers should start showing results by early next year. $ARSMF $UAMY $ALOY

$SLDP $SLDP Additional insights from the earnings call: None of MOBIUS's new 45-ton capacity is currently covered by supply agreements. Customer requalification is expected to begin in 2027. Management believes its wet-process technology offers significant CAPEX and OPEX advantages over competing dry processes, although actual cost savings remain to be demonstrated. Renegotiated supplier contracts should deliver savings over multiple years. The CEO is pushing to finalize a Korean JV this year but acknowledged possible delays. Encouraging progress, with commercial execution still the key challenge.

$SLDP loved them talking about the robotics and defense markets. And to 10x their materials when the South Korean plant goes live is a massive win. Way to go team!

$SLDP Great news. Dont worry boys..it usually takes a say or two before it spreads...not everyone watches like hawk (like we do).

$SLDP Things are looking up. No wonder analysts have this at a 7.00 price target....and NO sell recommendations.

$SLDP So, on November 3rd, we will hopefully all be a bit wiser as to when the joint venture will be established. I hope a precise, near-term timeframe will be announced—though a maximum window of 8 weeks is actually quite tight. In my view, the most likely candidates are Samsung SDI or SK On, though LG Energy Solution, Hyundai, and EcoPro could also be potential alternatives. Regardless of which company ends up partnering with Solid Power, I believe Solid Power has already come out a winner; after all, any such partner will, first and foremost, want to secure raw materials for their own operations. That said, things will really get moving once the actual, continuous production of sulfide-based electrolytes begins. I expect this to happen sometime during the month of November. In any case, we will hopefully know more in 48 hours. I, for one, am really looking forward to it.

$SLDP I see Solid Power's Q3 report as moderately bullish. The MOBIUS production capacity expansion, electrolyte deliveries to Samsung SDI and SK On, and strong cash position are encouraging signs. While losses and share dilution remain concerns, SLDP appears to be moving closer to commercial-scale production. The real catalyst will be major supply agreements and meaningful revenue growth.

$SLDP this should have popped on Möbius announcement. I expect big news from ER tonight

$SLDP could be worse… we could have got news that was actually bad about the company. Haha So much over reacting to the whole market sentiment it’s just silly. Long and strong baby.

$SLDP $SLDPW batteries are the new oil and Solid Power is the key to Solid State battery production

$SLDP This thing has a price target of $7.00. If my math is correct.....the current price very cheap compared to value.

$SLDP $SLDPW don't forget analyst already pegged Solid Power as a "Buy" with a average price target of $7.00

$SLDP Bought more last week under $2. Hope for Big news tomorrow. Maybe in AM? Maybe at 4am? If Lotte or equivalent Korean manufacturer signed a deal for 500MT after last weeks news of a completed MOBIUS line. Then we might expect a overnight news drop or influx of volume from Korean investors.

$SLDP I just reread the transcript. I missed this phrase regarding the 45 additional metric tons. "Right now we don’t have any of it secured in terms of a supply agreement." Also there was no mention of BMW. Maybe they are included in the Samsung partnership but I am curious about the silence. This was not the call I wanted.

$SLDP the Colorado plant is more “if we build it they will come”.——the Korean partnership is “if we build it they are already here”!! Eg monetization is there / much less of “will they come”. —THAT! Is the GAME CHANGER and will be an instant significant lift to the stock …like $4/5 as market cap should easily double. So that is a handful of months away ..prob by Q2 Hard to argue if that happens it’s wont be game changer… That’s the beauty of SLDP business plan…it’s a much earlier monetization potential which means much earlier stock impact compared to the other companies in the space that are mfg the actual battery

$SLDP I am adding to my position after Q3 earnings. Solid progress with MOBIUS, strong partnerships with Samsung SDI and BMW, nearly $400M in cash and no debt. Still risky, but I like the long-term potential.