SLDP

QuantumScape is upgraded to Buy, while Solid Power is downgraded to Hold, reflecting a shift from pair trade to single-name conviction. QS demonstrates superior funding quality, avoiding equity dilution and showing disciplined capital spending, while SLDP relies more on share issuance for liquidity. Recent QS progress includes exceeding annual billings targets, securing a multi-year Honda partnership, and reducing full-year capital guidance, strengthening its strategic position.

QuantumScape (NYSE:QS | QS Price Prediction) shares are down 14% to $5.03 in Thursday morning trading, extending a rough stretch for the solid-state battery developer.

LOUISVILLE, Colo.--(BUSINESS WIRE)--Solid Power, Inc. (Nasdaq: SLDP), a leading developer of solid-state battery technology, today announced that it will release its second quarter 2026 results after market close on Tuesday, August 4, 2026, to be followed by a conference call at 2:30 p.m. MT (4:30 p.m. ET) on the same day.The call may be accessed through a live audio webcast on Solid Power's Investor Relations website at www.solidpowerbattery.com/investor-relations. An audio replay will be avail.

Solid Power is a high-risk, cash-rich play on solid-state battery disruption, rated Speculative Buy for asymmetric upside. SLDP's differentiated model focuses on supplying sulfide-based electrolytes and licensing technology, avoiding capital-intensive cell manufacturing. Recent milestones include BMW i7 prototype integration, Samsung SDI collaboration, and SK On pilot line validation, enhancing credibility and ecosystem strength.

LOUISVILLE, Colo.--(BUSINESS WIRE)--Solid Power, Inc. (Nasdaq: SLDP), a leading U.S.-based developer of solid-state battery technology, today announced the appointment of Uwe Breitweg, Vice President Powertrain, Emission and Battery Strategy of the BMW Group, to its board of directors, effective July 1, 2026. His appointment underscores BMW continuing to work very closely together with Solid Power as a strategic development partner in this future key technology. "Mr. Breitweg brings to Solid Po.

Solid Power remains a high-risk solid-state battery name, but the balance sheet gives it time. SP2.5 commissioning by year-end is the nearest operational catalyst. The stock is not cheap on sales alone, but cash plus commercialization optionality makes it interesting.

QuantumScape (NYSE:QS | QS Price Prediction) stock is surging in Thursday's midday session, up 11% to $7.67 after the company unveiled a joint research agreement with Honda Motor (NYSE:HMC) to advance solid-state battery technology.

Solid Power, Inc. (SLDP) Q1 2026 Earnings Call Transcript

LOUISVILLE, Colo.--(BUSINESS WIRE)--Solid Power, Inc. (Nasdaq: SLDP), a leading developer of solid-state battery technology, today announced its operational and financial results for the first quarter of 2026. Recent Business Highlights Completed site acceptance testing for the SK On pilot cell line. 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.

I am upgrading Solid Power to a buy, citing an 80% probability of commercial success versus 20% previously. SLDP's strategic pivot to a B2B licensing and electrolyte supply model enhances scalability and aligns with incumbent battery manufacturers. SLDP's sulfide-based electrolyte enables higher energy density and is validated for scale production, but battery-level mass production remains the final hurdle.