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Company coverage · CONSUMER CYCLICAL

Solid Power Inc SLDP

AUTO PARTS coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.

Sector: CONSUMER CYCLICALIndustry: AUTO PARTSLatest quarter: 2026-06-30Fundamentals refresh: 2026-08-30
moat Narrow
physical / assets Minimal
sw / hw SW 25 : HW 75
Last close $2.33

Connected surface

Price, fundamentals, portfolio context, and research memory.

Data through 2026-08-28
Observed price path $2.33
Activity +27.3%
$-0.07 $2.32 $4.72 $7.11 $9.51 AprSepFebJulDecMay 2024-04-09 · SELL CALL · relative size +5% 2025-01-23 · SELL CALL · relative size +5% 2025-01-23 · SELL CALL · relative size +5% 2025-05-27 · SELL CALL · relative size +2% 2025-05-27 · SELL CALL · relative size +1% 2025-06-23 · BUY CALL · relative size +6% 2025-06-23 · SELL CALL · relative size +4% 2025-06-24 · SELL CALL · relative size +3% 2025-07-01 · SELL CALL · relative size +6% 2025-07-01 · BUY CALL · relative size +8% 2025-07-08 · SELL CALL · relative size +8% 2025-07-08 · BUY CALL · relative size +8% 2025-07-09 · BUY CALL · relative size +9% 2025-07-09 · SELL CALL · relative size +4% 2025-07-30 · BUY CALL · relative size +27% 2025-07-30 · SELL CALL · relative size +13% 2025-08-06 · BUY CALL · relative size +15% 2025-08-12 · BUY CALL · relative size +20% 2025-08-12 · SELL CALL · relative size +15% 2025-08-12 · BUY CALL · relative size +15% 2025-08-12 · SELL CALL · relative size +19% 2025-08-19 · SELL CALL · relative size +2% 2025-09-24 · SELL CALL · relative size +4% 2025-10-07 · SELL CALL · relative size +9% 2025-10-07 · BUY CALL · relative size +24% 2025-10-16 · BUY CALL · relative size +8% 2025-10-16 · SELL CALL · relative size +14% 2025-10-21 · BUY CALL · relative size +46% 2025-10-21 · SELL CALL · relative size +62% 2025-11-05 · SELL CALL · relative size +7% 2025-11-05 · BUY CALL · relative size +2% 2025-11-06 · BUY CALL · relative size +39% 2025-11-06 · SELL CALL · relative size +12% 2025-11-06 · SELL CALL · relative size +81% 2025-11-06 · BUY CALL · relative size +100% 2025-11-18 · BUY CALL · relative size +1% 2025-11-18 · SELL CALL · relative size +11% 2025-11-18 · BUY CALL · relative size +15% 2025-11-18 · SELL CALL · relative size +11% 2025-11-28 · SELL PUT · relative size +11% 2025-12-04 · BUY CALL · relative size +1% 2025-12-11 · BUY CALL · relative size +1% 2025-12-18 · SELL CALL · relative size +2% 2025-12-22 · BUY PUT · relative size +9% 2025-12-31 · SELL CALL · relative size +1% 2025-12-31 · SELL CALL · relative size +1% 2026-01-02 · BUY equity · relative size +0% 2026-01-07 · BUY equity · relative size +0% 2026-01-08 · BUY equity · relative size +1% 2026-01-09 · BUY equity · relative size +1% 2026-01-12 · BUY CALL · relative size +5% 2026-01-16 · SELL CALL · relative size +6% 2026-01-16 · BUY CALL · relative size +10% 2026-01-28 · SELL equity · relative size +2% 2026-04-23 · SELL CALL · relative size +3% 2026-05-18 · EXPIRED CALL · relative size 0% 2026-07-02 · SELL equity · relative size +68% 2026-07-02 · SELL equity · relative size +64%
600 daily bars since 2024-04-09 Buy Sell Option 58 visible trade events
Portfolio context +0.6% portfolio weight

Latest snapshot: 2026-05-01T00:00:00. Position gain/loss: +70.4%.

58 trade records · 51 option records · 2024-04-09 → 2026-07-02
moat Narrow

Proprietary sulfide solid electrolyte IP for all-solid-state batteries, but faces formidable competition: Toyota has 1,000+ patents, Samsung, Panasonic, LGES, Nissan, CATL all hold deep IP. In Q4 2025, 190+ new entrants joined the patent landscape w…

physical / assets Minimal

Development-stage company. Holds IP and lab assets but no productive physical infrastructure. $437M raised but no production facilities yet.

sw / hw SW 25 : HW 75

Growth. BMW and Ford co-development partnerships validate sulfide solid-state battery technology as pilot production scales toward automotive OEM qualification milestones. Primary assets. Sulfide solid electrolyte IP and patents, pilot/laboratory fa…

Research memory 3 coverage entries

Append-only ticker entries from the internal coverage database.

  1. SW 25 : HW 75

    Growth. BMW and Ford co-development partnerships validate sulfide solid-state battery technology as pilot production scales toward automotive OEM qualification milestones. Primary assets. Sulfide solid electrolyte IP and patents,…

  2. Minimal

    Development-stage company. Holds IP and lab assets but no productive physical infrastructure. $437M raised but no production facilities yet.

  3. Narrow

    Proprietary sulfide solid electrolyte IP for all-solid-state batteries, but faces formidable competition: Toyota has 1,000+ patents, Samsung, Panasonic, LGES, Nissan, CATL all hold deep IP. In Q4 2025, 190+ new entrants joined th…

Research archive Moat and asset notes
Full portfolio moat / asset analysis

Proprietary sulfide solid electrolyte IP for all-solid-state batteries, but faces formidable competition: Toyota has 1,000+ patents, Samsung, Panasonic, LGES, Nissan, CATL all hold deep IP. In Q4 2025, 190+ new entrants joined the patent landscape with 1,660 new applications. No moat exists until manufacturing scale, regulatory approvals, and customer contr…

Full portfolio moat / asset analysis

Development-stage company. Holds IP and lab assets but no productive physical infrastructure. $437M raised but no production facilities yet.

Coverage feed Latest entries
  1. manual · sw-hw

    Growth. BMW and Ford co-development partnerships validate sulfide solid-state battery technology as pilot production scales toward automotive OEM qualification milestones. Primary assets. Sulfide solid electrolyte IP and patents,…

  2. manual · physical-assets

    Development-stage company. Holds IP and lab assets but no productive physical infrastructure. $437M raised but no production facilities yet.

  3. manual · moat

    Proprietary sulfide solid electrolyte IP for all-solid-state batteries, but faces formidable competition: Toyota has 1,000+ patents, Samsung, Panasonic, LGES, Nissan, CATL all hold deep IP. In Q4 2025, 190+ new entrants joined th…

Trade feed Recent records
Date Action Type Relative size
2026-07-02 SELL Equity +64%
2026-07-02 SELL Equity +68%
2026-05-18 EXPIRED CALL option 0%
2026-04-23 SELL CALL option +3%
2026-01-28 SELL Equity +2%
2026-01-16 BUY CALL option +10%
2026-01-16 SELL CALL option +6%
2026-01-12 BUY CALL option +5%
2026-01-09 BUY Equity +1%
2026-01-08 BUY Equity +1%
2026-01-07 BUY Equity +0%
2026-01-02 BUY Equity +0%
2025-12-31 SELL CALL option +1%
2025-12-31 SELL CALL option +1%
2025-12-22 BUY PUT option +9%
2025-12-18 SELL CALL option +2%
2025-12-11 BUY CALL option +1%
2025-12-04 BUY CALL option +1%
2025-11-28 SELL PUT option +11%
2025-11-18 SELL CALL option +11%
2025-11-18 BUY CALL option +15%
2025-11-18 SELL CALL option +11%
2025-11-18 BUY CALL option +1%
2025-11-06 BUY CALL option +100%

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