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Solid Power upgraded to buy with 80% chance of success in solid-state battery market

Analyst Insights
30 Apr 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Solid Power (SLDP) has been upgraded to a buy rating due to significant progress in commercializing its solid-state battery technology. The company shifted to a B2B licensing and electrolyte supply model, partnering with major manufacturers like BMW, SK On, and Samsung SDI, which enhances scalability and reduces adoption costs. Its sulfide-based electrolyte offers safety and energy density advantages over traditional lithium-ion batteries. While mass production at the battery level remains a challenge, SLDP's proven manufacturing capability and strategic partnerships position it well for success in the growing EV battery market, projected to exceed $200 billion by 2034.

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