QuantumScape Corporation (QS) Q2 2026 Earnings Call Transcript
QuantumScape NYSE: QS said it made progress in the second quarter of 2026 on automotive commercialization, new end-market expansion and pilot production of its solid-state lithium-metal battery cells, while reiterating its full-year adjusted EBITDA loss guidance.
QuantumScape stock (NASDAQ: QS) faces a potentially sharp earnings reaction on Wednesday as investors test whether the solid-state battery developer can turn technical progress into a credible manufacturing and commercialisation plan. Options traders are pricing a move of roughly 12% to 15% in either direction after the second-quarter report, reflecting the uncertainty surrounding a company that still generates little conventional revenue.
QS heads into Q2 earnings with wider loss estimates, limited revenue visibility and ongoing pilot-line spending.
QuantumScape is rated a buy due to its strong execution on the Eagle Line pilot, signaling near-term commercialization potential. QS's Cobra process now achieves heat treatment speeds 25x faster, supporting scalable battery production and competitive energy densities up to 850 Wh/L. Customer billings are accelerating, with FY2026 annualized projections of $44 million, indicating robust B1 sample acceptance and readiness for automotive commercialization.
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.
Quantumscape Corp (NYSE:QS) shares surged about 15% on Thursday after the solid-state battery developer announced a joint research agreement with Honda Motor (NYSE:HMC) subsidiary Honda R&D Co Ltd to advance its battery technology platform. The multi-year collaboration will focus on solid-state battery development and related manufacturing processes, combining the expertise of both companies.
QuantumScape Corporation (QS) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript
QuantumScape Corporation remains on track with its commercialization roadmap, despite recent price weakness and ongoing skepticism. QS's cash and marketable securities provide a 25–32 month runway, supporting development through its targeted commercialization window of 2027–2029. Valuation is attractive: P/B at 3.89x versus a historical average of 4.56x, with a target price range of $7.41–$8.20.
QuantumScape (QS) reported earnings 30 days ago. What's next for the stock?
Shares of QuantumScape (NYSE:QS | QS Price Prediction) are up 7% in early Wednesday trading, pushing the stock to around $9 from a prior close of $8.42.
QuantumScape Corporation is pursuing solid-state battery technology with transformative potential for energy storage and production. QS's progress is tangible, with validation and financial backing from major industry players like Volkswagen and Murata. Industry insider investment signals confidence in QS's technology and long-term prospects.