QuantumScape remains a speculative play, but its advancements on milestones and robust cash reserves support my continued buy rating. Successful integration of next-gen Cobra separator boosts production efficiency, positioning QS for future solid-state battery demand and OEM interest. Strong financials, asset-light model, and Volkswagen partnership ensure sustainability, with a cash runway of up to 32 months including new funding.
QuantumScape's investment case hinges on scaling production, controlling costs, and achieving promised battery performance before lithium-ion rivals close the gap. Recent manufacturing advances (Cobra process) and expanded OEM partnerships, especially with Volkswagen, extend the cash runway and support future royalty-based revenue. Significant execution and timing risks remain, as QuantumScape is pre-revenue and faces fierce competition from rapidly improving lithium-ion technologies.
Strong partnership with Volkswagen and a clear commercialization roadmap position QS well for future growth as EV adoption accelerates. Wall Street's revenue forecasts for QS are overly conservative; I believe the company's true potential is significantly underestimated. Despite high risk and volatility, I see QS as a promising Buy at current levels for a modest portfolio allocation.
QS, CVEO, and AGEN show strong earnings acceleration this month - often a signal of stock price momentum ahead.
QuantumScape's breakthrough solid-state battery technology addresses key market gaps: high energy density, fast charging, and long life cycle, positioning it as an industry leader. Recent milestones—Cobra separator integration, PowerCo partnership expansion, and prototype success—boost my confidence in the company's commercialization path for 2026. Despite being pre-revenue, prudent financial management and an extended cash runway to 2029 support my bullish outlook as QuantumScape nears commercialization.
The solid-state battery startup QuantumScape QS has seen its stock more than double over the past month, fueled by a mix of technical breakthroughs and renewed excitement around its deepening partnership with German auto giant Volkswagen VWAGY. While QuantumScape's story and potential might be compelling, its recent surge raises questions about whether the stock has run too far, too fast.
While QuantumScape's recent Cobra separator breakthrough has ignited significant investor enthusiasm, it's crucial to acknowledge that multiple pathways could still lead to complete value destruction, despite the promising technical progress.
The company ended its second quarter with $797.5 million in cash and extended its cash runway into 2029.
QuantumScape recently had a breakthrough that drove its stock into the stratosphere.
QuantumScape Corporation (NYSE:QS ) Q2 2025 Earnings Conference Call July 23, 2025 5:00 PM ET Company Participants Kevin Hettrich - Chief Financial Officer Siva Sivaram - President, CEO & Director Conference Call Participants Aman S. Gupta - Goldman Sachs Group, Inc., Research Division Benjamin Joseph Kallo - Robert W.
NVDA posts $18.8B in profit as AI demand soars, while QS gains 220% on new technology and a pivot to licensing revenues.
QuantumScape (NYSE: QS) has seen a spectacular 110.56% gain over the past 10 trading days, nearly doubling from $7.01 on July 7 to $14.76 at the time of publication on July 18.