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QSQS

QuantumScape Corporation

$QS·$3.7B·Auto - Parts·Consumer Cyclical
$5.59-0.4%YTD-46.1%1Y-27.7%
Mentions · last 7 days
2026-08-22: 10 posts177+5%
Price updated 7h ago·X counts updated 9d ago
QSQS
$QSQuantumScape Corporation
$5.59-0.36%177 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $QS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellWinding up for a moveAI verdict · as of 2026-08-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

QuantumScape at $5.61 with the VW/PowerCo milestone-based restructure — solid-state EV battery still binary, still pre-revenue.

QuantumScape is a solid-state EV-battery developer — the flagship program with Volkswagen's PowerCo battery subsidiary aims to commercialize an anode-free lithium-metal cell design. The setup is a too-early name coiling below key resistance.

  • The VW/PowerCo agreement restructuring is the specific catalyst: the Collaboration Agreement was amended on July 16 to move from cost-reimbursement to milestone-based payments — a step toward commercial gating that removes speculative revenue but forces demonstrated technical milestones for cash inflow.
  • The underlying P&L is essentially pre-revenue: Q1 revenue was $0, Q2 EPS came in at $-0.16 vs $-0.18 consensus, and the sell side models FY26 revenue at only $56K (yes, thousand) rising to $28.5M in 2027 and $367M in 2028 — the multiple is only defensible against the 2028+ ramp, so it's a pure clinical-stage-analog situation.
  • The insider signal is quiet-to-mildly-negative: officer Timothy Holme sold combined ~$318K across three dates after C-Conversions/F-InKind (post-vest, small), and the CTO cover story headline (co-founder/CTO selling trust's entire stake for $76,465) is small dollar but a subtle bearish tell about founder-level conviction.

The setup is a too-early solid-state battery name coiled below $6.20 resistance — the October 28 Q3 print is the referee, and the market needs the first named milestone-payment disclosure from PowerCo plus updated commercialization timeline. A named PowerCo milestone payment breaks the coil up toward $8; another quarter of $0 revenue with continued founder trust liquidation keeps the stock coiled below $6.

Agrees with X sentimentThe mixed X read is fair — bulls' US patent 2026/0128367 A1 "All Solid-State Battery" work, the DFT ceramic interface breakthrough, and Sr Manager hiring is factually consistent with the technical progress, and bears' quantum-hype rollover, sell signals, and $6.20 reclaim needing chart-notes are equally fair given the tape. The founder/CTO selling his trust's entire stake for $76,465 is a real conviction signal the crowd is undervaluing.

What to watch: The October 28 Q3 earnings — need first named milestone-payment disclosure from PowerCo plus updated commercialization timeline. A named PowerCo milestone payment breaks the coil up toward $8; another quarter of $0 revenue with continued founder trust liquidation keeps the stock coiled below $6.

On the calendar: 2026-10-28 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment14 posts analyzed · as of 2026-08-30

Sentiment leans bullish on the solid-state battery thesis but is not one-sided — bulls flag a tight range above gap support, cite QuantumScape's density-functional-theory breakthrough on the lithium interface, and highlight AI use-cases and total-rewards hiring meant to keep engineers locked in. Skeptics counter that "quantum hype was nice for a time" and call the charts "ugly," framing insider selling as routine 10b5-1 tax-cover. Chartists watch a clean break above $6.00 as the swing tell.

Read the AI verdict + X sentiment for $QS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pre-revenue company developing solid-state lithium-metal batteries for EVs, targeting higher energy density and faster charging than lithium-ion.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $QS.

Auto - Parts · Consumer Cyclical

Tariff pass-through risk on imported components is compressing parts supplier margins; OEM production cuts reduce volume leverage further. EV-aligned suppliers (power electronics, battery management) are the only pocket of structural growth.

What this means for $QS

Direct beneficiary — EV product exposure positions this company at the center of the powertrain transition; QuantumScape Corporation, along with its affiliated entities, specializes in the.

Industry benchmark

10-name peer basket
+15.0%YTD
+9.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-11.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-38.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-6.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-37.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$-0.16$-0.18+9.5%
Q1 2026Apr 22, 2026$-0.16$-0.18+11.1%
Q4 2025Feb 11, 2026$-0.17$-0.16-6.3%
Q3 2025Oct 22, 2025$-0.18$-0.180.0%
Next earningsWed, Oct 28·consensus EPS $-0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.16$-69.5M
Q4 FY25$0———$-0.17$-68.4M
Q3 FY25$0———$-0.18$-73.6M
Q2 FY25$0———$-0.20$-70.1M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$56K$20K – $102K-$0.66-$0.70 – -$0.633
FY27$28.5M$1.5M – $55.6M-$0.65-$0.74 – -$0.532
FY28$366.6M$146.5M – $703.7M-$0.42-$0.52 – -$0.285
FY29$167.7M$59.7M – $306.7M-$0.38-$0.78 – -$0.062
FY30$428.3M$152.6M – $783.6M-$0.07-$0.14 – -$0.012

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-31.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 503.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 21Timothy HolmeCTO12.7K sh$77KSellAug 19Timothy HolmeCTO41.9K sh$241KSellJul 2Timothy HolmeCTO137.2K sh$1000KSellJul 2Kevin HettrichCFO9.8K sh$71KSellJun 22Kevin HettrichCFO9.8K sh$78KSellJun 2Timothy HolmeCTO190.9K sh$1.8MSellMay 21Kevin HettrichCFO9.8K sh$79KSellMay 21Timothy HolmeCTO118.4K sh$975KSellMay 20Timothy HolmeCTO184.4K sh$1.4MSellMay 12Jeffrey B StraubelDirector27.1K sh$213K
1–10 of 18
+ 34 other (13 awards · 12 inkinds · 8 conversions · 1 gift) in window

See when $QS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAgreement terminatedJul 228-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated
AI summary

QuantumScape Battery, Inc. (QS subsidiary) amended its Collaboration Agreement with PowerCo SE (Volkswagen's battery unit) on July 16, 2026, replacing the prior cost-reimbursement structure with milestone-based payments focused on automotive cell development and larger-format cells; Statement of Work No. 1 was simultaneously terminated. The maximum aggregate amount QS will receive from PowerCo is $75.4 million, inclusive of all prior payments. The restructuring deepens the VW-QuantumScape partnership and shifts it toward commercial cell validation milestones over the next two years.

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

QuantumScape Corporation (QS) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsMar 63
8-KOfficer or director changeMar 58-K — Item 5.02: Officer or director change
+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

QuantumScape Co-Founder and CTO Sells His Trust's Entire Stake in the Company for $76,465fool.com·5d agoBoth SoundHound AI and QuantumScape Are Selling an AI Story, Only One Has Customers247wallst.com·7d agoA QuantumScape Insider Filing Involves $197,000 of Shares. Here's How It Ties to the Company's Next Platformfool.com·10d agoQuantumScape's Chief Legal Officer Disposed of Stock. He Also Recently Acquired Some.fool.com·10d agoQuantumScape's CFO Sold 31,095 Shares This Month. Here's What His Numbers Actually Showfool.com·10d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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