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QSQS

QuantumScape Corporation

$QS·$2.5B·Auto - Parts·Consumer Cyclical
$4.02-5.0%YTD-60.9%1Y-74.1%
Price updated 8h ago·X counts updated 5d ago
QSQS
$QSQuantumScape Corporation
$4.02-4.96%291 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $QS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

291X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $QS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 66% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

QuantumScape's solid-state-battery breakout narrative gets a +12% recent move and $8B market cap on data-center-batteries positioning, but one long calls the technicals terrible with only $1.7M upcoming revenue and an imminent equity raise/reverse split. Read is contested.

Read what X is saying about $QS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $QS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

QuantumScape at 52-week lows with $1.7M revenue — solid-state battery story needs a specific commercial milestone, not another pivot.

QuantumScape is a pre-revenue solid-state lithium-metal battery developer — a 15-year R&D story that has yet to produce commercial-grade cells at scale. The stock is at 0.3% of its 52-week range, down 69% TTM, with a solid-state battery breakout narrative that keeps running into unit-economic reality.

  • The P&L is essentially non-existent: zero revenue last quarter — the business is purely a capital-markets vehicle burning cash to prove solid-state battery commercialization; one long per the sentiment summary flags $1.7M upcoming revenue and an imminent equity raise/reverse split.
  • The data-center-batteries pivot is the current narrative lever — if solid-state batteries work for data-center backup power rather than EVs, QS gets a new TAM; but this is a story-pivot, not a validated commercial path.
  • Insider Holme sold $496K at $5.09 after exercising at $0 strike — a routine 10b5-1 execution, but the direction (selling into weakness) is the honest counter-signal.

Breaking-down holds unless Oct 28 earnings announce a signed major automotive OEM commercial-sample contract with specific dollar amounts, or a signed data-center energy-storage partnership. Another cash-runway disclosure plus an equity raise or reverse-split confirmation is what seals the de-rating; a signed OEM commercial milestone is the one asymmetric upside catalyst holders should watch.

Agrees with X sentimentThe X mixed read is accurate — the +12% recent move on data-center-batteries framing is real but limited; the $1.7M-upcoming-revenue, imminent-equity-raise/reverse-split-counter is the honest counter-tell that the setup has structural downside asymmetry.

What to watch: Oct 28 earnings — any signed OEM commercial-sample contract, data-center partnership, cash runway versus the $1.7M revenue, and any specific capital-raise or reverse-split disclosure. A dilutive raise or reverse-split confirmation is what seals the breaking-down.

On the calendar: 2026-10-28 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — aging US vehicle fleet (avg 12.

What this means for $QS

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

Industry benchmark

10-name peer basket
-7.6%YTD
-13.4%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 21·consensus EPS $-0.17

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$28K – $99K-$0.43-$0.64 – -$0.223
FY27$22.9M$11.3M – $40.6M-$0.65-$0.74 – -$0.553
FY28$366.6M$146.5M – $703.7M-$0.42-$0.52 – -$0.285
FY29$167.7M$82.7M – $297.8M-$0.37-$0.75 – -$0.132
FY30$417.0M$205.8M – $740.6M-$0.08-$0.16 – -$0.032

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.1.3×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.1%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.-23.2%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.-42.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 503.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% 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.β2.845-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

SellOct 5Timothy HolmeCTO97.5K sh$443KSellSep 15Timothy HolmeCTO97.5K sh$496KSellAug 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 HolmeCTO93.0K sh$765K
1–10 of 13
+ 28 other (12 inkinds · 8 conversions · 7 awards · 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.

+ 7 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.

D-Wave Quantum vs. QuantumScape: Here Is the Better Innovative Technology Stock to Buy in 2026fool.com·4d agoQuantumScape (NYSE:QS) Sets New 52-Week Low – Here’s Whydefenseworld.net·5d agoQuantumScape Announces QS PowerBlock for In-Rack Energy Storage in AI Data Centersglobenewswire.com·9d agoQuantumScape Corporation (QS) Discusses Expansion Into Advanced Solutions and Data Center Verticals for Battery Technology Transcriptseekingalpha.com·10d agoQuantumScape Has No Revenue But Is Worth $2.8 Billion. Here's the 1 Milestone That Would Change Everythingfool.com·12d 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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