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QSQS

QuantumScape Corporation

Trending onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationPrice and volume picking up
$QS·$4.3B·Electrical Equipment & Parts·Industrials
$5.83-1.2%YTD-44.0%1Y-48.0%
Mentions · last 7 days
2026-07-09: 122 posts2026-07-10: 145 posts2026-07-11: 56 posts2026-07-12: 109 posts2026-07-13: 229 posts2026-07-14: 167 posts2026-07-15: 271 posts1,106+14%
Price updated 11m ago·X counts updated 2d ago
QSQS
$QSQuantumScape Corporation
$5.84-1.19%1.1k posts+14%
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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Honda multi-year solid-state deal + Q2 earnings on July 22 — the $302M inflow says institutions are positioning.

QuantumScape is the pre-revenue solid-state battery developer whose 2026 tape has been -39% YTD despite a genuine Honda multi-year joint agreement announcement. Earnings hit in six days with $302M of trailing inflows and real institutional positioning.

  • The core business is pre-commercial: no meaningful revenue, FCF yield -6% reflecting capital consumption, EPS -$0.16 — QS is entirely a specific pipeline-and-strategic-value bet where the Honda deal is the load-bearing catalyst.
  • The Honda multi-year joint agreement is the specific inflection: covering EVs, Acura, motorcycles/scooters, power equipment, aviation, and backup storage — Honda COO Atsushi Ogawa publicly discussed QS solid-state as the pick for future battery value, which is exactly the specific customer-anchor bull-thesis validation.
  • Institutional inflows are meaningful: community flags $302.15M inflows over 5 sessions with $244.15M from Large-order block/institutional buying — real positioning ahead of the QS/TSLA earnings coincidence on July 22, and Cathie Wood's ARKK has TSLA + QS as top holdings.

The July 22 Q2 earnings are the near-term arbiter — cash-runway commentary (Honda-partnership economics matter here), specific pilot-line milestone updates, and any FSN-line ramp commentary extend the setup toward $10. A pilot-line delay or Honda-partnership-economics disclosure that disappoints stalls the tape below $5.

Agrees with X sentimentX is bullish into July 22 Q2 earnings, cites Honda multi-year joint agreement covering EVs, Acura, motorcycles/scooters, power equipment, aviation and backup storage, with Honda COO Atsushi Ogawa discussing QS solid-state publicly. Community flags $302.15M inflows over 5 sessions with $244.15M from institutional buying. Mechanics support catalyst-play + event-ahead: pre-revenue with real customer-anchor validation from Honda, and specific institutional positioning ahead of the print.

What to watch: The July 22 Q2 earnings. Watch cash-runway commentary (Honda partnership economics), pilot-line milestone updates, and FSN-line ramp commentary. Pilot-line delay or Honda-economics disappointment stalls the tape sub-$5; specific milestones + Honda progression extends toward $10.

On the calendar: 2026-07-22 — Q2 earnings

X sentiment

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

Bullish sentiment31 posts analyzed · as of 2026-07-15

QuantumScape chatter is bullish into July 22 Q2 earnings. Bulls anchor on the Honda multi-year joint agreement covering EVs, Acura, motorcycles/scooters, power equipment, aviation and backup storage - Honda COO Atsushi Ogawa publicly discussed QS solid-state as the pick for future battery value. Community flags $302.15M inflows over 5 sessions with $244.15M from Large-order block/institutional buying. QS earnings coincide with $TSLA earnings, prompting a QS x TSLA partnership hypothesis. Bulls target the ARM-of-batteries valuation framing. Bears cite an underwhelming QS-Honda video update that 'said nothing.' Community is patient, with buy-zone dollar-cost averaging near $6.73.

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 Electrical Equipment & Parts sits in its cycle right now — and what that implies for $QS.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

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; end markets and revenue mix have limited overlap with the hyperscaler rack power acceleration and grid electrification capex.

Industry benchmark

32-name peer basket
+15.1%YTD
+77.9%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
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%
Q2 2025Jul 23, 2025$-0.20$-0.200.0%
Next earningsWed, Jul 22·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 – $93K-$0.66-$0.71 – -$0.633
FY27$28.5M$1.5M – $55.6M-$0.63-$0.72 – -$0.522
FY28$393.7M$139.5M – $651.0M-$0.38-$0.50 – -$0.135
FY29$266.8M$94.5M – $441.2M-$0.24-$0.45 – -$0.042
FY30$495.0M$175.4M – $818.5M$0.04$0.01 – $0.082

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.1.2×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.-22.6%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.-39.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellJul 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$213KSellMay 6Mohit SinghCHIEF DEVELOPMENT OFFICER50.0K sh$394KSellApr 2Kevin HettrichCFO9.8K sh$61K
1–10 of 18
+ 40 other (20 awards · 13 inkinds · 6 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-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-KOfficer or director changeFeb 108-K — Item 5.02: Officer or director change
3New insider — initial holdingsJan 303
8-KOfficer or director changeJan 308-K — Item 5.02: Officer or director change
+ 9 other (2 proxys · 2 earnings 8-Ks · 1 10-Q · 1 ARS) in window

Recent news

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

What is Happening With Quantumscape Stock?fool.com·3d agoQuantumScape Shares Climb Thursday as Chart Tests Heavy Moving Average Resistancebenzinga.com·8d agoQuantumScape Announces Timing of Second Quarter 2026 Business Results and Webcastglobenewswire.com·9d agoProgress Report: How Our Top Stock Picks of 2026 Are Faringschaeffersresearch.com·10d agoWhy Did QuantumScape Stock Drop Almost 30% in the First Half of 2026?fool.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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