In this articleQSLow-cost Unmanned Combat Attack System (LUCAS) drones are positioned on the tarmac at a base in the U.S. Central Command operating area.Source: U.S. CENTCOMAn Arizona-based battery startup led by a former General Motors executive is pivoting from making products for all-electric vehicles to ones for the aerospace and defense industries amid the war in Iran and growing demand for U.S. drones by the Trump administration.Sion Power expects to commercialize high-energy lithium-metal battery cel ...

Major U.S. indexes closed higher Monday, with the Dow Jones Industrial Average rising 1.38% to 46,208.47, the S&P 500 gaining 1.15% to 6,581, and the Nasdaq advancing 1.38% to 21,946.76.These are the top stocks that gained the attention of retail traders and investors through the day:Palantir Technologies Inc. (NASDAQ:PLTR)Palantir’s stock closed up 6.78% at $160.90, reaching an intraday high of $161.08 and a low of $153.24. The stock is trading closer to its 52-week high of $207.52 than its low of $66.12.  ...

Shares of QuantumScape Corp. (NYSE:QS) are trading higher Monday. The move comes as the broader market gains momentum.The Nasdaq has climbed 1.59%, while the S&P 500 rose 1.54%.Oil Prices Plunge On Geopolitical ShiftsAuto-related stocks are trading higher following a sharp drop in energy costs. WTI crude oil futures tumbled over 10% on Monday, falling to around $87 per barrel. This shift followed news that President Donald Trump ordered the Pentagon to halt planned strikes on Iranian energy infrastructure f ...

By David MoadelPublished Mar 23, 1:36PM EDT QS Rallies 5%: QuantumScape Just Crossed a Major Revenue Milestone - 24/7 Wall St. S&P 5006,608.90 +0.97% Dow Jones46,413.00 +1.24% Nasdaq 10024,274.60 +1.04% Russell 20002,507.98 +2.33% FTSE 1009,977.80 +1.34% Nikkei 22553,405.50 +4.03% Stock Market Live March 23, 2026: S&P 500 (SPY) Soars on Trump Announcement Investing QS Rallies 5%: QuantumScape Just Crossed a Major Revenue Milestone Quick Read QuantumScape (QS) recorded $19.5M in customer billings in 2025, it ...

Global Research ab 15 March 2026 Road & Spak Everything In The Right Place? As we had documented in this weekly space, we grew more cautious particularly on suppliers as the group had rallied through 4Q25 earnings season. Our thinking was that most of the gains had been driven by multiple expansion, multiples looked stretched, and we saw a low probability that positive earnings revisions could backfill multiples. This meant that continued outperformance had to be driven by further multiple expansion – histo ...

Core Insights - Garmin, QuantumScape, and Synaptics are highlighted as three under-the-radar tech companies with significant growth potential and distinct market positions [1][2]. Garmin - Garmin achieved record FY2025 revenue of $7.245 billion, representing a 15% year-over-year increase, with all five business segments posting record results [1][2]. - The Fitness segment grew by 42% in Q4, and pro forma EPS for FY2025 was $8.56, exceeding estimates by 4.64% [2]. - The company has $4.10 billion in cash and marketable securities with zero debt, and it announced a 17% increase in its annual dividend to $4.20 per share, along with a new $500 million share repurchase program [2]. - FY2026 guidance anticipates revenue of $7.9 billion and pro forma EPS of $9.35 [2]. Synaptics - Synaptics reported Q2 FY2026 revenue of $302.5 million, up 13% year-over-year, marking five consecutive quarters of double-digit revenue growth [1][2]. - Core IoT product sales surged by 53% year-over-year, and non-GAAP EPS was $1.21, beating estimates of $1.17 [1]. - Operating cash flow increased by 163% year-over-year to $60 million in Q2, and the company repurchased $43.6 million of its own stock in the first half of FY2026 [1][2]. - Despite a recent stock pullback of 18.6% to $73.87, Synaptics continues to show strong fundamentals and direct exposure to the edge AI market [1]. QuantumScape - QuantumScape generated its first-ever customer billings of $19.5 million in FY2025 after opening its Eagle Line pilot production facility [1]. - The company expanded its PowerCo deal to 85 GWh of annual capacity and signed agreements with two additional major global automotive OEMs [1]. - Full-year 2025 net loss was $435 million, an improvement from $477.9 million in 2024, with total liquidity of $970.8 million and a cash runway extended through the end of the decade [1][2]. - CEO Siva Sivaram emphasized that the company is now in the commercialization phase, marking a significant inflection point in its journey [1].

Core Insights - QuantumScape achieved significant milestones in battery technology, particularly in production efficiency, moving closer to mass production despite a 63% decline in stock from its 52-week high [1] - The company is currently trading around $7 per share, raising questions about potential investment opportunities [1] Group 1: Production Process Improvements - QuantumScape integrated its Cobra process into baseline cell production, enhancing heat-treatment speed and reducing floor space requirements [2] - The Cobra-based QSE-5 cells were shipped to Volkswagen and showcased on a Ducati V21L race bike [2] - The Eagle Line, a highly automated pilot cell production line, was installed in San Jose, California, and is designed to scale production of high-quality ceramic separators [3] Group 2: Market Expansion - QuantumScape aims to expand beyond the automotive sector, identifying growth opportunities in high-value markets such as data centers, robotics, aviation, and defense [6] - The company believes that its solid-state batteries, with high energy density, are well-suited for demanding applications in autonomous and robotic sectors [7] - As QuantumScape approaches commercial production, monitoring its progress in diversifying into these alternative industries will be crucial for investors [7]

Core Viewpoint - The article discusses potential investment opportunities in a specific stock, indicating a possible long position in the near future [1]. Group 1: Company Insights - The author expresses a personal opinion on the stock without any current holdings but may initiate a long position within 72 hours [1]. - The article emphasizes that the views presented are subject to change and do not constitute financial advice [2]. Group 2: Market Context - The article highlights that past performance does not guarantee future results, indicating a cautious approach to investment recommendations [3]. - It notes that the information provided is for educational purposes and should not be construed as an offer to buy or sell securities [2].

Core Viewpoint - QuantumScape's stock has seen a significant decline, raising questions about whether this presents a buying opportunity or a warning sign for investors [1] Company Overview - QuantumScape specializes in solid-state lithium-metal battery technology aimed at achieving higher energy density, faster charging, and improved safety while promoting a lower-carbon future [1] Technological Progress - The company has advanced to field testing with its QSE-5 B-sample cells, and the installation of its Eagle Line pilot production equipment is on schedule, marking a significant step towards commercial viability [2] Financial Position - As of the end of 2025, QuantumScape reported $911 million in total liquidity, providing a strong runway despite a net loss of $435 million and no significant revenue [4][6] - The company’s liquidity should be sufficient to navigate challenges leading to full production, but it must start generating revenue soon to retain investor confidence [6] Market Potential - The solid-state battery market is projected to grow at a compound annual growth rate (CAGR) of 56% or more through the early 2030s, presenting a substantial opportunity for QuantumScape if it can achieve production readiness by the end of 2026 [7] Investment Outlook - Investors are currently in a waiting phase, as the results from field tests with partner PowerCo (Volkswagen) will be critical in determining the stock's future [8] - The stock remains a high-risk speculative investment, with potential for significant volatility based on the performance of its battery technology [9][10]

Core Insights - QuantumScape Corporation (NASDAQ:QS) is highlighted as one of the best battery stocks to consider before significant growth occurs [1] Group 1: Analyst Ratings and Price Targets - Evercore ISI maintained an In-Line rating for QuantumScape and reduced the share price target to $10 from $12 [2] - HSBC upgraded QuantumScape's rating to Hold from Reduce and lowered the price target to $8.3 from $10.50, emphasizing the need for clarity on contracts and revenue streams [2] Group 2: Product Development - QuantumScape inaugurated its Eagle Line pilot production for solid-state lithium-metal cells (QSE-5) at the beginning of February, which will enable the company to ship cells for customer testing and integration [3] - The Eagle Line is designed to automate the production of solid-state batteries, catering primarily to the electric vehicle industry [4]