The solid-state battery maker is still a divisive investment. QuantumScape (QS -5.51%), a developer of solid-state batteries, took its investors on a wild ride over the past year. Its stock reached a 52-week high of $9.52 per share on July 17, 2024, but sank 64% to a 52-week low of $3.40 on April 8, 2025. It then nearly doubled to its current price of $6.72 (as of this writing) over the following three months. competitors commercialize their batteries first, QuantumScape could become irrelevant before it ev ...

Three relatively early stage companies with sizable addressable markets have caught the attention of one of Wall Street's leading asset managers. Nothing holds more importance on Wall Street than data. The problem is the amount of data announced via earnings reports and economic releases can easily overwhelm investors and allow something of importance to be overlooked. For instance, May 15 marked the deadline for institutional investors with at least $100 million in assets under management to file Form 13F ...

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Key Takeaways QS surged after unveiling Cobra, a separator tech 25x faster and cheaper than its previous Raptor system. Cobra reached baseline production ahead of schedule, targeting gigawatt-scale EV battery manufacturing. QS remains volatile with a beta of 4.27 and struggles to generate profits, posting a -41.4% return on equity.QuantumScape Corporation (QS) recently hit a major milestone, boosting investor interest as 17.4 million shares were traded on Thursday, a 38% increase from the previous session ...

Core Viewpoint - QuantumScape has made significant advancements in EV battery technology with the introduction of its "Cobra Separator Process," which enhances production efficiency and reduces costs, potentially revolutionizing the EV industry [2][5][6]. Group 1: Technology Advancements - The Cobra separator process improves the efficiency of ceramic separator production, which is essential for battery safety and longevity [2]. - This new process reduces the heat treatment time for ceramic separators by 25 times compared to the previous method, Raptor, leading to increased production capacity and lower energy costs [3]. - Cobra requires less physical space than Raptor, which could decrease overhead costs or slow their increase [4]. Group 2: Market Potential and Consumer Concerns - QuantumScape's technology addresses consumer concerns regarding battery longevity, which is a significant barrier to EV adoption [7][12]. - A study from EY indicates that high battery replacement costs deter U.S. consumers from purchasing EVs, with replacement costs ranging from $6,500 to $20,000 [7]. - QuantumScape's batteries can reportedly undergo 1,000 charging cycles while retaining 95% of their capacity, equating to approximately 284,000 miles of operation [10][11]. Group 3: Financial Outlook and Analyst Sentiment - QuantumScape currently has no revenue and is valued at approximately $3.2 billion, raising questions about market expectations [5]. - The consensus price target for QuantumScape is $5.19, indicating a potential downside of 10% from its recent closing price [13]. - Despite a bearish near-term outlook from analysts, the long-term potential of QuantumScape's technology is recognized as significant [14].

GERMANY - 2024/12/20: In this photo illustration, a person is holding a smartphone with the logo of ... More US battery company QuantumScape Corporation on screen. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesQuantumScape stock surged 75% this week following the company’s announcement of a breakthrough in manufacturing. The recent advancement with the Cobra separator signifies more than just a manufacturing achievement—it positions t ...

Core Viewpoint - William Blair has reaffirmed its Market Perform rating on QuantumScape despite a significant surge in its share price, indicating caution regarding the sustainability of this rally [1][2]. Group 1: Stock Performance - QuantumScape's stock closed at $5.67, reflecting a daily increase of 30.95%, but retraced slightly to $5.57 in pre-market trading [1]. - Historical precedents show that QuantumScape's stock has experienced temporary surges, such as a nearly 50% increase in January 2024 and a 30% jump in July 2024, both of which reverted to previous levels [3][4]. Group 2: Financial Fundamentals - QuantumScape has a strong liquidity position with $860.3 million in cash and a current ratio of 16.66, significantly exceeding its debt obligations [5]. - Despite the strong liquidity, analysts express caution due to ongoing significant financial losses and do not expect QuantumScape to achieve profitability within the current fiscal year [5]. Group 3: Future Considerations - Analysts emphasize the importance of clarity regarding QuantumScape's potential launch customers and unit economics, which are crucial for assessing the company's long-term growth and sustainability [6]. - The recent stock rally should be approached with caution, considering the historical volatility and current financial realities surrounding QuantumScape [6].

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CANADA - 2025/03/24: In this photo illustration, the QuantumScape logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) QuantumScape's primary commercialization partner is PowerCo, Volkswagen Group's battery subsidiary. Their non-exclusive license agreement, announced last year, allows PowerCo to manufacture up to 40 gigawatt-hours (GWh) per year using QuantumScape's technology, with an option to expand to 80 GWh. This capacity ...

July 2024 Investor Presentation Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws and information based on management's current expectations as of the date of this letter. All statements other than statements of historical fact contained in this letter, including statements regarding the future development of the Company's battery technology, the anticipated benefits of the Company's technologies and the performance of its batt ...