Market Overview - Major U.S. indices closed lower, with the Dow Jones Industrial Average down 0.13% to 50,121.40, the S&P 500 finishing flat at 6,941.47, and the Nasdaq falling 0.16% to 23,066.46 [1] AppLovin Corporation - AppLovin stock decreased by 3.41% to close at $456.81, trading between an intraday high of $471.97 and a low of $438.18, remaining below its 52-week peak of $745.61 but above its 52-week low of $200.50 [2] McDonald's - McDonald's shares fell 0.85% to finish at $323.21, with an intraday high of $325.20 and a low of $320.81, just under its 52-week high of $328.06 and above its 52-week low of $283.47 [2] Cisco Systems - Cisco Systems stock eased 0.84% to close at $85.54, trading between an intraday high of $87.14 and a low of $85.12, hovering near a 52-week high of $88.18 and well above a 52-week low of $52.11; in after-hours trading, the stock fell 7.3% to $79.26 [3] - Cisco projected third-quarter revenue between $15.4 billion and $15.6 billion, exceeding estimates of $15.18 billion, and adjusted earnings of $1.02 to $1.04 per share, compared to estimates of $1.03 per share; the company also raised its fiscal 2026 revenue guidance to $61.20 billion to $61.7 billion from a prior outlook of $60.20 billion to $61 billion [4] QuantumScape Corporation - QuantumScape stock declined 1.34% to end at $8.82, with an intraday high of $9.13 and a low of $8.60, trading well below its 52-week high of $19.07 but above its 52-week low of $3.40; shares fell nearly 10.5% to $7.89 in extended trading [5] - The company reported a fourth-quarter loss of 17 cents per share, better than the expected 18-cent loss; capital expenditures totaled $12.3 million for the fourth quarter and $36.3 million for the full year 2025, with customer billings reaching $19.5 million for the year [6] AST SpaceMobile - AST SpaceMobile shares increased by 0.68% to close at $96.92, trading between a session high of $102.85 and a low of $93.20, still below its 52-week high of $129.87 but far above its 52-week low of $18.22 [7] - Cisco stock has a Momentum ranking in the 81st percentile and a Value ranking in the 18th percentile according to Benzinga Edge Stock Rankings [7]

QuantumScape (NYSE:QS) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsBen Kallo - Managing DirectorJoseph Spak - Managing DirectorKevin Hettrich - CFOMark Shooter - Senior Associate of Energy and Power Technologies Equity ResearchSam Kamara - Senior Director of Investor RelationsSiva Sivaram - CEOWinnie Dong - Director of Equity ResearchConference Call ParticipantsLaysha Sack - Equity Research AnalystNone - AnalystOperatorGood day, and welcome to QuantumScape's fourth quarter and fu ...

QuantumScape (NYSE:QS) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsBen Kallo - Managing DirectorJoseph Spak - Managing DirectorKevin Hettrich - CFOMark Shooter - Senior Associate of Energy and Power Technologies Equity ResearchSam Kamara - Senior Director of Investor RelationsSiva Sivaram - CEOWinnie Dong - Director of Equity ResearchConference Call ParticipantsLaysha Sack - Equity Research AnalystNone - AnalystOperatorGood day, and welcome to QuantumScape's fourth quarter and fu ...

QuantumScape (NYSE:QS) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Speaker6Good day, and welcome to QuantumScape's fourth quarter and full year 2025 earnings conference call. Sam Camara, QuantumScape's Senior Director, Investor Relations, you may begin the conference.Speaker7Thank you, operator. Good afternoon, and thank you to everyone for joining QuantumScape's fourth quarter 2025 earnings call. To supplement today's discussion, please go to our IR website at ir.quantumscape.com to view our shareh ...

Exhibit 99.1 Q4 FISCAL 2025 LETTER TO SHAREHOLDERS Dear shareholders, We are pleased to provide you with a review of our activities over the course of 2025 and lay out our goals for the year ahead. 2025 Year in Review 2025 was an extraordinary year on all fronts for QS. At the beginning of the year, we set aggressive goals for ourselves: to baseline the Cobra process, ship Cobra-based QSE-5 cells, install equipment for our Eagle Line, and expand our commercial engagements. We're proud to report that we succ ...

QuantumScape Reports Fourth Quarter 2025 Business and Financial ResultsFeb 11, 2026 4:15 PM Eastern Standard Time# QuantumScape Reports Fourth Quarter 2025 Business and Financial ResultsShare---SAN JOSE, Calif.--([BUSINESS WIRE])--QuantumScape Corporation (NASDAQ: QS), a global leader in next- generation solid-state lithium-metal battery technology, today announced its business and financial results for the fourth quarter of 2025, which ended December 31.The company posted a letter to shareholders on its In ...

QuantumScape Corp (NASDAQ: QS) Investor Presentation February 2026 QUANTUMSCAPE CONFIDENTIAL Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the federal securities laws based on management's current expectations, assumptions, and available information about future events as of the date of this letter. All statements, other than historical facts, including those about the Company's anticipated commercial and operational milestones, financial outlook, a ...

Core Viewpoint - QuantumScape is a challenging stock to value due to its promising solid-state batteries that have not yet generated meaningful revenue, but it has the potential for significant gains if it successfully scales its business [1] Company Overview - QuantumScape develops solid-state batteries that utilize solid electrolytes, offering higher charging capacities, shorter charging times, and better thermal resistance compared to traditional lithium-ion batteries, although they are more expensive and difficult to mass-produce [2] Product Details - The QSE-5 battery from QuantumScape has an energy density of 844 Wh/L and can charge from 10% to 80% in 12.2 minutes, outperforming most lithium-ion batteries which have an energy density of 300-700 Wh/L and a charging time of 20 minutes to an hour [3] Commercialization Timeline - Initially, QuantumScape planned to commercialize its first batteries in 2024, but due to technical, manufacturing, and industrialization challenges, it now aims for early commercial shipments by the end of 2026 [4] Financial Projections - For 2026, analysts expect QuantumScape to generate $5 million in revenue from initial battery shipments while incurring a net loss of $390 million [5] - If QuantumScape successfully commercializes its batteries, analysts project revenue could surge to $61 million in 2027 and potentially reach $294 million by 2033, assuming a 30% CAGR over the following six years [7] Strategic Partnerships - QuantumScape expanded its partnership with Volkswagen in July, securing additional milestone payments that extend its cash runway through 2029 [6]

QuantumScape (QS) shares pushed meaningfully higher on Monday after the battery technology company officially launched its much-awaited production-scale platform, Eagle Line. Following the rally on Feb. 9, QS looks headed to challenge its 200-day moving average (MA), a key resistance point. Breaking above this level often accelerates bullish momentum in the near term. More News from Barchart Despite the surge, however, QuantumScape stock remains down some 20% versus its year-to-date high. www.barchart ...

Core Insights - QuantumScape Corp. is expected to report a fourth-quarter 2025 loss of 16 cents per share, an improvement from a loss of 22 cents per share in the same quarter last year [1][6] - For the full year 2025, the consensus estimate for QuantumScape's loss is 75 cents per share, indicating a 17% year-over-year improvement, with further narrowing to 63 cents per share in 2026 [2] Financial Performance - QuantumScape has shown operational progress, with $12.8 million in customer billings reported in Q3 2025, primarily from joint development work with Volkswagen [6][8] - The company has a history of beating bottom-line estimates once and meeting expectations in the other three quarters over the past year [2] Operational Developments - The company has begun shipping its Cobra-built B1 cells to multiple OEMs and inaugurated the Eagle Line pilot unit in San Jose, which integrates a more productive manufacturing process [6][10] - The Eagle Line is approximately 25 times more productive than the previous Raptor line, enhancing QuantumScape's capacity for higher-volume production [10] Partnerships and Market Engagement - Volkswagen's PowerCo has committed up to $131 million in milestone-based payments to support the development of the QSE-5 pilot line, reflecting strong belief in QuantumScape's technology [18] - The company has also established joint development agreements with two additional global automakers and partnerships with Murata Manufacturing and Corning for high-volume ceramic separator production [19] Market Performance - QuantumScape's shares have declined by 48% over the past three months, underperforming the industry [13] - The average brokerage recommendation for QuantumScape is 3.64 on a scale of 1 to 5, indicating a mixed outlook from analysts [14] Future Outlook - Key watchpoints for the upcoming earnings release include updates on Cobra-based sample shipments and progress on licensing and monetization [21] - Clarity on the transition of QSE-5 from pilot production to pre-commercial scale will be critical for shaping long-term revenue expectations [21]