QuantumScape Corp

QS

Market cap $3.6B

QS heads into Q2 earnings with wider loss estimates, limited revenue visibility and ongoing pilot-line spending.

QuantumScape is rated a buy due to its strong execution on the Eagle Line pilot, signaling near-term commercialization potential. QS's Cobra process now achieves heat treatment speeds 25x faster, supporting scalable battery production and competitive energy densities up to 850 Wh/L. Customer billings are accelerating, with FY2026 annualized projections of $44 million, indicating robust B1 sample acceptance and readiness for automotive commercialization.

In this video, Motley Fool contributor Jason Hall shares the latest on Quantumscape (QS +1.27%), including a big new collaboration, a change in the involvement of an important early investor, and what he thinks are the two most important partnerships it established over the past year.

QuantumScape Corp (NASDAQ:QS) shares are trading higher by almost 6% on Thursday as risk appetite stays firm and traders lean into higher-beta names.

SAN JOSE, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- QuantumScape Corporation (NASDAQ: QS), a global leader in next-generation solid-state lithium-metal battery technology, today announced it will release its 2026 second-quarter business results after market close on Wednesday, July 22, 2026.

Subscribers to our Substack, The Contrarian Edge , received this commentary on Sunday, July 5.

QuantumScape accomplished some key steps toward commercialization last year and in early 2026. Sagging EV demand growth has some investors questioning the future.

The Pentagon just earmarked over $74 billion for drone dominance and counter drone technologies in the FY2027 budget request, and that is only one slice of the AI arms race AMD and NVIDIA are fighting over.

QuantumScape's stock has plunged 95% from its all-time high. But its stock could rise as it finally commercializes its first battery designs.

Littelfuse maintains a diverse global portfolio in circuit protection and power management components. QuantumScape is pursuing a high-stakes transition from development to commercialization of solid-state batteries.