QuantumScape Corp

QS

Market cap $4.36B

QuantumScape on Wednesday said former U.S. Air Force Chief Scientist Dr. Mark Maybury joined its strategic advisory board, pointing to his background across defense, artificial intelligence, cybersecurity, digital transformation and advanced manufacturing.

QuantumScape is downgraded from Buy to Sell in favor of a pair trade long Solid Power, reflecting relative valuation and commercialization prospects. Despite operational progress at QS, market conditions now penalize long-duration growth, making relative valuation versus SLDP more critical. SLDP offers a less disruptive, lower-capital path to commercialization, with strong OEM partnerships and sufficient cash runway for 2–3 years.

AST SpaceMobile's satellite constellation is expanding. Rivian's R2 could stabilize its wobbly EV business.

QuantumScape Corporation remains a buy as recent price weakness and insider selling create attractive entry points for long-term investors. QS maintains a strong cash runway of 22–28 months even after adjusting expenses by 10%, supporting its development and commercialization timeline through 2027–2028 despite macroeconomic and geopolitical risks. Volkswagen's robust EV market share and continued funding reinforce QS's resource base and partnership potential, enhancing its strategic positioning.

QuantumScape could commercialize its solid-state batteries in the near future. ChargePoint's EV charging networks will continue to expand.

QuantumScape's stock has plummeted this year. It's a speculative stock, but investors shouldn't ignore its potential catalysts.

SAN JOSE, Calif., April 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 first-quarter business results after market close on Wednesday, April 22, 2026.

Aurora is a pioneer in autonomous trucking and extends business beyond hours of service. Uber Technologies has over 20 active driverless vehicle partnerships.

Battery startup Sion Power is pivoting from making products for all-electric vehicles to ones for drones. CEO Pamela Fletcher, a former executive at General Motors, told CNBC "the faster path, and frankly, a big need, is out there is in this defense space.

QuantumScape (NYSE:QS) stock is up about 5% today, trading around the $7 area as investors revisit a milestone that flew under the radar when first reported: QuantumScape generated its first-ever customer billings in 2025.