QuantumScape Corporation (QS) – What Are Investment Firms Thinking About This Stock?

QuantumScape Corporation (NYSE:QS) has been assigned a consensus recommendation of “Hold” from the five brokerages that are presently covering the firm, MarketBeat reports. Five analysts have rated the stock with a hold rating. The average 12 month price target among brokerages that have covered the stock in the last year is $9.47.

Separately, TD Cowen reduced their price target on QuantumScape from $8.00 to $6.00 and set a “hold” rating on the stock in a research report on Friday, July 24th.

QuantumScape News Summary

Here are the key news stories impacting QuantumScape this week:

• Positive Sentiment: QS PowerBlock expands QuantumScape’s addressable market. The company introduced QS PowerBlock, a modular solid-state battery system designed for in-rack energy storage in AI data centers. The reference design is intended to support 800VDC architectures, high-power 1 MW racks, improved safety, higher power density, and longer runtime. QuantumScape also joined the Open Compute Project, which could help align the product with data-center industry standards and potential customers. QuantumScape Announces QS PowerBlock for In-Rack Energy Storage in AI Data Centers
• Neutral Sentiment: The upcoming third-quarter report is the next major catalyst. QuantumScape plans to release its third-quarter 2026 results after the market closes on October 21, followed by a conference call. Investors will likely focus on progress toward commercialization, PowerBlock development, cash usage, production milestones, and management’s outlook. QuantumScape Announces Timing of Third Quarter 2026 Business Results and Webcast
• Negative Sentiment: Valuation remains dependent on future execution rather than current earnings. QS shares have fallen roughly 81% over five years and about 59% year to date, leaving the stock near its one-year low and well below its 50-day and 200-day moving averages. A review of book value questions whether the current price is sufficiently supported by net assets, while QuantumScape remains loss-making and has yet to establish meaningful commercial revenue. The PowerBlock announcement is strategically positive, but investors still face substantial technology, manufacturing, adoption, and funding risks. Has QuantumScape Fallen Too Far For Its Book Value?

Insiders Place Their Bets

In other QuantumScape news, CTO Timothy Holme sold 45,000 shares of the company’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $4.54, for a total value of $204,300.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders have sold 294,599 shares of company stock valued at $1,473,271 over the last three months. 3.93% of the stock is owned by insiders.

Institutional Investors Weigh In On QuantumScape

Several hedge funds have recently made changes to their positions in QS. Dimensional Fund Advisors LP lifted its holdings in shares of QuantumScape by 134.6% during the first quarter. Dimensional Fund Advisors LP now owns 5,735,035 shares of the company’s stock worth $36,570,000 after purchasing an additional 3,290,942 shares during the period. Norges Bank purchased a new stake in shares of QuantumScape in the fourth quarter valued at approximately $29,321,000. Clear Street Group Inc. acquired a new position in QuantumScape during the fourth quarter worth $10,314,000. Bank of New York Mellon Corp purchased a new position in QuantumScape in the second quarter worth $9,619,000. Finally, AXQ Capital LP increased its holdings in QuantumScape by 313.2% in the second quarter. AXQ Capital LP now owns 463,653 shares of the company’s stock valued at $3,505,000 after buying an additional 351,451 shares in the last quarter. Institutional investors and hedge funds own 29.87% of the company’s stock.

QuantumScape Price Performance

NYSE:QS opened at $4.58 on Wednesday. The stock’s fifty day moving average is $5.36 and its two-hundred day moving average is $6.48. The company has a market capitalization of $2.84 billion, a P/E ratio of -5.65 and a beta of 2.83. QuantumScape has a 52 week low of $4.40 and a 52 week high of $19.07. The company has a quick ratio of 21.14, a current ratio of 21.14 and a debt-to-equity ratio of 0.02.

QuantumScape (NYSE:QS) last issued its quarterly earnings data on Wednesday, July 22nd. The company reported ($0.16) EPS for the quarter, topping the consensus estimate of ($0.18) by $0.02. During the same quarter last year, the business earned ($0.20) earnings per share. The company’s quarterly revenue was up .0% on a year-over-year basis. Equities analysts expect that QuantumScape will post -0.82 EPS for the current year.

About QuantumScape

QuantumScape Corporation is a development-stage battery technology company focused on solid-state lithium-metal batteries for electric vehicles and other applications. Its technology is designed to replace conventional lithium-ion battery components, including the graphite anode, with a lithium-metal anode and a solid ceramic separator.

The company is developing battery cells intended to offer higher energy density, faster charging, improved safety and longer operating range than many conventional lithium-ion batteries.