The transportation and automotive industry are poised to change drastically, but how can investors get in on the opportunity?The advancement of Artificial Intelligence (AI), sensor technology, and electric vehicles will drive growth in what could become an explosive, lucrative market in the long term: driverless vehicles. The story is just beginning to unfold for a driverless vehicle market estimated to reach a market size valued at over $13 trillion by 2030. If you're looking to jump on this bandwagon earl ...

What happenedAccording to a filing with the Securities and Exchange Commission dated November 4, 2025, the Board of Trustees of The Leland Stanford Junior University reduced its position in QuantumScape (QS +4.28%) by 1,018,000 shares.The transaction was estimated at $9.93 million, leaves the fund holding approximately 1.46 million shares.What else to knowQuantumScape now represents 2.12% of the fund’s 13F assets under management.Top holdings after the filing:EFA: $312.46 million (36.7% of AUM)GOOGL: $190.7 ...

Key Takeaways QuantumScape began shipping B1 solid-state lithium-metal cells in Q3 using its new Cobra process.The Cobra separator is 25 times more productive than the earlier Raptor line, boosting efficiency.B1 samples and Ducati's MotoE program highlight growing partner engagement and real-world validation.QuantumScape (QS) hit one of its most important milestones in Q3 — the start of B1 sample deliveries. The company began shipping its latest solid-state lithium-metal cells built with its new Cobra separ ...

Key Takeaways QuantumScape extended its cash runway through 2029, adding a year to its prior guidance.A $263.5M equity raise and tighter capex plans boosted liquidity and efficiency.QS invoiced $12.8M in customer billings, signaling growing partner engagement.QuantumScape Corp. (QS) ended Q3 with about $1 billion in liquidity and extended its cash runway through 2029— a 12-month improvement over its prior guidance, which projected coverage only into early 2029. That extension followed a $263.5 million raise ...

I am rating QuantumScape Corporation (NYSE: QS ) a buy due to its notable milestones towards commercialization such as the first shipment of QSE-5 B1 samples, which is a key achievement. Remember thisFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked inve ...

I focus on a rigorous fundamentals-foremost equity and credit research. I currently work as a financial advisor/planner, and do analysis in my free time. I have an undergrad in business administration, an MBA in finance, and currently am a doctoral candidate (a DBA with a concentration in Finance and Investment Management). My research style typically involves process-driven research, followed by blending several valuation models together to get a blended, 12 month price target. I enjoy utilizing full DCF a ...

Key Takeaways QuantumScape reported $12.8 million in Q3 customer billings, marking its first tangible cash inflows.The firm's model centers on licensing, joint development and royalties with global auto partners.QS reduced full-year loss and capex forecast as efficiency gains extended liquidity through 2030.QuantumScape Corp.’s (QS) business model is starting to show results. The company has a capital-light approach focused on licensing and development work rather than large-scale manufacturing. In Q3 2025, ...

公司财务与运营进展 - 第三季度实现客户账单金额1280万美元，标志着公司早期商业活动的开端 [1] - 客户账单主要来自向大众汽车PowerCo收取的联合开发工作费用，表明其固态电池技术正逐步接近商业化 [2] - 公司将客户账单视为衡量合作伙伴参与度的指标，反映其轻资产许可模式开始产生早期现金流，但该款项不计为营收 [2][3] - 结合不断扩大的合作伙伴关系和稳健的流动性，公司正逐步从研发阶段向商业化阶段过渡 [4] 行业竞争格局 - 竞争对手Solid Power在2025年第二季度实现营收750万美元，较第一季度的600万美元稳步增长，2024年全年营收为2010万美元，主要来自与SK On和宝马等技术转让协议和里程碑付款 [5] - 竞争对手SES AI在2025年上半年实现营收930万美元，主要来自锂金属电池和AI驱动电池软件的开发服务与合作伙伴关系，预计全年营收在1500万至2500万美元之间 [6] 市场表现与估值 - 公司股价在过去一年内上涨超过211%，但表现不及同期分别上涨421%和435%的SES AI和Solid Power [7] - 市场共识预期公司当前季度（2025年12月）每股亏损为0.15美元，下一财年（2026年）每股亏损预期为0.64美元 [14]

Financial giants have made a conspicuous bearish move on QuantumScape. Our analysis of options history for QuantumScape (NYSE:QS) revealed 35 unusual trades.Delving into the details, we found 40% of traders were bullish, while 48% showed bearish tendencies. Out of all the trades we spotted, 3 were puts, with a value of $177,150, and 32 were calls, valued at $2,705,464.Projected Price TargetsAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price wind ...

Betting on QuantumScape isn't just a mere coin toss, though. There are several clear arguments as to why this ticker could turn into a sizable winner for investors willing and able to take the admittedly above-average risk. Four stand out among the rest.This is one of those cases, however, where you might want to take a shot anyway, based on a technology's plausible potential.There is one not-so-modest concern here. That is, QuantumScape isn't actually selling these batteries in mass quantities yet. It's on ...