Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
QuantumScape Corp (QS)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-04
$4.43+7.52%
Close 2026-11-04 · 1-day change
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for QS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
capital spending stays within $40-60 million in 2026 | It plans to spend $40-60 million on capital in 2026. | Broken | capital spending exceeds $60 million or falls below $40 million in FY26 | Capital expenditures: $4.449M FY2026-Q3; GAAP. Published target: between $40 million and $60 million. Annual target cannot be compared with a quarterly or TTM observation. Oct 23, 20264,449,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is speculative growth, not an established earnings compounder. The multi-year thesis is in a watch state: management has reported progress on production and customer milestones, but the evidence snapshot rates financial performance as weak and risk as high.
The snapshot provides no valuation measure or direct evidence of market expectations, so whether QS is cheap or expensive versus peers cannot be assessed. It does show a recent downward price reaction and a sharp fall in company momentum, but these do not establish what the market already assumes.
Near term, the evidence is mixed: QS reported an earnings beat in October, while company momentum fell and recent financial performance remains well below its industry cohort. Over the multi-year view, an operational Eagle Line, increased QSE-5 cell volumes, first Honda billings, and early PowerBlock and QSAS billings show progress, but the supplied evidence gives no revenue figures for these efforts.
A key favorable signal would be a reversal of the guidance cut reported in July, alongside continued proof that production can scale and customer milestones can support meaningful commercial progress. Sector conditions are another swing factor: continued strength from GPC, BWA, and APTV could support the backdrop, while weaker results or guidance from those companies could remove that tailwind.
Over the next 1 to 3 years, the thesis depends on turning production and customer milestones into stronger financial performance; current evidence remains mixed and confidence is low. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in QuantumScape Corp's published investment case. The stated target is EPS >= -$0.7. |
| Improving |
| EPS loss worsens beyond -$0.7 in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
start generating revenue by 2027 with at least $35.7 million | A supporting condition in QuantumScape Corp's published investment case. The stated target is revenue >= $35.7 million. | Intact | revenue fails to reach $35 million in FY27 | Revenue: $0 FY2026-Q3; GAAP. Published target: revenue >= $35.7 million. Annual target cannot be compared with a quarterly or TTM observation. Oct 23, 20260 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.68 → $-0.62 · observed estimates
$0.04B → $0.00B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.68 | $35,707,980 | 6 / 3 |
| 2026-07-25 | $-0.66 | $49,274,650 | 5 / 3 |
| 2026-07-26 | $-0.66 | $49,274,650 | 5 / 3 |
| 2026-07-27 | $-0.66 | $66,411,970 | 5 / 2 |
| 2026-07-28 | $-0.66 | $66,411,970 | 5 / 2 |
| 2026-07-29 | $-0.68 | $35,123,940 | 6 / 1 |
| 2026-07-30 | $-0.65 | $28,544,958 | 5 / 1 |
| 2026-07-31 | $-0.68 | $35,123,940 | 6 / 1 |
| 2026-08-01 | $-0.65 | $28,544,958 | 5 / 1 |
| 2026-08-02 | $-0.68 | $35,123,940 | 6 / 1 |
| 2026-08-03 | $-0.65 | $28,544,958 | 5 / 1 |
| 2026-08-04 | $-0.68 | $35,123,940 | 6 / 1 |
| 2026-08-05 | $-0.65 | $28,544,958 | 5 / 1 |
| 2026-08-06 | $-0.65 | $28,544,958 | 5 / 1 |
| 2026-08-07 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-08 | $-0.68 | $35,123,940 | 6 / 1 |
| 2026-08-09 | $-0.68 | $35,123,940 | 6 / 1 |
| 2026-08-10 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-12 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-13 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-14 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-15 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-16 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-17 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-18 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-19 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-20 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-21 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-22 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-23 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-24 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-25 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-26 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-27 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-28 | $-0.65 | $22,853,950 | 5 / 1 |
| 2026-08-29 | $-0.65 | $22,853,950 | 5 / 2 |
| 2026-08-30 | $-0.65 | $22,853,950 | 5 / 2 |
| 2026-08-31 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-01 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-02 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-03 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-04 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-05 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-06 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-07 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-08 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-09 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-10 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-11 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-12 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-13 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-14 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-15 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-16 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-17 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-18 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-19 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-20 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-21 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-22 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-23 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-24 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-25 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-26 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-27 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-28 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-29 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-09-30 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-01 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-02 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-03 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-04 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-05 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-06 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-07 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-08 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-09 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-10 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-11 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-12 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-13 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-14 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-15 | $-0.65 | $22,853,950 | 5 / 3 |
| 2026-10-16 | $-0.65 | $22,843,713 | 5 / 3 |
| 2026-10-17 | $-0.65 | $22,843,713 | 5 / 3 |
| 2026-10-18 | $-0.65 | $22,843,713 | 5 / 3 |
| 2026-10-19 | $-0.65 | $22,843,713 | 5 / 3 |
| 2026-10-20 | $-0.65 | $22,843,713 | 5 / 3 |
| 2026-10-21 | $-0.65 | $22,843,713 | 5 / 3 |
| 2026-10-22 | $-0.63 | $3,303,713 | 5 / 3 |
| 2026-10-23 | $-0.63 | $303,713 | 5 / 4 |
| 2026-10-24 | $-0.63 | $303,713 | 5 / 3 |
| 2026-10-25 | $-0.63 | $303,713 | 5 / 3 |
| 2026-10-26 | $-0.63 | $303,713 | 5 / 3 |
| 2026-10-27 | $-0.63 | $303,713 | 5 / 3 |
| 2026-10-28 | $-0.62 | $303,713 | 5 / 3 |
| 2026-10-29 | $-0.62 | $303,713 | 5 / 3 |
| 2026-10-30 | $-0.62 | $303,713 | 5 / 3 |
| 2026-10-31 | $-0.62 | $303,713 | 5 / 3 |
| 2026-11-01 | $-0.62 | $303,713 | 5 / 3 |
| 2026-11-02 | $-0.62 | $303,713 | 5 / 3 |
| 2026-11-03 | $-0.62 | $303,713 | 5 / 3 |
| 2026-11-04 | $-0.62 | $303,713 | 5 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 7 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
0 raises · 0 cuts · 0 unchanged · 2 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.