QuantumScape Corp (QS)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
$4.11-7.22%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
QuarterlyIQ Insights · QS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Eagle Line is fully operational and is producing increased volumes of QSE-5 cells for customers.
Stated in 3 of 3 supplied quarters. Management reported: “Eagle Line is fully operational and is producing increased volumes of QSE-5 cells for customers.” “Today we announced a QS ecosystem partnership with Muehlbauer Group to provide cell assembly equipment for a planned 100 megawatt-hour (MWh) cell production line.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Eagle Line is fully operational and is producing increased volumes of QSE-5 cells for customers.”
“Core tools are showing uptime greater than 90%, key metrics of productivity are hitting our targets and we are currently ramping cell volumes and shipping samples to customers.”
“We are producing initial volumes of QSE-5 cells, and we have been working to continuously improve all aspects of Eagle Line functionality, such as equipment uptime, line throughput, control systems,…”
In Q3 we recorded our first customer billings from the Honda agreement announced in June .
Stated in 3 of 3 supplied quarters. Management reported: “In Q3 we recorded our first customer billings from the Honda agreement announced in June .” “Automotive Commercialization Update We’re proud to report that we have taken a major step forward on automotive customer engagement: on June 18, we announced a partnership with Honda .”
“In Q3 we recorded our first customer billings from the Honda agreement announced in June .”
“Automotive Commercialization Update We’re proud to report that we have taken a major step forward on automotive customer engagement: on June 18, we announced a partnership with Honda .”
“We continue to work closely with the Volkswagen Group’s PowerCo as we advance through the phases of our automotive commercialization roadmap.”
The QS PowerBlock i s an in-rack energy storage reference design that enables AI data center architects to harness the improved energy density, high power capability and improved safety profile of th…
Stated in 3 of 3 supplied quarters. Management reported: “The QS PowerBlock i s an in-rack energy storage reference design that enables AI data center architects to harness the improved energy density, high power capability and improved safety profile of the QSE-5 cell.” “In order to serve our diverse and growing customer base, we are establishing three business verticals: QSEV for electric vehicles, QSDC for AI data centers, and QSAS for advanced solutions in applications such as aerospace and defense.”
“The QS PowerBlock i s an in-rack energy storage reference design that enables AI data center architects to harness the improved energy density, high power capability and improved safety profile of th…”
“In order to serve our diverse and growing customer base, we are establishing three business verticals: QSEV for electric vehicles, QSDC for AI data centers, and QSAS for advanced solutions in applica…”
“We believe our high performance solid-state design has compelling attributes to address the evolving energy-storage needs of AI data centers, where conventional lithium-ion technology faces safety an…”
For full-year 2026, we reiterate our Adjusted EBITDA loss guidance of between $250M and $275M.
Stated in 3 of 3 supplied quarters. Management reported: “For full-year 2026, we reiterate our Adjusted EBITDA loss guidance of between $250M and $275M.” “Adjusted EBITDA loss was $60.7M in Q3, in line with expectations.”
“For full-year 2026, we reiterate our Adjusted EBITDA loss guidance of between $250M and $275M.”
“For full-year 2026, we reiterate our Adjusted EBITDA loss guidance of between $250M and $275M.”
“For full-year 2026, we reiterate our Adjusted EBITDA loss guidance of between $250M and $275M.”
For full-year 2026, we reiterate our guidance for capex to be between $27M and $37M.
Stated in 3 of 3 supplied quarters. Management reported: “For full-year 2026, we reiterate our guidance for capex to be between $27M and $37M.” “For full-year 2026, we lower our guidance for capex to between $27M and $37M, reflecting capital discipline and cost savings on specific capital projects.”
“For full-year 2026, we reiterate our guidance for capex to be between $27M and $37M.”
“For full-year 2026, we lower our guidance for capex to between $27M and $37M, reflecting capital discipline and cost savings on specific capital projects.”
“For full-year 2026, we reiterate our capex guidance of between $40M and $60M.”
Over the trailing year it converted 0.52x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Discretionary names rated neutral grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=6802).
Not investment advice. As of 2026-11-05.