What sector is QS in?

QuantumScape Corporation is classified under GICS Consumer Discretionary (Automobile Components).

What is QS's last close price?

QS last closed at $4.28 on 2026-11-06.

QuantumScape Corporation ação

Consumer Discretionary · Automobile Components

$4.28last close

-73.1%~252d

Price

-73.08% over 1Y

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Tese

em 2026-11-06

Bull case

Structural: pure-play bet on solid-state lithium-metal batteries reaching automotive scale. Pre-revenue; cash burn covered by ~$840M liquidity runway into 2028. Licensing-first model (Cobra separator process licensed to PowerCo, $VWAGY's battery arm, July 2024) shifts QS from capex-heavy manufacturer to royalty/milestone payer profile.

PowerCo licensing deal validates the tech at OEM-grade and de-risks the manufacturing scale-up
Murata partnership (Sep 2025) extends commercial footprint to consumer/industrial cells
FlexFrame B0 samples shipped to automotive customer (Q1 2025) - first external validation
Solid-state remains the consensus "winning" EV chemistry; QS has the deepest patent moat
Cash runway through 2028 covers the critical commercialization window

Bear case

Still no commercial revenue eight years post-SPAC; production milestones have slipped repeatedly
Separator yield + cell-stacking remain the unsolved scale problems - Cobra is process-only, not full-cell
Heavy share dilution ($300M+ raised 2024-2025 via ATM); ~590M shares outstanding vs ~340M at SPAC
Competing chemistries (LFP, silicon-anode) keep narrowing the energy-density gap at lower cost
Single-OEM concentration risk: PowerCo/$VWAGY accounts for the entire near-term revenue path

Jul 2024 - PowerCo ($VWAGY battery subsidiary) licenses Cobra separator process; royalty + milestone economics, exclusive automotive window
Sep 2025 - Murata partnership announced for consumer/industrial cell development using QS separator IP
Q1 2025 - FlexFrame B0 sample shipments to unnamed automotive OEM (first external prototype delivery)
2024-2025 - ATM equity raises totaling $300M+ to fund operations through 2028
Mar 2024 - QSE-5 B-sample milestone with PowerCo achieved on schedule

clientesVolkswagen PowerCo · Murata Manufacturing

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Fibonacci levels Correlation matrix Learn the method

Top correlated252d co-movement

Key levels

$6.75
0.786 retr of 3.80->17.58 (52w) · 2026-11-06
Out of reach · reference only
-36.6%
$9.06
0.618 retr of 3.80->17.58 (52w) · 2026-11-06
Out of reach · reference only
-52.8%
$10.69
0.5 retr of 3.80->17.58 (52w) · 2026-11-06
Out of reach · reference only
-60.0%
$12.32
0.382 retr of 3.80->17.58 (52w) · 2026-11-06
Out of reach · reference only
-65.2%

Price has moved beyond every level on record here. They are kept as structural reference, not as an entry map.

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Facts

Exchange: US
Currency: USD
Market cap: $2.65B
Last update: 2026-11-06

Frequently asked questions

What sector is QS in?: QuantumScape Corporation is classified under GICS Consumer Discretionary (Automobile Components).
What is QS's last close price?: QS last closed at $4.28 on 2026-11-06.