TLDR
- QuantumScape posts Q3 2025 results October 22 with projected $0.20 per share loss
- Shares jumped 196% in 2025 despite zero revenue and ongoing losses
- New partnerships with Murata and Corning advance ceramic separator production
- Analysts set $9 price target showing 47% potential downside
- Short interest at 51% as market questions profitability timeline
QuantumScape releases third quarter 2025 earnings on October 22 after market close. Analysts expect the solid-state battery developer to report a loss of $0.20 per share.
The forecast represents an improvement from the $0.23 loss posted in Q3 2024. However, the company remains pre-commercial with no expected revenue.
QS stock has surged 196% year-to-date and 312% over six months. The rally reflects investor optimism about solid-state battery technology and electric vehicle trends.
The stock closed at $15.07 on October 17 following a 16% drop. Shares recently peaked at $19 before profit-taking set in.
Options pricing suggests traders expect a 22% move in either direction following the earnings announcement. This volatility reflects uncertainty about the company’s commercialization timeline.
Production Partnerships Advance Technology
QuantumScape signed a joint development agreement with Murata Manufacturing last week. The partnership focuses on scaling production of ceramic separators for solid-state batteries.
These components enhance battery safety, charging speeds, and energy capacity. They form a critical part of the company’s battery architecture.
The company also partnered with Corning weeks earlier. Both firms will collaborate on ceramic separator manufacturing systems designed for commercial-scale production.
Volkswagen’s PowerCo continues working with QuantumScape on battery development. The automaker demonstrated the QSE-5 solid-state battery at the IAA Mobility conference.
Financial Metrics Show Ongoing Losses
The most recent quarter showed a net loss of $0.20 per share. This compares to a $0.25 loss in the prior year period.
Return on equity registers at negative 41.5%. Full-year 2025 estimates point to a loss of $0.82 per share.
Revenue isn’t anticipated until 2026 when commercial testing starts. The company holds over $800 million in cash reserves.
QS stock carries a beta of 4.85 over 60 months. This makes it nearly five times more volatile than the overall market.
Short interest stands at 51% of available shares. The Piotroski F-Score of 3 indicates operational hurdles.
Analyst Outlook and Valuation
Wall Street maintains a Hold rating on QuantumScape stock. Current recommendations include one Buy, two Hold, and one Sell rating.
The consensus price target of $9.00 suggests 47% downside from current prices. This gap reflects concerns about valuation after the recent rally.
Investors will monitor the earnings call for battery testing updates and production milestones. Details about automaker partnerships could move the stock after results.
The company faces questions about its path to profitability. Cash burn rate and commercialization timing remain key focus areas for shareholders.
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