Equity Profile

QS

QuantumScape Corporation

Consumer DiscretionaryAutomotive Parts & Equipment$3.8B

Jul22Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

QuantumScape Corporation focuses on developing solid-state lithium batteries for electric vehicles. As a player in the automotive parts and equipment sector, its innovations could significantly impact the electric vehicle market, which is rapidly growing due to increasing consumer demand for sustainable transportation.

Key Metrics to Watch

Battery Technology Progress

Investors will be keen to see advancements in battery technology, as this is crucial for QuantumScape's competitive edge.

Updates on battery performance metrics and production timelines.

Partnerships and Collaborations

New or expanded partnerships with automotive manufacturers could signal growth potential and market acceptance.

Any announcements regarding collaborations with major automakers.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

QS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-3.08%

Avg Stock Reaction

-2.68%

Last Quarter Recap

In Q1-2026, QuantumScape reported an EPS of -$0.16, beating estimates slightly. The stock reacted positively, gaining 4.73% the following day.

Management Promises & Guidance

Commitment to advancing battery technology.
Plans to increase production capacity.
Focus on securing more partnerships with automotive manufacturers.

Expectations

Wall Street Expectations

Overall, expectations are mixed as QuantumScape continues to navigate challenges in scaling production while advancing its technology.

Bull Case

If the company showcases significant advancements in battery technology and secures new partnerships, it could lead to strong investor confidence and stock appreciation.

Bear Case

Conversely, if production challenges persist or technology updates fall short, it could lead to further skepticism about the company's future prospects.

Key Metrics to Watch

Battery Technology Progress

Updates on battery performance metrics and production timelines.

Investors will be keen to see advancements in battery technology, as this is crucial for QuantumScape's competitive edge.

Partnerships and Collaborations

Any announcements regarding collaborations with major automakers.

New or expanded partnerships with automotive manufacturers could signal growth potential and market acceptance.

Production Capacity

Updates on production milestones and capacity expansion plans.

Increased production capacity is vital for meeting demand and scaling operations.

Expectations

Two Questions That Matter

The print will turn on these two things.

What specific advancements in battery technology can we expect this quarter?

Investors will closely watch for any breakthroughs that could enhance performance and production efficiency.

Has QuantumScape secured any new partnerships with major automotive manufacturers?

New partnerships could validate the company's technology and expand its market reach, which is critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate QuantumScape's technological advancements and their potential impact on production efficiency.

Supporting Evidence

The recent EPS surprise indicates that the company is capable of outperforming expectations.

Options pricing suggests a high level of anticipated volatility, indicating that investors are preparing for significant news.

The historical trend shows that when the company beats estimates, it often leads to positive stock movement.

Key Risk

If the company announces a significant partnership or breakthrough in battery technology, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether QuantumScape can effectively scale its operations and technology to meet growing demand in the electric vehicle market.

Bull Confirmed If

Demonstrating a significant improvement in battery efficiency metrics or production timelines.

Bear Confirmed If

Failure to provide clear updates on production capacity or technology advancements.

Pre-Earnings Positioning

Options Market

Implied Move

±36.0%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±36.0% while QS has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

69.5%

Calls (3.5M)P/C Ratio: 0.36Puts (581K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 13 of 21 (62%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.9%, with a raw directional average of +2.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If QuantumScape beats expectations and raises guidance, history suggests the stock could see a positive reaction, averaging a 4.9% increase.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience a muted response as investors reassess growth prospects.

Miss

Should the company miss expectations, history suggests a potential decline of around 3.0% as investor confidence wanes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on battery technology advancements and performance metrics.
2Details on any new partnerships with automotive manufacturers.
3Insights into production capacity and timelines.
4Management's outlook on market demand for electric vehicles.
5Any commentary on competitive positioning within the battery technology landscape.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

Battery Technology Progress

Investors will be keen to see advancements in battery technology, as this is crucial for QuantumScape's competitive edge.

Updates on battery performance metrics and production timelines.

Partnerships and Collaborations

New or expanded partnerships with automotive manufacturers could signal growth potential and market acceptance.

Any announcements regarding collaborations with major automakers.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

QS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-3.08%

Avg Stock Reaction

-2.68%

Last Quarter Recap

In Q1-2026, QuantumScape reported an EPS of -$0.16, beating estimates slightly. The stock reacted positively, gaining 4.73% the following day.

Management Promises & Guidance

Commitment to advancing battery technology.
Plans to increase production capacity.
Focus on securing more partnerships with automotive manufacturers.

Expectations

Wall Street Expectations

Overall, expectations are mixed as QuantumScape continues to navigate challenges in scaling production while advancing its technology.

Bull Case

If the company showcases significant advancements in battery technology and secures new partnerships, it could lead to strong investor confidence and stock appreciation.

Bear Case

Conversely, if production challenges persist or technology updates fall short, it could lead to further skepticism about the company's future prospects.

Key Metrics to Watch

Battery Technology Progress

Updates on battery performance metrics and production timelines.

Investors will be keen to see advancements in battery technology, as this is crucial for QuantumScape's competitive edge.

Partnerships and Collaborations

Any announcements regarding collaborations with major automakers.

New or expanded partnerships with automotive manufacturers could signal growth potential and market acceptance.

Production Capacity

Updates on production milestones and capacity expansion plans.

Increased production capacity is vital for meeting demand and scaling operations.

Expectations

Two Questions That Matter

The print will turn on these two things.

What specific advancements in battery technology can we expect this quarter?

Investors will closely watch for any breakthroughs that could enhance performance and production efficiency.

Has QuantumScape secured any new partnerships with major automotive manufacturers?

New partnerships could validate the company's technology and expand its market reach, which is critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate QuantumScape's technological advancements and their potential impact on production efficiency.

Supporting Evidence

The recent EPS surprise indicates that the company is capable of outperforming expectations.

Options pricing suggests a high level of anticipated volatility, indicating that investors are preparing for significant news.

The historical trend shows that when the company beats estimates, it often leads to positive stock movement.

Key Risk

If the company announces a significant partnership or breakthrough in battery technology, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether QuantumScape can effectively scale its operations and technology to meet growing demand in the electric vehicle market.

Bull Confirmed If

Demonstrating a significant improvement in battery efficiency metrics or production timelines.

Bear Confirmed If

Failure to provide clear updates on production capacity or technology advancements.

Pre-Earnings Positioning

Options Market

Implied Move

±36.0%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±36.0% while QS has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

69.5%

Calls (3.5M)P/C Ratio: 0.36Puts (581K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If QuantumScape beats expectations and raises guidance, history suggests the stock could see a positive reaction, averaging a 4.9% increase.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience a muted response as investors reassess growth prospects.

Miss

Should the company miss expectations, history suggests a potential decline of around 3.0% as investor confidence wanes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on battery technology advancements and performance metrics.
2Details on any new partnerships with automotive manufacturers.
3Insights into production capacity and timelines.
4Management's outlook on market demand for electric vehicles.
5Any commentary on competitive positioning within the battery technology landscape.