Executive Summary
Generated July 30, 2026
Energy
QuantumScape
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Steady
Activity
1 recorded change in the last 90 days
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Jose, California, USA
Website
Employees
900 (2026, approximate)
Founded
2010
Listing
QS · NYSE
Market Cap
$3.18B
Price
USD5.17 (-14.55%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A developer of solid-state lithium-metal batteries targeting electric vehicles, with stationary energy-storage applications also under evaluation. QuantumScape inaugurated its Eagle Line pilot-scale solid-state cell production facility in February 2026 at its San Jose headquarters, attended by automotive OEM customer Volkswagen Group, and reported Q1 2026 customer billings of $11 million including its first-ever billings from ecosystem partners, alongside a narrowing GAAP net loss of $100.8 million.
Strategic Connections
- Data Center Power & Cooling: QuantumScape's solid-state battery technology, while initially targeting electric vehicles, is being evaluated for stationary energy-storage applications relevant to data center power resilience.
- Solid Power: QuantumScape competes with Solid Power in solid-state EV battery technology, with Solid Power partnered with Samsung SDI and BMW versus QuantumScape's relationships with Volkswagen and Honda.
Strategic Risks
- Solid-state battery commercialization has repeatedly slipped relative to earlier company timelines
- Continued reliance on external financing amid ongoing net losses
Future Outlook
- Scaling Eagle Line pilot production toward higher-volume commercial output
- Honda partnership could diversify commercialization path beyond Volkswagen Group
- 2026 guidance projects adjusted EBITDA losses of $250-275 million
Sources
4 sources, 73% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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