QuantumScape

QuantumScape presented progress on commercialization and manufacturing at the J.P. Morgan Automotive Conference, reporting cumulative customer billings of $40 million and the QSE-5 cell with 800 Wh/L, >300 Wh/kg and fast-charging capability. The pilot line "Eagle" is running with over 90% availability and is expected to double production in the near term to demonstrate scalability, yield and repeatability. Partnerships with Volkswagen and Honda, as well as a licensing rather than own-gigafactory approach, are intended to enable mass production; the short-term focus is on proving scalability and expanding the commercial base. » More on de.investing.com

QuantumScape has achieved key milestones and partnerships with Volkswagen’s PowerCo, Corning, Murata and Honda, advanced its separator manufacturing and demonstrated real-world solid-state cells, but its stock plunged roughly 27.4% in H1 2026. The company is pursuing EVs and other markets such as power equipment and in-rack storage for AI factories, yet competition and expectations already priced into its $4.3 billion market cap weigh on the share price. Investors are advised that risk has declined since 2025 milestones but the company remains speculative and not included in one prominent analysts' top picks. » More on finance.yahoo.com

QuantumScape shares surged after Honda Motor’s R&D arm said it will work with the company to develop its solid‑state battery platform for EVs and other applications. Honda praised the technology’s potential across automotive and other products, boosting investor confidence in QuantumScape’s commercialization prospects. The move underscores a large market opportunity but the company remains speculative and carries high risk for investors. » More on finance.yahoo.com