Parkev Tatevosian, CFAPublished 2026-10-31
“QuantumScape Stock: Buy or Sell?”
$QSBullish
AI summary · QuantumScape is an attractive high-risk, high-return buy only for very-high-risk-tolerant investors, upgraded to buy on July 27 at $5 and now about $4 after a 60% YTD fall. R&D progress, Honda testing, Eagle-line output, a strong 2027-2028 production target and low cash burn support it. It could go to zero or return 100x, with no average outcome; AI data-center and defense expansion could enlarge the opportunity.
QuantumScape's stock is trading at approximately $4 per share. Of course, I upgraded the stock rating to "buy" on approximately July 27 when it was trading at $5 per share.
At the beginning of 2026, I thought the stock was overpriced, and overall, the stock has fallen by 60% since the beginning of the year. The company is developing solid-state battery technology, which aims to improve upon the lithium-ion technology currently used in electric vehicles and other categories.
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