QuantumScape (QS) Stock: What to Expect from Earnings October 22?

TLDR

Table of Contents

QuantumScape reports Q3 2025 earnings October 22 with expected loss of $0.20 per share
Stock has rallied 196% year-to-date and 312% over six months despite no revenue
Recent partnerships with Murata Manufacturing and Corning focus on ceramic separator production
Analysts maintain Hold rating with $9 price target, implying 47% downside from current levels
High short interest of 51% and options traders expect 22% move after earnings

QuantumScape releases its third quarter 2025 financial results after market close on October 22. Wall Street expects the solid-state battery developer to post a loss of $0.20 per share.

That compares to a loss of $0.23 in the same quarter last year. The company is not expected to report any revenue as it remains in the pre-commercial stage.

The stock closed at $15.07 on October 17 after dropping 16% the previous day. This came after the shares hit a recent peak of $19.

Despite the recent pullback, QS has rallied 196% year-to-date and 312% over the past six months. The gains reflect investor enthusiasm about the company’s solid-state battery technology.

Options traders anticipate high volatility around the earnings release. They expect a move of 22% in either direction based on current options pricing.

Manufacturing Partnerships Signal Production Progress

QuantumScape announced a joint development deal with Murata Manufacturing last week. The Japanese electronics firm will help expand production of ceramic separators used in the company’s solid-state batteries.

These separators improve battery safety, charging speed, and energy density. They represent a key component in the battery design.

A few weeks earlier, QS partnered with Corning on similar technology. The two companies will co-develop ceramic separator manufacturing capabilities for large-scale production.

Volkswagen’s PowerCo also maintains a partnership with QuantumScape. The automaker showed the QSE-5 solid-state battery at the IAA Mobility conference.

Financial Challenges Continue

The company reported a net loss of $0.20 per share in its most recent quarter. This represents a small improvement from the $0.25 loss in the year-ago period.

Return on equity stands at negative 41.5%. Analysts forecast a full-year loss of $0.82 per share for 2025.

No revenue is expected until 2026 when commercial testing begins. The company maintains a cash position above $800 million.

The stock carries a 60-month beta of 4.85, making it far more volatile than the broader market. Short interest has reached 51% of the float.

QuantumScape has a Piotroski F-Score of 3. This low score points to operational challenges and questions about earnings quality.

Wall Street analysts maintain a Hold rating on the stock. The consensus includes one Buy, two Hold, and one Sell rating from the past three months.

The average price target sits at $9.00. This implies a potential decline of 47% from current levels.

Investors will watch for updates on battery testing progress and factory development. Any announcements about automaker agreements could influence the stock price after earnings.

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