QuantumScape's Window For Marketability Is Quickly Closing

Michael Del Monte
5.07K Followers

Summary

  • QuantumScape's Cobra separator milestone advances solid-state battery commercialization, but real-world vehicle demos and revenue generation remain years away.
  • Intensifying competition, shifting public policy, and slowing EV adoption create a challenging market for QS to achieve profitability and scale.
  • Despite recent positive market reaction, I see current QS valuation as unsustainable, given looming headwinds and projected continued net losses.
  • I reiterate my sell rating with a $3.07/share target, as near-term risks outweigh the potential long-term upside for QuantumScape.

Symbol for a charging station is painted on the asphalt

Kostas Koufogiorgos/iStock via Getty Images

QuantumScape (QS) reached a substantial milestone in June 2025 by bringing its Cobra separator process into baseline cell production. With the organization partnering with outsourced manufacturers to begin higher-volume production, QS is nearing its

This article was written by

5.07K Followers
Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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