QuantumScape (QS) Stock: What to Expect From Earnings Wednesday

TLDR

• QuantumScape reports Q4 2025 earnings after market close Wednesday, February 11, with Wall Street expecting a loss of $0.17 per share versus $0.22 last year
• The stock has surged 69% over the past year despite remaining pre-commercial with no meaningful revenue expected
• Company recently launched “Eagle Line” production facility in San Jose to demonstrate larger-scale manufacturing capabilities for customer testing
• QuantumScape signed joint development deal with top-10 global automaker and expanded partnership with Volkswagen’s PowerCo in December
• Options traders anticipate 13.70% price swing after earnings as investors focus on 2026 commercialization timeline rather than quarterly loss figures

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QuantumScape reports its fourth-quarter 2025 results after Wednesday’s close. The stock has climbed 69% over the past year.

QuantumScape Corporation, QS

Wall Street expects a loss of $0.17 per share. That compares to a $0.22 loss in the same quarter last year. No revenue is forecast.

The company remains in pre-commercial development. Investors will focus on updates about battery testing, factory progress, and automaker partnerships.

Production Scale and Strategic Partnerships

QuantumScape unveiled its Eagle Line facility in San Jose earlier this month. The new production line aims to demonstrate manufacturing scale for solid-state battery components. It will produce cells for customer testing.

The company added technology veteran Geoff Ribar to its board in January. He brings industry and financial expertise to the leadership team.

December brought major partnership news. QuantumScape signed a joint development agreement with a top-10 global automaker. The company also expanded its relationship with Volkswagen’s battery unit PowerCo.

Manufacturing partnerships also grew. QuantumScape teamed up with Murata Manufacturing and Corning to support higher-volume production of battery separator parts.

Market Expectations and Analyst Views

Full-year losses are expected near $97.7 million. That represents modest improvement from prior periods. Cash burn remains high as the company advances its technology.

Trailing twelve-month losses hover around $478 million. EPS sits near negative $0.81. QuantumScape trades as a research and development play rather than a profit-generating business.

Options traders are pricing in a 13.70% move in either direction after earnings. The stock carries a beta above 2.5, indicating high volatility.

Wall Street maintains a Hold rating on the stock. Analysts issued two Hold ratings and one Sell rating over the past three months. The average price target of $11.50 suggests 35.77% upside potential.

Analysts recommend caution at current valuation levels. The focus shifts from quarterly numbers to execution risk in 2026.

Key Questions for Wednesday’s Call

Investors want updates on the Eagle Line throughput and production capabilities. Progress on the Raptor high-volume manufacturing process will be scrutinized. Details about ramping QSE-5 cells into vehicle programs matter most.

Any news on deeper Volkswagen PowerCo collaboration could move the stock. New OEM partnerships would boost confidence in the commercialization timeline.

Capital expenditure plans and cash runway updates will feed into valuation models. The company needs to demonstrate progress toward 2026 volume targets.

Technical milestones on Eagle Line or QSE-5 cells could determine stock direction. Slippage in timelines would likely trigger selling pressure.

QuantumScape’s earnings call will reveal whether the 69% rally holds up against 2026 delivery expectations.

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