QuantumScape Corp (QS)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-09-14
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-09-14
Research Workspace
Put QS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — capital spending stays within $40-60 million in 2026: FY26 CAPEX guidance $27M-$37M vs $40M-$60M target.
View ThesisRanks in the weakest quality tier of its industry — roughly the bottom 13%, softest on returns on capital.
View QualityThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 73% in its worst 12-month stretch.
View RiskQuantumScape's growth hinges on demonstrating scalable production via the Eagle Line ramp. Recent financial performance has been weak, with a latest earnings beat of 11.1%. QS trades at a premium compared to its peers, indicating that expectations may be high. The market is currently experiencing multiple compression, which could impact QS's valuation. A primary pillar has broken, as capital spending guidance for 2026 is below target. Peer multiples imply a price about 17% below where it trades. This read is provisional.
Trailing returns as of 2026-09-14. QS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering QS (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare QS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put QS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance automotive commercialization with Top-10 OEMs
Presentation at a major conference supports automotive partnerships.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Advances: Demonstrate scalable production via Eagle Line ramp
Potential battery breakthrough aligns with production scalability.

Advances: Advance automotive commercialization with Top-10 OEMs
Further presentation strengthens automotive commercialization efforts.