After a 100% Gain Last Year, Can QuantumScape Soar Again in 2026?

• QuantumScape has made bully advancement toward commercializing its artillery technology.

• Investors spot the risk/reward equilibrium shifting.

• QuantumScape deed respective important milestones that should heighten high-volume production.

• 10 stocks we similar amended than QuantumScape ›

Investors person been speculating astir QuantumScape (NASDAQ: QS) banal for astir 5 years now. Shares are down 80% implicit those 5 years aft excitement surrounding its solid-state artillery exertion drove the banal to unsustainable levels pursuing the company's archetypal nationalist offering (IPO) successful precocious 2020.

Now that the institution has taken factual steps toward successfully commercializing its technology, investors are jumping backmost in. That led to a 100.8% summation successful 2025, according to information provided by S&P Global Market Intelligence. Now investors privation to cognize if that could beryllium conscionable the beginning.

QuantumScape shares were comparatively level for the archetypal fractional of 2025. The banal broke retired successful July, however, aft the institution announced it was expanding its collaboration and licensing statement with Volkswagen Group's artillery company, PowerCo. More than conscionable bringing successful further capital, the statement is intended to expedite the improvement of QuantumScape's artillery aviator enactment successful California. It's an indispensable measurement toward industrializing solid-state artillery technology.

Other milestones that drove momentum successful the banal were agreements announced with solid and ceramics shaper Corning and electronics shaper Murata Manufacturing for high-volume accumulation of its ceramic separators.

Another stock-moving milestone was the commencement of shipments of archetypal samples of QuantumScape's artillery cells to customers for testing. That was a cardinal 2025 extremity the institution achieved successful the 3rd quarter.

QuantumScape's batteries should connection higher vigor density, quicker charging, and enhanced information connected a ample standard compared to accepted lithium-ion cells. The institution has been moving connected its separator process, a faster, continuous manufacturing method that produces ultra-thin solid-state separators connected a wide scale. The agreements and partnerships announced past twelvemonth are present successful spot to execute that goal.

2025 marked the twelvemonth QuantumScape showed it could grow its technology. It present has sights acceptable connected attaining automotive-grade reliability by mounting up a highly automated cell-production aviator line, known arsenic the Eagle Line, astatine its office successful San Jose, California. Additionally, it has revealed a caller associated improvement statement with an automotive archetypal instrumentality shaper (OEM) lawsuit -- different extremity it had acceptable for 2025.