$QS

A review of H1 2026 results in the solid-state battery supply chain highlights divergence. CATL reported RMB 276.9B revenue (+54.8%) and RMB 43.3B net profit (+42.0%). Tinci Materials’ profit rose over 900% on price rebounds. QuantumScape reported $21.8M billings and a $199M net loss. Samsung SDI swung to profit on ESS and AI data-center demand.

QuantumScape (NASDAQ: QS), a solid-state battery developer, missed its earlier 2024 commercialization target after going public via a SPAC in 2020. The company now expects automotive battery commercial readiness in 2029 at the earliest, and it reported no meaningful revenue yet. It cites manufacturing hurdles and a shift to licensing with partners including Volkswagen’s PowerCo.

QuantumScape (QS) said it planned to commercialize solid-state batteries by 2024 and grow revenue from $14M in 2024 to $275M in 2026, but it has not commercialized batteries or generated meaningful revenue. It co-develops QSE-5 with Volkswagen’s PowerCo, yet in its Q2 report it pushed commercial readiness to 2029. Shares trade around $6.

Telangana Deputy CM Mallu Bhatti Vikramarka visited QuantumScape’s San Jose headquarters and met CEO Dr Siva Sivaram and senior leaders to discuss solid-state lithium-metal battery technology, including higher energy density, faster charging and improved safety, and challenges moving from research to commercial manufacturing. The talks also covered the global battery supply chain and potential engagement with India, including advanced materials, R&D and partnerships, according to an official sta

QuantumScape (NASDAQ:QS) shares rose 9.8% to $6.08 on Friday, after a 16.5% gain from July 31. The article links the move to a valuation gap of about $2.89 billion above Q2 liquidity, noting the company is development-stage with no GAAP revenue. Q2 customer billings were $10.8 million. Full-year adjusted EBITDA loss guidance remains $250m to $275m.

QuantumScape (QS) shares fell about 31% in July, after its Q2 earnings, according to S&P Global Market Intelligence. The company has no revenue and is burning roughly $300M in free cash flow annually. It is shifting from scaling battery manufacturing to licensing, with management targeting readiness by 2029. Shares trade near $6, down about 95% from highs.

Honda said it will commercialize solid-state lithium-metal batteries through a partnership with US battery developer QuantumScape, co-developing cells and scalable manufacturing. The move follows Honda’s cancellation of North American launches of three EV models and its first annual loss in about 75 years. Honda expects gains in range, charging, cost and safety, citing technical advantages in evaluations.

Honda and QuantumScape announced a partnership in June 2026 to develop lithium-metal solid-state batteries and manufacturing processes for future EVs, citing higher energy density, faster charging and improved safety. The article describes QuantumScape’s anode-free architecture and notes Honda expects 80–90% charge in minutes. It also references QuantumScape’s prior deal with Volkswagen’s PowerCo SE.

QuantumScape (QS) reported Q2 2026 results with a narrower net loss, prompting renewed attention on the stock. Shares rose 5.44% on the day and 2.25% over the week, but remain down 30.82% over 30 days and 52.71% YTD. Simply Wall St cites a “fair value” of $85 versus a $5.23 close, with execution and OEM adoption risks.

In the second quarter of 2026, QuantumScape Corporation reported a net loss of US$98.24 million and basic loss per share of US$0.16, both lower than the same period in 2025. Over the first half of 2026, QuantumScape cut its cumulative net loss to US$199.04 million and loss per share to US$0.32, highlighting a slower cash burn as it continues to fund solid-state battery development.