QuantumScape (QS) Stock: What to Expect from Earnings October 22?

TLDR

• QuantumScape reports Q3 2025 earnings October 22 with expected loss of $0.20 per share
• Stock has rallied 196% year-to-date and 312% over six months despite no revenue
• Recent partnerships with Murata Manufacturing and Corning focus on ceramic separator production
• Analysts maintain Hold rating with $9 price target, implying 47% downside from current levels
• High short interest of 51% and options traders expect 22% move after earnings

QuantumScape releases its third quarter 2025 financial results after market close on October 22. Wall Street expects the solid-state battery developer to post a loss of $0.20 per share.

That compares to a loss of $0.23 in the same quarter last year. The company is not expected to report any revenue as it remains in the pre-commercial stage.

The stock closed at $15.07 on October 17 after dropping 16% the previous day. This came after the shares hit a recent peak of $19.

Despite the recent pullback, QS has rallied 196% year-to-date and 312% over the past six months. The gains reflect investor enthusiasm about the company’s solid-state battery technology.

Options traders anticipate high volatility around the earnings release. They expect a move of 22% in either direction based on current options pricing.

Manufacturing Partnerships Signal Production Progress

QuantumScape announced a joint development deal with Murata Manufacturing last week. The Japanese electronics firm will help expand production of ceramic separators used in the company’s solid-state batteries.

These separators improve battery safety, charging speed, and energy density. They represent a key component in the battery design.

A few weeks earlier, QS partnered with Corning on similar technology. The two companies will co-develop ceramic separator manufacturing capabilities for large-scale production.

Volkswagen’s PowerCo also maintains a partnership with QuantumScape. The automaker showed the QSE-5 solid-state battery at the IAA Mobility conference.

Financial Challenges Continue

The company reported a net loss of $0.20 per share in its most recent quarter. This represents a small improvement from the $0.25 loss in the year-ago period.

Return on equity stands at negative 41.5%. Analysts forecast a full-year loss of $0.82 per share for 2025.

No revenue is expected until 2026 when commercial testing begins. The company maintains a cash position above $800 million.

The stock carries a 60-month beta of 4.85, making it far more volatile than the broader market. Short interest has reached 51% of the float.

QuantumScape has a Piotroski F-Score of 3. This low score points to operational challenges and questions about earnings quality.

Wall Street analysts maintain a Hold rating on the stock. The consensus includes one Buy, two Hold, and one Sell rating from the past three months.

The average price target sits at $9.00. This implies a potential decline of 47% from current levels.

Investors will watch for updates on battery testing progress and factory development. Any announcements about automaker agreements could influence the stock price after earnings.

The post QuantumScape (QS) Stock: What to Expect from Earnings October 22? appeared first on Blockonomi.