Is QuantumScape Stock a Buy Now?
QuantumScape's solid-state lithium-metal battery technology aims to achieve higher energy density, faster charging, and improved safety compared to traditional lithium-ion batteries.
The company has partnered with PowerCo, Volkswagen Group's battery manufacturing arm, to produce its technology and support a capital-light business model.
Analysts predict that meaningful revenue won't materialize until 2027, with a surge forecast for 2028.
10 stocks we like better than QuantumScape ›
QuantumScape (NYSE: QS) is leading the charge to revolutionize energy storage with its innovative solid-state lithium-metal battery technology for electric vehicles and other applications. Its cutting-edge battery technology promises higher energy density and faster charging times, while also significantly improving safety compared to traditional lithium-ion batteries.
The company has made headlines recently as its battery technology progresses, and the stock has surged 265% from its 52-week low. Here's what investors need to know about QuantumScape's investment prospects and what to expect from the company over the next several years.
QuantumScape's battery technology ambitions
Last year, QuantumScape partnered with PowerCo, the battery manufacturing arm of the Volkswagen Group. Volkswagen has been a significant investor in QuantumScape since 2012, committing around $380 million, and is the company's largest shareholder. QuantumScape's collaboration with PowerCo looks to advance its QSE-5 technology platform, with the goal of scaling up production at PowerCo's facilities.
PowerCo is the "anchor customer" in QuantumScape's expanding technology ecosystem, as the company aims to develop a capital-light licensing model and expand its partnerships with customers worldwide. Instead of incurring heavy manufacturing investments, QuantumScape would license its technology to these partners, reducing its exposure to manufacturing risks and capital demands.
QuantumScape is focused on broadening its range of potential licensing agreements with other automotive manufacturers. It also aims to strengthen its relationships with technology partners and key players across the battery value chain.
This recent news sent the stock soaring
One of QuantumScape's primary goals coming into 2025 was to bring the Cobra separator process into baseline production.
Cobra represents a "step-change innovation in ceramics processing" designed to enable a significant improvement in separator productivity. This new process offers a 25 times improvement in heat treatment speed and requires only a fraction of the physical space per film start (compared to its prior-generation Raptor process).
In June, the company announced that its Cobra separator process had reached baseline production, a key step toward commercializing its batteries. The successful baselining of Cobra is crucial for enabling higher-volume B1 sample production of their QSE-5 cells, which will be used in a launch program designed to showcase them, with field testing scheduled to commence in 2026. Since the announcement, the stock has surged 190%.
Be mindful of the timeline and its finances
One thing investors should be aware of regarding QuantumScape is that it is a company in its early growth stage. The company has not generated any revenue to date and continues to incur losses as it spends heavily on research and development. QuantumScape posted an operating loss of $123.6 million in the first quarter and expects to incur significant expenses and ongoing losses into the future.
Capital expenditures in the first quarter of 2025 were $5.8 million, primarily supporting equipment and facilities for higher-volume QSE-5 B1 sample production using the Cobra separator process. The company's full-year capital expenditure guidance for 2025 is between $45 million and $75 million.
QuantumScape reported $860.3 million in cash and equivalents at the end of the first quarter and anticipates this cash runway is enough to extend into 2028. This runway has expanded since it announced its licensing agreement with PowerCo, which is expected to lower costs and capital requirements compared to previous joint venture arrangements.
Is QuantumScape a buy today?
I'm excited about the potential of QuantumScape's groundbreaking battery technology, which has the potential to transform energy storage in the future. However, the company is still in the early stages of development and testing, and will continue to incur losses as it brings its vision to life.
Analysts have noted that we should not expect meaningful revenue from QuantumScape until 2027, with projections of $51.6 million that year, followed by a significant leap to $265 million in 2028. Until then, we're looking at a story-driven stock that will attract attention but may not offer as much upside from here, especially given its recent surge.
Should you invest $1,000 in QuantumScape right now?
Before you buy stock in QuantumScape, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and QuantumScape wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!*
Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of July 21, 2025
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
National Post
5 hours ago
- National Post
Gatik Unveils Arena™: Next-Generation Simulation Platform to Accelerate Commercialization of Its Autonomous Trucking Solution, Built on NVIDIA Cosmos
Article content Sorry, your browser doesn't support embedded videos. Article content Gatik Arena™ powers the creation of closed-loop, ultra-realistic simulation environments to accelerate safe, high-performing autonomous systems training and validations at scale Article content Article content MOUNTAIN VIEW, Calif. — Gatik, the leader in autonomous freight for regional logistics networks, today announced Gatik Arena™, its next-generation simulation platform designed to accelerate the development and validation of autonomous vehicle (AV) systems. Built in-house and fine-tuned to Gatik's operational and technical needs, Arena™ produces photorealistic, structured, and controllable synthetic data that directly addresses the limitations of traditional real-world data collection. Built in-house and fine-tuned to Gatik's operational and technical needs, Arena™ produces photorealistic, structured, and controllable synthetic data that directly addresses the limitations of traditional real-world data collection. Article content As Gatik scales Freight-Only (driverless) operations in 2025, Arena™ will enable safe and efficient training for its autonomous systems on a wide range of driving scenarios – from routine tasks to rare edge cases – reducing reliance on on-road testing and accelerating the safe, cost-effective commercialization of its solution for partners including Kroger (NYSE:KR), Tyson Foods (NYSE:TSN), and Loblaw (TSX:L). To develop this next-generation simulation platform, Gatik is collaborating with NVIDIA to integrate NVIDIA Cosmos World Foundation Models (WFMs), enabling the creation of ultra-high-fidelity, physics-informed digital environments for robust AV training and validation. Article content Capturing rare events in the real world is expensive, time-consuming, and often unsafe. Arena™ addresses this with high-fidelity synthetic data generation – combining real-world logs, trajectory editing, agent modeling, and multi-sensor simulation pipelines to deliver full closed-loop simulations. The result: scalable, safe, and repeatable AV testing in highly realistic digital worlds. Article content 'As the AV industry pushes toward scaled deployments, the bottleneck isn't just better algorithms – it's better, smarter data,' said Gautam Narang, Gatik's CEO and co-founder. 'Arena™ allows us to simulate the edge cases, rare events, and high-risk scenarios that matter most, with photorealism and fidelity that match the complexities of the real world.' Article content 'NVIDIA Cosmos has been purpose-built to accelerate world model training and accelerate physical AI development for autonomous vehicles,' said Norm Marks, Vice President of Global Automotive, NVIDIA. 'Our collaboration with Gatik unlocks the development of safe, reliable, ultra-high-fidelity digital environments for robust AV training and validation, and is helping to accelerate the commercialization of Gatik's autonomous trucking solution at scale.' Article content Solving the Data Bottleneck with Simulation-First Development Article content Traditional fleet testing and data logging cannot provide the scale, diversity, or reproducibility required to validate AV systems comprehensively. Arena™ addresses this challenge through an extensible modular simulation engine that leverages strengths of advanced AI techniques (NeRFs, 3D Gaussian splatting, diffusion models) to enable scaling from quick scenario augmentation to high-fidelity, full-stack simulation – ensuring each component of the autonomy pipeline is trained and validated with the most optimal and resource efficient technique. Article content Photorealistic Neural Rendering: Leveraging neural techniques like volumetric reconstruction to create high-fidelity simulations from abstract representations such as segmentation maps, LiDAR, and HD maps. Scenario Editing and Control: Support for modifying real-world logs – adjusting traffic flow, pedestrians, lighting, and road layouts to conduct controlled A/B testing. Sensor-Accurate Outputs: Multi-modal simulation across camera, LiDAR, and radar to reflect real-world sensor behavior under varied environmental conditions. Closed-Loop Simulation: Real-time interaction between ego-vehicle decisions and surrounding agents (NPCs), enabling testing of the full autonomy stack in complex interactive environments. This includes modeling vehicle dynamics, policy interactions, and latent scene evolution. Structured Synthetic Data Generation: Enables scalable, annotation-free data generation for machine learning workflows, regression testing, and safety case validation. Article content Purpose-Built for Autonomous Driving Article content Arena™ is engineered with AV-specific needs in mind, including support for difficult-to-collect or safety-critical scenarios such as: Article content Adverse Weather & Visibility: Rain, fog, snow, low-light, glare, and occlusion impacting perception. Unpredictable Road Users: Jaywalking pedestrians, weaving cyclists, lane-splitting motorcycles, animals, and erratic drivers. Challenging Road Geometry: Unprotected turns, faded markings, roundabouts, and poorly marked intersections. Dynamic Road Changes: Construction, detours, school zones, emergency vehicles, and temporary traffic shifts. Sensor & Perception Failures: Occluded signs, low-contrast objects, LiDAR noise, reflections, and degraded sensor inputs. Dense Urban Interactions: High-traffic, mixed road users, double parking, and limited maneuvering space. Article content By simulating these scenarios with spatiotemporal consistency and sensor-level realism, Arena™ reduces the need for costly, time-intensive on-road testing. Article content A Strategic Investment in Scalable Safety Article content Arena™ plays a central role in Gatik's broader simulation-first development strategy. It is tightly integrated with the company's autonomy stack and live safety case platform, allowing AV teams to validate behavior, assess system robustness, and close safety assurance gaps with unmatched efficiency. Article content 'With Arena™, we're reimagining simulation not just as a testing tool, but as a core enabler of safe, scalable autonomy,' said Gautam Narang. 'It gives us the control, realism, and flexibility we need to rapidly build confidence in our systems – and do so without compromising safety or time-to-market.' Article content Today's announcement builds on Gatik's ongoing collaboration with NVIDIA. Earlier in 2025, the two companies announced that Gatik will use NVIDIA DRIVE AGX accelerated by the DRIVE Thor system-on-a-chip running the NVIDIA DriveOS automotive operating system in the company's next-generation autonomous trucks. Article content About Gatik Article content Gatik AI Inc., the leader in autonomous freight for regional logistics networks, is revolutionizing B2B supply chains by enabling safe, consistent, high-frequency freight movement. Gatik's AI-Driven Autonomy is transforming regional logistics for Fortune 500 retailers, and in 2021 the company launched the world's first driverless commercial transportation service. Gatik's autonomous trucks are commercially deployed in multiple markets including Texas, Arkansas, Arizona, and Ontario. Gatik partners with industry leaders including Isuzu Motors, NVIDIA, Cummins, Ryder, and Goodyear. Founded in 2017 by veterans of the autonomous technology industry, the company has offices in Mountain View, Dallas-Fort Worth, Phoenix, Bentonville and Toronto. Article content Safe Harbor Statement Article content This press release contains forward-looking statements, including but not limited to, statements regarding future business strategies, plans, objectives, and anticipated performance. These forward-looking statements are based on the current expectations and beliefs of Gatik and are subject to various risks, uncertainties, and assumptions that could cause actual results to differ materially from those expressed or implied in such statements. Article content Factors that could impact these forward-looking statements include, but are not limited to, changes in market conditions, economic factors, competitive dynamics, regulatory developments, and unforeseen operational challenges. Gatik undertakes no obligation to update or revise any forward-looking statements to reflect new information, future events, or otherwise, except as required by law. Article content Article content Article content Article content
Globe and Mail
5 hours ago
- Globe and Mail
SkyWater Technology Expands Leadership in U.S. Semiconductor Manufacturing With Infineon IP License Agreement
SkyWater Technology (NASDAQ: SKYT), the trusted technology realization partner, today announced a license agreement with Infineon Technologies, granting access to a robust library of silicon-proven, mixed-signal ASIC design IP. This new IP enables customers to design and build high-reliability mixed-signal SoCs entirely within a secure U.S. supply chain – a strategic milestone for U.S. semiconductor independence that extends SkyWater's leadership in domestic innovation. The licensed IP, originally developed by Cypress Semiconductor and validated in high-volume, automotive-grade applications, will be released through SkyWater's S130 platform. SkyWater is uniquely positioned to support both commercial and defense markets at scale. 'This is about reshaping the future of semiconductor innovation in the U.S.,' said Ross Miller, SVP of SkyWater's Commercial and A&D Business. 'Today, over 90% of global mixed-signal ASIC chip production happens offshore, despite these mature nodes being critical for automotive, industrial, and defense systems. We're changing that. By combining proven, silicon-validated IP with trusted U.S. manufacturing, we're empowering customers to design and manufacture reliable mixed-signal ASICs at scale within a secure domestic supply chain.' The S130 platform builds on decades of success, offering a comprehensive suite of mixed-signal building blocks, including embedded Non-Volatile Memory (NVM) options and SRAM compilers. These capabilities have powered billions of devices across automotive, industrial, medical, and consumer sectors. Now, SkyWater is extending this proven foundation to new ASIC developers, system companies, and government customers seeking long-term support and scalable U.S. manufacturing solutions. 'The S130 platform has earned its reputation for reliability in demanding real-world environments,' said Percy Gilbert, SVP of Engineering at SkyWater. 'By making this IP accessible, we're enabling customers to reduce design risk, accelerate time to market, and lower development costs when building complex analog and mixed-signal ASICs – all while leveraging a mature, silicon-proven platform.' SkyWater plans to integrate this IP portfolio into its Technology as a Service (TaaS℠) model, enabling customers to design sophisticated, high-reliability mixed-signal SoCs with components that have been validated in automotive and mission-critical real-world applications. The portfolio includes key components such as analog-to-digital converters (ADCs), digital-to-analog converters (DACs), power management, timing, and communications modules – validated in mission-critical applications. Phased Release Based on Market Demand SkyWater will prioritize the conversion of these IP blocks for general foundry use based on customer demand across various markets. It will provide full design enablement support including PDKs, documentation, and integration assistance for qualified engagements. With this agreement, SkyWater continues to redefine what it means to be a trusted U.S. foundry partner, delivering advanced technology solutions that drive innovation and strengthen domestic semiconductor independence. To express interest or initiate engagement, visit: or contact sales@ About SkyWater Technology SkyWater (NASDAQ: SKYT) is a U.S.-based semiconductor manufacturer and a DMEA-accredited Category 1A Trusted Supplier. SkyWater's Technology as a Service model streamlines the path to production for customers with development services, high-volume production and heterogeneous integration solutions in its U.S. facilities. This pioneering model enables innovators to co-create the next wave of technology within diverse categories including mixed-signal CMOS, read-out ICs, embedded computing, rad-hard ICs, memory and logic devices, power management ICs, MEMS, superconducting ICs, photonics and advanced packaging. SkyWater serves the growing markets of aerospace & defense, automotive, biomedical, industrial and quantum computing. For more information, visit: SkyWater Technology Forward-Looking Statements This press release contains 'forward-looking' statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements that are based on SkyWater's current expectations or forecasts of future events, rather than past events and outcomes, and such statements are not guarantees of future performance. Forward-looking statements are subject to risks, uncertainties and assumptions, which may cause SkyWater's actual results, performance or achievements to be materially different from those expressed or implied by such forward-looking statements. Key factors that could cause SkyWater's actual results to be different than expected or anticipated include, but are not limited to, ability to realize the expected benefits of the Fab 25 acquisition; ability to promptly and effectively integrate Fab 25's operations; negative effects relating to the consummation of the proposed Fab 25 transaction on the market price of SkyWater's common stock; significant transaction costs and/or unknown or inestimable liabilities; general economic and business conditions that may affect the combined company following the consummation of the proposed Fab 25 transaction; and other factors discussed in the 'Risk Factors' section of its annual report on Form 10-K and quarterly reports on Form 10-Q, and in other documents that SkyWater files with the SEC, which are available at SkyWater assumes no obligation to update any forward-looking statements, which speak only as of the date of this press release.
National Post
5 hours ago
- National Post
Almonty Appoints Respected U.S.-Based Financial Executive Brian Fox as Chief Financial Officer
Article content Mr. Fox Brings Over 25 Years of U.S.-Based Operational Leadership to Almonty's Global Team Article content TORONTO — Almonty Industries Inc. (' Almonty ' or the ' Company ') (NASDAQ: ALM) (TSX: AII) (ASX: AII) (Frankfurt: ALI1), a leading global producer of tungsten critical to the U.S. defense and technology sectors, today announced the appointment of Brian Fox, CPA as Chief Financial Officer, succeeding Mark Gelmon, CPA,CA, effective August 25, 2025. Article content Mr. Fox most recently served as Chief Financial & Operating Officer at CBIZ Marks Paneth, a top-tier U.S. accounting and advisory firm, where he played a key role in strategic growth initiatives and post-merger integration. His prior experience includes leadership roles at Loureiro Engineering and United Subcontractors, as well as senior audit work at Arthur Andersen. He holds a Master's degree in Management from Harvard University and a Bachelor of Science in Accounting from the University of Connecticut. Article content Mr. Gelmon, who joined Almonty in 2015 through its acquisition of Woulfe Mining Corp. (former owner of the Sangdong Mine Project) and became CFO in 2017, will remain involved with the Company as a financial consultant. The Company thanks Mr. Gelmon for his unwavering dedication and years of service. Article content Lewis Black, Chief Executive Officer of Almonty, commented: 'As Almonty advances its U.S. redomiciling strategy following our successful US$90 million public offering and Nasdaq listing, the appointment of a U.S.-based executive with deep financial and operational acumen was a deliberate and strategic move. Brian brings exactly the type of disciplined execution and institutional-grade financial leadership we need as we scale operations and align with U.S. capital markets. His track record in guiding complex organizations through growth and transformation will prove invaluable. We thank Mark for his years of dedication and are thrilled to welcome Brian to the team.' Article content About Almonty Article content Almonty (NASDAQ: ALM) (TSX: AII) (ASX: AII) (Frankfurt: ALI1) is a leading supplier of conflict-free tungsten – a strategic metal critical to the defense and advanced technology sectors. As geopolitical tensions heighten, tungsten has become essential for armor, munitions, and electronics manufacturing. Almonty's flagship Sangdong Mine in South Korea, historically one of the world's largest and highest-grade tungsten deposits, is expected to supply over 80% of global non-China tungsten production upon reaching full capacity, directly addressing critical supply vulnerabilities highlighted by recent U.S. defense procurement bans and export restrictions by China. With established operations in Portugal and additional projects in Spain, Almonty is strategically aligned to meet rapidly rising demand from Western allies committed to supply-chain security and defense readiness. To learn more, please visit Article content Legal Notice Article content The release, publication, or distribution of this announcement in certain jurisdictions may be restricted by law and therefore persons in such jurisdictions into which this announcement is released, published, or distributed should inform themselves about and observe such restrictions. Article content Neither the TSX nor its Regulation Services Provider (as that term is defined in the policies of the TSX) accepts responsibility for the adequacy or accuracy of this release. Article content Cautionary Note Regarding Forward-Looking Information Article content This news release contains 'forward-looking statements' and 'forward-looking information' within the meaning of applicable securities laws. Article content All statements, other than statements of present or historical facts, are forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties and assumptions and accordingly, actual results could differ materially from those expressed or implied in such statements. You are hence cautioned not to place undue reliance on forward-looking statements. Forward-looking statements are typically identified by words such as 'plan', 'development', 'growth', 'continued', 'intentions', 'expectations', 'emerging', 'evolving', 'strategy', 'opportunities', 'anticipated', 'trends', 'potential', 'outlook', 'ability', 'additional', 'on track', 'prospects', 'viability', 'estimated', 'reaches', 'enhancing', 'strengthen', 'target', 'believes', 'next steps' or variations of such words and phrases or statements that certain actions, events or results 'may', 'could', 'would', 'might' or 'will' be taken, occur or be achieved. Forward-looking statements in this news release include, but are not limited to, statements concerning the completion of the Offering, the Company's redomiciling initiatives, the Company's position as a leading supplier of tungsten to the U.S. and its allies, the timing of any listing of the Common Shares on the Nasdaq, the continued listing of the Common Shares on the TSX and the ASX and trading on the Frankfurt Stock Exchange, and the use of proceeds of the Offering. Article content Forward-looking statements are based upon certain assumptions and other important factors that, if untrue, could cause actual results to be materially different from future results expressed or implied by such statements. There can be no assurance that forward-looking statements will prove to be accurate. Key assumptions upon which the Company's forward-looking information is based include, without limitation, the absence of market conditions that could adversely impact the Offering or the intended listing of the Common Shares on the Nasdaq; the satisfaction of all listing requirements of the Nasdaq and continued listing requirements of the TSX and ASX; the achievement of any closing conditions to the Offering; and the absence of material adverse changes in the Company's industry or the global economy including interest rates, inflationary pressures, supply chain disruptions, and commodity market volatility. Article content Forward-looking statements are also subject to risks and uncertainties facing the Company's business, including, without limitation, the risks and uncertainties identified in the Registration Statement; risks relating to the Offering not being completed in a timely manner or at all, including due to unfavourable market or other conditions or factors; the possibility that the required approvals for or conditions to the Offering will not be received or satisfied on a timely basis or at all; changes in the anticipated timing for closing the Offering; business disruption during the pendency of or following the Offering; diversion of management time on Offering-related issues; the ability to retain members of Almonty's management team; the impact of the Offering on relationships with customers, suppliers, employees and other business counterparties; risks related to the reaction of customers, shareholders and members of the public to the Offering; and other events that could adversely impact the completion of the Offering, including industry or economic conditions outside of Almonty's control. Any of these risks could have a material adverse effect on the Company's business, financial condition, results of operations and growth prospects. Readers should consider reviewing the detailed risk discussion in the Company's Registration Statement, the most recent Annual Information Form and the amended Management Discussion and Analysis for the three months ended March 31, 2025 filed on SEDAR+, for a fuller understanding of the risks and uncertainties that affect the Company's business and operations. Article content Although Almonty has attempted to identify important factors that could cause actual results, level of activity, performance or achievements to differ materially from those contained in forward-looking statements, there may be other factors that cause results, level of activity, performance or achievements not to be as anticipated, estimated or intended. There can be no assurance that forward-looking statements will prove to be accurate and even if events or results described in the forward-looking statements are realized or substantially realized, there can be no assurance that they will have the expected consequences to, or effects on, Almonty. Accordingly, readers should not place undue reliance on forward-looking statements and are cautioned that actual outcomes may vary. Article content Investors are cautioned against attributing undue certainty to forward-looking statements. Almonty cautions that the foregoing list of material factors is not exhaustive. When relying on Almonty's forward-looking statements and information to make decisions, investors and others should carefully consider the foregoing factors and other uncertainties and potential events. Almonty has also assumed that material factors will not cause any forward-looking statements and information to differ materially from actual results or events. However, the list of these factors is not exhaustive and is subject to change and there can be no assurance that such assumptions will reflect the actual outcome of such items or factors. Article content Article content Article content Article content Company Article content Article content Lewis Black Article content Article content Article content (647) 438-9766 Article content Article content info@ Article content Article content
