Equity Profile

QS

QuantumScape Corporation

Consumer DiscretionaryAutomotive Parts & Equipment$3.8B

Jul22Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

QuantumScape Corporation is a company focused on developing solid-state battery technology for electric vehicles. As part of the automotive parts and equipment industry, it plays a crucial role in the transition to cleaner energy and electric mobility, which is a significant theme in today's consumer discretionary sector.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and can influence investor sentiment.

N/A

Revenue

Revenue growth is essential for assessing the company's market traction and operational performance.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

QS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-3.08%

Avg Stock Reaction

-2.68%

Last Quarter Recap

In Q1 2026, QuantumScape reported an EPS of -$0.16, slightly beating expectations. The stock reacted positively, gaining 4.73% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given the recent slight beat in EPS. However, there are concerns about the company's ability to generate significant revenue.

Bull Case

If QuantumScape can demonstrate improved production capabilities and solid demand for its batteries, it could signal a strong future in the electric vehicle market.

Bear Case

On the other hand, continued losses and lack of revenue growth could lead to skepticism about the company's long-term viability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current status of production ramp-up and any potential revenue guidance?

This will indicate whether the company is on track to meet its long-term goals and if it can generate revenue in the near future.

How does management view competition in the solid-state battery space?

Understanding competitive dynamics will help gauge QuantumScape's market position and potential for growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for QuantumScape to secure partnerships or contracts that could drive revenue faster than anticipated.

Supporting Evidence

The recent EPS surprise indicates potential operational improvements.

Options pricing suggests a significant move, indicating uncertainty that could favor a positive surprise.

Key Risk

If the company announces a major partnership or contract, it could significantly alter the revenue outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for growth against the backdrop of ongoing losses and competition in the battery technology sector.

Bull Confirmed If

Demonstrating a clear path to revenue generation with a production ramp-up exceeding initial targets.

Bear Confirmed If

Continued losses without a clear timeline for profitability or revenue growth.

Pre-Earnings Positioning

Options Market

Implied Move

±36.0%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant potential move, indicating high uncertainty or anticipation around the earnings report.

Options are pricing ±36.0% while QS has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

69.5%

Calls (3.5M)P/C Ratio: 0.36Puts (581K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 13 of 21 (62%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.9%, with a raw directional average of +2.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If QuantumScape beats expectations and raises guidance, history suggests a potential stock increase of around 4.73%, confirming bullish sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss could lead to a decline in stock value, with historical patterns suggesting an average drop of around 3.02%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on production capacity and timelines.
2Any new partnerships or contracts in the pipeline.
3Insights into competitive positioning in the solid-state battery market.
4Management's commentary on future revenue expectations.
5Details on cost management and operational efficiencies.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and can influence investor sentiment.

N/A

Revenue

Revenue growth is essential for assessing the company's market traction and operational performance.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

QS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-3.08%

Avg Stock Reaction

-2.68%

Last Quarter Recap

In Q1 2026, QuantumScape reported an EPS of -$0.16, slightly beating expectations. The stock reacted positively, gaining 4.73% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given the recent slight beat in EPS. However, there are concerns about the company's ability to generate significant revenue.

Bull Case

If QuantumScape can demonstrate improved production capabilities and solid demand for its batteries, it could signal a strong future in the electric vehicle market.

Bear Case

On the other hand, continued losses and lack of revenue growth could lead to skepticism about the company's long-term viability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current status of production ramp-up and any potential revenue guidance?

This will indicate whether the company is on track to meet its long-term goals and if it can generate revenue in the near future.

How does management view competition in the solid-state battery space?

Understanding competitive dynamics will help gauge QuantumScape's market position and potential for growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for QuantumScape to secure partnerships or contracts that could drive revenue faster than anticipated.

Supporting Evidence

The recent EPS surprise indicates potential operational improvements.

Options pricing suggests a significant move, indicating uncertainty that could favor a positive surprise.

Key Risk

If the company announces a major partnership or contract, it could significantly alter the revenue outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for growth against the backdrop of ongoing losses and competition in the battery technology sector.

Bull Confirmed If

Demonstrating a clear path to revenue generation with a production ramp-up exceeding initial targets.

Bear Confirmed If

Continued losses without a clear timeline for profitability or revenue growth.

Pre-Earnings Positioning

Options Market

Implied Move

±36.0%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant potential move, indicating high uncertainty or anticipation around the earnings report.

Options are pricing ±36.0% while QS has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

69.5%

Calls (3.5M)P/C Ratio: 0.36Puts (581K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If QuantumScape beats expectations and raises guidance, history suggests a potential stock increase of around 4.73%, confirming bullish sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss could lead to a decline in stock value, with historical patterns suggesting an average drop of around 3.02%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on production capacity and timelines.
2Any new partnerships or contracts in the pipeline.
3Insights into competitive positioning in the solid-state battery market.
4Management's commentary on future revenue expectations.
5Details on cost management and operational efficiencies.