Quantumcape Corporation (QS): A bull case theory

We came across a bullish thesis about the Quantum Cape Corporation (QS) via R/Valueinvesting Subreddit through Allhewayne. In this article we will summarize the thesis of the bulls to QS. The quantum cape corporation's share (QS) was traded at 7.02 USD from 3 years^RD July.

An engineer who examines an electric vehicle design in a laboratory and shows the company's innovative battery systems.

Quantumscape (QS) may be one of the most convincing deep value creation games in the tech area of the battery, especially because of its misunderstood positioning and the latest turning point in the execution. As soon as the company was criticized as part of the previous CEO for delayed schedules and over promises, it has since turned a corner under New Leadership, which has consistently achieved goals while deliberately managing expectations.

The core question of solid -state batteries (SSB) startups has always been: Can you scale? Until recently, this uncertainty heavily loaded the evaluation of QS, which was guaranteed as just an IP holder. The most recent integration of “Cobra”, a next generation production line with a 25-fold, throughput of its predecessor and the complete compatibility with the production of gigawatt scale production generally contains this concern.

With a smaller footprint and an integrated ceramic quality control, Cobra not only proves the scalable production ability of QS, but also sets a new standard for the production of ceramic batteries.

With regard to the future, Quantum Cape has several short -term catalysts. It is in conversations with two large OEMs who want to sign at least one this year and plans to send cobra-produced samples issued with a sophisticated specification sheet, which shows the even better energy density and loading performance.

An OEM is widely speculated as Tesla, whereby subtle information is just as much suggested: external comments on earnings calls, suitable cell sizes and the participation of the QS board member JB Straubin.

Quantum cape of Volkswagen and Operating with zero debt, which is now well positioned to lead in a future that depends on safer batteries with higher capacity for EVS, EVTOLS, robotics and grid support. The advantage of here could be significant.

We used to cover A bullish thesis At the Quantumscape Corporation (QS) from Beerion in April 2025, which has highlighted the company's solid-state battery innovation, the anode-free architecture and the deep asymmetry in the evaluation, which are driven by low-market success prospects. The company's share price has estimated by around 85% since our cover. This is because the thesis was partially played and the execution risks begin to reduce. Allthewayne has a similar view, but emphasizes the recent breakthrough and the credibility of leadership as a turning point.