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QuantumScape’s Cobra Separator Breakthrough and Ducati Tests Could Be A Game Changer For QuantumScape (QS)

Simply Wall St · 3d ago
  • In November 2025, QuantumScape used its second annual Solid-State Battery Symposium in Kyoto to unveil a breakthrough Cobra ceramic separator manufacturing process and showcase its QSC5 solid-state lithium-metal batteries in Ducati’s V21L motorcycle field tests.
  • By pairing a more efficient path to large-scale solid-state battery production with deeper partnerships at Corning, Murata, and a top 10 global automaker, QuantumScape is pushing its licensing-led commercialization route further into view.
  • We’ll now examine how QuantumScape’s Cobra ceramic separator breakthrough could reshape its investment narrative and future commercialization prospects.

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What Is QuantumScape's Investment Narrative?

To own QuantumScape today, you have to believe its Cobra-enabled solid-state batteries can move from eye-catching demos to a repeatable, scalable manufacturing business before the cash runs thin. The Kyoto symposium strengthened that case by putting real hardware in Ducati’s V21L field tests and positioning Cobra as the company’s new manufacturing standard, which could make its licensing-led model with partners like Corning, Murata, PowerCo and a top 10 automaker feel more tangible. That is a potential positive for short-term catalysts around new joint development agreements and progress on the Eagle Line pilot in San Jose. At the same time, the core risks remain: zero meaningful revenue, continuing annual losses above US$400,000,000, recent dilution and insider selling, and a volatile share price that already trades above consensus targets.

However, one key execution risk still stands out that investors should not ignore. QuantumScape's shares are on the way up, but they could be overextended by 12%. Uncover the fair value now.

Exploring Other Perspectives

QS Community Fair Values as at Dec 2025
QS Community Fair Values as at Dec 2025
Thirty-two fair value views from the Simply Wall St Community span roughly US$2.50 to US$25 per share, underscoring how differently you can read the same Cobra breakthrough and capital-light licensing story, especially with profitability still out of sight.

Explore 32 other fair value estimates on QuantumScape - why the stock might be worth less than half the current price!

Build Your Own QuantumScape Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.