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    QuantumScape (QS) Showcases Solid-State Battery in Ducati Demo Could Real-World Testing Shift Expectations?

    Simply Wall St·09/09/2025 15:28:54
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    • QuantumScape Corporation and PowerCo SE, Volkswagen Group’s battery subsidiary, recently premiered the world’s first live demonstration of QS solid-state lithium-metal batteries powering a Ducati race motorcycle at IAA Mobility in Munich.
    • This milestone moves anode-free solid-state batteries out of the lab and into real-world applications, highlighting QuantumScape’s progress in manufacturing scalability and automotive collaboration.
    • We’ll explore how entering the real-world testing phase with Volkswagen’s PowerCo could reshape QuantumScape’s investment narrative.

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    What Is QuantumScape's Investment Narrative?

    For QuantumScape shareholders, belief hinges on the commercial viability of its solid-state battery technology and its ability to turn technical milestones into large-scale revenue. The recent live demonstration with PowerCo SE and Audi, powering a Ducati race motorcycle, is an inflection point, moving the technology out of laboratories and into real-world performance conditions. This event addresses a pivotal short-term catalyst: validation of QuantumScape’s technology by an industry leader, which, if sustained through further successful tests and scaling milestones, could strengthen collaboration agreements and potentially speed up licensing revenues. Key short-term risks, such as technical hurdles, timing of manufacturing scale-up, and cash burn as reflected in ongoing quarterly losses, will be influenced by the pace and durability of these real-world results. Any material setbacks in performance, manufacturing, or execution still threaten progress, but the demonstration swings the focus from proof-of-concept to commercialization, which could reshape the risk-reward calculus for investors.

    But the ability to sustain and industrialize this leap remains an open question investors should watch. QuantumScape's shares have been on the rise but are still potentially undervalued by 44%. Find out what it's worth.

    Exploring Other Perspectives

    QS Community Fair Values as at Sep 2025
    QS Community Fair Values as at Sep 2025
    Simply Wall St Community fair value estimates range widely from US$1.71 to US$17.10 across 29 perspectives. While expectations for rapid revenue growth now face a real-world test, recent technical milestones and an improved industry partnership could shift the risk profile over the coming months. Consider these viewpoints as you weigh where consensus and conviction may differ.

    Explore 29 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.