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QuantumScape (QS) Strengthens Strategy Amid Industry Evolution

QuantumScape Corporation (NYSE:QS) is one of the best alternative energy stocks to invest in according to analysts. On February 11, QuantumScape Corporation (NYSE:QS) shared its Q4 2025 financial results, in which it showed that it is a pre-revenue company and that any cash inflows from customers come through customer billings. For the full-year, the customer billings totaled $19.5 million, all of which came in Q4.

Importantly, QuantumScape noted that due to the related-party nature of these billings, US GAAP required this amount to be recorded directly to shareholders’ equity, not as revenue on the income statement.

That said, EPS for the quarter came in at -$0.17, which aligned with Wall Street expectations, and marked an improvement from the -$0.22 EPS reported in Q4 2024. For the full year 2025, EPS came in at -$0.76, improving from -$0.94 in 2024. This bottom-line improvement came on the back of a sustained company-wide focus on cost discipline. For instance, the net loss for Q4 reduced to $100.1 million from $114.7 million in Q4 2024, and the full-year net loss improved 9% to $435.1 million.

The company said it achieved the cost improvements through value engineering on the Eagle Line (its manufacturing prototype), real estate footprint optimization, and deliberate capital efficiency measures, all of these without slowing technical progress.

QuantumScape updated its full-year 2026 guidance and now expects adjusted EBITDA loss between $250million and $275 million, which is essentially flat to modestly better than 2025’s loss. The company projects capital expenditures to fall in the $40-$60 million range up from $36.3 million in 2025.

QuantumScape Corporation (NYSE:QS) is a battery technology company headquartered in San Jose, California. It develops solid-state lithium-metal batteries designed primarily for electric vehicles.

While we acknowledge the potential of QuantumScape Corporation (NYSE:QS) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than QS and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 13 Best Infrastructure Stocks to Buy Right Now and 10 Best S&P 500 Stocks With Highest Upside Potential.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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