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What Wall Street Thinks About QuantumScape (QS)

QuantumScape Corporation (NASDAQ:QS) is one of the 12 Best Stocks Under $10 to Invest In Right Now. On February 18, HSBC upgraded its rating on QuantumScape Corporation (NASDAQ:QS) from Reduce to Hold but lowered its price target from $10.50 to $8.30 on the stock.

HSBC pointed to the company’s progress in meeting its 2025 goals. These include integrating Cobra into cell production, shipping Cobra-integrated QSE-5 cells, installing equipment for the Eagle line, and expanding commercial agreements. The research firm believes QuantumScape Corporation (NASDAQ:QS) is on a strong path to mass-market commercialization.

Also on February 18, TD Cowen reduced its price target on QuantumScape Corporation (NASDAQ:QS) from $16 to $8 and kept its Hold rating. The research firm said challenges in the EV market have delayed expectations for the company’s production ramp-up. TD Cowen noted that QuantumScape Corporation (NASDAQ:QS) continues to perform well. The firm also noted the company’s 2026 goals, which highlight expansion into high-value non-automotive markets. However, TD Cowen believes these opportunities will take time to materialize.

Earlier, on February 12, Baird lowered its price target on QuantumScape Corporation (NASDAQ:QS) from $13 to $12 and kept its Neutral rating. The firm updated its estimates after the company reported Q4 results and shared its strategic plans for 2026.

QuantumScape Corporation (NASDAQ:QS) is an American company focused on developing next-generation, solid-state lithium-metal batteries for electric vehicles and other applications.

While we acknowledge the potential of 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 a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 13 Best American Penny Stocks to Invest In and 15 AI Stocks That Are Skyrocketing.

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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
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • 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.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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