QuantumScape Bets on Solid-State Batteries with 2029 Commercialization Timeline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Source: Fool
- Solid-State Battery Potential: QuantumScape is fully committed to developing solid-state batteries, aiming for commercialization by 2029, a technology that could significantly enhance battery energy density and drive rapid growth in the electric vehicle market.
- Risk Assessment: While the potential upside of solid-state batteries is substantial, investors must be aware of risks in the technology development process, including production costs, technological maturity, and market acceptance, all of which could impact the company's future profitability.
- Market Dynamics: Based on market prices from January 2, 2026, QuantumScape's stock performance will be directly influenced by advancements in solid-state battery technology, necessitating close monitoring of related R&D progress and competitive landscape.
- Investor Watchpoints: In a video published on January 11, 2026, analysts highlighted key metrics investors should focus on before making investment decisions, including technological milestones, partnerships, and shifts in market demand to ensure effective investment strategies.
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Analyst Views on QS
Wall Street analysts forecast QS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for QS is 11.29 USD with a low forecast of 2.50 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
0 Buy
6 Hold
2 Sell
Hold
Current: 9.930
Low
2.50
Averages
11.29
High
16.00
Current: 9.930
Low
2.50
Averages
11.29
High
16.00
About QS
QuantumScape Corporation is developing solid-state lithium-metal battery technology for electric vehicles (EVs) and other applications. The Company’s solid-state lithium-metal battery technology is designed to offer energy density, faster charging, and enhanced safety. Its battery cells have none of the host materials used in conventional anodes. The Company's cells are anode-free in that they are manufactured without anodes in a discharged state. It has demonstrated a solid-state separator for lithium-metal batteries capable of resisting dendrite formation at higher power densities, such as those required for automotive applications and fast charging, for at least 800 cycles at around 25 degrees Celsius. The Company's solid-state electrolyte-separator is a dense, entirely inorganic ceramic. The Company's solid-state battery technology has applicability in other markets, including stationary storage and consumer electronics, such as smartphones and wearables, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
QuantumScape (QS) Options Volume Surges to 57,960 Contracts, 46.3% of Average Daily Volume
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