An amazing opportunity to potentially get a 100 bagger

DA

davidlsander

Invested

Community Contributor

Published

09 Jul 25

Updated

21 Jan 26

Views

15.3k

n/a

n/a

davidlsander's Fair Value

n/a

1Y

60.2%

7D

-3.6%

Loading

1Y

60.2%

7D

-3.6%

You can edit this narrative until Jan 22 4:15 PM. Then, changes will post as Updates.

Author's Valuation

US$5587.3% undervalued

davidlsander's Fair Value

Shared on 21 Jan 26

Fair value Increased 120%

Quantumscape will dominate Data Centre, Robotics, Drones and Cars. They are a capital light royalty machine.

As artificial intelligence demands increasingly dense and reliable energy infrastructure, QuantumScape (NYSE: QS) is positioning its solid-state technology as a critical solution beyond the automotive sector. High-performance batteries offering fast charging, reduced raw material dependency, and superior fire safety are exactly what next-generation data centers require to regulate power and manage the massive energy surges associated with AI workloads.

1.1k views

Shared on 17 Dec 25

The Eagle Has Landed

Both metaphorically and literally. Quantumscape Will be on the Nasdaq as of 22 Dec Check out the X posts and note.Com from Honda !

538 views

Shared on 21 Oct 25

QuantumScape ($QS) has reached an important milestone today. We anticipate a critical update detailing the progress of their solid-state battery technology and any potential disclosures concerning their new OEM partner.

643 views

Shared on 12 Sep 25

Of course. Here is a glowing bullish narrative for QuantumScape, incorporating the likelihood of Honda as the unnamed OEM partner.

714 views

Shared on 04 Aug 25

Why Goldman's $3 Target on QuantumScape Misses the Forest for the Trees The recent reiteration of a "sell" rating on QuantumScape (NYSE: QS) by Goldman Sachs sent a predictable chill through the market. Citing execution risks and a long road to profitability, their $3 price target paints a bleak picture.

670 views

Shared on 03 Aug 25

Project Chimera: Deducing QuantumScape's New Japanese OEM Partner I. Executive Summary Final Verdict: Our analysis concludes with high probability that Honda Motor Co., Ltd.

87 views

Valuator

Company Info

Notes

davidlsander'sFair Value

US$55

87.3% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

47.25%

Historical revenue growth rate

N/A

Auto Components revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.08%

Calculation

US$3.42b

Earnings '31

x

19.20x

PE Ratio '31

=

US$65.56b

Market Cap '31

US$65.56b

Market Cap '31

/

843.37m

No. shares '31

=

US$77.74

Share Price '31

US$77.74 Share Price '31

Discounted to 2026 @ 7.17% p.a.

=

US$55.00

Fair Value '26