An amazing opportunity to potentially get a 100 bagger

DA

Invested

Community Contributor

Published

09 Jul 25

Updated

21 Jan 26

Views

16.4k

21 Jan

US$7.61

davidlsander's Fair Value

US$55.00

86.2% undervalued

1Y

79.5%

7D

5.3%

Loading

1Y

79.5%

7D

5.3%

Author's Valuation

US$5586.2% 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.

QuantumScape aims to push its solid-state batteries beyond cars, pitching them as safer, more reliable power storage for AI-heavy data centers and other demanding uses like robotics and drones. A new automated pilot line is slated to come online, and fresh partnerships with major ceramics suppliers could help clear a key manufacturing hurdle as the company courts its next big commercial deal.

1.4k views

Shared on 17 Dec 25

The Eagle Has Landed

QuantumScape is set to trade on Nasdaq, and the company says it has now signed a development agreement with another top carmaker. It also claims its “Eagle” line is finished ahead of schedule, which could speed up the next steps toward getting its battery technology into vehicles.

541 views

Shared on 21 Oct 25

QuantumScape hits a key milestone, with a closely watched update expected on how its solid-state battery work is progressing and whether it has lined up a new automaker partner. The company argues its U.S.-based, graphite-free approach could gain urgency as supply worries around China grow and as Western policy support makes next-generation batteries more attractive to adopt.

646 views

Shared on 12 Sep 25

A second major automaker signs on to develop QuantumScape’s battery tech, and the update argues the mystery partner could be Honda. If that’s right, it could speed up the shift from prototypes to mass production—while putting a spotlight on whether QuantumScape can scale manufacturing fast enough.

717 views

Shared on 04 Aug 25

A bearish Wall Street call says QuantumScape has a long road ahead, but the company is pushing toward real-world production sooner than critics expect. The case rests on progress in making batteries at scale, growing support from major carmakers, and technology that targets high-end vehicles where performance matters most.

671 views

Shared on 03 Aug 25

QuantumScape quietly signs a deeper co-development deal with a major Japanese carmaker after its battery samples pass early testing, and the clues point to Honda. If it is Honda, it could speed up the path to cars, bring in partner funding, and reduce reliance on just one big customer.

103 views

Valuator

Company Info

Notes

davidlsander'sFair Value

US$55

86.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

50.98%

Historical revenue growth rate

N/A

Auto Components revenue growth rate

0.45%

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

8.28%

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