QuantumScape (QS) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely catalyst is QuantumScape’s June 18 announcement of a new joint research agreement with Honda covering solid-state battery technology. Investors appear to be treating the deal as both a validation of QS’s platform and a sign that another major automaker is willing to move beyond evaluation work into a deeper development relationship.
Details:
Sources:
QuantumScape, U.S. Securities and Exchange Commission
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$QS Insider Trading Activity
$QS insiders have traded $QS stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 have been sales.
Here’s a breakdown of recent trading of $QS stock by insiders over the last 6 months:
- TIMOTHY HOLME (CHIEF TECHNOLOGY OFFICER) has made 0 purchases and 15 sales selling 1,223,264 shares for an estimated $10,004,669.
- JEFFREY B STRAUBEL has made 0 purchases and 6 sales selling 292,701 shares for an estimated $2,855,609.
- MICHAEL O III MCCARTHY (CHIEF LEGAL OFFICER) has made 0 purchases and 2 sales selling 75,000 shares for an estimated $510,003.
- KEVIN HETTRICH (CHIEF FINANCIAL OFFICER) has made 0 purchases and 5 sales selling 49,000 shares for an estimated $377,903.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$QS Hedge Fund Activity
We have seen 209 institutional investors add shares of $QS stock to their portfolio, and 230 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 8,779,609 shares (+237.5%) to their portfolio in Q4 2025, for an estimated $91,483,525
- TWO SIGMA INVESTMENTS, LP added 6,865,581 shares (+120.1%) to their portfolio in Q1 2026, for an estimated $43,802,406
- MORGAN STANLEY removed 5,767,618 shares (-51.8%) from their portfolio in Q1 2026, for an estimated $36,797,402
- VANGUARD GROUP INC added 4,323,829 shares (+11.8%) to their portfolio in Q4 2025, for an estimated $45,054,298
- DIMENSIONAL FUND ADVISORS LP added 3,290,942 shares (+134.6%) to their portfolio in Q1 2026, for an estimated $20,996,209
- POINT72 ASSET MANAGEMENT, L.P. added 3,128,616 shares (+772.7%) to their portfolio in Q1 2026, for an estimated $19,960,570
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 3,119,401 shares (+480.8%) to their portfolio in Q1 2026, for an estimated $19,901,778
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$QS Price Targets
Multiple analysts have issued price targets for $QS recently. We have seen 3 analysts offer price targets for $QS in the last 6 months, with a median target of $8.5.
Here are some recent targets:
- Chris McNally from Evercore ISI Group set a target price of $10.0 on 02/23/2026
- Laisha Zaack from HSBC set a target price of $8.3 on 02/19/2026
- Andrew Percoco from Morgan Stanley set a target price of $8.5 on 02/18/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
