QuantumScape (QS) is down 3.4% today. Here is some analysis on what might have caused this price movement. ([ir.quantumscape.com](https://ir.quantumscape.com/))
Analysis: The most likely driver appears to be a mix of profit-taking and insider-sale overhang rather than a fresh negative operating update. QuantumScape’s latest company announcement was simply the timing for its second-quarter 2026 results, while recent SEC filings showed pre-arranged stock sales by senior executives that can still pressure sentiment in a volatile name. ([ir.quantumscape.com](https://ir.quantumscape.com/news-releases/news-release-details/quantumscape-announces-timing-second-quarter-2026-business))
Details:
Sources:
QuantumScape, SEC ([ir.quantumscape.com](https://ir.quantumscape.com/news-releases/news-release-details/quantumscape-announces-timing-second-quarter-2026-business))
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 1,149,147 shares for an estimated $8,620,490.
- JEFFREY B STRAUBEL has made 0 purchases and 4 sales selling 108,424 shares for an estimated $760,919.
- KEVIN HETTRICH (CHIEF FINANCIAL OFFICER) has made 0 purchases and 7 sales selling 68,600 shares for an estimated $527,076.
- MICHAEL O III MCCARTHY (CHIEF LEGAL OFFICER) has made 0 purchases and 2 sales selling 75,000 shares for an estimated $510,003.
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 171 institutional investors add shares of $QS stock to their portfolio, and 170 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- 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
- DEFIANCE ETFS, LLC added 3,066,892 shares (+inf%) to their portfolio in Q1 2026, for an estimated $19,566,770
- CITADEL ADVISORS LLC added 2,612,560 shares (+144.6%) to their portfolio in Q1 2026, for an estimated $16,668,132
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.
