Quick Read – QS sank 14% in a sell-the-news reaction despite beating Q2 loss estimates and announcing a Honda solid-state battery partnership, pulling SLDP down 8%. – Bears cite no near-term revenue and manufacturing execution risk, while bulls see QuantumScape’s technology…
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QuantumScape (NYSE:QS) shares are down 14% to $5.03 in Thursday morning trading, extending a rough stretch for the solid-state battery developer. The move follows the company’s Q2 2026 earnings release after the July 22 close. The selling is spreading across the small solid-state battery cohort.
Solid Power (NASDAQ:SLDP) stock is down 8% to $2.15, and SES AI (NYSE:SES) shares are down 10% to $0.53. The broader tape isn’t helping. For QuantumScape and its peers SLDP and SES, the S&P 500 is down 1.5% and the NASDAQ 100 is down 2.4% on Thursday, a risk-off backdrop that tends to punish high-beta, speculative names the hardest.