QuantumScape Stock in 2025: The Sleeper Play That Could Shock the Market

Solid-state batteries are either the next big thing—or the next big hype train. QuantumScape’s 2025 trajectory hinges on one make-or-break factor.

The make-or-break metric Wall Street isn’t talking about

Forget revenue projections. The real story is production scalability—can they move from lab darlings to factory floor? Every delayed gigafactory update sends shorts into a frenzy.

Why 2025 could be the inflection point

Automotive partners either double down or walk away this year. Watch for OEM whispers at battery tech conferences—the real DD happens in parking lot conversations.

The cynical take

Even if they nail the tech, battery stocks trade on Tesla’s coattails. When Elon sneezes, QuantumScape catches a cold—welcome to ‘progress’ in modern markets.

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I'm focusing on B1 samples before anything else

While solid-state battery technology has been around for some time, the technological challenges with respect to manufacturing these batteries at scale have precluded companies from releasing them commercially. QuantumScape, though, has made notable progress in overcoming these hurdles.

During its second-quarter 2025 conference call, QuantumScape announced that it had integrated the Cobra process as the baseline for separator production. With this achievement, the company claims a 25-times productivity improvement over Raptor in addition to 200 times greater output than in 2023.

The next goal on QuantumScape's 2025 to-do list is to commence higher-volume QSE-5 B1 samples now that the Cobra process is in place. If it achieves this feat, it will prove the value of the Cobra process and suggest it's another key step closer to overcoming the manufacturing challenges that have undermined peers from achieving commercial success.

Should the company struggle to produce B1 samples, that may delay its ability to achieve another goal: field testing its technology in 2026.

Is now a good time to energize your holdings with QuantumScape stock?

QuantumScape's success in adopting the Cobra process is commendable; however, a failure to produce the B1 samples could indicate a rocky path ahead. Plenty of risks remain with QuantumScape stock, so investors should only invest if they are comfortable with a more speculative investment.