Research Analysts’ Recent Ratings Updates for QuantumScape (QS)

Several brokerages have updated their recommendations and price targets on shares of QuantumScape (NYSE: QS) in the last few weeks:

• 2/18/2026 – QuantumScape was upgraded by analysts at HSBC Holdings plc from a “reduce” rating to a “hold” rating. They now have a $8.30 price target on the stock, down previously from $10.50.
• 2/18/2026 – QuantumScape had its “hold” rating reaffirmed by analysts at TD Cowen.
• 2/18/2026 – QuantumScape had its price target lowered by analysts at Morgan Stanley from $12.00 to $8.50. They now have an “equal weight” rating on the stock.
• 2/12/2026 – QuantumScape was given a new $12.00 price target on by analysts at Robert W. Baird.

Insiders Place Their Bets

In related news, Director Jeffrey B. Straubel sold 27,106 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $7.10, for a total transaction of $192,452.60. Following the completion of the sale, the director directly owned 212,616 shares of the company’s stock, valued at $1,509,573.60. The trade was a 11.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CTO Timothy Holme sold 34,120 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $6.97, for a total transaction of $237,816.40. Following the completion of the transaction, the chief technology officer owned 1,088,228 shares in the company, valued at $7,584,949.16. This represents a 3.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 4,186,803 shares of company stock valued at $46,363,975. 5.48% of the stock is currently owned by insiders.

QuantumScape Corporation is a development-stage company specializing in the research and commercialization of next-generation solid-state lithium-metal batteries for electric vehicles. The company’s core technology replaces the traditional liquid electrolyte with a solid ceramic separator, aiming to deliver higher energy density, faster charging times and enhanced safety compared to conventional lithium-ion cells. QuantumScape’s product roadmap focuses on enabling electric vehicle manufacturers to extend driving range and reduce charging downtime, addressing key barriers to widespread EV adoption.

Founded in 2010 and headquartered in San Jose, California, QuantumScape has attracted significant strategic investment and formed partnerships with leading automotive OEMs.