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QuantumScape announced on December 17, 2025, that it achieved its annual commercial goal by signing a joint development agreement with a fifth major automotive partner.
A Zacks equity screen identified QuantumScape, Adobe, and Silicon Laboratories as stocks poised for earnings acceleration, with Silicon Laboratories forecasting a 197.8% earnings growth rate for next year.
Enphase Energy has expanded a safe harbor agreement with a third-party ownership (TPO) provider, securing future revenue for its U.S.-manufactured microinverters as the market braces for changes to residential solar tax credits. The stock saw a modest gain on the news.
Evercore ISI has downgraded QuantumScape to "In Line," citing a significant delay in the company's projected automotive revenue timeline to 2029-2031. The downgrade is part of a broader shift by the firm to a 2027-based valuation framework for the auto sector.
QuantumScape is transferring its stock listing from the New York Stock Exchange to The Nasdaq Stock Market, effective December 23, 2025, while retaining its ticker symbol "QS." The move strategically repositions the battery developer within a tech-focused ecosystem, although the immediate market impact is largely considered procedural.
QuantumScape, a developer of solid-state EV batteries, signaled progress toward commercialization by narrowing its 2025 loss forecast and reporting its first-ever customer revenue. This marks a key transition from R&D to monetization, boosting investor confidence.