2026 Q2 -tulosraportti
1 päivä sitten
‧41 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
Vuosittainen yhtiökokous 2026 3.6. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 22.10.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6 t sitten · MuokattuIf we look at previous supports as a reference, we have now broken the local support at approx 5.90 (02 April 26) Below that we have an older support area between 4,7 and 5,7 (dec 22 til feb 25) But after that we naturally have an ATL at 3.40; which is also the previous main support (08 april 25) I imagine that we can move anywhere in the older support area, and in the worst case test ATL.
- 8 t sittenLets see how much the stock will be punished today. No free falling, but maybe goes below 5usd?
·8 t sittenA rather typical QS report, where the really big news was absent, but where they show stable progress across the board. They seem to be more aggressive in their communication about the work that is happening externally, which is a good sign. Agreement with VW has gone from 130m. To 75m. In isolation, this is of course negative, but the agreement is continuously renewed based on the progress QS makes and what VW needs. The most important thing here, I think, is that the collaboration is intact and the overall project has not changed. Eagle line showed good progress and they are expected to be able to double production in the second half of 2026, with any adjustments that may come. They are agile and can adapt Eagle line to their customers' needs - an update on this is expected within the next couple of months. I think the rest of 2026 will be really exciting.Agree that the product will vary from customer to customer. That is also the type of company they are and what they must live off. There is plenty to sell, as it is the technology they sell and not the battery itself as a finished product. The challenge will be to produce in larger quantities at their partners. And as long as nothing happens on that front, we will probably go down.- 2 päivää sittenHow low this will go after earnings? Will it hold 5-6usd or free falling? Not looking good
2 päivää sittenTheJamesReport QuantumScape & Honda: The Quiet Acceleration the Market Hasn’t Noticed The market still talks about solid‑state batteries as if they’re a decade‑long science project, something perpetually stuck in early research. That framing is comfortable, consensus, and investor‑safe. But Honda and QuantumScape may have progressed far beyond the early stages. The courtship between the two companies points to a partnership operating much closer to pilot‑scale validation than anyone is pricing in, and the story becomes clearer once you understand what Honda built, what Honda couldn’t solve, and why QuantumScape’s ceramic separator is the missing piece. Honda’s internal solid‑state program wasn’t theoretical. For years, Honda pursued a polymer‑based separator designed to fit neatly into existing coating and lamination infrastructure. It was classic Honda engineering: practical, scalable, and grounded in manufacturability. But polymers carry a structural limitation that no amount of process optimization can erase. Their mechanical modulus is too low to reliably suppress lithium‑metal dendrites at automotive current densities. Even advanced polymer systems buckle under fast‑charge conditions, degrade under thermal stress, and lose stability when paired with lithium metal. Honda could make a solid‑state lithium‑ion cell, but not the lithium‑metal architecture it publicly targets for late‑2020s EVs. That gap is the reason Honda ultimately pivoted to QuantumScape’s ceramic separator — the one architecture that solved the solid‑state physics problem Honda couldn’t. QuantumScape’s ceramic separator is built for lithium metal. Its high‑modulus structure resists dendrite penetration, maintains stability under high current, and enables fast‑charge performance polymer systems simply cannot tolerate. It is nonflammable, mechanically rigid, and capable of supporting the high‑energy architecture Honda wants. Honda didn’t partner with QuantumScape for incremental improvement; it partnered because QuantumScape’s ceramic platform unlocks the battery Honda actually needs to compete in the next generation EV landscape. The infrastructure story is just as important. Years before the JRA was announced, Honda built a full solid‑state pilot line at its Sakura R&D facility in Tochigi, a 27,400‑square‑meter operation designed to validate mass‑production processes, not run lab experiments. The line includes electrode mixing, coating, cell assembly, formation, module integration, and roll‑press densification, a process directly compatible with ceramic tape handling. Honda publicly targeted 2025 for pilot‑line operation, a timeline that aligns almost perfectly with QuantumScape’s multilayer development schedule. Honda didn’t build this line for fun. It built it because it intended to commercialize solid‑state batteries, and it built it before QuantumScape entered the picture. When Honda signed the JRA, it already had the factory. QuantumScape, for its part, quietly opened its first Asia‑Pacific R&D facility in February 2022 inside the Kyoto Research Park, Japan’s premier battery‑materials hub. The location was deliberate. Kyoto sits at the center of Japan’s ceramic ecosystem, home to suppliers like NGK Insulators, Murata Manufacturing, Mitsubishi Chemical, and Sumitomo Chemical. These companies produce the powders, tapes, and sintering technologies that ceramic separators require. QuantumScape placed itself directly inside the supply chain Honda already uses. The Kyoto lab exists to evaluate materials, equipment, and processes with Japanese partners, and it sits a Shinkansen ride away from Honda’s Sakura pilot line. When you map the geography, the partnership looks less like a distant collaboration and more like a regional integration effort. Japan’s ceramic supply chain is the quiet accelerator. QuantumScape’s separator is ceramic, and Japan is the global leader in high‑precision ceramics. The country already has the suppliers, the equipment, the expertise, and the industrial culture required to scale ceramic components. QuantumScape doesn’t need to build a ceramic supply chain from scratch. Japan already built it. Honda already uses it. And QuantumScape already embedded itself inside it. The final signal to watch is how the technology‑transfer arc begins to surface. OEM collaborations often begin with sample evaluation, move into early architecture work, progress toward manufacturing‑process development, and eventually reach pilot‑line activity. Nothing about Honda’s position confirms this sequence, but the circumstantial alignment is hard to ignore. Honda had already advanced its own separator program, already begun process‑development work, and already built a solid‑state pilot line before the JRA was announced. If Honda were to adopt QuantumScape’s ceramic architecture, those steps would naturally fall near the front half of the curve. It doesn’t prove the partnershipReyoh - thanks for the historical review. Interesting to hear about Honda's efforts. Often it has been Toyota and the Chinese who were close to being able to present the first "revolutionary" solid-state battery, but that Honda was also in the race is new to me. A q. what does JRA stand for? Hope we get some good and useful information today. 🙂
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
1 päivä sitten
‧41 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sitten · MuokattuIf we look at previous supports as a reference, we have now broken the local support at approx 5.90 (02 April 26) Below that we have an older support area between 4,7 and 5,7 (dec 22 til feb 25) But after that we naturally have an ATL at 3.40; which is also the previous main support (08 april 25) I imagine that we can move anywhere in the older support area, and in the worst case test ATL.
- 8 t sittenLets see how much the stock will be punished today. No free falling, but maybe goes below 5usd?
- ·8 t sittenA rather typical QS report, where the really big news was absent, but where they show stable progress across the board. They seem to be more aggressive in their communication about the work that is happening externally, which is a good sign. Agreement with VW has gone from 130m. To 75m. In isolation, this is of course negative, but the agreement is continuously renewed based on the progress QS makes and what VW needs. The most important thing here, I think, is that the collaboration is intact and the overall project has not changed. Eagle line showed good progress and they are expected to be able to double production in the second half of 2026, with any adjustments that may come. They are agile and can adapt Eagle line to their customers' needs - an update on this is expected within the next couple of months. I think the rest of 2026 will be really exciting.Agree that the product will vary from customer to customer. That is also the type of company they are and what they must live off. There is plenty to sell, as it is the technology they sell and not the battery itself as a finished product. The challenge will be to produce in larger quantities at their partners. And as long as nothing happens on that front, we will probably go down.
- 2 päivää sittenHow low this will go after earnings? Will it hold 5-6usd or free falling? Not looking good
- 2 päivää sittenTheJamesReport QuantumScape & Honda: The Quiet Acceleration the Market Hasn’t Noticed The market still talks about solid‑state batteries as if they’re a decade‑long science project, something perpetually stuck in early research. That framing is comfortable, consensus, and investor‑safe. But Honda and QuantumScape may have progressed far beyond the early stages. The courtship between the two companies points to a partnership operating much closer to pilot‑scale validation than anyone is pricing in, and the story becomes clearer once you understand what Honda built, what Honda couldn’t solve, and why QuantumScape’s ceramic separator is the missing piece. Honda’s internal solid‑state program wasn’t theoretical. For years, Honda pursued a polymer‑based separator designed to fit neatly into existing coating and lamination infrastructure. It was classic Honda engineering: practical, scalable, and grounded in manufacturability. But polymers carry a structural limitation that no amount of process optimization can erase. Their mechanical modulus is too low to reliably suppress lithium‑metal dendrites at automotive current densities. Even advanced polymer systems buckle under fast‑charge conditions, degrade under thermal stress, and lose stability when paired with lithium metal. Honda could make a solid‑state lithium‑ion cell, but not the lithium‑metal architecture it publicly targets for late‑2020s EVs. That gap is the reason Honda ultimately pivoted to QuantumScape’s ceramic separator — the one architecture that solved the solid‑state physics problem Honda couldn’t. QuantumScape’s ceramic separator is built for lithium metal. Its high‑modulus structure resists dendrite penetration, maintains stability under high current, and enables fast‑charge performance polymer systems simply cannot tolerate. It is nonflammable, mechanically rigid, and capable of supporting the high‑energy architecture Honda wants. Honda didn’t partner with QuantumScape for incremental improvement; it partnered because QuantumScape’s ceramic platform unlocks the battery Honda actually needs to compete in the next generation EV landscape. The infrastructure story is just as important. Years before the JRA was announced, Honda built a full solid‑state pilot line at its Sakura R&D facility in Tochigi, a 27,400‑square‑meter operation designed to validate mass‑production processes, not run lab experiments. The line includes electrode mixing, coating, cell assembly, formation, module integration, and roll‑press densification, a process directly compatible with ceramic tape handling. Honda publicly targeted 2025 for pilot‑line operation, a timeline that aligns almost perfectly with QuantumScape’s multilayer development schedule. Honda didn’t build this line for fun. It built it because it intended to commercialize solid‑state batteries, and it built it before QuantumScape entered the picture. When Honda signed the JRA, it already had the factory. QuantumScape, for its part, quietly opened its first Asia‑Pacific R&D facility in February 2022 inside the Kyoto Research Park, Japan’s premier battery‑materials hub. The location was deliberate. Kyoto sits at the center of Japan’s ceramic ecosystem, home to suppliers like NGK Insulators, Murata Manufacturing, Mitsubishi Chemical, and Sumitomo Chemical. These companies produce the powders, tapes, and sintering technologies that ceramic separators require. QuantumScape placed itself directly inside the supply chain Honda already uses. The Kyoto lab exists to evaluate materials, equipment, and processes with Japanese partners, and it sits a Shinkansen ride away from Honda’s Sakura pilot line. When you map the geography, the partnership looks less like a distant collaboration and more like a regional integration effort. Japan’s ceramic supply chain is the quiet accelerator. QuantumScape’s separator is ceramic, and Japan is the global leader in high‑precision ceramics. The country already has the suppliers, the equipment, the expertise, and the industrial culture required to scale ceramic components. QuantumScape doesn’t need to build a ceramic supply chain from scratch. Japan already built it. Honda already uses it. And QuantumScape already embedded itself inside it. The final signal to watch is how the technology‑transfer arc begins to surface. OEM collaborations often begin with sample evaluation, move into early architecture work, progress toward manufacturing‑process development, and eventually reach pilot‑line activity. Nothing about Honda’s position confirms this sequence, but the circumstantial alignment is hard to ignore. Honda had already advanced its own separator program, already begun process‑development work, and already built a solid‑state pilot line before the JRA was announced. If Honda were to adopt QuantumScape’s ceramic architecture, those steps would naturally fall near the front half of the curve. It doesn’t prove the partnershipReyoh - thanks for the historical review. Interesting to hear about Honda's efforts. Often it has been Toyota and the Chinese who were close to being able to present the first "revolutionary" solid-state battery, but that Honda was also in the race is new to me. A q. what does JRA stand for? Hope we get some good and useful information today. 🙂
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
Vuosittainen yhtiökokous 2026 3.6. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 22.10.2025 |
2026 Q2 -tulosraportti
1 päivä sitten
‧41 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
Vuosittainen yhtiökokous 2026 3.6. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 22.10.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sitten · MuokattuIf we look at previous supports as a reference, we have now broken the local support at approx 5.90 (02 April 26) Below that we have an older support area between 4,7 and 5,7 (dec 22 til feb 25) But after that we naturally have an ATL at 3.40; which is also the previous main support (08 april 25) I imagine that we can move anywhere in the older support area, and in the worst case test ATL.
- 8 t sittenLets see how much the stock will be punished today. No free falling, but maybe goes below 5usd?
- ·8 t sittenA rather typical QS report, where the really big news was absent, but where they show stable progress across the board. They seem to be more aggressive in their communication about the work that is happening externally, which is a good sign. Agreement with VW has gone from 130m. To 75m. In isolation, this is of course negative, but the agreement is continuously renewed based on the progress QS makes and what VW needs. The most important thing here, I think, is that the collaboration is intact and the overall project has not changed. Eagle line showed good progress and they are expected to be able to double production in the second half of 2026, with any adjustments that may come. They are agile and can adapt Eagle line to their customers' needs - an update on this is expected within the next couple of months. I think the rest of 2026 will be really exciting.Agree that the product will vary from customer to customer. That is also the type of company they are and what they must live off. There is plenty to sell, as it is the technology they sell and not the battery itself as a finished product. The challenge will be to produce in larger quantities at their partners. And as long as nothing happens on that front, we will probably go down.
- 2 päivää sittenHow low this will go after earnings? Will it hold 5-6usd or free falling? Not looking good
- 2 päivää sittenTheJamesReport QuantumScape & Honda: The Quiet Acceleration the Market Hasn’t Noticed The market still talks about solid‑state batteries as if they’re a decade‑long science project, something perpetually stuck in early research. That framing is comfortable, consensus, and investor‑safe. But Honda and QuantumScape may have progressed far beyond the early stages. The courtship between the two companies points to a partnership operating much closer to pilot‑scale validation than anyone is pricing in, and the story becomes clearer once you understand what Honda built, what Honda couldn’t solve, and why QuantumScape’s ceramic separator is the missing piece. Honda’s internal solid‑state program wasn’t theoretical. For years, Honda pursued a polymer‑based separator designed to fit neatly into existing coating and lamination infrastructure. It was classic Honda engineering: practical, scalable, and grounded in manufacturability. But polymers carry a structural limitation that no amount of process optimization can erase. Their mechanical modulus is too low to reliably suppress lithium‑metal dendrites at automotive current densities. Even advanced polymer systems buckle under fast‑charge conditions, degrade under thermal stress, and lose stability when paired with lithium metal. Honda could make a solid‑state lithium‑ion cell, but not the lithium‑metal architecture it publicly targets for late‑2020s EVs. That gap is the reason Honda ultimately pivoted to QuantumScape’s ceramic separator — the one architecture that solved the solid‑state physics problem Honda couldn’t. QuantumScape’s ceramic separator is built for lithium metal. Its high‑modulus structure resists dendrite penetration, maintains stability under high current, and enables fast‑charge performance polymer systems simply cannot tolerate. It is nonflammable, mechanically rigid, and capable of supporting the high‑energy architecture Honda wants. Honda didn’t partner with QuantumScape for incremental improvement; it partnered because QuantumScape’s ceramic platform unlocks the battery Honda actually needs to compete in the next generation EV landscape. The infrastructure story is just as important. Years before the JRA was announced, Honda built a full solid‑state pilot line at its Sakura R&D facility in Tochigi, a 27,400‑square‑meter operation designed to validate mass‑production processes, not run lab experiments. The line includes electrode mixing, coating, cell assembly, formation, module integration, and roll‑press densification, a process directly compatible with ceramic tape handling. Honda publicly targeted 2025 for pilot‑line operation, a timeline that aligns almost perfectly with QuantumScape’s multilayer development schedule. Honda didn’t build this line for fun. It built it because it intended to commercialize solid‑state batteries, and it built it before QuantumScape entered the picture. When Honda signed the JRA, it already had the factory. QuantumScape, for its part, quietly opened its first Asia‑Pacific R&D facility in February 2022 inside the Kyoto Research Park, Japan’s premier battery‑materials hub. The location was deliberate. Kyoto sits at the center of Japan’s ceramic ecosystem, home to suppliers like NGK Insulators, Murata Manufacturing, Mitsubishi Chemical, and Sumitomo Chemical. These companies produce the powders, tapes, and sintering technologies that ceramic separators require. QuantumScape placed itself directly inside the supply chain Honda already uses. The Kyoto lab exists to evaluate materials, equipment, and processes with Japanese partners, and it sits a Shinkansen ride away from Honda’s Sakura pilot line. When you map the geography, the partnership looks less like a distant collaboration and more like a regional integration effort. Japan’s ceramic supply chain is the quiet accelerator. QuantumScape’s separator is ceramic, and Japan is the global leader in high‑precision ceramics. The country already has the suppliers, the equipment, the expertise, and the industrial culture required to scale ceramic components. QuantumScape doesn’t need to build a ceramic supply chain from scratch. Japan already built it. Honda already uses it. And QuantumScape already embedded itself inside it. The final signal to watch is how the technology‑transfer arc begins to surface. OEM collaborations often begin with sample evaluation, move into early architecture work, progress toward manufacturing‑process development, and eventually reach pilot‑line activity. Nothing about Honda’s position confirms this sequence, but the circumstantial alignment is hard to ignore. Honda had already advanced its own separator program, already begun process‑development work, and already built a solid‑state pilot line before the JRA was announced. If Honda were to adopt QuantumScape’s ceramic architecture, those steps would naturally fall near the front half of the curve. It doesn’t prove the partnershipReyoh - thanks for the historical review. Interesting to hear about Honda's efforts. Often it has been Toyota and the Chinese who were close to being able to present the first "revolutionary" solid-state battery, but that Honda was also in the race is new to me. A q. what does JRA stand for? Hope we get some good and useful information today. 🙂
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt