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QS

QuantumScape Corp
LAST CLOSE… Miscellaneous Electrical Machinery, Equipment & Supplies CASH ~6 MO
52
ELEVATED
RISK INDEX
RED FLAGS 38 RUNWAY 8 OFFICIAL 8-K NOTICES 6 = 52/100. WHY THIS NUMBER, PIECE BY PIECE.

THE READ 11 red-flag mentions across this year's filings, led by dilution, and 61 since 2001, so this is a long-running pattern; roughly 7 months of cash at the current burn rate.

FLAGS DILUTION CASH WHAT CHANGED VERDICT INSIDERS OUTSIDE RECORDS
01

Red Flags

2025-09-06 → 2026-09-06

We read every document this company filed with the SEC this year and counted the classic danger phrases. Where wording can be misleading, we open the actual documents and separate real warnings from accounting boilerplate. Each hit links to the exact document.

Dilution (at the market offering) 10 REAL WARNINGS · 5 matching docS this year · 23 ALL TIME

An ATM lets the company print and sell new shares into the market any day it wants. Every print dilutes your slice.

EVIDENCE: [1] 8-K FILED 2025-10-22 · [2] 10-Q FILED 2026-07-24 · [3] 10-Q FILED 2026-04-24 · [4] 10-K FILED 2026-02-25 · [5] 10-Q FILED 2025-10-24

Reverse stock split 0 THIS YEAR · 17 ALL TIME

A reverse split shrinks the share count to lift the price above $1. Repeat reverse splits are the classic death-spiral signature.

Going concern doubt 0 THIS YEAR · 18 ALL TIME

Auditors flagged substantial doubt the company survives the next 12 months without new money.

Delisting / exchange risk 1 REAL WARNING · 1 matching doc this year · 3 ALL TIME

The exchange has threatened to kick the stock off. Delisting pressure usually ends in a reverse split or a fire-sale raise.

EVIDENCE: [1] 8-K FILED 2025-12-10

SOURCE: FULL-TEXT SEARCH OF THE COMPANY'S OFFICIAL SEC FILINGS. "REAL WARNINGS" = WE OPENED THE LINKED DOCUMENTS AND FILTERED PHRASES WRAPPED IN NEGATIONS, RESOLUTION LANGUAGE OR STANDARD CONTRACT TERMS. "AT LEAST" = MORE DOCUMENTS CARRY THE PHRASE THIS YEAR THAN WE COULD OPEN AND READ.

02

The Printing Press

How many shares exist, over time, exactly as the company reported in its own filings. In microcaps, a rising share count is how holders pay for everything: salaries, debts, and bad deals. Sudden collapses in the line are reverse splits, marked below.

95,449,946
SHARES OUTSTANDING TODAY
as reported in the 10-K filed 2022-02-28

THIS COMPANY HAS NOT REPORTED ENOUGH PERIODS TO DRAW A TREND LINE YET. ONE NUMBER, CITED.

03

Cash Countdown

Cash in the bank against how fast the company burns it. When this hits zero, the next stop is usually a desperate raise at bad terms, and existing holders pay through dilution.

~6 MONTHS OF CASH AT THE CURRENT BURNBAR = SHARE OF A 24-MONTH WINDOW
6 MO
EST RUNWAY
cash ÷ monthly burn
$19.66M
MONTHLY BURN
operating cash deficit
$132.87M
CASH ON HAND
latest reported quarter
-8.4%
CASH CHANGE QoQ
latest two reported quarters
2024·92024·122025·32025·62025·92025·122026·32026·6
CASH OVER TIME, LAST 8 REPORTED QUARTERS $174.71M → $132.87M TREND: -23.9%

RUNWAY = CASH ON HAND ÷ MONTHLY CASH BURN. SIMPLE ARITHMETIC ON THE COMPANY'S OWN REPORTED NUMBERS, NOT A PROJECTION.

04

What the Newest Filing Changed

The latest filings, translated into holder impact. Every number cites its form, date and SEC link.

Shares outstanding

Shares outstanding: nothing to compare. This company's filings do not publish a share count for two consecutive periods, so no honest change can be computed.

Cash and equivalents -8.4%

Cash and equivalents fell $145.07M to $132.87M (-$12.20M, -8.4%) between 10-Q 2026-03-31 and 10-Q 2026-06-30.

NOW: $132.87M as of 2026-06-30 (10-Q, filed 2026-07-24)

WAS: $145.07M as of 2026-03-31 (10-Q, filed 2026-04-24)

Total assets -4.9%

Total assets fell to $1.17B (from $1.23B, -4.9%) between 10-Q 2026-03-31 and 10-Q 2026-06-30.

NOW: $1.17B as of 2026-06-30 (10-Q, filed 2026-07-24)

WAS: $1.23B as of 2026-03-31 (10-Q, filed 2026-04-24)

Total liabilities +1.1%

Total liabilities rose to $120.77M (from $119.42M, +1.1%) between 10-Q 2026-03-31 and 10-Q 2026-06-30.

NOW: $120.77M as of 2026-06-30 (10-Q, filed 2026-07-24)

WAS: $119.42M as of 2026-03-31 (10-Q, filed 2026-04-24)

Revenue

Revenue: nothing to compare. This company's filings do not publish us-gaap:Revenues, so no honest change can be computed.

Cash burn / runway

Monthly operating cash deficit ~$19.66M ($-116.26M over the period ended 2026-06-30 in 10-Q). Against $132.87M cash is roughly 0.6 years of runway (7 months).

NOW: $-116.26M as of 2026-06-30 (10-Q, filed 2026-07-24)

!

Critical 8-K Ledger

OFFICIAL NOTICES · 24 MO

When something material happens, the company itself must announce it in an 8-K under the SEC's numbered item system. These are those announcements, newest first: bankruptcy papers, exchange delisting warnings, auditor changes, financials pulled back. Read straight from the SEC filing index, no interpretation layer.

2026-03-05 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2026-02-10 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2026-01-30 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-12-10 ITEM 3.01 · DELISTING / EXCHANGE NOTICE FILING ↗
2025-05-07 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2024-10-23 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗

SOURCE: THE ITEM NUMBERS THE COMPANY ITSELF PUT ON EACH 8-K IN THE SEC'S FILING INDEX. HOVER A STAMP FOR WHAT THAT ITEM MEANS FOR YOUR SHARES. OFFICIAL NOTICES INSIDE THE LAST 12 MONTHS ALSO FEED THE RISK INDEX ABOVE (CAPPED AT 15 POINTS).

NO 8-K IN THE LAST 7 DAYS. SILENCE IS NOTED TOO.

05

The Verdict

SELL · HIGH CONFIDENCE

A rules-based reading of the cited filing facts: a range with reasons, never a prediction.

SELL
SCREENING VERDICT
HIGH confidence
$5.46-$5.46
FAIR VALUE BRACKET
book equity of $10.91/share at 0.5-1.0x
$5.48
LAST CLOSE
non-realtime

HOW THE BRACKET IS BUILT: BOOK EQUITY OF $10.91/SHARE AT 0.5-1.0X · MULTIPLES STRIPPED: UNDER A YEAR OF CASH AT THE CURRENT BURN, SO THE BRACKET CAPS AT WIND-DOWN CASH · CASH FLOOR: $1.39/SHARE IN A WIND-DOWN.

BASIS FOR

+1

Fair-value range anchored to cited facts: $5.46 to $5.46 per share.

AGAINST

−1

The filings do not publish a comparable share count for the last two quarters, so dilution could not be measured for this verdict.

−2

Cash of $132,872,000 funds only ~0.6 years of operating burn (that is a going-concern pressure without a raise).

−3

The filings do not publish comparable revenue figures for two consecutive periods, so the revenue trend could not be measured.

METHOD: DETERMINISTIC RULES OVER CITED SEC FILING FACTS: SHARE-COUNT CHANGE BETWEEN THE LAST TWO REPORTED QUARTERS (DILUTION), CASH-TO-BURN RUNWAY FROM THE MOST RECENT OPERATING CASH FLOW, PERIOD-OVER-PERIOD REVENUE GROWTH, AND A FAIR-VALUE RANGE ANCHORED TO CASH PER SHARE VS PRICE. THRESHOLDS ARE TUNABLE IN APP/VERDICT_ENGINE.PY. NOT A PREDICTION.

06

Insider Paper Trail

NET SELLING

Every time an officer, director or big owner trades shares, the law makes them file a Form 4 within two business days. We read the actual filings: who traded, what kind of trade, how big, at what price.

0
OPEN-MARKET BUYS
nobody is buying with their own cash
7
OPEN-MARKET SELLS
211,444 shares · ~$1.47M cashed out
8
GRANTS / AWARDS
342,998 new shares/options handed out: future dilution
7/7
SELLS ON 10B5-1 PLANS
every sale was pre-scheduled in advance: less alarming than a discretionary dump
2026-032026-042026-052026-062026-072026-08
ABOVE THE LINE: CASH BUYS BELOW THE LINE: CASH SELLS 6 MO: +$0 / -$318K

EACH MONTH SHOWS OPEN-MARKET DOLLAR FLOW PARSED FROM FORM 4 FILINGS. GRANTS AND OPTION PAPER ARE EXCLUDED: THIS IS REAL MONEY IN AND OUT.

DATEWHOACTION
2026-08-21 Holme Timothy CONVERSION 12,723
2026-08-21 Holme Timothy OPEN-MARKET SELL 12,723 @ $6.01 10B5-1 PLAN
2026-08-21 Holme Timothy CONVERSION 12,723 OPTIONS/DERIVATIVE
2026-08-19 Holme Timothy OPEN-MARKET SELL 20,345 @ $5.76 10B5-1 PLAN
2026-08-19 Holme Timothy CONVERSION 21,531
2026-08-19 Holme Timothy OPEN-MARKET SELL 21,531 @ $5.76 10B5-1 PLAN
2026-08-19 Holme Timothy CONVERSION 21,531 OPTIONS/DERIVATIVE
2026-08-18 Holme Timothy TAX WITHHOLDING 34,086 @ $5.74
2026-08-18 MCCARTHY MICHAEL O III TAX WITHHOLDING 25,709 @ $5.74
2026-08-18 Singh Mohit TAX WITHHOLDING 34,304 @ $5.74
2026-08-18 Hettrich Kevin TAX WITHHOLDING 31,095 @ $5.74
2026-08-18 Sivaram Srinivasan TAX WITHHOLDING 81,752 @ $5.74

PEOPLE WITH THE BEST INFORMATION ABOUT THIS COMPANY ARE SELLING MORE THAN THEY BUY. NOT PROOF OF ANYTHING: EXECUTIVES SELL FOR MANY REASONS. BUT AT MICROCAP SCALE, IT RARELY SMELLS GOOD. "10B5-1 PLAN" MEANS THE TRADE WAS SCHEDULED UNDER A PRE-SET TRADING PLAN, DISCLOSED IN THE FILING'S OWN FOOTNOTES: PRE-PLANNED SALES CARRY LESS SIGNAL THAN SPUR-OF-THE-MOMENT ONES. SOURCE: FORM 4 FILINGS, PARSED FROM THE SEC'S OWN XML, LAST 10 FILINGS.

07

Filing Timeline

The company's most recent SEC paperwork, newest first.

4 2026-08-25 0001834249-26-000024
4 2026-08-20 0001834249-26-000022
4 2026-08-20 0001177264-26-000012
4 2026-08-20 0001834019-26-000012
4 2026-08-20 0001834025-26-000024
4 2026-08-20 0001587067-26-000012

SOURCE: THE COMPANY'S SEC FILING INDEX

08

Outside the Filings

Public records that most investors never check, cross-checked against what the company claims. This is where shells slip up.

quantumscape.com
WEB ADDRESS ON RECORD
registered 2010-04-30 · via GoDaddy.com, LLC
16.4 YRS OLD
DOMAIN AGE
old and consistent with an operating company: a good sign
0
OFFICIAL OFFERING DOCS · 12M
no completed stock sales to the public in a year
0
SHELF REGISTRATIONS · 12M
none filed: no dilution pipeline on record
0
BIG-OWNER TAKEOVER FILINGS · 12M
no outside investor has crossed the 5% disclosure line this year
PUBLIC FLOAT
shares actually tradable, vs held by insiders and big owners
SOLD SHORT
FINRA short interest: how many shares are bets against this company, and how many days of trading it would take to cover
CLEAR
US SANCTIONS SCREEN
company name checked against the official US sanctions list (19292 entries)
LEGAL IDENTITY (LEI)
every company that trades securities must carry a global legal identifier: status, parent chain and subsidiaries from the official registry
INSTITUTIONAL HOLDERS · 13F
quarterly institutional holdings filings scanned for this exact company name: which funds still report holding shares, from their own filings
SITE HISTORY
how long the company's website has been around, per the public web archive
CERT RECORD
public certificate logs date the company's web infrastructure: old and boring is good, brand-new is a tell
REGISTRANT HISTORY
old snapshots of public WHOIS pages: has the registered owner of this address changed hands
HOSTING + MAIL RECORDS
public DNS records: where the address is pointed and whether it can even receive mail

SOURCES: PUBLIC DOMAIN REGISTRATION RECORDS (FOUND IN THE COMPANY'S OWN FILING SIGNATURES) · THE COMPANY'S SEC FILING INDEX · OFFICIAL US SANCTIONS LIST · QUARTERLY 13F FILINGS VIA EDGAR FULL-TEXT SEARCH · LEGAL-IDENTITY, SITE-HISTORY, CERTIFICATE, REGISTRANT-HISTORY AND DNS SLOTS STREAM IN FROM FREE PUBLIC REGISTRIES WITHOUT BLOCKING THIS PAGE.

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09

Company Record

Legal nameQuantumScape Corp
Fiscal year end1231
HQ1730 TECHNOLOGY DRIVE, SAN JOSE, CA
Last periodic report2026-07-24 (10-Q, 45d ago)
Shares outstanding95,449,946 as of 2022-02-18 (10-K)

SOURCE: THE COMPANY'S SEC FILING INDEX

Next time QS files something scary, know within minutes.

One Telegram message per material filing: dilution, going concern, delisting, insider dumps. No account, no email. Every line cites its SEC source. Leave anytime with /unwatch.

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