QuantumScape Soars 35.1% on Cobra Separator Breakthrough

QuantumScape's stock surged by 35.1% in pre-market trading on June 25, 2025, marking a significant milestone for the company.

QuantumScape's recent breakthrough with its Cobra separator has the potential to revolutionize the electric vehicle (EV) industry. This ceramic layer, integral to its anode-free lithium-metal design, addresses two critical issues: heat treatment speed and space requirements. The Cobra platform has shown a 25x improvement in heat treatment speed compared to the older Raptor process, making it a key factor in enhancing production efficiency and scalability.

With the Cobra separator now in baseline production, QuantumScape is poised to continue improving its production speed, efficiency, and scalability. This development lays a strong foundation for the company's future growth and positions it as a leader in the solid-state battery market. The QSE-5 batteries, with an energy density of over 800 Wh/L and the ability to fast-charge from 10% to 80% in less than 15 minutes, further solidify QuantumScape's competitive edge in the industry.