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NASDAQ:SES 8 October 2025 - 18 December 2025

Energy Storage Stocks Surge at Midday as Grid Scarcity, Texas Battery Buildout, and Analyst Upgrades Refocus Wall Street

Energy Storage Stocks Surge at Midday as Grid Scarcity, Texas Battery Buildout, and Analyst Upgrades Refocus Wall Street

Energy storage stocks jumped at midday, with Sunrun up 7.7%, SES AI 7.4%, and Enphase 5.3%. Tesla and Fluence each rose 4.4%. Generac fell 3.5%. PJM’s latest capacity auction hit a record price cap, missing its reserve margin target by over 6,600 MW, as data center demand surged.
QuantumScape (QS) Stock Skyrockets 14% on Solid-State EV Battery Breakthrough – Can the Rally Continue?

QuantumScape’s High-Voltage Surge: Solid-State Battery Breakthrough Sends QS Stock Soaring (Oct 2025 Update)

QuantumScape shares closed at $15.92 on Oct. 3, up 11% for the day and 170% year-to-date, after announcing a partnership with Corning to co-develop battery separators. At the Munich auto show, Volkswagen’s Ducati prototype using QuantumScape cells demonstrated rapid charging and high energy density. Most analysts still rate the stock “Sell” or “Hold,” citing a lack of product revenue.
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