QuinStreet (NASDAQ:QNST – Get Free Report) posted its quarterly earnings results on Thursday. The technology company reported $0.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.44 by $0.06, FiscalAI reports. The firm had revenue of $373.88 million during the quarter, compared to analyst estimates of $359.95 million. QuinStreet had a return on equity of 13.18% and a net margin of 6.28%.
Here are the key takeaways from QuinStreet’s conference call:
- Record fourth-quarter and full-year results: Q4 revenue rose 43% year over year to $373.9 million, while adjusted EBITDA increased 87% to $41.4 million and margins expanded 270 basis points to 11.1%. Fiscal 2026 revenue reached $1.3 billion and adjusted EBITDA grew 38% to $112.5 million.
- Strong fiscal 2027 outlook: QuinStreet expects full-year revenue of $1.45 billion-$1.55 billion and adjusted EBITDA of $150 million-$160 million, implying 16% and 38% growth at the respective midpoints, with another 160-basis-point margin expansion.
- Home services momentum remains especially strong: Revenue grew 88% year over year to $141.6 million, supported by strong client demand, new verticals and media channels, and successful integration of HomeBuddy. Management said additional synergies remain available and the business is generating more than $500 million in annual revenue.
- Auto insurance demand and expansion opportunities are favorable: Auto revenue grew 37%, driven primarily by carrier budget growth and elevated consumer shopping, while management said carrier financial health and demand for digital performance marketing support durable long-term growth.
- Further investment and acquisitions are planned: QuinStreet expects continued benefits from AI-driven productivity and optimization initiatives, and management indicated it may close one or two smaller, accretive acquisitions before the end of calendar 2026 while maintaining a measured capital-allocation approach.
QuinStreet Stock Performance
QuinStreet stock traded up $5.86 during midday trading on Friday, reaching $21.08. 4,900,911 shares of the company traded hands, compared to its average volume of 667,804. QuinStreet has a 12 month low of $10.28 and a 12 month high of $21.28. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.18 and a quick ratio of 1.18. The business has a 50 day moving average of $14.77 and a two-hundred day moving average of $13.17. The firm has a market capitalization of $1.21 billion, a price-to-earnings ratio of 14.95 and a beta of 0.66.
QuinStreet News Roundup
- Positive Sentiment: Quarterly earnings and revenue exceeded expectations. QuinStreet reported adjusted earnings of $0.50 per share, up from $0.25 a year earlier and ahead of the $0.44 consensus estimate. Revenue reached $373.88 million, surpassing analysts’ $359.95 million forecast. QuinStreet Surpasses Q4 Earnings and Revenue Estimates
- Positive Sentiment: Forward revenue guidance was well above consensus. Management projected first-quarter fiscal 2027 revenue of $370 million to $380 million, compared with analysts’ estimate of approximately $355.3 million. The outlook signals continued momentum into the new fiscal year. Why QuinStreet Stock Is Soaring
- Positive Sentiment: Growth was driven by insurance and home services. Reports and management commentary highlighted these verticals as key contributors to the earnings beat, reinforcing investor confidence in QuinStreet’s marketplace expansion and demand-generation model. QuinStreet Shares Surge After Strong Earnings Beat
- Positive Sentiment: Lake Street Capital upgraded QNST from “Hold” to “Buy.” The firm established a $21 price target, adding support to the bullish reaction, although the target is close to the stock’s current trading level. Lake Street Upgrades QuinStreet to Buy
Insiders Place Their Bets
In other news, CFO Gregory Wong sold 10,338 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $15.00, for a total transaction of $155,070.00. Following the transaction, the chief financial officer directly owned 390,344 shares of the company’s stock, valued at $5,855,160. This represents a 2.58% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 5.00% of the company’s stock.
Institutional Trading of QuinStreet
A number of hedge funds have recently bought and sold shares of the company. Tripletail Wealth Management LLC boosted its position in QuinStreet by 35.2% in the fourth quarter. Tripletail Wealth Management LLC now owns 9,290 shares of the technology company’s stock worth $133,000 after purchasing an additional 2,420 shares during the last quarter. FJ Capital Management LLC purchased a new stake in shares of QuinStreet during the 3rd quarter valued at about $135,000. EP Wealth Advisors LLC purchased a new stake in shares of QuinStreet during the 4th quarter valued at about $163,000. Amundi purchased a new stake in shares of QuinStreet during the 3rd quarter valued at about $166,000. Finally, Cerity Partners LLC bought a new position in shares of QuinStreet in the 2nd quarter worth approximately $170,000. Hedge funds and other institutional investors own 97.83% of the company’s stock.
Analyst Ratings Changes
QNST has been the subject of a number of analyst reports. Weiss Ratings upgraded shares of QuinStreet from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, July 9th. Lake Street Capital upgraded shares of QuinStreet from a “hold” rating to a “buy” rating and set a $21.00 target price on the stock in a research note on Friday. Wall Street Zen upgraded shares of QuinStreet from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Zacks Research upgraded shares of QuinStreet from a “strong sell” rating to a “hold” rating in a report on Thursday, July 30th. Finally, B. Riley Financial reissued a “buy” rating on shares of QuinStreet in a research report on Friday. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $22.00.
Get Our Latest Stock Analysis on QNST
QuinStreet Company Profile
QuinStreet, Inc operates a technology-based performance marketing platform that connects companies with prospective customers across multiple verticals. The company specializes in data-driven lead generation for financial services, education, insurance, healthcare, and home services firms. By leveraging proprietary targeting algorithms and real-time analytics, QuinStreet manages customized digital marketing campaigns to optimize customer acquisition and retention for its clients.
Through a portfolio of consumer-facing websites and comparison platforms, QuinStreet delivers targeted visitors who are actively researching products and services.
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