QuinStreet (NASDAQ:QNST) Issues Earnings Results, Beats Estimates By $0.11 EPS

QuinStreet (NASDAQ:QNST) issued its earnings results on Wednesday. The technology company reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.11, FiscalAI reports. The firm had revenue of $416.65 million for the quarter, compared to analyst estimates of $373.88 million. QuinStreet had a return on equity of 16.13% and a net margin of 6.58%.

Here are the key takeaways from QuinStreet’s conference call:

• QuinStreet posted record fiscal Q1 revenue of $416.7 million, up 46% year over year, and record adjusted EBITDA of $42.7 million, up 108%; adjusted EBITDA margin expanded 300 basis points to 10.2%.
• Growth was broad across major verticals: auto insurance revenue rose 42% amid strong carrier demand, while home services revenue increased 86%, supported by the HomeBuddy integration and broader contractor offerings.
• The company raised fiscal 2027 guidance to $1.5 billion–$1.6 billion in revenue and $155 million–$165 million in adjusted EBITDA. Management expects the December quarter to decline sequentially because of typical holiday-season softness and is not counting on an auto-insurance budget flush.
• Management sees AI as both a productivity tool and a potential marketing channel, reporting good results from Google AI search advertising and integrations with other platforms; however, AI-agent shopping remains small, and adoption depends on addressing client concerns such as security, compliance, and channel conflict.
• QuinStreet completed a small home-services acquisition, Get The Referral, for an initial amount in the high single-digit millions, with potential earnouts, and said its acquisition pipeline remains active, particularly in home services.

QuinStreet Stock Performance

QuinStreet stock traded up $0.74 during mid-day trading on Friday, hitting $21.07. 792,979 shares of the company’s stock traded hands, compared to its average volume of 866,758. The firm has a 50 day moving average price of $16.86 and a 200 day moving average price of $14.57. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.22. The company has a market cap of $1.21 billion, a PE ratio of 12.99 and a beta of 0.84. QuinStreet has a one year low of $10.28 and a one year high of $22.29.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on QNST. Zacks Research downgraded shares of QuinStreet from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 6th. Weiss Ratings raised shares of QuinStreet from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, October 16th. B. Riley Financial reiterated a “buy” rating on shares of QuinStreet in a research report on Friday, August 7th. Wall Street Zen lowered shares of QuinStreet from a “strong-buy” rating to a “buy” rating in a research note on Saturday, October 31st. Finally, Northland Securities set a $23.00 target price on shares of QuinStreet in a research note on Thursday, September 17th. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, QuinStreet has a consensus rating of “Moderate Buy” and an average target price of $23.50.

Insiders Place Their Bets

In other news, CFO Gregory Wong sold 11,704 shares of the stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $20.44, for a total value of $239,229.76. Following the completion of the transaction, the chief financial officer owned 481,786 shares of the company’s stock, valued at approximately $9,847,705.84. This represents a 2.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Asmau Ahmed sold 15,000 shares of the firm’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $20.85, for a total value of $312,750.00. Following the transaction, the director directly owned 34,979 shares in the company, valued at $729,312.15. This trade represents a 30.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 51,704 shares of company stock valued at $1,063,230 in the last quarter. 3.50% of the stock is currently owned by insiders.

About QuinStreet

QuinStreet, Inc is a performance marketing and online marketplace company that connects consumers with brands and service providers. The company uses digital media, data, and technology to help businesses acquire customers and generate leads through channels such as search, social media, display advertising, and other online marketing platforms.

QuinStreet operates vertical marketplaces in areas including insurance, financial services, home services, and business services. Its platforms help consumers research products and services, compare available options, and connect with providers, while giving advertisers tools to reach consumers who are actively seeking information or purchasing opportunities.

Founded in 1999, QuinStreet is headquartered in Foster City, California, and primarily serves the U.S.