QuinStreet (NASDAQ:QNST) Releases Quarterly 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 (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.11, FiscalAI reports. QuinStreet had a return on equity of 12.73% and a net margin of 6.28%. The business had revenue of $416.65 million during the quarter, compared to analysts’ expectations of $373.88 million.

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 Up 6.9%

NASDAQ QNST traded up $1.33 on Thursday, reaching $20.59. The company had a trading volume of 1,434,187 shares, compared to its average volume of 862,564. The firm has a market capitalization of $1.18 billion, a PE ratio of 14.64 and a beta of 0.84. QuinStreet has a 1 year low of $10.28 and a 1 year high of $22.29. The firm has a 50-day moving average of $16.84 and a 200-day moving average of $14.55. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.22 and a quick ratio of 1.22.

Insider Activity

In other news, CEO Douglas Valenti sold 751,631 shares of QuinStreet stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $20.50, for a total transaction of $15,408,435.50. Following the sale, the chief executive officer owned 996,278 shares in the company, valued at $20,423,699. This trade represents a 43.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Gregory Wong sold 11,704 shares of the business’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $20.44, for a total transaction of $239,229.76. Following the transaction, the chief financial officer directly owned 481,786 shares in the company, valued at approximately $9,847,705.84. The trade was a 2.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 829,631 shares of company stock worth $16,999,952 over the last 90 days. Company insiders own 3.50% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on QNST shares. Lake Street Capital raised shares of QuinStreet from a “hold” rating to a “buy” rating and set a $21.00 price objective for the company in a research report on Friday, August 7th. Northland Securities set a $23.00 price target on shares of QuinStreet in a research report on Thursday, September 17th. Weiss Ratings upgraded 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 report on Friday, August 7th. Finally, Zacks Research lowered QuinStreet from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 6th. Four investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $23.50.

QuinStreet Company Profile

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.