Quinstreet (QNST)
NASDAQ:QNST
Want to see QNST full AI Analyst Report?
Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.44Last Year’s EPS
0.25Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial picture: record revenue and adjusted EBITDA, robust cash and low leverage, strong Q4 guidance, accelerating home services growth after the HomeBuddy acquisition, and measurable AI-driven productivity and media revenue gains. Lowlights are mainly execution and macro risks (mix effects on margins from auto dominance, pressure on lower-income consumer-facing products like AmOne, interest-rate-related client timing, and the early-stage nature of new AI ad platforms). These risks are described but appear manageable relative to the company’s momentum and guidance.Company Guidance
Record Quarterly Revenue
Revenue of $346.1 million in fiscal Q3, a company record and up 28% year-over-year.
Record Adjusted EBITDA and Margin Expansion
Adjusted EBITDA of $29.6 million in fiscal Q3, a company record and up 53% year-over-year, with expanding margins; Q4 adjusted EBITDA guidance of $37–$43 million implying at least 67% YoY growth.
Strong EPS and Adjusted Net Income
Adjusted net income of $17.8 million, or $0.31 per share, for the quarter.
Robust Balance Sheet and Cash Flow Outlook
Ended the quarter with $102 million in cash and equivalents and net debt of ~$54 million; net debt is well under 0.5x annualized adjusted EBITDA. Company expects to deliver well over $100 million more free cash flow over the next 12 months.
Confident Near-Term Guidance
Q4 revenue guidance of $350–$370 million (implying at least 34% YoY growth) and Q4 adjusted EBITDA guidance of $37–$43 million (implying at least 67% YoY growth).
Home Services Momentum and Acquisition Integration
Home services revenue of $114.3 million, up 63% year-over-year; revenue run-rate approaching $0.5 billion annually. HomeBuddy acquisition integration is ahead of schedule with early synergies and cross-brand media flows producing incremental revenue.
Auto Insurance Strength
Auto insurance delivered a record quarter and grew 27% year-over-year; financial services vertical (67% of revenue) grew 16% YoY to $231.8 million, with broadening demand across carriers.
AI-Driven Operational and Media Gains
Multiple AI initiatives delivering productivity and revenue improvements: faster carrier rate integration (~50% productivity gain), creative generation (~400% productivity gain), and AI-driven Google search opportunities where proprietary campaigns grew over 100% as AI overviews expanded; early monetization on OpenAI's advertising platform.
Commitment to Disciplined Capital Allocation
Management prioritizes investing in products/initiatives for growth, accretive acquisitions, and opportunistic share repurchases while remaining measured and focused on shareholder value.
QNST Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
QNST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $13.36 | $13.21 | -1.12% |
Feb 05, 2026 | $11.06 | $12.24 | +10.67% |
Nov 06, 2025 | $13.87 | $13.78 | -0.65% |
Aug 07, 2025 | $16.20 | $15.19 | -6.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Quinstreet (QNST) report earnings?
Quinstreet (QNST) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Quinstreet (QNST) earnings time?
Quinstreet (QNST) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is QNST EPS forecast?
QNST EPS forecast for the fiscal quarter 2026 (Q4) is 0.44.