QuinStreet, Inc. (QNST) Stock Price & Analysis
QuinStreet, Inc. (QNST) closed at USD 16.88 on Thursday, October 22, 2026, up 2.93% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 16.4; the Oct 22, 2026 session ranged USD 16.41–17.15 on volume of 523,297 shares. Market capitalization is $965.93M, with a 52-week range of USD 10.29–22.29 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:57 UTC.
Also available as compact Markdown for AI agents: nexqual.com/QNST.md
Key facts (QNST)
- Last four reported quarters (through Jun 30, 2026): revenue $1.29B, net income $81.2M (6.3% margin), free cash flow $128M (SEC filings).
- Valuation: P/E 11.9x (avg 105.0x at the last 2 fiscal year-ends), EV/EBITDA 15.0x, net cash $58.3M.
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $17.4M; 2 not under a Rule 10b5-1 plan ($824K); 4 by opportunistic insiders (0 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.83 on a 1–5 scale) (6 analysts), mean target USD 22.8 (range 21–24).
- Total return with dividends: 1Y +13.6% vs S&P 500 +14.9%; 5Y +13.8% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.39, revenue estimate $374M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (QNST)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $582M | $581M | $614M | $1.09B | $1.29B | $1.29B |
| Gross profit | $53.7M | $48.5M | $46.2M | $111M | $146M | — |
| Operating income | -$4.7M | -$20.8M | -$28.1M | $6.2M | $35.4M | $35.4M |
| Net income | -$5.2M | -$68.9M | -$31.3M | $4.7M | $81.2M | $81.2M |
| EPS (diluted) | -$0.10 | -$1.28 | -$0.57 | $0.08 | $1.40 | — |
| Free cash flow | $25.8M | $8.8M | $6.7M | $82.9M | $128M | $128M |
| Gross margin | 9.2% | 8.4% | 7.5% | 10.1% | 11.3% | — |
| Operating margin | -0.8% | -3.6% | -4.6% | 0.6% | 2.7% | 2.7% |
| Net margin | -0.9% | -11.9% | -5.1% | 0.4% | 6.3% | 6.3% |
| Revenue growth | +0.6% | -0.3% | +5.7% | +78.3% | +18.3% | — |
| Cash + short-term investments | $96.4M | $73.7M | $50.5M | $101M | $128M | — |
| Total debt | — | — | — | $0K | $70.0M | — |
Fiscal years end Jun. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (QNST)
P/E 11.9x · P/S 0.8x · EV/EBITDA 15.0x · EV/Sales 0.7x · P/FCF 7.6x · P/B 3.0x · FCF yield 13.24% · Earnings yield 8.41% · Buyback yield (TTM) 3.26% · Net cash $58.3M · EV $908M
P/E at fiscal year-ends: Jun 2026 10.5x, Jun 2025 199.4x.
Insider sales (SEC Form 4, open-market, last ~7 months) (QNST)
5 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-18 | Wong Gregory | CFO | 11,704 | $239K | 2.4% | Yes | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-14…2026-08-17 | Ahmed Asmau | Director | 25,000 | $516K | 50% | No | Too little history (no open-market trades in 2024 or 2025) |
| 2026-08-11…2026-08-12 | Ahmed Asmau | Director | 15,000 | $308K | 23.1% | No | Too little history (no open-market trades in 2024 or 2025) |
| 2026-08-07 | Wong Gregory | CFO | 26,296 | $528K | 5.1% | Yes (adopted March 6, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-07 | Valenti Douglas | Chief Executive Officer | 751,631 | $15.4M | 28.3% | Yes (adopted September 6, 2024) | Too little history (no open-market trades in 2024) |
| 2026-07-01 | Wong Gregory | CFO | 10,338 | $155K | 2.6% | Yes | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-15 | Wong Gregory | CFO | 22,057 | $269K | 5.2% | Yes | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (QNST)
Consensus Buy (mean 1.83 on a 1–5 scale), 6 analysts; mean target USD 22.8 (low 21, high 24).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-08 | Lake Street | Upgrade | Hold → Buy | $21 |
Total return (dividends reinvested) (QNST)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +13.6% | +13.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +13.6% | +2.6% |
| Volatility (annualized) | 57.4% | 50.3% |
| Max drawdown | -35.5% (Aug 2026→Sep 2026) | -60.7% (Dec 2021→May 2023) |
QNST revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $370.1M | 99.0% | +43.2% |
| Non Us | $3.8M | 1.0% | +7.1% |
| Total revenue | $373.9M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
QNST suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Siren Group | “For example, under our purchase agreement with HomeBuddy, the purchase consideration included $75.0 million in post-closing installment payments.” |
| Partner | Aqua Vida | “Under our acquisition agreement with AquaVida, the purchase consideration included $4.0 million in post-closing payments and an estimated fair value of contingent consideration of $2.1 million.” |
| Partner | CloudControlMedia | “Under our acquisition agreement with CCM, the purchase consideration included $7.5 million in post-closing payments and an estimated fair value of contingent consideration of $3.6 million.” |
| Partner | Modernize | “Under our acquisition agreement with Modernize, the purchase consideration included $27.5 million in post-closing payments.” |
| Competitor | Alphabet (Google) (GOOGL) | “Some of our competition also comes from agencies or clients spending directly with larger websites or portals, including Google, Yahoo!, Microsoft and Meta.” |
| Competitor | Microsoft (MSFT) | “Some of our competition also comes from agencies or clients spending directly with larger websites or portals, including Google, Yahoo!, Microsoft and Meta.” |
| Competitor | Meta Platforms (META) | “Some of our competition also comes from agencies or clients spending directly with larger websites or portals, including Google, Yahoo!, Microsoft and Meta.” |
Quoted from the company's 10-K filed Aug 26, 2026.
QNST customer concentration
In the period ended Jun 30, 2026, a single direct customer accounted for 21% of revenue, per the company's 10-K filed Aug 26, 2026. The company does not name it.
QNST company outlook (results filed Aug 6, 2026)
- “Over the past 2 years, we have more than doubled our revenue and grown adjusted EBITDA by more than 450%." "We expect to continue to grow revenue at strong double-digit rates and to expand margins in fiscal year 2027 and beyond.”
- “We are also accelerating improvements in performance and productivity from new AI applications across the business." "Turning to our outlook, we expect revenue in fiscal Q1 to be between $370 and $380 million, implying 31% growth year-over-year at the midpoint of the range.”
- “We expect adjusted EBITDA to be between $38 and $40 million, implying 90% growth, a 10.4% margin and a 320 basis-point margin expansion year-over-year at the midpoint of the range." "As an initial full fiscal year 2027 outlook, we expect revenue of $1.45 billion to $1.55 billion, implying 16% growth year-over-year at the midpoint of the range.”
- “We expect adjusted EBITDA of $150 to $160 million, implying growth of 38%, a 10.3% margin and another 160 basis-point margin expansion year-over-year at the midpoint of the range on top of last year's 130 basis-point expansion.”
Analysts expect $373.9M for the current quarter, 0.3% below the midpoint of the company's guidance ($375.0M).
Quoted word-for-word from the SEC 8-K results press release.
QNST analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.39 | $0.34 | +13.9% | $373.9M | 6 |
| Next quarter (ends Dec 2026) | $0.32 | $0.32 | +0.6% | $347.3M | 6 |
| Current fiscal year (ends Jun 2027) | $1.59 | $1.52 | +4.4% | $1.50B | 6 |
| Next fiscal year (ends Jun 2028) | $1.87 | $1.74 | +7.9% | $1.63B | 4 |
QNST options: expected move
Options price a move of about ±15.5% (±$2.63) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±10.5% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 66.9% | ±15.5% |
| Dec 18, 2026 | 56 | 55.0% | ±17.8% |
| Mar 19, 2027 | 147 | 53.0% | ±27.2% |
| Jun 17, 2027 | 237 | 53.0% | ±34.0% |
30-day implied volatility 63.9% vs 51.5% realized over the last 30 trading days. Put/call ratio (volume) 0.61. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:57 UTC)
| Price | USD 16.88 |
|---|---|
| Change | ▲ 2.93% (up) |
| Previous Close | USD 16.4 |
| Open | USD 16.41 |
| Day Range | USD 16.41 – 17.15 |
| 52-Week Range | USD 10.29 – 22.29 |
| Volume | 523,297 shares |
| Market Cap | $965.93M |
| Exchange | NMS |
Technical Analysis (QNST)
Nexqual's technical model rates QNST "NEUTRAL" based on 3 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:57 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 54.72 (neutral) |
| vs SMA50 | Below (USD 17.45) |
| MACD | -0.07 (negative) |
Analyst Ratings (QNST)
Wall Street analysts rate QNST "Buy" based on 6 analysts, with a mean price target of USD 22.8 (range USD 21–24), per Nexqual as of October 23, 2026 at 09:57 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 6 |
| Mean Target | USD 22.8 |
| High Target | USD 24 |
| Low Target | USD 21 |
| Buy / Hold / Sell | 6 / 0 / 0 |
Earnings (QNST)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.39 |
| Revenue Estimate | $373.87M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.5 vs est 0.44 ▲ beat |
| 2026-03-31 | USD 0.31 vs est 0.32 ▼ miss |
| 2025-12-31 | USD 0.24 vs est 0.2 ▲ beat |
| 2025-09-30 | USD 0.22 vs est 0.21 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financials & Fundamentals (QNST)
| Total Revenue | $1.29B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +42.70% |
| Gross Margin | +11.27% |
| Operating Margin | +5.11% |
| Profit Margin | +6.28% |
| ROE | +28.65% |
| Debt / Equity | 0.24 |
| Current Ratio | 1.22 |
| Total Cash | $128.31M |
| Total Debt | $77.66M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $127.91M (9.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financial Health Score (QNST)
Nexqual rates QuinStreet, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:57 UTC.
| Growth | Strong — Revenue +78% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 11%, operating 5% (last 12 months) |
| Balance Sheet | Strong — $128M cash and investments vs $70M debt (Jun 2026, SEC), net cash |
| Cash Flow | Solid — FCF $128M (last 4 quarters to Jun 2026, SEC), 10% margin |
| Efficiency | Strong — ROE 29%, ROA 4.7% |
Ownership (QNST)
| Insider Ownership | +3.28% |
|---|---|
| Institutional Ownership | +94.81% |
| Shares Outstanding | 57.22M |
| Float | 54.20M |
| Short % of Float | +13.35% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Leadership (QNST)
QuinStreet, Inc. is led by Douglas Valenti, Chairman, President & CEO, per Nexqual as of October 23, 2026 at 09:57 UTC.
| Chairman, President & CEO | Douglas Valenti |
|---|---|
| Chief Financial Officer | Gregory Wong |
| Chief Operating Officer | Timothy J. Stevens |
| CTO and President of Product & Technology | Nina Bhanap |
| Senior Director of Investor Relations & Finance | Robert Anthony Amparo |
Major Backers & Investors (QNST)
Notable institutional backers of QuinStreet, Inc. include Private Capital Management, LLC, AQR Capital Management, LLC, Goldman Sachs, according to Nexqual as of October 23, 2026 at 09:57 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Private Capital Management, LLC | 8.21% |
| AQR Capital Management, LLC | 4.41% |
| Goldman Sachs | 3.54% |
| Royce & Associates LP | 3% |
| HEARTLAND GROUP INC.-Heartland Value Fund | 1.05% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 19.18% |
| Vanguard Group | 6.54% |
| State Street | 3.93% |
| Geode Capital | 2.53% |
| Dimensional Fund Advisors | 2.43% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
From QuinStreet, Inc.'s Latest SEC 10-K Filing (filed 2026-08-26)
Key Strengths & Strategy (as disclosed to the SEC)
- Our competitive advantages include our media buying power, proprietary technologies, extensive data and experience in performance marketing, and significant online media market share in the markets or verticals we serve.
- Our proprietary technologies have been developed over the past 27 years to allow us to best segment and match media or traffic, to deliver optimized results for our clients and to operate our high volume and highly complex channel cost-efficiently.
- Some of our competition also comes from agencies or clients spending directly with larger websites or portals, including Google, Yahoo!, Microsoft and Meta.
- Our approach to proprietary performance marketing technologies allows clients to engage high-intent digital media or traffic from a wide range of device types (e.g., mobile, desktop, tablet), in multiple formats or types of media (e.g., search engines, large and small media properties or websites, email), and in a wide range of cost-per-action, or CPA, forms.
Legal & Regulatory Risks (Item 1A, quoted)
- We cannot be certain that our internally developed or acquired systems and technologies do not and will not infringe the intellectual property rights of others. In addition, we license content, software and other intellectual property rights from third-parties and may be subject to claims of infringement if such parties do not possess the necessary intellectual property rights to the products they license to us.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CRTO | Criteo S.A. | USD 14.87 | ▼ 0.47% |
| CCO | Clear Channel Outdoor Holdings, | USD 2.42 | ▲ 0% |
| EVC | Entravision Communications Corp | USD 6.26 | ▼ 0.79% |
| NEXN | Nexxen International Ltd. | USD 9.05 | ▲ 0.78% |
| ZD | Ziff Davis, Inc. | USD 57.95 | ▲ 1.61% |
| DV | DoubleVerify Holdings, Inc. | USD 13.56 | ▼ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:57 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt