Buy on strength: the Q4 guide implies accelerating growth and margin expansion, with adjusted EBITDA expected to grow at least 67% YoY. Monitor any post-earnings volatility for entry points; the HomeBuddy integration and AI-driven media growth provide upside catalysts.
Price Chart
Executive Summary
QuinStreet reported record Q3 FY2026 revenue of $346.1M (+28% YoY) and adjusted EBITDA of $29.6M (+53% YoY), both beating Street expectations. Q4 guidance of $350-370M revenue and $37-43M adjusted EBITDA implies continued strong sequential and year-over-year growth, driven by record auto insurance and surging home services demand.
Key Financial Metrics
Key Facts
- Record revenue $346.1M, up 28% YoY vs $269.8M
- Adjusted diluted EPS $0.31 vs consensus $0.17 (+82% beat)
- Adjusted EBITDA $29.6M, up 53% YoY
- Operating cash flow $36.9M, free cash flow $33.8M
- Q4 FY26 guidance: revenue $350-370M, adjusted EBITDA $37-43M
- Home Services revenue $114.3M, up 63% YoY; Financial Services $231.8M, up 16%
- Acquired HomeBuddy in Jan 2026, contributing to Home Services growth
- Ended quarter with $102M cash and $70M drawn on revolving credit facility
Financial Impact
Revenue beat consensus by ~3% (actual $346.1M vs $336.2M prior quarter consensus, though current consensus not provided); adjusted EPS beat by 82% vs $0.17 Street estimate
Risk Factors
- Dependence on auto insurance carrier demand and consumer shopping cycles
- HomeBuddy integration and contingent consideration could pressure margins
- $70M in drawn debt adds leverage risk if growth slows
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-211965 |
| Document: qnst-20260507.htm | 0001193125-26-211965 |
| Document: 0001193125-26-211965-index-headers.html | 0001193125-26-211965 |
| Document: 0001193125-26-211965-index.html | 0001193125-26-211965 |
| Document: 0001193125-26-211965.txt | 0001193125-26-211965 |
| 8-K Data (Synthetic) | 0001193125-26-211965 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 18, 2026 6w ago | Insider Cluster | $21.06 $17.67 | ▼ −16.10% | ▼ −14.15% | $14.97 (−28.92%) |
Aug 13, 2026 7w ago | Insider Cluster | $20.50 $18.48 | ▲ +9.85% | ▲ +7.86% | $14.97 (+26.98%) |
Aug 11, 2026 7w ago | Insider Cluster | $20.79 $18.03 | ▲ +13.28% | ▲ +11.38% | $14.97 (+27.99%) |
Jun 18, 2026 15w ago | Institutional Cluster | $13.06 $17.31 | ▼ −32.54% | ▼ −32.01% | $14.97 (−14.62%) |
May 7, 2026 21w ago | 8-K | $13.21 $11.95 | ▼ −9.54% | ▼ −9.56% | $14.97 (+13.32%) |
US Market Status
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