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QNQNST

QuinStreet, Inc.

$QNST·$1.2B·Advertising Agencies·Communication Services
$20.50-1.2%1Y+37.2%
Mentions · last 7 days
2026-08-08: 39 posts2026-08-09: 52 posts2026-08-10: 54 posts2026-08-11: 7 posts2026-08-12: 9 posts2026-08-13: 1 posts2026-08-14: 4 posts174+5%
Price updated 11h ago·X counts updated 9h ago
QNQNST
$QNSTQuinStreet, Inc.
$20.50-1.16%174 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $QNST, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

QuinStreet just delivered record Q4 results with revenue +43% year-over-year — but the founder-CEO sold $15M into the strength on August 7.

QuinStreet is a digital performance-marketing company — customer-acquisition services for financial-services and home-services verticals. It's up 37% year-over-year on a substantive operational acceleration, but the founder-CEO's coordinated $15M sale into the beat is worth noting.

Where it stands:

  • Q4 FY26 was substantively strong: revenue of $374M grew 43% year-over-year, EPS of $0.50 beat $0.44 by 13% — the specific pattern of financial-services acquisition acceleration (mortgage refinancing, personal-loans) that has driven the multi-quarter beat cadence.
  • The valuation is now reasonable for the growth trajectory: 11x trailing PE and 0.7x sales with 14% FCF yield — for a business growing revenue 43% year-over-year with expanding margins, this is genuinely cheap; consensus models FY27 EPS at $1.52 growing to $1.74 in FY28.
  • The insider signal is heavy and coordinated: founder-CEO Douglas Valenti sold $15.4M on August 7 (751K shares at $20.50), plus F-InKind vestings and additional director sales — that's the largest cluster of insider sales in the tape at the specific breakout level, and it deserves the specific hedge attention.

The story extends if November 5 Q1 FY27 earnings sustains +40% revenue growth and the financial-services vertical acceleration continues. What flips it: an interest-rate-cut environment that compresses mortgage-refinancing customer acquisition (QNST's largest vertical), or the Valenti selling extending into a full distribution wave. Sentiment data was not available for this window.

What to watch: November 5 Q1 FY27 earnings — sustained +40% revenue growth and financial-services vertical acceleration continuing extends the setup. An interest-rate-cut environment compressing mortgage-refinancing customer acquisition or the Valenti selling extending into a full distribution wave is what flips the run.

On the calendar: 2026-11-05 — Q1 FY27 earnings

Read the AI verdict + X sentiment for $QNST

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What it does

Plain-English summary of the business — what they sell and how they make money.

Performance marketing company generating qualified insurance, financial services, and home improvement leads for enterprise advertisers online.

Industry overviewAI analysisGenerated by AI from underlying data

Where Advertising Agencies sits in its cycle right now — and what that implies for $QNST.

Advertising Agencies · Communication Services

No material change from last week — The Trade Desk's independent DSP positioning faces structural pressure from Amazon's ad tech expansion while AI-powered buying tools commoditize parts of the..

Industry benchmark

4-name peer basket
-7.9%YTD
-3.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
14.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
27.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.50$0.44+13.2%
Q1 2026May 7, 2026$0.31$0.32-3.1%
Q4 2025Feb 5, 2026$0.24$0.19+26.3%
Q3 2025Nov 6, 2025$0.22$0.220.0%
Next earningsThu, Nov 5·consensus EPS $0.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$373.9M+42.7%13.3%5.1%$0.33$52.0M
Q3 FY26$346.1M+28.3%11.9%3.0%$0.13$36.4M
Q2 FY26$287.8M+1.9%9.6%0.4%$0.88$20.7M
Q1 FY26$285.9M+2.4%9.4%1.7%$0.08$15.5M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B$1.21$1.20 – $1.225
FY27$1.5B$1.4B – $1.5B$1.52$1.45 – $1.625
FY28$1.6B$1.5B – $1.6B$1.74$1.43 – $2.214
FY29$1.7B$1.6B – $1.7B$1.94$1.89 – $1.971
FY30$1.8B$1.7B – $1.8B$2.02$1.96 – $2.051

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+31.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+49.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 53.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.675-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 12Asmau AhmedDirector10.0K sh$204KSellAug 11Asmau AhmedDirector5.0K sh$104KSellAug 7Douglas ValentiCEO751.6K sh$15.4MSellAug 7Gregory WongCFO26.3K sh$528KSellJul 1Gregory WongCFO10.3K sh$155KSellJun 15Gregory WongCFO22.1K sh$269K
+ 9 other (4 inkinds · 3 gifts · 2 awards) in window

See when $QNST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 5 other (3 earnings 8-Ks · 1 10-Q · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why QuinStreet Stock Crushed it on Fridayfool.com·8d agoQuinStreet, Inc. (QNST) Q4 2026 Earnings Call Transcriptseekingalpha.com·8d agoQuinStreet Q4 Earnings Call Highlightsmarketbeat.com·8d agoQuinStreet (QNST) Surpasses Q4 Earnings and Revenue Estimateszacks.com·8d agoQuinStreet Reports Record Fiscal Fourth Quarter and Full Year 2026 Resultsbusinesswire.com·9d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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