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TickerTalks›$QNST
QNQNST

QuinStreet, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 43% YoYStreet coverage with positive forward estimatesQuiet on X (11 mentions/wk)
$QNST·$828M·Advertising Agencies·Communication Services
$14.44+1.6%YTD+0.3%1Y-7.6%
Price updated 5h ago·X counts updated 2d ago
QNQNST
$QNSTQuinStreet, Inc.
$14.44+1.62%11 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $QNST on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

11X posts · last 7 days
Sep 12Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $QNST — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

QuinStreet flat YTD, insurance-dependence diversifying, 14% FCF yield — 'the price finally compensates.'

QNST is the digital-marketing platform with real cash generation and a diversification story pulling insurance concentration down.

  • Tape: +0.1% YTD, -11.2% t12m; 34% of 52w range, -20% vs 50-day, near 200-day.
  • Q4 EPS $0.50 vs $0.44 (+13.2%); FY26 (Jun-27 end) est $1.21 → FY27 $1.59 → FY28 $1.87 → FY29 $2.26 EPS.
  • 10.7x P/E, 14.4x EV/EBITDA, 14.3% FCF yield, ROIC 7.7%, ROE 27.7%.
  • D/E 0.02 (essentially debt-free), op margin 2.7%, gross margin 11.3% — digital-media economics.
  • AI-driven marketing platform commentary + insurance dependency reduction.
  • SA rating upgrade: 'the price finally compensates for the risks.'
  • Float 53.8M; beta 0.70.
  • No X sentiment sample.

Watch 11/5 print for revenue-mix diversification and AI-platform revenue trajectory.

What to watch: 11/5 earnings, insurance-dependence trajectory, AI-marketing platform revenue, and any non-insurance vertical wins.

On the calendar: 2026-11-05

sentiment missing

Read the AI verdict on $QNST

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — programmatic and AI-enabled ad platforms continue taking structural share from legacy agency fee models.

What this means for $QNST

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

Industry benchmark

8-name peer basket
+128.7%YTD
+15.6%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 $0.39

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

6-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B$1.21$1.20 – $1.225
FY27$1.5B$1.5B – $1.5B$1.59$1.43 – $1.695
FY28$1.6B$1.6B – $1.7B$1.87$1.64 – $2.023
FY29$1.8B$1.8B – $1.8B$2.26$2.05 – $2.472
FY30$1.9B$1.8B – $1.9B$2.33$2.26 – $2.401
FY31$2.0B$1.9B – $2.0B$2.43$2.36 – $2.501

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.0.8×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.35%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.-19.1%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.+0.8%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 today1.5% 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.β0.705-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 18Gregory WongCFO11.7K sh$239KSellAug 17Asmau AhmedDirector10.0K sh$203KSellAug 14Asmau AhmedDirector15.0K sh$313KSellAug 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
Free, forever. No credit card.

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 (2 earnings 8-Ks · 1 proxy · 1 10-K · 1 10-Q) in window

Recent news

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

QuinStreet's 2026 Outlook: AI-Driven Marketing Platform Sees Strong Revenue Growthfool.com·4d agoQuinStreet: Diversification Is Starting To Reduce Insurance Dependenceseekingalpha.com·6d agoIs QuinStreet Inc (QNST) a Bargain After 6.5% Drop? GF Value Says Undervaluedgurufocus.com·6d agoQuinStreet: The Price Finally Compensates For The Risks (Rating Upgrade)seekingalpha.com·7d agoFocus Past the Fed: Bet on 4 Stocks With Rising Cash Flowszacks.com·9d ago

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Voices on X · last 7 days

No standout posts about $QNST on X in the last 7 days.

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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