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Sentiment · FY2026 Q4
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Patrick Sholl | Barrington Research | 8 (0%) |
| Zach Cummins | B. Riley Securities | 6 (17%) |
| Jason Kreyer | Craig-Hallum | 6 (0%) |
| Elle Niebuhr | Lake Street Capital Markets | 4 (0%) |
| Chris Sakai | Singular Research | 4 (25%) |
| Eric Martinuzzi | Lake Street Capital Markets | 3 (0%) |
| Ethan Widell | B. Riley Securities | 2 (0%) |
| Cal Bartyzal | Craig-Hallum | 2 (0%) |
| Lucas Horton | Northland Securities | 2 (50%) |
| John Campbell | Stephens | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| B. Riley Securities | 2 | 8 (13%) |
| Barrington Research | 1 | 8 (0%) |
| Craig-Hallum | 2 | 8 (0%) |
| Lake Street Capital Markets |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $279M | +125.3% | $-0.02 | +87.1% | — | -0.4% | -0.5% | $-14M |
| FY2025 Q2 | $283M | +130.3% | $-0.03 | +86.9% | — | -0.5% | -0.5% | $38M |
| FY2025 Q3 | $270M | +60.1% | $0.08 |
| 2 |
| 7 (0%) |
| Singular Research | 1 | 4 (25%) |
| Stephens | 2 | 3 (0%) |
| Northland Securities | 1 | 2 (50%) |
| +157.9% |
| — |
| 1.8% |
| 1.6% |
| $29M |
| FY2025 Q4 | $262M | +32.1% | $0.06 | +240.7% | — | 1.5% | 1.2% | $27M |
| FY2026 Q1 | $286M | +2.4% | $0.08 | +415.1% | — | 1.7% | 1.6% | $16M |
| FY2026 Q2 | $288M | +1.9% | $0.87 | +3263.6% | — | 0.4% | 17.4% | $21M |
| FY2026 Q3 | $346M | +28.3% | $0.13 | +72.6% | — | 3.0% | 2.1% | $36M |
| FY2026 Q4 | $374M | +42.7% | $0.32 | +486.9% | — | 5.1% | 5.1% | $55M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
QuinStreet posted a third consecutive record quarter in fiscal Q3 2026, growing revenue 28% year-over-year to $346.1 million and adjusted EBITDA 53% to $29.6 million with expanding margins. Financial Services rose 16% to $231.8 million on record auto insurance up 27%, while Home Services grew 63% to $114.3 million and approached a $0.5 billion annual run rate as the HomeBuddy integration advanced. Adjusted net income was $0.31 per share; GAAP net income of $7.4 million against operating income of $10.3 million reflected interest on acquisition debt. Management guided fiscal Q4 revenue to $350-370 million (at least 34% growth) and reiterated an early view of strong double-digit revenue and EBITDA growth in fiscal 2027.
Demand | Macroeconomic | Competitive Dynamics | Revenue Growth | Margin | Regulation Policy | Trade Tariffs | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 3 | 1 | 2 | 4 | 2 | |||
| 2025Q2 | 1 | 1 | 1 | 1 | 2 | 2 | 1 | |
| 2025Q3 | 4 | 1 | 2 | |||||
| 2025Q4 | 4 | 1 | 1 | 1 | 1 | |||
| 2026Q1 | 1 | 1 | 1 | 2 | ||||
| 2026Q2 | 2 | 1 | 1 | 1 | ||||
| 2026Q3 | 4 | 2 | 2 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 3 | 1 | 4 | 4 | 1 | 2 | 4 |
| Macroeconomic | 1 | 1 | 1 | 1 | 1 | 1 | 2 |
| Competitive Dynamics | 2 | 1 | 1 | 1 | 2 | ||
| Revenue Growth | 4 | 1 | 1 | ||||
| Margin | 2 | 1 | 2 | ||||
| Regulation Policy | 2 | 2 | |||||
| Trade Tariffs | 1 | 2 | 1 | ||||
| Cloud & AI | 1 | 1 |
What QNST and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“as AI overviews have expanded rapidly over the past year to now trigger on an estimated 50% plus of Google searches, revenue from our proprietary campaigns on Google has grown by over 100% over the same period”
Google's AI Overviews now trigger on an estimated 50%+ of searches while QuinStreet's Google campaign revenue grew over 100%, a positive read-through on Google's AI-driven search monetization expanding ad inventory.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
QNST QuinStreet, Inc. | 9 | +28.3% | |
| OMC Omnicom Group | 6 | +69.2% |