QUINSTREET, INC(QNST)— Stock Profile, AI Score & Financials
Industrials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
QUINSTREET, INC (QNST) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores QNST at 67.1/100 on a 32-signal composite quality model, placing it at rank #379 of 2,960 stocks — the top 25% of the AI-ranked universe. QNST scores in the top quartile across revenue growth (92.8), balance sheet strength (92.3). Shareholder dilution risk is elevated at 33.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), QUINSTREET, INC reports quarterly revenue of $373.9M, net income of $19.1M, an operating margin of 5.1%. Top institutional holders of QNST by reported 13-F value include BlackRock, Private Capital Management, AQR CAPITAL MANAGEMENT, based on the most recent SEC filings. QNST trades on the Nasdaq exchange and files with the SEC under CIK 1117297. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate QNST daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for QUINSTREET, INC directly from SEC EDGAR.
AI Quality Score
67.1/100
AI Rank
#379
Revenue
$373.9M
Net Income
$19.1M
Free Cash Flow
$52.4M
Operating Margin
5.1%
QNST key financials by period
QUINSTREET, INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$1.3B
$81.2M
2.7%
FY 2025
10-K
$1.1B
$4.7M
0.6%
FY 2024
10-K
$613.5M
$-31.3M
-4.6%
FY 2023
10-K
$580.6M
$-68.9M
-3.6%
FY 2022
10-K
$582.1M
$-5.2M
-0.8%
FY 2021
10-K
$578.5M
$23.6M
2.4%
Institutions holding QNST
Institutional investors reporting a position in QUINSTREET, INC on SEC Form 13F.
AI-extracted from the 10-K filed 2026-08-26 — FY2026 (year ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net revenue grew 18% to $1.29B on the HomeBuddy acquisition and insurance-vertical strength, while a one-time $60.7M tax valuation-allowance release helped push net income to $81.2M from $4.7M.
Biggest Revenue Drivers
Financial Services69% of net revenue+9% YoY (+$71.2M)
Driven by a $79.0M increase in the insurance business from higher demand from a broad base of carrier clients, offset by a $7.8M decrease in other financial services verticals.
Home Services31% of net revenue+47% YoY (+$128.8M)
Primarily due to the HomeBuddy acquisition, which contributed $88.9M in net revenue, plus increased client budgets and growth initiatives.
Biggest Revenue Drivers
Total revenue: $1,293.7M+18% YoY
Financial Services69% of net revenue+9% YoY (+$71.2M)
Driven by a $79.0M increase in the insurance business from higher demand from a broad base of carrier clients, offset by a $7.8M decrease in other financial services verticals.
Home Services31% of net revenue+47% YoY (+$128.8M)
Primarily due to the HomeBuddy acquisition, which contributed $88.9M in net revenue, plus increased client budgets and growth initiatives.
Largest Expense Items
Cost of revenue$1,147.9M+17% YoY
Primarily driven by increased media and marketing costs of $161.4M due to higher revenue volumes.
General and administrative$45.8M-13% YoY
Lower fair value adjustments to AquaVida contingent consideration versus prior year ($12.0M less increase), offset by $6.3M higher professional fees tied to the HomeBuddy acquisition.
Product development$37.3M+10% YoY
Higher stock-based compensation from higher average grant date share prices and increased headcount from the HomeBuddy acquisition.
Sales and marketing$27.3M+49% YoY
Increased personnel costs from higher headcount and retention bonuses tied to the HomeBuddy acquisition, plus higher amortization of acquired intangible assets.
Margins: Gross margin rose to 11% from 10% as lower personnel and depreciation costs as a percentage of revenue offset higher media and marketing costs; operating margin improved to 2.7% from 0.5% as revenue growth outpaced expense growth.
Watch Items from the Filing
One client accounted for 21% of net revenue in FY2026, and the top 20 clients represented 58% of net revenue; contracts are generally cancelable with little or no notice.
Entered a new $150.0M Revolving Credit Facility in January 2026 to partly fund the HomeBuddy acquisition, with $70.0M drawn as of June 30, 2026, driving interest expense up 998% YoY to $4.4M.
A one-time non-cash $60.7M benefit from releasing the deferred tax asset valuation allowance was the primary driver of the ($50.0M) tax benefit and a large share of FY2026 net income, not recurring operations.
HomeBuddy acquisition (closed January 2026, $179.7M total consideration) still owes $75.0M in post-closing installments over four years, and goodwill rose to $261.4M from $125.1M.
Fully utilized the $40.0M 2022 stock repurchase program and authorized a new $40.0M program in October 2025, of which $25.4M remained available as of June 30, 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
