Overview
QuinStreet FYQ4 revenue up 32% YoY, beating analyst expectations, per LSEG data
Adjusted EBITDA for FYQ4 meets analyst estimates, up 101% YoY
FY25 revenue grows 78% to $1.1 bln, net income turns positive
Outlook
QuinStreet expects FYQ1 revenue of about $280 mln
Company anticipates FYQ1 adjusted EBITDA of about $20 mln
QuinStreet sees FY26 revenue growing about 10%
Company expects FY26 adjusted EBITDA to grow about 20%
Result Drivers
AUTO INSURANCE DEMAND - Renewed demand from Auto Insurance clients was key to fiscal 2025 success despite moderated carrier spending growth
HOME SERVICES GROWTH - Home Services revenue increased by 21% YoY, contributing to overall revenue growth
INVESTMENT INITIATIVES - Ongoing investments in market and product initiatives expected to fuel future growth and margin expansion, per CEO Doug Valenti
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$262.05 mln
$255.10 mln (6 Analysts)
Q4 Net Income
$3.21 mln
Q4 Adjusted EBITDA
Meet
$22.10 mln
$22.10 mln (6 Analysts)
Q4 Gross Profit
$27.85 mln
Q4 Operating Income
$3.88 mln
Q4 Pretax Profit
$3.75 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for QuinStreet Inc is $25.00, about 32.5% above its August 6 closing price of $16.88
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago
Press Release: ID:nBw9hF0lha
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)