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 ( QNST ) expects FYQ1 revenue of about $280 mln

* Company anticipates FYQ1 adjusted EBITDA of about $20 mln

* QuinStreet ( QNST ) 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/Mis Actual Consensu

s s

Estimate

Q4 Beat $262.05 $255.10

Revenue mln mln (6

Analysts

)

Q4 Net $3.21

Income mln

Q4 Meet $22.10 $22.10

Adjusted mln mln (6

EBITDA Analysts

)

Q4 Gross $27.85

Profit mln

Q4 $3.88

Operatin mln

g Income

Q4 $3.75

Pretax mln

Profit

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 ( QNST ) 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:

(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.)