It beat the consensus analyst estimates for both line items.
Its annual top-line guidance also crushed pundit projections.
Next-generation business services company QuinStreet's (NASDAQ: QNST) business is thriving these days, as indicated by its latest quarterly earnings report. Obviously impressed by QuinStreet's performance, bullish investors bought into its stock to push it to a nearly 39% gain on Friday.
QuinStreet took the wraps off its fiscal fourth quarter and full-year 2026 numbers after market close Thursday. For the quarter, revenue was $373.9 million, representing very robust growth of 43% year over year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
Not to be outdone, the company's net income not under generally accepted accounting principles (GAAP) doubled and then some. It soared to just under $29 million, or $0.50 per share, from the year-ago quarter's $14.7 million.
Both headline metrics were comfortably above their corresponding analyst estimates. The consensus prognosticator expectation for revenue was slightly under $360 million. That for adjusted earnings per share (EPS) was $0.44.
QuinStreet attributed the muscular gains largely to the performance of its financial services and home services business. Better, it said that it's anticipating continued double-digit growth for next year and beyond.
Sure enough, QuinStreet is targeting a new revenue record in 2027. For the entirety of that fiscal year, it guided for $1.45 billion to $1.55 billion, which compares very favorably to the $1.3 billion it posted for fiscal 2026. That range is also well above the $1.28 billion consensus pundit projection.
This is one of those earnings reports where it's hard to find any faults or major concerns. QuinStreet is clearly managing to improve its business dramatically in key areas, and those very confident notes it's sounding don't feel like typical corporate hype. I think this is a high-potential company and a stock to watch.
Before you buy stock in QuinStreet, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and QuinStreet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $397,405!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,344,091!*
Now, it’s worth noting Stock Advisor’s total average return is 953% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of August 7, 2026.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.