“Revenue from our financial services client vertical increased by $71.2 million, or 9%, primarily due to an increase in revenue in our insurance business of $79.0 million, attributable to higher demand from a broad base of carrier clients, offset by a decrease…”10-K · Aug 26, 2026 ↗
QuinStreet, Inc.
QNST
You’ve read what changed. Here’s whether the market is confirming it.
Market read
QuinStreet, Inc.'s move is being confirmed by its market group.
No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- At least 23 of 35 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as ASAN begins moving with the group.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 23 of 35 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as ASAN begins moving with the group.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +18.3% year over year.
- Operating margin changed +2.2 percentage points in the latest annual period.
- Net margin changed +5.8 percentage points in the latest annual period.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
18.37Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“As a result of our goodwill impairment analysis, we recorded a goodwill impairment charge in those periods.”10-K · Aug 26, 2026 ↗
“Interest expense increased by $4.0 million in fiscal year 2026 compared to fiscal year 2025, primarily reflecting financing and interest costs associated with our revolving credit facility, as well as higher interest accretion on post-closing payment obligati…”10-K · Aug 26, 2026 ↗
“Cash used in investing activities in fiscal year 2026 was primarily due to $105.3 million cash paid at the closing of the HomeBuddy acquisition, net of cash acquired, internal software development costs of $10.9 million, and capital expenditures of $3.4 milli…”10-K · Aug 26, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for QNST. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for QNST. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind QNST
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
APPSDigital Turbine, Inc.competitorJun 16, 2025 ▾
“Broadly, our media distribution platform faces competition from existing operator solutions built internally, as well as companies providing application and content media products and services, such as: Facebook, Snapchat, Unity (ironSource), WPP, Omnicom, Cr…”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
QNST is currently a Participant in the organic co-movement group Software Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.