B+
Bull case
25%
Probability
Target price
$19.00
+56.5% vs current
QNST
QuinStreetDNasdaq / Media & Entertainment
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+1Most likely
B
Base case
45%
Probability
Target price
$15.50
+27.7% vs current
B-
Bear case
30%
Probability
Target price
$10.50
-13.5% vs current
AI sentiment snapshot
Latest data as of 2026-05-08
Recent news sentiment (30D)
+0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+71.7
Score
AI commentary
Headline tone improved after the May 7, 2026 earnings release because the company posted record revenue, profit, and Q4 guidance, but the May 8, 2026 tape was not a clean endorsement: shares traded below the May 7 close late in the session. Trusted follow-up coverage showed a mixed surprise profile, with revenue above consensus but adjusted EPS roughly in line to slightly below. Because this is a low-coverage T+1 follow-up with limited visible analyst revision data, the read remains monitoring-oriented rather than a high-conviction post-earnings upgrade.
RankAlpha Sentiment Codex - 2026-05-08
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-22catalystImmediate post-earnings digestion remains mixed rather than fully confirmedMedium impact
The stock opened sharply lower on May 8, 2026 and was still below the May 7 anchor close by late trading despite record results, suggesting investors are weighing the small EPS miss, acquisition-related balance-sheet additions, and how durable the Q4 setup is. A cleaner analyst revision cycle would help, but visible post-print rating and target changes were limited at T+1.
2026-08-01eventQ3 print and Q4 guide reset the near-term setupHigh impact
QuinStreet reported record fiscal Q3 revenue of $346.1M, GAAP net income of $7.4M, adjusted EBITDA of $29.6M, and guided fiscal Q4 revenue to $350M-$370M with adjusted EBITDA of $37M-$43M, both implying another quarterly record and margin expansion [#8-K-2026-05-07]. AP/Zacks also framed the print as a revenue beat but a slight adjusted EPS miss versus consensus, which supports a constructive but not clean post-print read.
2026-11-01catalystHome services mix and HomeBuddy integration can extend growthHigh impact
The 10-Q shows home services revenue rose 63% year over year in the quarter, with HomeBuddy contributing about $39.1M of quarterly revenue, while management said integration and synergy capture are progressing [#10-Q-2026-05-08]. If acquired volume scales without eroding margin, the market may give more credit to a broader, less insurance-concentrated growth profile.
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-08 • Updated nightlySource: Internal modelMethodology