QuinStreet, Inc. — Cyborg Score 7/10

Strategic Profile

Recently acquired HomeBuddy for $115 million in cash at closing plus $75 million in post-closing payments to expand in home services. Management is focused on AI adoption, expanding key marketing channels, and growing its product portfolio to capture further market share.

Cyborg Score Rationale

Revenue reached $287.8 million in Q2 FY2026, up 2% year-over-year. Adjusted EBITDA grew 8% year-over-year in the quarter. Full fiscal year 2026 revenue is expected between $1.25-$1.3 billion with adjusted EBITDA of $110-$115 million.

Top Insights

• Q4 2025 revenue beat analyst estimates by 4.2% at $287.8 million, with non-GAAP profit exceeding consensus by 21.2%.
• Auto Insurance demand remained strong; Home Services continued double-digit growth.
• CFO targeting 10% quarterly adjusted EBITDA margin expansion.
• Company maintains strong balance sheet with $107 million cash and no bank debt.

Named Competitors

• LendingTree — Online marketplace for financial services leads and comparison shopping
• Bankrate — Financial comparison and lead generation platform
• Angi — Home services marketplace connecting homeowners with professionals

Recent Developments

• (February 2026) Reported Q2 FY2026 revenue of $287.8 million, up 2% year-over-year with $50.2 million GAAP net income
• (February 2026) Closed HomeBuddy acquisition for digital home services marketplace expansion
• (November 2025) Q1 FY2026 revenue of $285.9 million, up 2% year-over-year

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