Haymaker

Haymaker

Portfolio Update

Double Edition: QNST + J

Haymaker's avatar
Haymaker
Aug 10, 2026
∙ Paid

Update #1

QuinStreet (QNST) | Original recommendation February 13, 2026, at $11.25

The timing of this update is pretty juicy because just QuinStreet reported Q4 FY2026 earnings after market close on August 6, and the stock jumped 36% in the after-hours session. As of this writing on August 7, QNST is trading at approximately $20.70, up 84% from our February entry in under six months. The stock just set a new 52-week high of $20.91 intraday and we think the recent earnings beat was a pretty thorough validation of every element of the thesis we laid out in February.

User's avatar

Continue reading this post for free, courtesy of Haymaker.

Or purchase a paid subscription.
© 2026 Substack Inc · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture