Intuit Inc. (INTU) earnings on August 25, 2026

After the market closes Q2 2026

More Intuit Inc. earnings

Prior outlook: No statistical edge

Intuit shares fell sharply after earnings, closing down 3.2% after analysts lowered their price targets on the stock.

INTU price around the earnings

345.88

Change: -3.2%

2026-08-26, 20:00 UTC

Start of the measured window End of the measured window
307.49 324.82 342.16 359.49 357.46
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)
August 25, 2026 August 26, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: No statistical edge

Thesis published
Results released

Mixed outlook: strong history, cautious near-term

Experts see strong past earnings and a solid growth outlook, but the stock has been slipping into the earnings report and some analysts have mixed price targets, creating a cautious mood.

Context analyzed before publication

Summary
Mixed outlook: strong history, cautious near-term
Playbook
The stock rose sharply over the past month but has recently pulled back, and it's market review near a high resistance level. Analyst price targets are split, with one firm notably more pessimistic.
Trend
Expert confidence wavers, turning more cautious

Analysts

Drivers

  • Analysts Neutral

    Most analysts rate the stock a buy, with an average price target of $445, citing about 24% above the current price. However, one firm has an underweight rating, creating a split view.

Evidence

Analyst consensus
Buy
Consensus average (1-5)
1.86
Analysts covering the stock
33
Average price target
444.5
Lowest price target
250
Highest price target
921
Upside to price target
24.4%
Quarterly earnings growth
8.7%
Revenue growth
10.4%
Forward EPS
27.3
Trailing EPS
16.39
Analyst moves in the last 60 days
10
  • Strong buy: 5
  • Buy: 19
  • Hold: 9
  • Sell: 1
  • Strong sell: 1
Strong buy
5
Buy
19
Hold
9
Sell
1
Strong sell
1
  • August 24, 2026 · Jefferies: Maintains rating (Buy → Buy)
  • August 19, 2026 · Deutsche Bank: Maintains rating (Buy → Buy)
  • August 19, 2026 · Piper Sandler: Maintains rating (Underweight → Underweight)
  • August 17, 2026 · Mizuho: Maintains rating (Outperform → Outperform)
  • August 13, 2026 · Citigroup: Maintains rating (Buy → Buy)
  • August 11, 2026 · TD Cowen: Maintains rating (Hold → Hold)
  • August 3, 2026 · Truist Securities: Downgrades rating (Buy → Hold)
  • July 28, 2026 · TD Cowen: Downgrades rating (Buy → Hold)
  • July 21, 2026 · Morgan Stanley: Downgrades rating (Overweight → Equal-Weight)
  • July 20, 2026 · Susquehanna: Maintains rating (Positive → Positive)

News and sentiment

Drivers

  • News & sentiment Negative

    Recent headlines highlight the stock's decline ahead of earnings, and overall market sentiment is negative due to a broader tech selloff.

Evidence

Sentiment
Sentiment
Constructive
Mention volume
High
Normalized volume
99%
News
Sources (7)

Technicals

Drivers

  • Technical Negative

    Despite a strong 30-day rise of about 25%, the stock has been falling slightly into the earnings event and is approaching a resistance level near $370.

Evidence

Price when the context was analyzed
369.94
Average true range (ATR)
3.5%
Distance to 52-week high
-48.6%
14-day change (14d)
+10.6%
30-day change (31d)
+24.9%
30-day relative strength
+21.6%
QQQ change (31d)
+3.2%
Nearest support
367.86
Distance to nearest support
0.6%
Nearest resistance
370.04
Distance to nearest resistance
0%
Volume accumulation ratio (14d / 46d)
0.53
  • Minor: 367.86 (0.6% away, 0.16 ATR, 1 touches)
  • Mid: 364.97 (1.3% away, 0.38 ATR, 9 touches)
  • Mid: 360.7 (2.5% away, 0.71 ATR, 8 touches)
  • Minor: 370.04 (0% away, 0.01 ATR, 2 touches)
  • Mid: 372.05 (0.6% away, 0.16 ATR, 8 touches)
  • Minor: 375.48 (1.5% away, 0.43 ATR, 4 touches)

Trends

Evidence

Average earnings surprise
+6.5%
  • May 20, 2026: actual EPS 12.8 vs estimate 12.57 (surprise +1.8%)
  • February 26, 2026: actual EPS 4.15 vs estimate 3.68 (surprise +12.7%)
  • November 20, 2025: actual EPS 3.34 vs estimate 3.09 (surprise +8.0%)
  • August 21, 2025: actual EPS 2.75 vs estimate 2.66 (surprise +3.4%)

Expected move

Drivers

  • Past earnings Positive

    The company beat earnings expectations in all of the last four quarters, with an average surprise of +6.5%. Recent quarters saw beats of +1.8% and +12.7%.

Implied move
+6.7%
Source
Options chain

Reactions over its last 20 earnings

Median move
5.4%
75th percentile move
8.2%
90th percentile move
10.3%
Up / down moves
12 / 8
Average up move
+5.1%
Average down move
-7.0%

Monitoring and close

What Intuit Inc. reported

Status
Finished
Actual EPS4.03
EPS estimate3.58
EPS surprise+12.6%
Revenue$4,354 million
Revenue estimate$4,268 million
Revenue surprise+2.0%

Intuit reported fiscal Q4 results and shares slid. Its adjusted earnings guidance for fiscal 2027 was pessimistic, below estimates. Mailchimp will become a separate segment.

Sources (9)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating -9.4% pre-market, a move above the stock's usual reaction (about 5%). The figures don't confirm the prior scenario: there was no prior directional scenario to check against.

How the stock reacted

Consolidated
-3.2%
Max move
-15.6%

No verdict: the outlook took no direction, so there is nothing to score as a hit or a miss.