Analyst Consensus ?
ConsensusHold44 ratings
Bullish2659.1%
Neutral1329.5%
Bearish511.4%
Intuit Inc. · INTU · FY2025 Q4 · Calendar Q3 2025
Intuit pairs FY2025 growth with an AI-led platform strategy
The analysis supports a constructive but conditional view: Intuit's growth and resilient demand are reinforced by TurboTax Live, mid-market traction and early AI-agent engagement, while the longer-term case depends on monetization, Mailchimp recovery and execution against FY2026 pricing and SEO risks.
Reported After market closeNASDAQTechnology
$76.89B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.75
Consensus $2.66
EPS surprise
+3.4%
Reported versus consensus
Reported revenue
$3.83B
Consensus $3.74B
Revenue surprise
+2.3%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-5.0%
Event window
SPY move
+1.5%
Same window
Abnormal move
-6.6%
Stock minus SPY
Volume
3.6×
Versus trailing sessions
Subsequent drift
+6.0%
Up to 20 sessions
INTUSPY benchmark
Ask FN2 about INTU FY2025 Q4
Transcript, numbers and history already loaded
Why did INTU fall 5.0% after beating EPS estimates in FY2025 Q4?What changed in INTU's guidance and outlook in FY2025 Q4?Give me the bull and bear case for INTU after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, the analysis shifts from launch plans toward early AI-agent usage, while maintaining FY2026 guidance. It also adds emphasis on reduced SEO traffic, Mailchimp's return to double-digit growth and pricing assumptions.
Guidance delta
FY2026 guidance was maintained; the analysis describes expected double-digit revenue growth and margin expansion, with a plan to restore Mailchimp to double-digit growth.
Key takeaways
- FY2025 revenue growth and margin expansion were highlighted as the central results.
- AI agents and an all-in-one platform are the main growth initiatives.
- Intuit Enterprise Suite and QBO Advanced remain the focus of mid-market expansion.
- TurboTax Live adoption and Credit Karma cross-sell support consumer growth.
- Mailchimp recovery and AI-agent monetization are key execution tests.
Management priorities
- Continue quarterly product releases for Intuit Enterprise Suite.
- Scale AI-enabled human expert services across the platform.
- Deepen accountant partnerships to support mid-market adoption.
- Expand AI-agent capabilities, including invoice reminder and payment automation.
- Invest further in data services, AI, and integrated consumer experiences.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$281.08Current
$276Low
$512.94Average
$880High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 3, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 2, 2026 |
| Truist Securities | Hold | Hold | Maintain | Sep 18, 2026 |
| TD Cowen | Hold | Hold | Maintain | Sep 18, 2026 |
| Stifel | Hold | Hold | Maintain | Sep 18, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Sep 18, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Sep 18, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Aug 27, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Aug 26, 2026 |
| Susquehanna | Positive | Positive | Maintain | Aug 26, 2026 |
| Piper Sandler | Underweight | Underweight | Maintain | Aug 26, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 26, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 26, 2026 |
| JP Morgan | Neutral | Overweight | Downgrade | Aug 26, 2026 |
| Barclays | Overweight | Overweight | Maintain | Aug 26, 2026 |
| Jefferies | Buy | Buy | Maintain | Aug 24, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Aug 19, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 13, 2026 |
| UBS | Neutral | Neutral | Maintain | May 21, 2026 |
| Keybanc | Overweight | Overweight | Maintain | May 21, 2026 |
| Freedom Broker | Hold | Buy | Downgrade | May 21, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | May 21, 2026 |
| Rothschild & Co | Buy | Neutral | Upgrade | Mar 10, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 22, 2025 |
| Scotiabank | Sector Outperform | Sector Perform | Upgrade | Apr 17, 2025 |
| Erste Group | Hold | Buy | Downgrade | Jun 14, 2024 |
| Wolfe Research | Outperform | Outperform | Maintain | Sep 29, 2023 |
| Argus Research | Buy | Buy | Maintain | Sep 6, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Aug 25, 2023 |
| Exane BNP Paribas | Neutral | Underperform | Upgrade | Jul 19, 2023 |
| MoffettNathanson | Outperform | Outperform | Maintain | Sep 22, 2022 |
| Stifel Nicolaus | Buy | Buy | Maintain | Aug 23, 2019 |
| Argus | Buy | Buy | Maintain | Nov 21, 2018 |
| Guggenheim | Buy | Buy | Maintain | Aug 8, 2018 |
| Bank of America | Buy | Buy | Maintain | Jun 11, 2018 |
| First Analysis | Underweight | Equal Weight | Downgrade | May 23, 2018 |
| Raymond James | Underperform | Market Perform | Downgrade | Sep 27, 2017 |
| William Blair | Outperform | Outperform | Maintain | Sep 19, 2017 |
| Benchmark | Buy | Buy | Maintain | Apr 27, 2017 |
| Brean Capital | Buy | Buy | Maintain | Aug 24, 2016 |
| Wedbush | Neutral | Neutral | Maintain | Nov 20, 2015 |
| FBR Capital | Sector Perform | Sector Perform | Maintain | Aug 21, 2015 |
| Evercore Partners | Underweight | Equal Weight | Downgrade | Oct 2, 2014 |
| Millman Research | Hold | Buy | Downgrade | Nov 16, 2012 |
| Bank oferica | Buy | Buy | Maintain | May 18, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $281.08. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Analyst unavailable | $385 | $307.56 | +37.0% | Sep 18, 2026 |
| UBS | Analyst unavailable | $370 | $347.66 | +31.6% | Aug 27, 2026 |
| Goldman Sachs | Analyst unavailable | $304 | $345.88 | +8.2% | Aug 26, 2026 |
| KeyBanc | Analyst unavailable | $400 | $347.77 | +42.3% | Aug 26, 2026 |
| Truist Financial | Arvind Ramnani | $300 | $348.85 | +6.7% | Aug 26, 2026 |
| Oppenheimer | Scott Schneeberger | $380 | $357.46 | +35.2% | Aug 26, 2026 |
| Susquehanna | Analyst unavailable | $415 | $357.46 | +47.6% | Aug 26, 2026 |
| Stifel Nicolaus | Analyst unavailable | $300 | $357.46 | +6.7% | Aug 26, 2026 |
| Piper Sandler | Analyst unavailable | $290 | $357.46 | +3.2% | Aug 26, 2026 |
| Barclays | Analyst unavailable | $408 | $357.46 | +45.2% | Aug 26, 2026 |
| Wells Fargo | Michael Turrin | $300 | $357.46 | +6.7% | Aug 26, 2026 |
| Morgan Stanley | Adam Wood | $315 | $357.46 | +12.1% | Aug 26, 2026 |
| Jefferies | Analyst unavailable | $500 | $367 | +77.9% | Aug 23, 2026 |
| Deutsche Bank | Analyst unavailable | $425 | $364.01 | +51.2% | Aug 19, 2026 |
| Mizuho Securities | Siti Panigrahi | $430 | $345.66 | +53.0% | Aug 17, 2026 |
| Truist Financial | Analyst unavailable | $350 | $318.39 | +24.5% | Aug 3, 2026 |
| Morgan Stanley | Adam Wood | $335 | $293.82 | +19.2% | Jul 21, 2026 |
| Susquehanna | Analyst unavailable | $427 | $291.09 | +51.9% | Jul 20, 2026 |
| Piper Sandler | Analyst unavailable | $250 | $289.76 | -11.1% | Jul 14, 2026 |
| Stifel Nicolaus | Analyst unavailable | $275 | $269.08 | -2.2% | Jun 17, 2026 |
| Goldman Sachs | Gabriela Borges | $276 | $353.76 | -1.8% | Jun 2, 2026 |
| Mizuho Securities | Siti Panigrahi | $500 | $319.94 | +77.9% | May 26, 2026 |
| Argus Research | Analyst unavailable | $480 | $308.06 | +70.8% | May 22, 2026 |
| Truist Financial | Analyst unavailable | $410 | $307.5 | +45.9% | May 21, 2026 |
| Oppenheimer | Analyst unavailable | $406 | $383.93 | +44.4% | May 21, 2026 |
| BMO Capital | Analyst unavailable | $412 | $306.81 | +46.6% | May 21, 2026 |
| UBS | Taylor McGinnis | $360 | $383.93 | +28.1% | May 21, 2026 |
| Wells Fargo | Analyst unavailable | $360 | $383.93 | +28.1% | May 21, 2026 |
| Stifel Nicolaus | Brad Reback | $375 | $383.93 | +33.4% | May 21, 2026 |
| Jefferies | Brent Thill | $550 | $383.93 | +95.7% | May 21, 2026 |
| Wolfe Research | Alex Zukin | $400 | $383.93 | +42.3% | May 21, 2026 |
| RBC Capital | Rishi Jaluria | $500 | $383.93 | +77.9% | May 21, 2026 |
| Barclays | Raimo Lenschow | $443 | $383.93 | +57.6% | May 21, 2026 |
| Evercore ISI | Kirk Materne | $400 | $383.93 | +42.3% | May 21, 2026 |
| Barclays | Raimo Lenschow | $540 | $451.57 | +92.1% | Mar 16, 2026 |
| Guggenheim | Analyst unavailable | $633 | $453.43 | +125.2% | Mar 16, 2026 |
| Wolfe Research | Alex Zukin | $550 | $435.13 | +95.7% | Mar 12, 2026 |
| Scotiabank | Analyst unavailable | $575 | $466.78 | +104.6% | Mar 6, 2026 |
| Susquehanna | Analyst unavailable | $720 | $359.55 | +156.2% | Feb 24, 2026 |
| Jefferies | Analyst unavailable | $650 | $380.55 | +131.3% | Feb 22, 2026 |
| Mizuho Securities | Siti Panigrahi | $675 | $389.57 | +140.1% | Feb 19, 2026 |
| BMO Capital | Analyst unavailable | $624 | $437.5 | +122.0% | Feb 10, 2026 |
| Goldman Sachs | Gabriela Borges | $720 | $646.9 | +156.2% | Jan 12, 2026 |
| Wells Fargo | Analyst unavailable | $700 | $651.15 | +149.0% | Jan 8, 2026 |
| UBS | Analyst unavailable | $739 | $633.84 | +162.9% | Jan 6, 2026 |
| BMO Capital | Daniel Jester | $810 | $637.44 | +188.2% | Nov 21, 2025 |
| Independent Research | Analyst unavailable | $875 | $649.73 | +211.3% | Nov 18, 2025 |
| RBC Capital | Rishi Jaluria | $850 | $661.99 | +202.4% | Sep 2, 2025 |
| Morgan Stanley | Keith Weiss | $880 | $662.66 | +213.1% | Aug 22, 2025 |
| Stifel Nicolaus | Analyst unavailable | $800 | $662.66 | +184.6% | Aug 22, 2025 |
| UBS | Analyst unavailable | $725 | $662.66 | +157.9% | Aug 22, 2025 |
| KeyBanc | Analyst unavailable | $825 | $662.66 | +193.5% | Aug 22, 2025 |
| Barclays | Raimo Lenschow | $785 | $662.66 | +179.3% | Aug 22, 2025 |
| BMO Capital | Daniel Jester | $870 | $754.35 | +209.5% | Jul 10, 2025 |
| Wells Fargo | Michael Turrin | $880 | $753.98 | +213.1% | Jun 13, 2025 |
| UBS | Taylor McGinnis | $750 | $720.13 | +166.8% | May 23, 2025 |
| Jefferies | Brent Thill | $850 | $720.13 | +202.4% | May 23, 2025 |
| Goldman Sachs | Kash Rangan | $750 | $670.86 | +166.8% | May 19, 2025 |
| Evercore ISI | Kirk Materne | $725 | $619.03 | +157.9% | Sep 27, 2024 |
| Citigroup | Steven Enders | $760 | $619.03 | +170.4% | Sep 27, 2024 |
| RBC Capital | Rishi Jaluria | $760 | $644.99 | +170.4% | Sep 23, 2024 |
| Goldman Sachs | Kash Rangan | $765 | $619.85 | +172.2% | Aug 23, 2024 |
| Piper Sandler | Arvind Ramnani | $768 | $619.95 | +173.2% | Aug 23, 2024 |
| Stifel Nicolaus | Brad Reback | $795 | $665.29 | +182.8% | Aug 23, 2024 |
| Bank of America Securities | Brad Sills | $780 | $665.29 | +177.5% | Aug 23, 2024 |
| Barclays | Raimo Lenschow | $740 | $665.29 | +163.3% | Aug 23, 2024 |
| Morgan Stanley | Keith Weiss | $685 | $645.83 | +143.7% | Aug 14, 2024 |
| Jefferies | Brent Thill | $770 | $592.22 | +173.9% | Jun 12, 2024 |
| Piper Sandler | Arvind Ramnani | $760 | $608.86 | +170.4% | May 24, 2024 |
| Stifel Nicolaus | Brad Reback | $690 | $662.26 | +145.5% | May 24, 2024 |
| Goldman Sachs | Kash Rangan | $705 | $662.26 | +150.8% | May 24, 2024 |
| Deutsche Bank | Brad Zelnick | $740 | $662.26 | +163.3% | May 24, 2024 |
| BMO Capital | Daniel Jester | $700 | $671.1 | +149.0% | May 23, 2024 |
| Wells Fargo | Michael Turrin | $750 | $670.15 | +166.8% | May 21, 2024 |
| UBS | Taylor McGinnis | $670 | $661.18 | +138.4% | May 20, 2024 |
| KeyBanc | Josh Beck | $740 | $661.18 | +163.3% | May 20, 2024 |
| Morgan Stanley | Keith Weiss | $740 | $632.63 | +163.3% | May 13, 2024 |
| KeyBanc | Alex Markgraff | $720 | $643.96 | +156.2% | Mar 27, 2024 |
| Piper Sandler | Arvind Ramnani | $750 | $664.5 | +166.8% | Feb 23, 2024 |
| Loop Capital Markets | Daniel Jester | $605 | $554.52 | +115.2% | Sep 7, 2023 |
| BNP Paribas | Stefan Slowinski | $532 | $495.43 | +89.3% | Jul 19, 2023 |
| Loop Capital Markets | Daniel Jester | $485 | $419.78 | +72.5% | May 24, 2023 |
| Barclays | Raimo Lenschow | $495 | $454.11 | +76.1% | May 23, 2023 |
| KeyBanc | Josh Beck | $450 | $419.81 | +60.1% | Feb 24, 2023 |
| Deutsche Bank | Analyst unavailable | $525 | $400.55 | +86.8% | Nov 30, 2022 |
| Wells Fargo | Analyst unavailable | $475 | $394.38 | +69.0% | Nov 30, 2022 |
| BMO Capital | Analyst unavailable | $448 | $379.71 | +59.4% | Nov 30, 2022 |
| Jefferies | Analyst unavailable | $525 | $379.71 | +86.8% | Nov 30, 2022 |
| Barclays | Analyst unavailable | $465 | $379.71 | +65.4% | Nov 30, 2022 |
| Morgan Stanley | Analyst unavailable | $520 | $384.02 | +85.0% | Nov 22, 2022 |
| BMO Capital | Analyst unavailable | $467 | $375.73 | +66.1% | Nov 21, 2022 |
| Stifel Nicolaus | Analyst unavailable | $475 | $398.56 | +69.0% | Sep 30, 2022 |
| Piper Sandler | Arvind Ramnani | $553 | $472.2 | +96.7% | Aug 24, 2022 |
| Deutsche Bank | Analyst unavailable | $560 | $479.6 | +99.2% | Aug 24, 2022 |
| Compass Point | Josh Beck | $525 | $449.56 | +86.8% | Aug 24, 2022 |
| KeyBanc | Josh Beck | $525 | $449.56 | +86.8% | Aug 24, 2022 |
| Stifel Nicolaus | Analyst unavailable | $525 | $474.14 | +86.8% | Aug 18, 2022 |
| Loop Capital Markets | Josh Beck | $500 | $387.92 | +77.9% | May 25, 2022 |
| Credit Suisse | Yaoxian Chew | $500 | $358.97 | +77.9% | May 25, 2022 |
| Stifel Nicolaus | Analyst unavailable | $465 | $358.97 | +65.4% | May 25, 2022 |
| Morgan Stanley | Keith Weiss | $550 | $367.78 | +95.7% | May 23, 2022 |
| Barclays | Raimo Lenschow | $480 | $367.78 | +70.8% | May 21, 2022 |
| Wells Fargo | Michael Turrin | $635 | $445.58 | +125.9% | Apr 28, 2022 |
| Morgan Stanley | Keith Weiss | $720 | $482.84 | +156.2% | Apr 9, 2022 |
| Stifel Nicolaus | Brad Reback | $580 | $480.5 | +106.3% | Mar 28, 2022 |
| Barclays | Raimo Lenschow | $625 | $487.18 | +122.4% | Feb 26, 2022 |
| Jefferies | Brent Thill | $700 | $486.51 | +149.0% | Feb 25, 2022 |
| Guggenheim | Kenneth Wong | $785 | $486.51 | +179.3% | Feb 25, 2022 |
| Evercore ISI | Kirk Materne | $645 | $486.51 | +129.5% | Feb 25, 2022 |
| Bank of America Securities | Bradley Sills | $650 | $486.51 | +131.3% | Feb 25, 2022 |
| Piper Sandler | Arvind Ramnani | $674 | $486.51 | +139.8% | Feb 25, 2022 |
| Goldman Sachs | Kash Rangan | $715 | $486.51 | +154.4% | Feb 25, 2022 |
| J.P. Morgan | Sterling Auty | $640 | $486.51 | +127.7% | Feb 25, 2022 |
| Deutsche Bank | Brad Zelnick | $650 | $496.45 | +131.3% | Feb 24, 2022 |
| Wells Fargo | Michael Turrin | $725 | $495.5 | +157.9% | Feb 17, 2022 |
| Mizuho Securities | Siti Panigrahi | $650 | $544.02 | +131.3% | Feb 6, 2022 |
| KeyBanc | Josh Beck | $700 | $515.99 | +149.0% | Jan 25, 2022 |
| Barclays | Raimo Lenschow | $715 | $550.79 | +154.4% | Jan 17, 2022 |
| BNP Paribas | Stefan Slowinski | $470 | $429.96 | +67.2% | May 27, 2021 |
| RBC Capital | Matthew Hedberg | $525 | $440.61 | +86.8% | May 26, 2021 |
Track every rating change on INTU the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationIntuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States. The company operates in four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax. The Global Business Solutions segment provides QuickBooks services, which include financial and business management online services, desktop software, payroll solutions, time tracking, merchant payment processing and bill pay solutions, checking accounts, and financing services for small and mid-market businesses; and Mailchimp, a marketing automation and customer relationship management.…
Historical context
All INTU earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the INTU recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-03T01:46:07.182713+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-03T01:46:07.179762+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-03. For educational purposes only; not investment advice.