Intuit Inc. · INTU · FY2026 Q1 · Calendar Q4 2025

Intuit’s AI rollout advances as FY2026 guidance is maintained

The latest call provides evidence in favor of the growth thesis through AI-agent adoption, new product launches, and maintained guidance. The evidence is not conclusive: monetization, margin durability, Mailchimp recovery, and mid-market contribution remain important tests.

Reported After market closeNASDAQTechnology $73.69B market cap
100quality score

Earnings scorecard

Reported versus consensus
Reported EPS $3.34 Consensus $3.09
EPS surprise +8.1% Reported versus consensus
Reported revenue $3.88B Consensus $3.76B
Revenue surprise +3.4% Reported versus consensus

Market reaction

event-close to next-session close
Stock move +4.0% Event window
SPY move +1.0% Same window
Abnormal move +3.0% Stock minus SPY
Volume 2.4× Versus trailing sessions
Subsequent drift +1.8% Up to 20 sessions
INTUSPY benchmark

Ask FN2 about INTU FY2026 Q1

Transcript, numbers and history already loaded
Why did INTU rise 4.0% after beating EPS estimates in FY2026 Q1?What changed in INTU's guidance and outlook in FY2026 Q1?Give me the bull and bear case for INTU after FY2026 Q1 earnings.

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Transcript intelligence

What changed

Since the prior quarter, Intuit moved from emphasizing the launch and early engagement of AI agents to highlighting broader product deployment, Intuit Intelligence, the Accountant Suite, and an OpenAI partnership. Management maintained its outlook while adding detail on adoption and rollout priorities.

Guidance delta

Management maintained FY2026 guidance, while emphasizing continued AI adoption, mid-market expansion, and product rollout.

Key takeaways

  • Management described strong fiscal first-quarter growth and continued adoption of AI-enabled business and consumer experiences.
  • Intuit Intelligence, Accountant Suite, and additional AI agents broaden the product roadmap.
  • The OpenAI partnership expands access through ChatGPT; management said there is no revenue share and data remains within Intuit’s security perimeter.
  • The core thesis is supported by adoption and product breadth, but execution and monetization still require follow-through.

Management priorities

  • Move Intuit Intelligence from beta toward broader availability and expand AI-agent capabilities.
  • Expand the Accountant Suite and deepen integration with accounting firms.
  • Increase tax-expert capacity and continue investing in consumer experiences.
  • Scale mid-market sales and go-to-market efforts around Intuit Enterprise Suite.

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Earnings History

Estimate Beat Miss Match
INTU EPS earnings history estimate and actual scatter chart 9 reported fiscal quarters and 2 future estimate-only quarters. Q2 '24 estimate $2.30 Q2 '24 actual $2.63, beat Q3 '24 estimate $9.37 Q3 '24 actual $9.88, beat Q4 '24 estimate $1.85 Q4 '24 actual $1.99, beat Q4 '25 estimate $2.66 Q4 '25 actual $2.75, beat Q1 '26 estimate $3.09 Q1 '26 actual $3.34, beat Q2 '26 estimate $3.68 Q2 '26 actual $4.15, beat Q3 '26 estimate $12.57 Q3 '26 actual $12.80, beat Q4 '26 estimate $3.58 Q4 '26 actual $4.03, beat Q1 '27 estimate $2.46 Q2 '27 estimate $3.77
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Analyst Consensus ?

ConsensusHold44 ratings
Bullish2659.1%
Neutral1329.5%
Bearish511.4%

Analyst 52W Price Targets

$269.4Current
$276Low
$512.94Average
$880High

Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 29, 2026. Not an FN2 forecast.

Firm-level rating actions

FMP grade actions identify the grading firm, not a named analyst.

FirmRatingPrior ratingActionDate
Truist Securities Hold HoldMaintainSep 18, 2026
TD Cowen Hold HoldMaintainSep 18, 2026
Stifel Hold HoldMaintainSep 18, 2026
RBC Capital Outperform OutperformMaintainSep 18, 2026
Mizuho Outperform OutperformMaintainSep 18, 2026
Show 39 more rating actions

Named analyst price targets

Upside is calculated against the persisted current price $269.4. FMP does not supply a rating on these named-analyst rows.

FirmAnalyst52W targetPrice when postedUpsideDate
RBC CapitalAnalyst unavailable$385$307.56 +42.9%Sep 18, 2026
UBSAnalyst unavailable$370$347.66 +37.3%Aug 27, 2026
Goldman SachsAnalyst unavailable$304$345.88 +12.8%Aug 26, 2026
KeyBancAnalyst unavailable$400$347.77 +48.5%Aug 26, 2026
Truist FinancialArvind Ramnani$300$348.85 +11.4%Aug 26, 2026
See 115 more

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Company context

Snapshot as of publication

Intuit 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 earnings
-3.2%FY2026 Q4 · Calendar Q3 2026-20.0%FY2026 Q3 · Calendar Q2 2026+3.7%FY2026 Q2 · Calendar Q1 2026

Technology peers this season

Latest reports in the same sector
CompanyQuarterEPS surpriseMarket moveHeadline
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
SAIL SailPoint, Inc. FY2027 Q2 · Calendar Q3 2026 +13.8% -1.2% SailPoint pairs 25% ARR growth with accelerating AI-driven adoption
CIEN Ciena Corporation FY2026 Q3 · Calendar Q3 2026 +22.0% -10.4% Ciena raises outlook as AI networking demand lifts backlog
DOCU DocuSign, Inc. FY2027 Q2 · Calendar Q3 2026 +6.4% +3.7% DocuSign Q2 FY27: IAM momentum supports a raised outlook

Latest beats and misses

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Missed on EPS

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Sources

  1. Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
  2. FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
  3. Polygon adjusted daily market bars · 2026-09-29T02:50:58.614921+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-29T02:50:58.613217+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 2026-09-29. For educational purposes only; not investment advice.