Intuit stock slips on a fiscal 2027 reset

Intuit stock is under pressure after fiscal 2027 guidance of $23.28 billion to $23.51 billion came in below expectations, even as fiscal 2026 revenue reached $21.45 billion and adjusted EPS was $4.03 in the latest quarter.

Intuit Inc. (US4612021039) fell after fiscal 2027 guidance came in below estimates, even as fiscal 2026 revenue reached $21.45 billion and fourth-quarter adjusted EPS hit $4.03 on August 25, 2026.

The company also posted fiscal Q4 2026 revenue of $4.35 billion, up 13.7% from a year earlier, while adjusted EPS rose from $2.75 in the prior-year quarter. Shares opened at $345.88 and the market value stood at $94.61 billion as the new guidance reset took hold.

Guidance reset

Investors were weighing fiscal 2027 revenue of $23.28 billion to $23.51 billion against expectations closer to $24.7 billion, a gap that helped drive the reaction. The same update pointed to diluted EPS of $20.12 to $20.36 for fiscal 2027, below the $20.60 estimate cited by the market.

For the full year, revenue climbed 14% to $21.45 billion and both GAAP and non-GAAP diluted EPS rose 20%. Net margin was 21.29% in the quarter, showing that profitability stayed strong even as the outlook reset.

Analysts stay active

Analyst commentary stayed busy after the print, with consensus targets clustered in the high $300s and several firms adjusting their calls. A dated market view put the average price target at $383.50, while one firm kept a $400 target on the shares.

The comparison matters because Intuit's quarter still beat expectations by $0.45 a share and $80 million in revenue, but the forward guide now sets the tone for the next leg of trading.

Product engine

QuickBooks, TurboTax, Credit Karma and Mailchimp remain the core franchises behind the numbers, and the latest quarter showed how that mix still supports high margins. The message from the report was simple: the business is still growing, but the pace now matters more than the base.

Shares and size

Intuit stock last traded at $345.00 on August 27, 2026, with intraday volume of 11,419,543 shares and a market cap of $94.611 billion. The shares closed at $357.46 on August 26, 2026, before the guidance-driven move in the next session.

Fact box

Company: Intuit Inc.
ISIN: US4612021039
Ticker: INTU
Exchange: Nasdaq
Price (as of August 27, 2026): $345.00 USD
Market cap: $94.611 billion (as of August 27, 2026)
Sector / Industry: Information Technology / Software - Application
Index membership: Nasdaq-100