Intuit Inc., US4612021034

Intuit stock trades below its consensus target despite growth guidance

Published on 10/04/2026 at 19:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Intuit stock was last at USD 281.08 on October 2, 2026, while the consensus target stood at USD 431.55. Fiscal 2027 revenue guidance is USD 23.279 billion to USD 23.512 billion.

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Intuit Inc. (ISIN US4612021034) was last at USD 281.08 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, 59.2 percent below its 52-week high of USD 689.17. The company reaffirmed fiscal 2027 revenue guidance at its September 17 Investor Day, giving the stock a clear growth benchmark after its latest results.

Guidance sets the growth benchmark

According to Business Wire on September 17, 2026, Intuit expects fiscal 2027 GAAP revenue of USD 23.279 billion to USD 23.512 billion, representing growth of 9 percent to 10 percent. Global Business Solutions is projected to grow 13 percent to 14 percent, while Credit Karma is guided to 11 percent to 13 percent growth.

The first-quarter fiscal 2027 outlook calls for revenue of USD 4.294 billion to USD 4.313 billion and non-GAAP diluted EPS of USD 2.44 to USD 2.48. Mailchimp is the counterweight in the portfolio, with fiscal 2027 revenue projected to decline 1 percent to flat.

Latest quarter beat expectations

Yahoo Finance reported that Intuit delivered USD 4.03 in adjusted EPS for the fourth quarter of fiscal 2026, above the USD 3.59 consensus estimate. Revenue reached USD 4.35 billion, up 13.7 percent year over year and above the USD 4.27 billion estimate.

The same quarter showed uneven customer momentum. Online paying customers increased 3 percent, while QuickBooks Online Accounting revenue advanced 20 percent to USD 1.32 billion. That split leaves execution on customer acquisition and the slower consumer businesses as key tests of the fiscal 2027 plan.

Analysts see a wide valuation gap

According to MarketBeat on October 1, 2026, 31 research firms held a consensus Hold rating, with 16 Buy, 12 Hold and 3 Sell ratings. The average 12-month price target was USD 431.55, placing the target 53.5 percent above the October 2 price of USD 281.08.

For investors, the central comparison is the distance between that target and the operating reset. Intuit is guiding for 9 percent to 10 percent companywide revenue growth while targeting 13 percent to 14 percent growth in its business platform, making segment execution more important than the headline revenue range.

Intuit stock stays below its yearly high

Intuit stock was last at USD 281.08 on Nasdaq on October 2, 2026, with a session range of USD 277.38 to USD 284.20 and volume of 2,741,257 shares. Its market capitalization was USD 76.9 billion on that date.