Intuit Shares Drop Ahead of Fourth Quarter Fiscal 2026 Earnings

Shares of Intuit Inc. fell 2.65 percent to $360.11 on Tuesday morning, August 25, 2026, ahead of the company's fourth-quarter fiscal 2026 earnings report scheduled for release after market close.

Wall Street consensus estimates peg quarterly revenue at $4.27 billion, representing an 11.5 percent year-over-year increase, according to analyst consensus data. Adjusted earnings per share are projected at $3.59, indicating a 30.6 percent rise from the prior-year period.

Management targets full-quarter non-GAAP earnings of $3.56 to $3.62 per share, while GAAP earnings are projected between 73 and 79 cents per share. The gap between figures primarily stems from restructuring and non-GAAP adjustments.

Financial platform growth is expected to be led by continued momentum in QuickBooks, payments, payroll, and TurboTax Live offerings. Meanwhile, investors are focusing on Credit Karma's performance and the enterprise rollout of the Intuit Assist AI engine to offset consumer credit pressures.

With the fourth quarter representing a seasonally smaller revenue period following the spring tax deadline, market focus is expected to shift toward management's initial guidance and revenue targets for fiscal year 2027.