Movement Alert｜Intuit Overnight Decline 10.19%, Q4 Earnings Beat but FY2027 Guidance Falls Short of Expectations

Market Focus08-26

On August 26, Intuit declined 10.19% overnight, trading at $321.08/share, with turnover of $119,200. The stock came under heavy selling pressure after the company issued full-year guidance well below Wall Street expectations despite a strong Q4 earnings beat.

Intuit reported fiscal Q4 adjusted EPS of $4.03, beating the $3.58 consensus estimate by 12.6%, while revenue of $4.354 billion topped the $4.268 billion estimate. However, FY2027 adjusted EPS guidance of $22.88-$23.12 came in significantly below the $27.34 analyst consensus. Full-year revenue guidance of $23.28-$23.51 billion also missed the $23.70 billion estimate. Management attributed the slowdown to weak Mailchimp sales, declining desktop products, and lower per-customer revenue from TurboTax as the company prioritizes user growth. TurboTax revenue growth is expected to decelerate to 2-3% in FY2027 from 7% in FY2026, while Mailchimp revenue is projected flat to down 1%.

Multiple investment banks had preemptively cut price targets ahead of the report, with Morgan Stanley downgrading the stock citing AI disruption risks to the TurboTax business and insufficient confidence in revenue acceleration.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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