Intuit stock holds gains ahead of Q4 earnings and guidance update

Intuit Inc. (US4612021039) stock is trading firmly ahead of its fiscal fourth-quarter 2026 earnings, with shares last quoted at $368.69 in pre-market trading on August 24, 2026, after closing at $367.00 in the prior Nasdaq session.

Investors position for Q4 2026 earnings

Market data as of August 24, 2026, show Intuit shares at $367.00 at the last regular close on Nasdaq, up 1.42% on the day, while a pre-market indication at $368.69 points to a modestly higher open. Recent quote data also highlight that the move comes after a stretch of gains in August.

Per an earnings preview published on August 24, 2026, Intuit is scheduled to report fiscal Q4 2026 results after the closing bell on August 25, with the stock changing hands at $367.00 and a market capitalization quoted at $100.4 billion as of August 24, 2026. That preview notes that the company trades on forward valuation metrics that reflect expectations for continued growth.

The same preview points out that Intuit shares at $367.00 remain well below a prior high of $705.00, leaving the stock down 44% year to date despite a 23.85% gain over the past month as of August 24, 2026. This quantified gap between the current price and the earlier peak underlines how much of the past drawdown remains to be recovered even after the recent rally.

Consensus sees double-digit growth and potential recovery

Analyst expectations for the upcoming fiscal Q4 2026 release call for revenue of $4.27 billion, which represents projected year-over-year growth of 11.5% for the quarter. An earnings consensus of $3.59 per share for the same period implies expected growth of 30.6% compared with the figure reported in the prior-year quarter. One detailed preview highlights that this would extend Intuit’s record of earnings growth despite restructuring and non-cash adjustments that impact GAAP figures.

A separate analysis dated August 24, 2026, notes that management has previously guided to fourth-quarter fiscal 2026 revenue growth of 11% to 12% year over year, and a non-GAAP earnings range of $3.56 to $3.62 per share, with GAAP earnings guided between $0.73 and $0.79 per share. That guidance summary underscores that the gap between GAAP and adjusted earnings primarily reflects restructuring charges and other items excluded from non-GAAP metrics.

The same consensus snapshot indicates that analysts expect Global Business Solutions, which houses offerings like QuickBooks, to generate $3.39 billion of revenue in the fourth quarter of fiscal 2026, implying 12.4% growth over the prior-year period. Consumer revenues, which include TurboTax, are forecast at $884.5 million for the quarter, significantly higher than in the year-ago quarter, as tax products and related services maintain momentum.

Across recent institutional-holding updates, multiple filings highlight that large investors have been adding to or initiating positions in Intuit during 2026. Several portfolio disclosures dated August 24, 2026, show new stakes or additional purchases, while summarizing that the stock carries a consensus rating described as Moderate Buy and an average published price target of $449.65. One such overview frames this combination of institutional interest and positive analyst stance as supportive for the shares.

Valuation, volatility and technical picture

An earnings preview focused on valuation notes that Intuit trades at $367.00 with a forward price-to-earnings multiple of 15.1 times and a free cash flow yield of 7.7% as of August 24, 2026, alongside a return on invested capital figure of 17.0%. This snapshot also indicates a listed fair-value estimate of $588.08 per share, which stands 60.2% above the referenced market price, suggesting upside potential if earnings and cash flow evolve as projected.

A separate valuation-focused study echoes the idea that Intuit is trading beneath certain intrinsic-value estimates, citing a current trading price of $369.83 against an internal fair-value metric of $826.49. In that framework, the share price stands 55.3% below the modeled intrinsic value, implying a significant discount on that methodology. This valuation analysis emphasizes that such a discount could be sensitive to upcoming earnings and guidance.

From a trading perspective, one technical review points out that Intuit stock has rebounded from a year-to-date low of $253.00 in July 2026 to $367.00, a gain of 46% from that trough as of August 24, 2026. That same chart-based commentary notes that the current level is the highest since May 20, 2026, confirming that the stock has broken above recent resistance zones on improving sentiment. The technical analysis suggests that market participants are increasingly willing to look past earlier concerns tied to competition and artificial intelligence impacts.

Options activity reinforces the sense that traders are bracing for a sizable move when Intuit releases its quarterly figures. A mid-session implied-volatility report dated August 24, 2026, notes that August 28 weekly call-option implied volatility sits at 111, with September contracts at 64, versus a 52-week volatility range from 23 to 70. In the same report, the call-to-put ratio stands at 1 call to 2.6 puts, with a specific focus on August 28 weekly options into the expected August 25 earnings release. The implied-volatility overview implies that the options market is pricing an elevated probability of significant post-earnings price swings.

The broader market backdrop also positions Intuit alongside other large-cap technology and software names preparing to report results in the same week. A stock-market update dated August 24, 2026, lists Intuit together with other major constituents as upcoming reporters during a period when macro headlines around sanctions and tariff discussions are pressuring equity indices. In that overview, Intuit features as one of several key earnings events investors are monitoring.

Product focus: TurboTax, QuickBooks and Credit Karma

Across its portfolio, Intuit generates revenue from a mix of cloud-based financial, accounting and tax software and services used by consumers, small businesses and self-employed professionals. In the latest consensus breakdown for fiscal Q4 2026, the Global Business Solutions segment, which includes QuickBooks offerings for small businesses and self-employed workers, is expected to deliver $3.39 billion in revenue, reflecting 12.4% year-over-year growth. Consumer revenues, which are heavily influenced by TurboTax and related tax-preparation services, are forecast at $884.5 million, marking a sharp increase from the prior-year period.

During the current fiscal year, Intuit has continued to invest in artificial intelligence capabilities embedded across products like QuickBooks and TurboTax, seeking to streamline workflows such as bookkeeping, cash-flow forecasting, and tax optimization. Management commentary aggregated in recent previews indicates that these AI-driven workflow improvements are central to the company’s strategy to increase customer retention and expand average revenue per customer across both small-business and consumer franchises.

Credit Karma remains another important pillar of the ecosystem, providing consumer-credit tools and matching users with financial products. While segment-level expectations for Credit Karma are not broken out in all previews, the consolidated revenue forecasts for Global Business Solutions and Consumer report categories encompass contributions from this business. Analysts watching the Q4 2026 report have flagged any updated commentary on Credit Karma’s monetization trends and user growth as a potential swing factor for the stock alongside headline revenue and earnings figures.

Intuit stock and recent trading levels

As of the last completed Nasdaq trading session before the August 25 earnings release, Intuit stock closed at $367.00 on August 24, 2026, with pre-market indications at $368.69 suggesting slight additional strength ahead of the open. That closing level leaves the shares down 44% year to date compared with their $705.00 high, even after a 23.85% gain in the past month and a 46% advance off the July 2026 low of $253.00.

For investors assessing risk and reward, this combination of double-digit expected revenue growth, consensus earnings growth of 30.6% for fiscal Q4 2026, forward valuation metrics such as a 15.1 times forward price-to-earnings ratio and a 7.7% free cash flow yield, and the large gap to both prior trading highs and some intrinsic-value estimates provides a broad numerical framework. Whether the upcoming report and updated guidance confirm or challenge these expectations will likely determine whether Intuit stock extends its recent recovery or consolidates around current levels in the wake of the results.

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More on Intuit stock ahead of Q4 earnings

Financial software platform at scale

Intuit Inc. operates one of the most widely used ecosystems of financial and tax software solutions worldwide, connecting individuals and small businesses with tools that manage money, taxes and compliance. The company’s small-business suite, centered on QuickBooks, helps users manage invoicing, payroll and cash-flow tracking. Consumer-facing brands like TurboTax and Credit Karma extend the platform into tax preparation and personal finance, giving Intuit multiple avenues for subscription, transactional and advertising revenue that can scale with customer growth.

Nasdaq-listed shares ahead of earnings

Intuit stock trades on the Nasdaq under the ticker INTU. As of the close on August 24, 2026, shares finished the regular session at $367.00 in U.S. dollars, with pre-market trading at $368.69 signaling cautious optimism ahead of the company’s fiscal Q4 2026 results.

Fact box

Company: Intuit Inc.
ISIN: US4612021039
Ticker: INTU
Exchange: Nasdaq
Price (as of August 24, 2026, 6:35 a.m. ET): $368.69 USD
Market cap: $100.4 billion (as of August 24, 2026)
Sector / Industry: Information Technology / Application Software
Index membership: Nasdaq-100, S&P 500