Intuit Inc. reports fiscal fourth-quarter earnings after U.S. markets close on August 25, 2026, following a 23.85% gain over the past month that has trimmed a 44.44% year-to-date decline.
The Mountain View-based software company, led by Chief Executive Officer Sasan Goodarzi, is expected to post earnings per share of $3.54 and revenue of $4.28 billion, according to market consensus. In the prior quarter, Intuit reported adjusted EPS of $12.80, beating the $12.57 estimate by 1.83%, while revenue of $8.60 billion topped the $8.54 billion consensus by 0.7%. The stock fell 23.18% in the session following that report.
Intuit’s shares last traded at $367.00, near the upper end of a 52-week range between $252.84 and $705.08. The company’s market capitalization stands at $100.4 billion, with a forward price-to-earnings ratio of 15.1x compared with a trailing twelve-month multiple of 21.9x. Fair-value estimates point to a potential 60.2% upside to $588.08, supported by a Piotroski Score of 9, free cash flow yield of 7.7%, and return on invested capital of 17.0%.
Fundamental metrics remain robust, with gross margin at 80.8%, net margin at 21.9%, return on equity at 22.5%, and debt-to-equity at 33.4%. The company has increased its annual dividend for 15 consecutive years, yielding 1.3%.
Technical indicators show mixed signals. Daily relative strength index is at 68.1, approaching overbought territory, while the weekly RSI stands at 49.2. Monthly RSI was in oversold territory before the recent rally. Support levels are identified at $354 (10-day simple moving average) and $348 (pivot), with resistance at $370 (weekly R1) and $383 (weekly R2).
Analysts anticipate mixed guidance ahead. Evercore ISI expects Global Business Solutions growth to slow to 10–15% in fiscal 2027 from the prior 15–20% target. TD Cowen forecasts revenue growth below 10% and projects Desktop revenue to decline in low single digits. Mizuho notes Intuit trades at roughly 13x fiscal 2027 non-GAAP P/E, suggesting a below-consensus revenue outlook could serve as a credibility-rebuilding event ahead of the September Investor Day.
Speculation over potential takeovers has intensified after Reuters reported Silver Lake is exploring a $50 billion acquisition of Workday. Analysts have flagged Intuit as a plausible next target, though no formal discussions have been confirmed.
