{"slug": "live-will-intuits-q4-earnings-tonight-extend-the-stocks-25-rebound", "title": "Will Intuit’s Q4 Earnings Tonight Extend the Stock’s 25% Rebound?", "summary": "Intuit Inc. reports fiscal Q4 2026 earnings after the bell today, with shares rebounding 24.83% over the past month but still down 43.62% year to date. The company expects $300-$340 million in restructuring charges, and traders give a 95.5% probability of an earnings beat. Investors will focus on TurboTax Live growth, Credit Karma monetization, and Enterprise Suite adoption, as the stock trades at 13x forward earnings.", "body_md": "# Live: Will Intuit’s Q4 Earnings Tonight Extend the Stock’s 25% Rebound?\n\n[Thomas Richmond](https://247wallst.com/author/thomas-richmond/)Published\n\nLoading chart data...\n\n### Quick Read\n\n-\nINTU reports Q4 FY2026 after the bell today, absorbing up to $340M in restructuring charges while shares remain down 44% year to date.\n\n-\nTrading at just 13x forward earnings, a clean guide and credible TurboTax Live and Enterprise Suite roadmap could end INTU's brutal de-rating.\n\n**Act now:** the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Intuit didn't make the cut.[Grab the names FREE today](https://247wallst.com/lp/top-10-ai-stocks/INTU/?i=7e9313da-b40e-447f-b37e-73ad513739fd&p=aded526a-f78d-426a-9c96-82c54af7e0ab&pos=keypoints&tpid=1648787).\n\n## Live Updates\n\n### Intuit Faces a High-Stakes Q4 Earnings Report Tonight After Its 25% Rebound\n\nIntuit reports fiscal fourth-quarter results after today’s closing bell, with investors looking beyond the company’s expected $300-$340 million in restructuring charges.\n\nShares have rebounded about 24.83% over the past month but remain down 43.62% year to date, leaving tonight’s report as a major test of whether the stock can continue its recovery.\n\nThe stock trades at **22x trailing earnings** and just** 13x forward earnings,** while Polymarket traders assign a *95.5% probability of an earnings beat.*\n\nInvestors will focus on TurboTax Live, Credit Karma monetization, and adoption of Intuit’s Enterprise Suite. A clean fiscal 2027 outlook and credible AI monetization roadmap could reframe the debate around the company’s durability.\n\n**Intuit** ([NASDAQ: INTU](https://247wallst.com/companies/intu/) | [INTU Price Prediction](https://247wallst.com/companies/intu/price-prediction)) is expected to report fiscal Q4 2026 results after the bell today at *4:00 PM ET*. This is the fiscal year-end earnings report, and it lands after a **brutal 20.02% Q3 selloff** that reshaped the setup around tax pricing, [AI monetization](https://247wallst.com/investing/2025/11/20/live-intuit-q1-earnings-coverage/), and a sweeping workforce reset.\n\n## Momentum Meets Execution Risk\n\nQ3 delivered revenue of $8.558 billion,** up 10.37%,** and non-GAAP EPS of $12.80, the fourth consecutive beat. Credit Karma grew 15%, Global Business Solutions grew 15%, and QuickBooks Online Accounting rose 22%.\n\nThe reaction was ugly anyway. Management flagged a **17% workforce reduction,** admitted *“we lost on price”* among sub-$50,000 DIY filers, and layered in a $300 million Q4 charge. Intuit still authorized an **$8 billion buyback** and raised the dividend 15% to $1.20 per share.\n\n## Consensus and Guidance Setup\n\n| Metric | Q4 FY26 Guide | YoY | FY26 Guide | FY25 Actual |\n|---|---|---|---|---|\n| Revenue | $4.247B to $4.280B | +11% to 12% | $21.341B to $21.374B | $18.831B |\n| Non-GAAP EPS | $3.56 to $3.62 | +29% to 32% | $23.80 to $23.85 | $20.15 |\n| GAAP EPS | $0.73 to $0.79 | Restructuring-loaded | $15.79 to $15.84 | N/A |\n\nGrowth is expected to slow sequentially as tax season lapses, and GAAP EPS is expected to absorb the restructuring. The non-GAAP EPS bar sits near the $3.58 consensus, leaving little room for lower margins.\n\n## What I’m Watching Tonight: AI Monetization and Margin Discipline\n\nTonight, I’ll be watching **TurboTax Live** first. Management guided *full-year Live revenue growth of 36%* to $2.8 billion, or 53% of TurboTax revenue. Any softness in ARPU or Live customer additions would sharpen the assisted-tax bear case.\n\nInvestors will also focus on **Global Business Solutions.** Intuit Enterprise Suite contracts grew 37% quarter over quarter, mid-market is growing north of 30%, and the direct sales team is scaling 30%. Sustained traction here validates the consumption-based pricing pivot.\n\nI will also be tracking **Credit Karma monetization,** where personal loans, auto insurance, and home loans drove the segment. The consumer money portfolio is guided to 26% full-year growth.\n\nFinally, analysts will be looking at management’s tone on **restructuring**. CFO commentary should quantify how much of the savings flow to margin versus reinvestment, and whether the Reno and Woodland Hills closures create near-term operational drag. Mailchimp deceleration and the sub-$50,000 DIY repricing round out the risk checklist.\n\n## Earnings History\n\n| Quarter | EPS Surprise | Day-of Move | 1-Day Move | 1-Week Move |\n|---|---|---|---|---|\n| Q3 FY26 | +1.84% | -20.02% | +4.19% | +7.97% |\n| Q2 FY26 | +12.69% | +3.7% | +2.45% | +17.64% |\n| Q1 FY26 | +7.99% | +4.03% | -1.5% | -4.75% |\n| Q4 FY25 | +3.38% | -5.03% | -0.86% | +0.65% |\n\nOn average, shares moved 5.55% seven days after earnings over the past year.\n\n*Contact [email protected] for any questions or corrections.*\n\n[Thomas Richmond →](https://247wallst.com/author/thomas-richmond/)\n\nThomas Richmond is a financial writer and content strategist with 5+ years of experience covering stocks and financial markets. He has published over 250 articles focused on individual stock analysis, helping investors better understand business fundamentals, stock valuations, and long-term opportunities.\n\nThomas previously served as a Content Lead at [TIKR](https://www.tikr.com/blog/author/thomastikr), a stock research platform, where he helped scale the company’s blog to hundreds of articles per month and contributed to a weekly newsletter reaching more than 100,000 investors.\n\nHe specializes in breaking down complex companies into clear, actionable insights for everyday investors, with a focus on fundamentals-driven research.\n\nHis work has also been featured on platforms including Seeking Alpha and Sure Dividend.\n\nOutside of work, Thomas enjoys weight lifting and soccer.", "url": "https://wpnews.pro/news/live-will-intuits-q4-earnings-tonight-extend-the-stocks-25-rebound", "canonical_source": "https://247wallst.com/investing/2026/08/25/live-will-intuits-q4-earnings-tonight-extend-the-stocks-25-rebound/", "published_at": "2026-08-25 18:50:13+00:00", "updated_at": "2026-08-25 19:15:01.950368+00:00", "lang": "en", "topics": ["ai-products"], "entities": ["Intuit", "TurboTax Live", "Credit Karma", "Enterprise Suite", "QuickBooks Online Accounting", "Global Business Solutions", "Polymarket"], "alternates": {"html": "https://wpnews.pro/news/live-will-intuits-q4-earnings-tonight-extend-the-stocks-25-rebound", "markdown": "https://wpnews.pro/news/live-will-intuits-q4-earnings-tonight-extend-the-stocks-25-rebound.md", "text": "https://wpnews.pro/news/live-will-intuits-q4-earnings-tonight-extend-the-stocks-25-rebound.txt", "jsonld": "https://wpnews.pro/news/live-will-intuits-q4-earnings-tonight-extend-the-stocks-25-rebound.jsonld"}}