# Will Intuit’s Q4 Earnings Tonight Extend the Stock’s 25% Rebound? > Source: > Published: 2026-08-25 18:50:13+00:00 # Live: Will Intuit’s Q4 Earnings Tonight Extend the Stock’s 25% Rebound? [Thomas Richmond](https://247wallst.com/author/thomas-richmond/)Published Loading chart data... ### Quick Read - INTU reports Q4 FY2026 after the bell today, absorbing up to $340M in restructuring charges while shares remain down 44% year to date. - Trading at just 13x forward earnings, a clean guide and credible TurboTax Live and Enterprise Suite roadmap could end INTU's brutal de-rating. **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). ## Live Updates ### Intuit Faces a High-Stakes Q4 Earnings Report Tonight After Its 25% Rebound Intuit reports fiscal fourth-quarter results after today’s closing bell, with investors looking beyond the company’s expected $300-$340 million in restructuring charges. Shares 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. The stock trades at **22x trailing earnings** and just** 13x forward earnings,** while Polymarket traders assign a *95.5% probability of an earnings beat.* Investors 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. **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. ## Momentum Meets Execution Risk Q3 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%. The 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. ## Consensus and Guidance Setup | Metric | Q4 FY26 Guide | YoY | FY26 Guide | FY25 Actual | |---|---|---|---|---| | Revenue | $4.247B to $4.280B | +11% to 12% | $21.341B to $21.374B | $18.831B | | Non-GAAP EPS | $3.56 to $3.62 | +29% to 32% | $23.80 to $23.85 | $20.15 | | GAAP EPS | $0.73 to $0.79 | Restructuring-loaded | $15.79 to $15.84 | N/A | Growth 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. ## What I’m Watching Tonight: AI Monetization and Margin Discipline Tonight, 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. Investors 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. I 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. Finally, 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. ## Earnings History | Quarter | EPS Surprise | Day-of Move | 1-Day Move | 1-Week Move | |---|---|---|---|---| | Q3 FY26 | +1.84% | -20.02% | +4.19% | +7.97% | | Q2 FY26 | +12.69% | +3.7% | +2.45% | +17.64% | | Q1 FY26 | +7.99% | +4.03% | -1.5% | -4.75% | | Q4 FY25 | +3.38% | -5.03% | -0.86% | +0.65% | On average, shares moved 5.55% seven days after earnings over the past year. *Contact [email protected] for any questions or corrections.* [Thomas Richmond →](https://247wallst.com/author/thomas-richmond/) Thomas 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. Thomas 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. He specializes in breaking down complex companies into clear, actionable insights for everyday investors, with a focus on fundamentals-driven research. His work has also been featured on platforms including Seeking Alpha and Sure Dividend. Outside of work, Thomas enjoys weight lifting and soccer.