Will Intuit’s Q4 Earnings Tonight Extend the Stock’s 25% Rebound?

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.

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.