7 analysts' median target is $663[FMP target], stock is $388, +70.9% upside potential. After Q2 +12.8% EPS beat[FMP earnings], the stock moved +3.7%.
B+ = MoonshotScore 54[multi-pillar formula] + Council 4/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q4 consensus: revenue $8.5B[FMP est], EPS $12.48[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q2 EPS +12.8% beat[FMP] but the stock +3.7% D+1[FMP D+1]. Sandeep Aujla promised $46.0M CapEx + a sequential decline in Q4 during the Q2 earnings call[Sandeep Aujla capex transcript].
Watchlist
Turbotax Revenue Growth
turbotax_revenue_growth
We delivered 12% TurboTax revenue growth this quarter. 2 strategic areas of standouts that contribute to our momentum, winning in the assisted segment and the outsized role Credit Karma is playing to accelerate tax growth.
"While overall IRS returns were down more than 5 points through February 6, we delivered 12% TurboTax revenue growth this quarter. 2 strategic areas of standouts that contribute to our momentum, winning in the assisted segment and the outsized role Credit Karma is playing to accelerate tax growth."
- Sasan Goodarzi, CEO - Q2 FY26 Earnings Call - February 26, 2026
Gbsg Revenue Growth
gbsg_revenue_growth
Global Business Solutions Group revenue grew 18% during the quarter or 21% excluding Mailchimp.
"Global Business Solutions Group revenue grew 18% during the quarter or 21% excluding Mailchimp"
- Sandeep Aujla, CFO - Q2 FY26 Earnings Call - February 26, 2026
Ies New Contracts Growth
ies_new_contracts_growth
New IES contracts grew nearly 50% quarter-over-quarter with a meaningful acceleration in new customers added to the franchise, underscoring the significant headroom we have for IES beyond fueling expansion within our base.
"New IES contracts grew nearly 50% quarter-over-quarter with a meaningful acceleration in new customers added to the franchise, underscoring the significant headroom we have for IES beyond fueling expansion within our base."
- Sasan Goodarzi, CEO - Q2 FY26 Earnings Call - February 26, 2026
Online Payments Volume Growth
online_payments_volume_growth
We saw total online payments volume for our payments and bill pay customers grow 29%, reflecting continued momentum in helping our customers get paid faster and better manage their cash flow.
"We saw total online payments volume for our payments and bill pay customers grow 29%, reflecting continued momentum in helping our customers get paid faster and better manage their cash flow."
- Sasan Goodarzi, CEO - Q2 FY26 Earnings Call - February 26, 2026
Qbo Advanced Ies Growth
qbo_advanced_ies_growth
Online ecosystem revenue for QBO Advanced and Intuit Enterprise Suite grew approximately 40%, indicating strong momentum in the mid-market.
"In Q2, online ecosystem revenue for QBO Advanced and Intuit Enterprise Suite grew approximately 40%."
- Sasan Goodarzi, CEO - Q2 FY26 Earnings Call - February 26, 2026
Accountant Influence On Contracts
accountant_influence_on_contracts
Nearly 1/3 of new contracts influenced by accountants recommendations in Q2, 10 points higher than Q1.
"The progress we are making with our early accounting partners, supported in part by the launch of new wholesale billing capabilities drove accelerated growth with nearly 1/3 of new contracts influenced by accountants recommendations in Q2, 10 points higher than Q1."
- Sasan Goodarzi, CEO - Q2 FY26 Earnings Call - February 26, 2026
Stock Expert AI - Methodology
multi-pillar methodology. Gross Margin and Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 4 bullish (Ray Dalio, Klarman, Buffett, Munger), 1 bearish (Ken Griffin), 1 neutral (Jim Simons).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q2 (February 26, 2026): EPS $4.15 vs $3.68 est[FMP], +12.8% beat. D+1 movement: +3.7%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q2: EPS $4.15 vs $3.68 beat[FMP], stock +3.7% D+1[FMP].
No RPO/backlog concentration disclosed in Q2 earnings call.
Q2 CapEx $46.0M[FMP cashflow]. Q2 op margin 18.4%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q4 EPS threshold $12.48[FMP], CapEx threshold "below $46.0M"[Sandeep Aujla]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Intuit Inc. (INTU) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.