Intuit stock weighs fiscal 2027 guidance after Investor Day

Intuit stock was at USD 275.79 on Nasdaq at the official close on September 25, 2026, down 0.48 percent from USD 277.13. The company reiterated its fiscal 2027 outlook at its September 17 Investor Day, keeping growth expectations and AI investment at the center of the debate.

Guidance sets a slower growth bar

According to Business Wire on September 17, Intuit maintained fiscal 2027 GAAP revenue guidance of USD 23.279 billion to USD 23.512 billion, representing 9 percent to 10 percent growth. The same release set GAAP diluted EPS guidance at USD 20.12 to USD 20.36 and non-GAAP diluted EPS guidance at USD 22.88 to USD 23.12.

The range is important because the prior fiscal year ended July 31, 2026, with revenue of USD 21.448 billion and diluted EPS of USD 16.46. Revenue therefore grows by a smaller percentage in the fiscal 2027 guide than the 14 percent increase reported for fiscal 2026, making customer acquisition and execution of the AI strategy central to the valuation case.

Quarterly results beat expectations

Intuit's fiscal fourth quarter ended July 31, 2026, delivered adjusted EPS of USD 4.03 against consensus of USD 3.58, while revenue reached USD 4.35 billion versus USD 4.27 billion expected, according to MarketBeat. Revenue was up 13.7 percent year over year, while the company raised its quarterly dividend from USD 1.20 to USD 1.38.

The earnings beat has not removed valuation pressure. MarketBeat reported that TD Cowen reaffirmed a Hold rating on September 18 and assigned a USD 346.00 price target, while the consensus target stood at USD 431.55.

Stock remains near its yearly low

Intuit's September 25 official close of USD 275.79 was supported by volume of 3,399,273 shares. The 52-week range was USD 252.84 to USD 703.96, and market capitalization was USD 75.4 billion as of that session.

Intuit's fiscal 2027 framework now asks investors to weigh double-digit earnings growth against 9 percent to 10 percent revenue growth. The registered common stock trades under ticker INTU on the Nasdaq Global Select Market, as shown in the company's September 9, 2026, Intuit filing.