Why Intuit Stock Dropped Today
Intuit (INTU) reported strong Q4 and fiscal 2026 earnings, beating expectations, but shares fell 4% due to weaker-than-expected guidance for fiscal 2027. The company expects slower revenue growth and lower earnings, with Q1 revenue growth at 11% and full-year growth at 9-10%. Despite the sell-off, Intuit trades at a PEG ratio under 1.0, suggesting potential value.
How this was made

The 30-second read
Why it matters
The guidance miss outweighed the earnings beat, leading to a 4% drop in the stock during morning trading.
Market read
Primary earnings and guidance release for a large‑cap tech company; immediate price impact.
What to watch
Intuit's cash flow generation and subscription base remain robust, which could support a rebound.
Background
Intuit (NASDAQ:INTU) posted FY2026 earnings with revenue $21.4B and GAAP EPS $16.46, then forecast FY2027 revenue growth slowing to 11% and GAAP EPS $1.71‑$1.75 for Q1.
Ticker impact
Intuit reported Q4 FY2026 earnings and issued weaker‑than‑expected FY2027 guidance, triggering a 4% intraday sell‑off.
Short‑term downside pressure; potential rebound if guidance is re‑rated.
Guidance below consensus drives sell‑off despite strong earnings; traders may short or reduce exposure today.
Market effects
Software and financial‑technology sector may see modest pullback as guidance concerns spread.
U.S. markets likely to open lower on earnings‑driven sentiment.
Limited to investors tracking U.S. tech earnings; minimal global ripple.
Counterpoint
Despite guidance miss, the strong earnings beat and low PEG suggest a buying opportunity on the dip.
Key entities
- CompanyIntuit
Financial‑software provider reporting FY2026 results and FY2027 guidance.




