Intuit (1INTU) AI Stock Analysis

Company Guidance

Intuit guided fiscal 2027 total revenue of $23.279–$23.512 billion (growth of 9%–10%), with Global Business Solutions revenue growth of 13%–14% and Consumer revenue growth of 4%–6%; TurboTax revenue +2%–3% (assuming flat total IRS filers) with TurboTax Live growth in the mid‑teens, Credit Karma +11%–13%, ProTax ≈2%, Mailchimp flat to −1%, and Desktop revenue expected to decline in the low‑single digits. Full‑year GAAP diluted EPS is expected to be $20.12–$20.36 (+22%–24%) and non‑GAAP diluted EPS $22.88–$23.12 (+23%–24%), which includes a $5.81 impact from share‑based compensation, with an expected GAAP tax rate of ~27%. Q1 FY27 revenue growth is guided to be ~11%, Q1 GAAP EPS $1.71–$1.75 and Q1 non‑GAAP EPS $2.44–$2.48 (including a $1.48 SBC impact). The company expects margin expansion (savings from workforce changes partially offset by increased sales/marketing and product investments), is targeting GBS 3‑year CAGR of 10%–15% and Consumer 3‑year CAGR of 4%–8%, reiterates a commitment to at least high‑teens annual non‑GAAP EPS growth, will report Mailchimp as a separate segment, and will include share‑based compensation in non‑GAAP measures while targeting SBC at ~9% of revenue by FY2028 and 8% by FY2030.