Loading…
Loading…
Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Keith Weiss | Morgan Stanley | 8 | 25% |
| Siti Panigrahi | Mizuho Securities | 8 | 13% |
| Alex Zukin | Wolfe Research | 8 | 0% |
| Brad Zelnick | Deutsche Bank | 6 | 0% |
| Kirk Materne | Evercore ISI | 6 | 0% |
| Taylor McGinnis | UBS | 5 | 0% |
| Brent Thill | Jefferies | 5 | 40% |
| Steve Enders | Citigroup | 4 | 0% |
| Scott Schneeberger | Oppenheimer | 4 | 25% |
| Mike Turrin | Wells Fargo | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mizuho Securities | 1 | 8 | 13% |
| Morgan Stanley | 1 | 8 | 25% |
| Wolfe Research | 1 | 8 | 0% |
| Deutsche Bank |
| 2 |
| 7 |
| 0% |
| Evercore ISI | 1 | 6 | 0% |
| Jefferies | 2 | 6 | 33% |
| Goldman Sachs | 2 | 5 | 0% |
| UBS | 1 | 5 | 0% |
Intuit delivered Q3 revenue of $8.6 billion, up 10% YOY, beating the high end of guidance across revenue, operating income, and EPS. TurboTax Live was the standout, with customers up 38% and revenue growing 36% to represent 53% of total TurboTax revenue, while mid-market QBO Advanced/IES online ecosystem grew 38%. Management raised full-year FY2026 guidance, lifting non-GAAP EPS to $23.80-$23.85 (~18% growth), reflecting continued AI-driven efficiencies and a 17% workforce reduction aimed at building a leaner organization. Price-sensitive DIY filers under $50K income remained a headwind, with management announcing a business model shift from complexity-based to value-based pricing to address the shortfall durably.
Competitive Dynamics | Demand | Revenue Growth | Innovation & R&D | Pricing | Margin | Macroeconomic | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 7 | 4 | 8 | 1 | 5 | 3 | ||
| 2025Q2 | 3 | 4 | 4 | 3 | 2 | 1 | 2 | |
| 2025Q3 | 3 | 5 | 3 | 2 | 3 | 1 | 1 | 4 |
| 2025Q4 | 3 | 5 | 3 | 6 | 3 | 2 | 1 | |
| 2026Q1 | 5 | 4 | 4 | 4 | 3 | 2 | 2 | 1 |
| 2026Q2 | 6 | 2 | 1 | 5 | 1 | 1 | ||
| 2026Q3 | 5 | 3 | 3 | 1 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Competitive Dynamics | 7 | 3 | 3 | 3 | 5 | 6 | 5 |
| Demand | 4 | 4 | 5 | 5 | 4 | 2 | 3 |
| Revenue Growth | 8 | 4 | 3 | 3 | 4 | 1 | 3 |
| Innovation & R&D | 1 | 2 | 6 | 4 | 5 | 1 | |
| Pricing | 3 | 3 | 3 | 3 | 1 | 1 | |
| Margin | 5 | 2 | 1 | 2 | 1 | ||
| Macroeconomic | 3 | 1 | 1 | 2 | 2 | 1 | |
| Product Launch | 2 | 4 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
INTU Intuit | 9 | +10.4% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |