Intuit Inc (INTU) FY2025Q3 Earning Prediction

05/22 04:00:00

After Hours

Intuit Inc (INTU) is set to release its FY2025Q3 earnings performance on 05/22 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 7.56B and an earnings per share (EPS) of 10.93 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

7.56B

7.75B

+2.54%

EPSBEAT

10.93

11.65

+6.59%

AI Summary

Attend Webcast

AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: May 22, 2025

The earnings forecast suggests a Beat expectation, driven by strong performance in key segments and positive market conditions.

Beat

Last 0 quarters:

5 beats0 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

30%

+8–10%

Revenue >$7.65B (+1.5% vs. consensus), EPS >$11.20 (+2.7% vs. consensus), raised FY25 guidance.

Beat

40%

+3–5%

Revenue in line/slightly above ($7.56B–$7.62B), EPS ~$11.00–$11.10, reaffirmed guidance.

Neutral

20%

Flat

Revenue/EPS match consensus, cautious commentary on DIY tax volumes or macro headwinds.

Miss

-4–6%

Revenue <$7.5B, EPS <$10.80, citing weaker Credit Karma or QuickBooks growth.

Strong Miss

-10–12%

Guidance cut due to DIY tax share loss or Credit Karma underperformance.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

IRS Direct File elimination reduces competition for TurboTax, while Credit Karma and QuickBooks Online growth remain robust. Analysts project resilience in small business software (Citi).

EPS

Beat

AI-driven cost efficiencies and sustained operating margin discipline (Q2 GAAP/non-GAAP margins rose YoY) support EPS upside. Share buybacks ($721M in Q2) provide additional tailwind.

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Prediction Logic & Rational

Logic & Justification

Fact Data Analysis:

IRS Direct File Program Elimination: The Trump administration’s plan to eliminate the IRS Direct File program removes a key competitive threat to Intuit’s TurboTax segment. This development is likely to boost sentiment and reduce concerns about government-sponsored alternatives cannibalizing Intuit’s DIY tax preparation revenue.
AI Investments: CEO Sasan Goodarzi emphasized heavy investments in AI, which could enhance product efficiency (e.g., QuickBooks automation, Credit Karma personalization) and drive customer retention/growth.
Analyst Upgrades: Scotiabank, HSBC, and JPMorgan upgraded Intuit citing its strong execution, AI-driven innovation, and undervaluation. Scotiabank specifically highlighted potential for 8%+ Consumer segment growth in FY
Credit Karma Momentum: Credit Karma’s 36% revenue growth in Q2 (credit cards, personal loans, auto insurance) suggests sustained demand despite macro uncertainties.
Tariff Resilience: Management downplayed tariff risks, noting minimal impact on service-based clients, aligning with HSBC’s view that Intuit is “effectively detached” from tariff pressures.

Risks:

DIY Tax Volume Concerns: Oppenheimer flagged potential softness in TurboTax’s DIY growth due to professional-preparation market share gains. However, IRS Direct File’s elimination likely mitigates this risk.
High Expectations: The stock has outperformed the S&P 500 (+ 5.8% vs. - 1.1%), suggesting elevated expectations. However, Fact Data supports confidence in execution.

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Directional Bullish Play: Buy shares or May 24 $670 calls ahead of earnings. The IRS news and AI tailwards are not fully priced in (stock +5.8% since last earnings vs. S&P -1.1%).
Hedged Options: Sell May 24 $620 puts to capitalize on elevated implied volatility (IV) while funding call spreads.
Post-Earnings Momentum: If results beat, target $700–720 (Scotiabank/Mizuho PTs). A “Strong Beat” could trigger short-term gamma squeeze.

Risks to Monitor: Macro sensitivity in Credit Karma (consumer credit trends) or tax season DIY volume data.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

INTU Transcript

Intuit Inc. (INTU) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Neutral12-10

Intuit Inc. (INTU) Presents at 53rd Annual Nasdaq Investor Conference Transcript

Neutral12-10

Intuit Inc. (INTU) Presents at UBS Global Technology and AI Conference 2025 Transcript

Neutral12-2

Intuit Inc. (INTU) Q1 2026 Earnings Call Transcript

Positive11-20

The earnings call summary indicates strong financial performance with projected revenue and EPS growth. Product development, particularly AI and platform innovations, is promising. Market strategy includes expanding presence and leveraging partnerships. Financial health seems stable, and shareholder returns are likely supported by growth plans. The Q&A section highlights confidence in market share gains and strategic initiatives, despite some uncertainties. Overall, the sentiment is positive, with potential for stock price appreciation.

INTU Slides

Intuit Q4 2025 slides: Revenue up 20%, provides optimistic FY'26 guidance

2025-08-21

Intuit Q1 FY’26 presentation slides: revenue growth accelerates, margins expand

2025-11-20

INTU Report

Frequently Asked Questions

What is the Intuit Inc FY2025Q3 Earnings Release Date and Time?

Intuit Inc (INTU) is scheduled to release its FY2025Q3 earnings report onMay 22, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Intuit Inc FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 7.56B in revenue and an EPS of 10.93 for Intuit Inc's FY2025Q3.

What Does Intellectia's AI Predict for Intuit Inc FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forIntuit Inc's FY2025Q3 earnings, with a prediction date of May 22, 2025. Intuit Inc The earnings forecast suggests a Beat expectation, driven by strong performance in key segments and positive market conditions.

How Can I Use This Earnings Prediction to Trade INTU Stock?

Leverage Intellectia's AI forecast to position trades ahead of theMay 22, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Intuit Inc FY2025Q3?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!