Intuit

Wolfe upgrades DTM; UBS upgrades ARGX, SEDG; Jefferies cuts TJX; Truist cuts NKE, DKS, INTU.

Intuit reported fiscal Q4 revenue of $4.35B, up 13.6% YoY, beating estimates. However, the company's FY27 guidance came in below consensus, with revenue growth slowing to 9%-10% and adjusted EPS guidance of $22.88-$23.12 versus the $27.32 estimate. The company also provided Q1 guidance below expectations. Segment results showed strong growth in Global Business Solutions (+14% YoY), Online Ecosystem (+17% YoY), and Credit Karma (+16% YoY). The company raised its dividend by 15% to $1.38/share and repurchased $5.5B in stock during the quarter.