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Intuit Lifts Forecasts on Strong Tax Season and AI Momentum

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Intuit raised its fourth-quarter and full-year guidance after strong demand during the U.S. tax season and growing interest in its AI-powered financial tools, sending shares up over 8% in extended trading.

The company, known for TurboTax, Credit Karma, and QuickBooks, saw a 15% year-over-year increase in third-quarter revenue to $7.75 billion, beating analysts’ estimates. Adjusted earnings per share (EPS) rose to $11.65, also topping consensus expectations of $10.91.

AI Push and Product Revamp

Intuit is preparing to launch a suite of AI agents designed to act on behalf of users, with deployment in the QuickBooks portfolio planned in the coming weeks. CFO Sandeep Aujla confirmed a revamped product lineup featuring AI agents such as “accounting” or “finance” specialists, which users will be able to purchase as add-ons to their standard plans.

“There’s going to be a new lineup, and as part of that, we will have price changes,” Aujla told Reuters.

Q4 and Annual Outlook Raised

  • Q4 Revenue Forecast: $3.72B–$3.76B (vs. $3.51B estimate)

  • Q4 Adjusted EPS: $2.63–$2.68 (vs. $2.59 estimate)

  • Full-Year Revenue Growth: ~15% (up from 12–13%)

Intuit now expects stronger growth driven by product innovation and the expansion of AI-driven tools across its offerings.

TurboTax Trends

TurboTax performance saw a strategic shift this year:

  • Paying TurboTax Online Units: Expected to rise 6%

  • Free Filings: Expected to fall by 2 million to 8 million users, as Intuit shifted focus to paid and assisted options

This reflects Intuit’s strategy to monetize more of its user base while maintaining leadership in the tax prep market.

Axon Raises Full-Year Revenue Forecast on Strong Demand for Security Tech, Shares Surge

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Axon Enterprise (AXON.O), the maker of TASER devices, body cameras, drones, and law enforcement technology, raised its 2025 revenue guidance on Wednesday, fueled by continued strong demand for its security products and software platforms. The news sent Axon shares up more than 7% in after-hours trading.

The Arizona-based company now expects full-year revenue to reach $2.60–$2.70 billion, up from a prior forecast of $2.55–$2.65 billion, with the midpoint exceeding analysts’ consensus of $2.62 billion (LSEG).

Q1 Financial Highlights:

  • Adjusted EPS: $1.41 (vs. $1.27 expected)

  • Revenue: $603.6M (vs. $583.8M expected)

Axon, which supplies its technology across North America, Europe, and Australia, continues to lead the U.S. market for police body cameras and has been expanding its drone and sensor offerings.

CapEx & Strategic Investments:

  • 2025 capital expenditures are projected to range between $160M–$180M, excluding planned investments in a new headquarters facility.

“Axon’s strong financial performance reflects ongoing trust in our mission-critical technologies and our expanding global customer base,” the company said in a statement.

Axon’s raised forecast and strong quarterly beat reinforce its position as a dominant player in law enforcement tech, with growth driven by both hardware and recurring revenue from its software-as-a-service (SaaS) offerings.