Intuit Inc (INTU)

Sep 25, 2026

QRG Capital Management Inc. reduced its stake in Intuit Inc. by 54.9% in the second quarter, selling 31,986 shares and retaining 26,269 shares worth approximately $6.86 million. Despite Intuit reporting earnings and revenue above expectations, its stock has declined by 17.1% since the last earnings release due to growth and AI-related disruption concerns. The company increased its quarterly dividend to $1.38 per share, while analysts maintain a consensus "Hold" rating with an average price target of $431.55.

Sep 24, 2026

Intuit Inc. (INTU) stock declined by 3.37% on Thursday, closing at $277.13. This underperformance occurred on a generally negative trading day for the stock market, with both the S&P 500 and Dow Jones Industrial Average also experiencing losses. This marks the third consecutive day of losses for Intuit's stock.

Sep 24, 2026

Intuit (INTU) shares have dropped 17.1% since its last earnings report, underperforming the S&P 500, despite beating Q4 fiscal 2026 earnings and revenue estimates driven by strong online growth and QuickBooks Online performance. The company provided a positive outlook for fiscal 2027, projecting revenue growth of 9% to 10% and increased earnings per share, but analyst estimates have trended downward recently, resulting in a Zacks Rank #3 (Hold) for the stock. Investors are now questioning whether Intuit can rebound from this negative trend ahead of its next earnings release.

Sep 23, 2026

Investing commentator Joseph Carlson suggests that the rise of AI agents capable of handling shopping and booking tasks could negatively impact companies like Booking Holdings and Intuit, which primarily "sell friction" by simplifying complex processes. Conversely, he believes Meta Platforms and Microsoft stand to benefit, as Meta can still drive demand through its platforms and Meta's Muse, and Microsoft's strong workplace identity and permissions make it a central "agentic operating system." Carlson emphasizes that the key risk for businesses is losing the customer to AI agents that can perform the same functions more efficiently.

Sep 23, 2026

Investing commentator Joseph Carlson suggests that the rise of agentic commerce, driven by AI agents that can shop and book trips, could negatively impact companies like Booking Holdings and Intuit. He argues these companies "sell friction" which AI can now absorb. Conversely, Carlson believes Meta Platforms and Microsoft Corp. could benefit significantly as they are positioned to become the new "gatekeepers" or "toll collectors" in this evolving landscape.

Sep 22, 2026

Intuit Inc (INTU) shares dropped 3.9% to $292.35, marking a 55.5% year-to-date decline, yet GuruFocus assesses it as 64.6% undervalued with a strong GF Score of 77/100. Despite excellent profitability and growth sub-ranks, the stock shows poor momentum and valuation ranks, coupled with significant insider selling contrasting with guru buying. This mixed signal suggests a potentially undervalued company with strong fundamentals but also warns of caution due to recent market performance and insider behavior.

Sep 22, 2026

Intuit (NASDAQ:INTU) shares dropped 4.5% to $290.45, significantly below their 50-day and 200-day moving averages, with trading volume 69% lower than average. Analyst sentiment is mixed, holding a "Hold" rating despite recent price target cuts, though the company recently reported stronger-than-expected quarterly earnings and increased its dividend. Several institutional investors have adjusted their positions in Intuit, while company insiders have sold shares.

Sep 21, 2026

Intuit reaffirmed its fiscal 2027 revenue guidance, which had previously caused a stock sell-off, but the reaffirmation prevented a second cut in market expectations. While analysts have significantly reduced their price targets for Intuit stock, TIKR's mid-case model suggests a much higher upside, implying the market may be over-discounting the company's long-term growth and acquisition strategy. Investors are encouraged to analyze Intuit's financials independently to determine its true value.

Sep 20, 2026

Nykredit A/S recently acquired 80,907 shares of Intuit Inc. valued at approximately $21.1 million, as several institutional investors adjusted their holdings in the software maker. Intuit reported strong quarterly earnings, surpassing analyst expectations with $4.03 EPS and $4.35 billion in revenue, and subsequently increased its quarterly dividend to $1.38 per share. Despite a 3.2% stock decline on Friday and a consensus "Hold" rating from analysts with an average price target of $431.55, the company emphasizes AI as a key growth driver and expanded its QuickBooks offerings, while concerns remain regarding market-share pressure and slowing customer growth.

Sep 19, 2026

Intuit Inc (INTU) shares recently dropped by 3.2%, continuing a year-to-date decline of 53.8%. Despite this, GuruFocus's GF Value™ indicates the stock is significantly undervalued by 63.3%, with a GF Score™ of 77/100, driven by strong profitability and growth. However, significant insider selling contrasts with guru buying, suggesting mixed sentiment regarding its short-term prospects.

Sep 18, 2026

Intuit (INTU) has reaffirmed its fiscal 2027 outlook, expecting 9-10% revenue growth and 23-24% non-GAAP EPS growth, driven by AI and higher-value services across its product ecosystem. Despite a significant year-to-date stock decline of 52%, the company's valuation has become more reasonable, and its growth engines continue to expand. However, concerns remain regarding slower customer additions, pressure on TurboTax market share, and a weak Mailchimp outlook, suggesting a "Hold" stance for current investors until execution improves.

Sep 18, 2026

Royal Bank of Canada reiterated its "Outperform" rating for Intuit (INTU) with a $385 price target, indicating a potential 26.4% upside. This comes after Intuit exceeded quarterly expectations, reporting $4.03 EPS and $4.35 billion in revenue. Despite mixed analyst sentiment with an overall "Hold" consensus, the company's financial performance and reaffirmed guidance contribute to positive investor outlook.

Sep 18, 2026

Intuit held its annual investor day on September 17, reaffirming its long-term growth guidance of 10%-15% for global business solutions and 4%-8% for consumer. For fiscal 2027, the company expects growth of 13%-14% for its business platform and 4%-6% for its consumer platform. The report emphasizes the product innovation driving these growth projections for the financial software company.

Sep 17, 2026

Intuit's Investor Day highlighted a strategic shift towards AI-driven growth to address customer acquisition challenges, particularly in DIY tax and QuickBooks Online, where price was a major factor for customer churn. The company plans to embed AI deeply into its tax preparation services, expand lower-cost entry points like QuickBooks Free and Credit Karma Tax, and focus on mid-market expansion. Intuit reaffirmed its fiscal 2027 revenue growth guidance of 9% to 10%, expecting significant margin expansion, and announced a 15% dividend increase alongside continued share repurchases.

Sep 16, 2026

Intuit Inc (INTU) shares fell 3.4% to $318.13, yet the company is deemed significantly undervalued by GuruFocus's GF Value™ with a 61.5% upside potential. Despite strong profitability and growth, indicated by a GF Score™ of 77/100, the stock faces concerns due to its low momentum score and substantial insider selling totaling $358.0 million over the past year. Investors are advised to consider both the undervaluation opportunity and these cautionary signals.

Sep 16, 2026

Bank of America Corp DE has made a significant new investment in Intuit Inc. by purchasing over 2.2 million shares valued at approximately $589.84 million during the second quarter. This move makes Bank of America Corp DE a substantial shareholder in Intuit, owning about 0.83% of the company. The article also details other hedge fund activity, Intuit's financial performance, recent dividend increase, analyst ratings, and insider trading activities.

Sep 15, 2026

Jim Cramer prefers BWX Technologies (BWXT) over Cameco (CCJ) as a play on nuclear power, despite acknowledging Cameco's potential. He notes that the nuclear industry's significant growth will take three to five years. The article compares the businesses, recent results, and risks of both companies, highlighting BWXT's stronger operating momentum and Cameco's direct exposure to uranium demand.

Sep 15, 2026

Broyhill Asset Management highlighted ServiceNow (NOW) in its Q2 2026 investor letter, despite the stock falling 21% after being added in May. The firm believes ServiceNow's strong financial metrics, such as a 97% gross renewal rate and increased consumption-based pricing, indicate it's not vulnerable to AI competition. Broyhill maintained its position in ServiceNow while exiting other software exposures due to higher confidence in NOW's outlook.

Sep 15, 2026

Jim Cramer highlighted Intuit (INTU) ahead of its investor day, dismissing concerns that AI will disrupt its business, drawing parallels to the recovery of ServiceNow and Salesforce. He suggested Intuit could see a similar positive market reaction after demonstrating its AI integration. The company recently reported strong financial performance with significant revenue growth, though it faces headwinds from ongoing AI debate and moderating growth in its Consumer segment.

Sep 15, 2026

WINTON GROUP Ltd significantly reduced its stake in Intuit Inc. by 86.1% in the second quarter, now holding 3,280 shares valued at $856,000. Despite this, institutional investors collectively own 83.66% of Intuit, and the company reported strong quarterly earnings, exceeding expectations with $4.03 EPS and $4.35 billion in revenue, prompting a 15% dividend increase. Analyst sentiment remains mixed, with a consensus "Hold" rating and an average price target of $430.97, even after recent target cuts and one downgrade.

Sep 15, 2026

Intuit (INTU) is attracting renewed investor interest as money shifts from semiconductor and AI hardware stocks into enterprise software. Despite recent share price gains, the company's year-to-date and one-year returns are down significantly, yet a popular narrative suggests it is 39% undervalued. Investors are weighing Intuit's AI roadmap and dividend increases against concerns regarding recent drawdowns and potential integration issues with Mailchimp.

Sep 14, 2026

NewEdge Advisors LLC reduced its stake in Intuit Inc. by 27.1% in the second quarter, selling 9,994 shares but still holding 26,904 shares worth approximately $7.0 million. Despite this, institutional investors collectively own 83.66% of Intuit, and analysts largely maintain a constructive outlook with a consensus price target of $430.97. Intuit recently reported strong quarterly results, beating EPS and revenue estimates, and increased its quarterly dividend.

Sep 14, 2026

Corient Private Wealth LP has reduced its stake in Intuit Inc. (NASDAQ:INTU) by 4.2% in the second quarter, selling 5,304 shares. Despite this, other institutional investors like California State Teachers Retirement System, BlackRock Inc., and Norges Bank significantly increased their holdings in Intuit. The article also highlights positive analyst sentiment, Intuit's strategic focus on an "end-to-end consumer platform," and an increase in its quarterly dividend.

Sep 14, 2026

Baird Financial Group Inc. significantly reduced its stake in Intuit Inc. by selling 60,013 shares, decreasing its holdings to 41,977 shares valued at $10.96 million. This reduction comes amidst other institutional investors either acquiring new positions or increasing their holdings in Intuit. The article also details recent insider stock sales, Intuit's positive earnings report, increased dividend, and varying analyst price targets, while noting some negative sentiment regarding tax policy analysis.