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Intuit Inc

Intuit Inc

INTU
$321.57USD↑+2.81%+8.80 today

MARKET CAP

85.9B

P/E (TTM)

12.9x

FWD P/E

12.6x

DAY RANGE

$313 – $323

52W RANGE

$253
$705

AI Summary

Stalk
Sell NowMedium

INTU’s medium-term bias is bearish amid a Stage 3 continuation setup with price below failing 9- and 20-day EMAs. The long-term downtrend remains intact after a >50% drawdown, and short-term momentum confirms bearish timing now. Execution is recommended on rallies into the declining EMAs near $330–335, while a decisive reclaim above EMAs would invalidate this stance.

  • ↑Q3 FY26 revenue $8.6B up 10% YoY, above guidance
  • ↑Non-GAAP EPS $12.80 vs. $11.65 YoY, showing strong profitability
  • ↓Ongoing class-action over TurboTax marketing poses legal risk
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The case for & against

Bull & Bear analysis

Bullish

Intuit Inc. (NASDAQ: INTU) is a dominant player in the financial software sector, offering solutions such as TurboTax, QuickBooks, and Credit Karma. As a leading provider of financial software aimed at both consumers and businesses, Intuit leverages artificial intelligence (AI) to enhance user experience, streamline processes, and adapt to evolving market demands. The company is well-positioned within the tech-driven financial services sector, with a substantial addressable market of $90 billion in mid-market solutions alone.

Bull says

  • ↑Q3 FY26 revenue $8.6B up 10% YoY, above guidance
  • ↑Non-GAAP EPS $12.80 vs. $11.65 YoY, showing strong profitability
  • ↑TurboTax Live customers +38% this year, boosting assisted-tax growth
  • ↑$1.6B in Q3 share repurchases highlights management confidence
  • ↑AI integrations enhance customer engagement and mid-market reach
  • ↑~84% institutional ownership and high profitability support the bull thesis

Bear says

  • ↓Ongoing class-action over TurboTax marketing poses legal risk
  • ↓Price competition among DIY filers (<$50K income) pressures segment
  • ↓Expected IRS filing declines may temper future revenue growth
  • ↓Rising rates and tight consumer budgets threaten Credit Karma growth
  • ↓17% workforce reduction risks morale and operational capacity
  • ↓Weak momentum and growth factors plus elevated volatility signal downside

Investment themes with INTU

FinTech Lending↓ -2.43%

Financial technology companies providing loans

SOFI · COIN · FIS

Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 08-26-2026bullish

Transcript signals

Bull points

  • We delivered strong results in fiscal 2025 across the company, including total revenue growth of 16%, a more than two-point acceleration from fiscal 2024, and gap and non-gap operating income growing 36% and 18%, respectively.
  • Our fourth quarter results include revenue of $3.8 billion, up 20%, GAAP operating income of $339 million versus a loss of $151 million last year, Non-GAAP operating income of $1 billion, up 39%.
  • We remain focused to ensure the offering resonates with both mid-market and small businesses, and we are confident in delivering an all-in-one business platform that integrates the power of Mailchimp and QuickBooks.

Bear points

  • Within Mailchimp, the revenue was down slightly versus a year ago, in line with our expectations for the quarter.
Read full transcript analysis ›