Intuit (INTU)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-07-09
$273.38+0.47%
Close 2026-07-09 · 1-day change
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Track INTU free→Warn: Management is running behind on a stated commitment.
Intuit grows revenue about 10% a year, with $21.35B expected in FY26. Profit margins remain strong with EPS guidance at $0.76 next quarter. The company repurchased $1.6B in stock recently, showing strong capital return. AI investments and cost cuts aim to improve efficiency and innovation.
Growth faces pressure from AI disruption and pricing challenges. Recent layoffs and debt issuance raise concerns about execution. Guidance cuts and market skepticism may limit revenue and margin expansion.
The price is about 40% below our fair value near $467, reflecting justified concerns. Analysts expect 13% revenue growth, slightly above recent 10% growth, but risks to AI monetization and cost structure weigh on sentiment.
Breaks if: AI innovation efforts stall or fail to deliver meaningful product improvements
Intuit is focusing on accelerating AI-driven innovation to enhance its product offerings and customer experiences.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: Repurchases fall significantly below $1.6 billion in Q2 2026
Intuit plans to accelerate its share repurchase program, utilizing up to $3.5 billion under its board authorization.
Stated in 2 of last 2 quarters. Intuit repurchased $1.6 billion of stock in 2026-Q2 and received Board approval for a new $8 billion repurchase authorization. The company is delivering on its capital allocation strategy.
“Repurchased $1.6 billion of stock, and received Board approval for a new $8 billion repurchase authorization.”
“Intuit reiterated its intent to substantially accelerate repurchases under its share repurchase plan.”
Breaks if: EPS falls below $0.73 next quarter
Intuit continues to emphasize its full-year guidance for fiscal 2026, projecting revenue growth and margin expansion.
Intuit has raised its full-year revenue guidance for fiscal 2026, reflecting confidence in its growth trajectory.
Stated in 3 of last 3 quarters. Revenue grew from $3.88B in 2026-Q1 to $4.65B in 2026-Q2, indicating strong growth. The company has consistently raised or reiterated its guidance, showing confidence in its growth trajectory.
“Intuit raised total company guidance for revenue and all non-GAAP metrics for the full fiscal year 2026.”
Breaks if: Cost savings and simplification plans fail or lead to operational disruption
Intuit plans to simplify its organizational structure by reducing its workforce by 17% and considering site closures.
Breaks if: Revenue falls below $21.34 billion in FY26
Intuit continues to emphasize its full-year guidance for fiscal 2026, projecting revenue growth and margin expansion.
Intuit has raised its full-year revenue guidance for fiscal 2026, reflecting confidence in its growth trajectory.
Stated in 3 of last 3 quarters. Revenue grew from $3.88B in 2026-Q1 to $4.65B in 2026-Q2, indicating strong growth. The company has consistently raised or reiterated its guidance, showing confidence in its growth trajectory.
“Intuit raised total company guidance for revenue and all non-GAAP metrics for the full fiscal year 2026.”
“We are reiterating our full year guidance for fiscal 2026.”
“We are reiterating our full year guidance for fiscal 2026.”
“We are reiterating our full year guidance for fiscal 2026.”
“We are reiterating our full year guidance for fiscal 2026.”