Intuit is rated a Strong Buy, with valuation reflecting excessive pessimism despite continued double-digit growth and robust financials. INTU's Q3 FY26 saw 10% revenue and EPS growth, guidance raised, and aggressive cost-cutting, including a 17% workforce reduction to pivot toward AI. Major buybacks ($3.34B YTD), a new $8B authorization, and even a dividend on top underscore management's conviction in undervaluation and financial strength.
INTU's surging cash flow is fueling bigger buybacks, AI investment and an $8B repurchase plan while continuing to reward shareholders.
Intuit Inc. (INTU) is deeply undervalued despite recent stock declines and remains a compelling long-term investment. INTU's Q3/26 results show 10.4% revenue growth, margin expansion, and robust performance in Global Business Solutions. Management's restructuring aims to streamline operations and reinvest in AI-driven growth, while addressing price-sensitive DIY segment challenges.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,206 | $4.87M | $2.24M | -$2.63M | -53.95% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 1,418 | $835,926.84 | $387,269.98 | -$448,656.86 | -53.67% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 117 | $72,732.79 | $31,953.87 | -$40,778.92 | -56.07% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 2,608 | $818,210.23 | $712,270.88 | -$105,939.35 | -12.95% |
Stonebridge Capital Management Stonebridge Capital Management Inc. | 11,410 | $971,798.57 | $3.12M | $2.14M | 220.66% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brent Thill Jefferies | 205.27 | $63,399.88 | $59,676.36 | -$3,723.52 | -5.87% |
| AR Arvind Ramnani Truist Securities | 419.5 | $131,447.19 | $120,179.17 | -$11,268.02 | -8.57% |
| SP Siti Panigrahi Mizuho | 74.13 | $20,837.34 | $20,523.35 | -$313.99 | -1.51% |
| Software Industry | Information Technology Sector | Mr. Sasan K. Goodarzi CEO | NASDAQ (NGS) Exchange | 461202103 CUSIP |
| BR Country | 18,200 Employees | 17 Apr 2026 Last Dividend | 7 Jul 2006 Last Split | 12 Mar 1993 IPO Date |
Intuit Inc. specializes in delivering comprehensive financial management and compliance solutions to a broad audience that includes consumers, small businesses, self-employed professionals, and accounting experts across the United States, Canada, and other international markets. Through its diverse portfolio, Intuit operates within four key segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax, offering a wide range of products and services tailored to meet the unique needs of each client. Founded in 1983, the company is based in Mountain View, California, and has established itself as a pivotal player in the financial software space.
Intuit Inc.'s offerings span various segments, each aimed at providing tailored financial solutions:
These products and services are distributed through a variety of channels, including multi-channel shop-and-buy experiences, dedicated websites and call centers, mobile application stores, and retail, among others, ensuring a wide reach and easy accessibility for consumers.