Recently, Zacks.com users have been paying close attention to Intuit (INTU). This makes it worthwhile to examine what the stock has in store.
Intuit is shifting fiscal 2027 toward faster customer growth, using lower-cost entry points, sharper pricing and AI to expand QuickBooks and TurboTax.
Intuit pairs a lower forward P/E with recurring revenues and earnings leverage, while SoFi offers faster growth with greater execution and credit risk.
Intuit (INTU) remains a high-quality business, now trading at historically low valuation multiples after a sharp stock pullback. INTU faces pricing pressure and customer losses in its DIY tax segment, offset by strong growth in assisted tax, Money, and mid-market initiatives. Management is optimistic on high-teens EPS growth, but analysts forecast only 5.4% CAGR through 2031, reflecting uncertainty around AI disruption and pricing power.
Intuit Inc. has fallen ~60% YTD, underperforming peers despite broader software recovery. Market panic and sector rotation, not fundamentals, are driving INTU's decline to SaaSpocalypse lows. I reiterate my Buy rating, arguing INTU's risks are already priced into its ultralow valuation.
Intuit has shed more than half its value while peers like ADP and Paychex held steady or climbed, leaving analysts split on whether a cratered franchise is a generational buying opportunity or the first casualty of an AI disruption nobody
Intuit Inc. (INTU) Analyst/Investor Day Transcript
Intuit is betting on AI-driven product gains to fuel growth as it targets faster development, broader adoption and stronger customer acquisition.
Intuit reaffirms fiscal 2027 growth targets as AI, higher-value services and a lower valuation offset customer growth and TurboTax share concerns.
Intuit NASDAQ: INTU used its 2026 Investor Day to outline a strategy centered on scaling its AI-driven “Intuit Intelligence” platform, expanding its mid-market and assisted-tax businesses, and restoring new customer growth after falling short of internal targets in fiscal 2026.
INTU uses QuickBooks Free and Lite to widen its customer funnel as online customer growth slows, with payments adding another revenue path.
Intuit (INTU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.