The 2026 'SaaS-pocalypse' triggered indiscriminate selloffs, but Intuit, Salesforce, Microsoft, Adobe, and Zeta Global present compelling recovery opportunities. AI disruption fears are overstated; Intuit, Zeta Global Holdings, and Microsoft leverage proprietary data moats, while Salesforce and Adobe adapt with hybrid and agentic models. INTU, CRM, and ZETA reported strong revenue growth, robust user metrics, and strategic AI integration, contradicting the market's pessimism.
Intuit (INTU) – a company specializing in financial management and tax preparation software. – has achieved a 7-day winning streak, with total gains during this period reaching 30%.
Intuit jumps 18% after reporting Q2 beat, as revenues climb 17% y/y and EPS rises 25%, with AI-driven products and small-business demand powering its growth outlook for 2026.
The average of price targets set by Wall Street analysts indicates a potential upside of 33.7% in Intuit (INTU). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Intuit Inc. (INTU) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
From late November 2025 to late February 2026, Intuit (INTU) experienced a stock decline of 35%, erasing billions in market cap. This pullback was driven by a steep P/E contraction dropping from over 50x to roughly 27x as investors recalibrated for a higher, longer, interest rate environment, and a cooling growth outlook.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
INTU tops Q2 estimates with 25% EPS jump and 17% revenue growth, reiterates FY26 outlook as AI-driven platform gains traction.
INTU's fiscal Q2 EPS and revenues beat as segment sales climbed double digits, while FY26 outlook was reaffirmed.
Intuit Inc. (INTU) Q2 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Intuit (INTU) give a sense of how the business performed in the quarter ended January 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Intuit (INTU) came out with quarterly earnings of $4.15 per share, beating the Zacks Consensus Estimate of $3.66 per share. This compares to earnings of $3.32 per share a year ago.