Deep Dive: Intuit ($INTU)
Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…
NASDAQ
Intuit INC.
INTU
19 stories
$90B Market cap · 2026-10-22
INTU · long Intuit INC
Intuit, down 60% year to date, is the Nasdaq 100’s worst performer, ahead of declines at Workday and Adobe.
Intuit: Bargain Price, But With Some Risks
Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and…
Daniel Schönberger 9 clicks
Intuit: Still in Free Fall After Investor Day
Intuit shares have fallen 60.2% year over year as customer acquisition slows, while management says AI is not the cause and expects growth…
Intuit: The Recovery Is Only Beginning
Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…
Treading Softly 5 clicks
Intuit: Broken Funnel & Lower Growth, But Priced in
Intuit cut FY27 and medium-term growth targets after entry-level customer acquisition struggles, sending shares down 3.2% following Q4…
Intuit FY2026 Earnings Review
Intuit beat FY2026 estimates despite a $293 million restructuring charge, reset growth ambitions and will include stock-based compensation…
Intuit FY2026 Earnings Review
Intuit beat FY2026 estimates despite a $293 million restructuring charge, as management lowered growth ambitions and expanded Mailchimp and…
SG on X
$INTU strong rebound. Not a zero like the bashers said. I'm long, covered by Jan 400 calls. https://t.co/yuYhxU6OIa
Evan Tindell on X
Started with a new bookkeeper and she is using a new AI-powered month close software tool called https://t.co/5DRnoatdyK. Notably, this product doesn't try (yet????) to take over QuickBooks's business. It integrates with QuickBooks. $INTU Meanwhile Intuit stock is still near all-time lows...
Q2 2026 Investor and Subscriber call
Jenga IP’s Q2 2026 investor call covers software research on Microsoft and Intuit, upcoming Adobe coverage, and portfolio changes on July…
Q2 2026 Investor and Subscriber call
Jenga IP’s Q2 2026 investor call covers Microsoft, Intuit and upcoming Adobe research, plus portfolio changes, on July 30.
Ian Bezek on X
Recent Fundsmith sale $INTU +7% today. Recent Fundsmith buy $APP -11% today. Did Terry Smith just mark the bottom for quality and top for momentum?
Intuit Investment Case Summary
Intuit’s investment case summary condenses the company overview and core thesis.
Intuit Investment Case Summary
Intuit’s investment case is condensed into a one-page company overview.
Intuit deep dive
Intuit’s investment case turns on whether AI strengthens or weakens QuickBooks and TurboTax moats across SMB accounting, payroll, payments…
Intuit deep dive
Intuit’s QuickBooks, TurboTax and SMB ecosystem face AI-native challengers, tax-filing disruption and pressure on payroll and payments…
Software Continued
Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, with 32.8% EBIT margins.
Software Continued
Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, though AI has compressed Adobe and Intuit…
Investor Letters
Letters that discuss INTU.
- Mar Vista Investment Partners U.S. Quality Premier Portfolio Commentary second quarter 2026 ASML $616BGOOGL $3.9TINTU $90B
- RiverPark Funds RiverPark Long/Short Opportunity Fund First Quarter 2026 Performance Summary First Quarter 2026 ADBE $100BADSK $53BAMAT $301B
- Shelton Capital Management Shelton Equity Income Fund Quarterly Commentary 2Q 2026 —
- Sustainable Growth Advisers U.S. Large Cap Growth Commentary - Q2 2026 Q2 2026 —
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 2nd Quarter 2026 ABT $177BMCD $175B
- Broyhill Asset Management The Broyhill Letter 2026.Q2 second quarter 2026 0QR4 ACN $146BFCNCA $25B
- White Falcon Capital Management Q1 2026 Partner Update Letter Q1 2026 ORCL $387BU $18B
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