Added to YB: 2026-08-28
Pitch date: 2026-08-26
INTU [neutral]
Intuit Inc.
-1.57%
current return
Author Info
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Company Info
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.
Market Cap
$94.6B
Pitch Price
$353.54
Price Target
N/A
Dividend
1.60%
EV/EBITDA
13.68
P/E
21.01
EV/Sales
4.46
Sector
Software
Category
growth
Intuit’s Reset: The Quarter Beat, the Guide Broke, and the Moat Is on Trial
INTU (earnings): Strong fiscal 2026 results were overshadowed by a duration reset: revenue grew 14% and EPS 20%, but fiscal 2027 revenue guidance of $23.279B-$23.512B implies 9-10% growth and trails the roughly $23.7B modeled. Assisted Tax, Money and Mid-Market grew 34% to 30% of revenue, but must outgrow a core DIY tax business losing quality customers at the low end on price, desktop migration and flat-to-down Mailchimp revenue. The apparent EPS shortfall largely reflects stock-based compensation entering non-GAAP results.
Read full article (3 min)