Yahoo · Sep 24, 2026
Intuit (INTU) Down 17.1% Since Last Earnings Report: Can It Rebound?
Intuit (INTU) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
NYSE · INTU
Intuit Inc.
Technology · Software - Application
$277.13
Down-$9.67 (-3.37%)
Updated Sep 25, 2026, 12:32 PM
SID Score
5.0/10
Composite research score
Smart Money
46/100
Neutral
- Market cap
- 188.17B
- P/E ratio
- 45.79
- Dividend yield
- 1.99%
- 52-week range
- $252.84 – $679.26
- Volume
- 4.56M
- Avg. volume
- 1.84M
Price performance
INTU price history
1M range · 20 trading sessions · Daily adjusted prices
INTU closed at $277.13 after 20 trading sessions, down 20.36% for the selected period.
- Last close
- $277.13
- Period change
- -20.36%
- Period low
- $277.13
- Period high
- $359.30
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 24, 2026 | $289.56 | $291.8018 | $276.78 | $277.13 | 4.56M |
| Sep 23, 2026 | $291.71 | $294.20 | $286.20 | $286.80 | 3.43M |
| Sep 22, 2026 | $310.74 | $310.74 | $288.25 | $292.35 | 4.82M |
| Sep 21, 2026 | $301.53 | $304.81 | $295.11 | $304.12 | 2.95M |
| Sep 18, 2026 | $312.905 | $313.375 | $300.67 | $303.19 | 7.7M |
| Sep 17, 2026 | $319.17 | $323.86 | $312.58 | $313.13 | 4.12M |
| Sep 16, 2026 | $322.207 | $323.95 | $316.75 | $318.13 | 2.5M |
| Sep 15, 2026 | $334.45 | $338.97 | $328.6647 | $329.27 | 2.91M |
| Sep 14, 2026 | $332.02 | $342.31 | $329.875 | $339.15 | 3.63M |
| Sep 11, 2026 | $313.02 | $323.09 | $312.77 | $321.57 | 2.31M |
| Sep 10, 2026 | $314.03 | $317.39 | $309.80 | $312.77 | 2.72M |
| Sep 9, 2026 | $319.07 | $321.305 | $312.80 | $313.94 | 2.42M |
| Sep 8, 2026 | $326.085 | $327.00 | $313.05 | $318.93 | 4.47M |
| Sep 4, 2026 | $341.36 | $346.00 | $330.12 | $332.70 | 3.54M |
| Sep 3, 2026 | $351.93 | $363.70 | $340.82 | $344.30 | 3.7M |
| Sep 2, 2026 | $346.305 | $348.40 | $339.32 | $342.94 | 3.14M |
| Sep 1, 2026 | $353.10 | $357.205 | $343.00 | $344.93 | 2.67M |
| Aug 31, 2026 | $356.05 | $365.7733 | $355.07 | $359.30 | 3.08M |
| Aug 28, 2026 | $347.815 | $358.425 | $345.25 | $358.06 | 4.12M |
| Aug 27, 2026 | $353.535 | $355.50 | $335.00 | $348.00 | 4.75M |
Latest INTU news
The latest Smart Investors Daily articles mentioning INTU.
Stock researchCompany · Overview
INTU research
Overview
Company profile and research snapshot.
Company profile
Intuit serves small and midsize businesses with accounting software QuickBooks and online marketing platform Mailchimp. The company also operates retail tax filing tool TurboTax, personal finance platform Credit Karma, and a suite of professional tax offerings for accountants. Founded in the mid-1980s, Intuit enjoys a dominant market share for small-to-midsize business accounting and self-serve tax filing in the US.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $825.56
- Implied upside
- —
- Analysts
- 22
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 18, 2026 | TD Cowen | Hold | — |
| Sep 18, 2026 | Truist Securities | Hold | — |
| Sep 18, 2026 | Stifel | Hold | — |
| Sep 18, 2026 | Mizuho | Outperform | — |
| Sep 18, 2026 | Evercore ISI Group | Outperform | — |
News briefing
Generated Sep 25, 2026, 11:22 AM
Why Is INTU Down Today? Stock Slides 3.37% Amid AI Disruption Concerns
Intuit shares fell $9.67 today as investors grapple with conflicting signals about the company's AI strategy and potential disruption from emerging agentic commerce technology. The stock has declined 17.1% since its last earnings report, reflecting growing uncertainty about whether Intuit's AI investments can offset slower growth and competitive threats from tech giants like Meta and Microsoft.
Bottom line: Intuit faces a critical inflection point where its AI strategy and execution will determine whether the stock can recover from its recent 17% decline. Investors should monitor upcoming earnings for evidence of AI monetization success and user engagement trends, while remaining cautious about the disruptive potential of agentic commerce platforms controlled by better-capitalized competitors like Meta and Microsoft.
Yahoo · Sep 24, 2026
Intuit (INTU) Bets on AI and Big Bets. Can They Offset Slower Growth?
Intuit Inc. (NASDAQ:INTU) used its Investor Day to reinforce its long-term growth strategy rather than introduce a major change to its financial outlook. On September 18, UBS reiterated its Neutral rating and $360 price target following the company’s reaffirmation of its fiscal 2027 guidance and its emphasis on artificial intelligence, customer acquisition, and scaling its […]
Yahoo · Sep 23, 2026
Agentic Commerce Could Hurt Booking, Intuit While Helping Meta, Microsoft, Joseph Carlson Says
AI agents that shop, book trips and transact could pressure Booking Holdings Inc. (NASDAQ:BKNG) and Intuit Inc. (NASDAQ:INTU) while benefiting Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp. (NASDAQ:MSFT), according to investing commentator Joseph Carlson. "Automation is not the biggest risk...
Yahoo · Sep 23, 2026
Intuit Crashed Over Agentic AI Fears in 2026: One Wall Street Analyst Says Nope, Near 50% Gains on the Way
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 priced in.
AI research layers
Interpretive context generated from the platform’s current data sources.
Intuit Inc. Stock Performance
Intuit Inc. shares closed at $277.13, declining 0.72% in the most recent session, per SID market data. The stock has experienced significant downward pressure across multiple timeframes, falling 22.47% over the past month and losing 57.15% over the trailing twelve months. The three-month return of positive 9.37% represents the sole bright spot in an otherwise deteriorating technical picture. INTU currently trades well below both its 50-day moving average of $325.08 and its 200-day moving average of $374.03, reflecting sustained bearish momentum according to Massive/Polygon data. The 14-day relative strength index sits at 25.3, placing the stock in oversold territory below the traditional 30 threshold. Intuit carries a beta of 1.267, indicating higher volatility relative to the broader market. Average daily trading volume stands at approximately 1.84 million shares, with market capitalization at $188.17 billion.
Intuit Inc. Valuation Analysis
Intuit Inc. trades at a price-to-earnings ratio of 45.79, reflecting a premium valuation relative to broader market averages, per SID market data. The PEG ratio stands at 7.04, suggesting that current earnings growth rates may not fully justify the elevated P/E multiple according to standard growth-adjusted valuation frameworks. The price-to-book ratio registers at 9.76, consistent with asset-light technology business models where intangible assets and intellectual property drive value beyond what is captured on the balance sheet. According to SEC filings, Intuit maintains a dividend yield of approximately 0.64%, positioning it as a modest income contributor within the technology sector. At a market capitalization of $188.17 billion, Intuit remains one of the largest financial software companies. These valuation metrics indicate the market continues to price in expectations for sustained revenue and earnings expansion despite recent share price deterioration over the trailing twelve-month period.
Smart Money Activity for INTU
Intuit Inc. registers a composite smart money score of 51 out of 100, signaling a neutral overall positioning among sophisticated market participants, per SID market data. Institutional ownership confidence scores a perfect 25 out of 25, indicating strong conviction from large fund managers and asset allocators according to 13F institutional filings. In contrast, insider activity scores a modest 6.2 out of 25, with SEC Form 4 filings revealing 20 insider transactions over the past 90 days comprising 6 purchases and 14 sales. The insider sell-to-buy ratio of approximately 2.3-to-1 reflects a net selling posture among company executives and directors. Dark pool activity scores 7.3 out of 25, suggesting limited off-exchange accumulation by institutional buyers. Congressional trading activity registers at 12.1 out of 25, indicating moderate but not outsized interest from lawmakers. The divergence between strong institutional confidence and weak insider sentiment creates a mixed signal for directional conviction on INTU shares.
Intuit Inc. Earnings Outlook
Intuit Inc. has demonstrated a consistent pattern of earnings outperformance in its most recently reported quarters, according to company earnings reports. In the fiscal quarter reported on August 25, the company posted earnings per share of $4.03, exceeding the consensus analyst estimate of $3.29 by $0.74, representing a 22.5% positive surprise. The prior reported quarter showed EPS of $12.80 against an estimate of $12.28, delivering a $0.52 beat. Looking ahead, analyst estimates project EPS of $12.24 for the upcoming May quarter and $3.30 for the subsequent August quarter. These forward estimates suggest analysts anticipate continued strong profitability, with the fiscal third quarter historically representing Intuit's peak earnings period driven by tax season-related revenue from TurboTax. The consecutive earnings beats underscore management's ability to deliver results above market expectations, though forward guidance and macro conditions remain key variables for upcoming reports.
Wall Street Analyst Ratings for INTU
Wall Street analysts maintain a divided but modestly constructive stance on Intuit Inc., per SID consensus data. In the most recent round of ratings issued on September 18, five analysts reiterated their existing positions, with three firms holding neutral views and two maintaining bullish outlooks. TD Cowen, Truist Securities, and Stifel each reiterated Hold ratings, reflecting caution amid the stock's significant decline of 57.15% over the past year according to Wall Street analyst reports. Mizuho and Evercore ISI Group both reiterated Outperform ratings, signaling confidence in Intuit's long-term fundamentals and potential upside from current levels. Notably, none of the five analysts adjusted their ratings directionally, suggesting the recent price weakness has not yet triggered either downgrades or opportunistic upgrades. The three-to-two split between Hold and Outperform ratings indicates that while analysts acknowledge near-term headwinds, the bearish case for a downgrade below Hold has not materialized among major research desks.
