Intuit rozšiřuje AI napříč TurboTax, QuickBooks a dalšími produkty; tržby TurboTax Live mají ve fiskálním roce 2026 dosáhnout asi 2,8 mld. USD, tedy růst o 36 %.
Key Takeaways Intuit is embedding AI across TurboTax, QuickBooks, Credit Karma, Mailchimp and Enterprise Suite.INTU expects TurboTax Live revenues to reach about $2.8 billion in fiscal 2026 with 36% growth.Intuit's AI-powered enterprise business grew 38%, driven by QuickBooks Online Advanced and Enterprise Suite. Intuit Inc. (INTU - Free Report) is rapidly transforming from a financial software provider into an artificial intelligence (AI)-powered financial technology platform. Rather than adding AI as a standalone feature, the company is embedding it across TurboTax, QuickBooks, Credit Karma, Mailchimp and Intuit Enterprise Suite to automate financial tasks, improve decision-making and create new growth opportunities.
While the company's long-term AI strategy is gaining momentum, investor sentiment has remained cautious in recent months. The company's shares have declined 27.2% over the past three months compared with the industry's 8.4% fall and the S&P 500 composite's 6.7% rise. Its peers, Automatic Data Processing, Inc. (ADP - Free Report) and Paychex Inc. (PAYX - Free Report) have gained 27% and 23.2%, respectively, during the same period.
The weakness reflects challenges in the price-sensitive do-it-yourself tax market. Management acknowledged losing share among lower-income filers due to pricing, with TurboTax Online units expected to decline modestly during fiscal 2026.
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How AI Is Becoming the Core of Intuit's StrategyIntuit now describes itself as an AI-driven expert platform rather than a traditional software company. Its AI capabilities already generate recommendations across more than 50 million financial transactions every week, and management expects these AI agents to increasingly automate accounting, tax compliance, payments, cash-flow management and business decision-making, making its software more valuable while improving customer productivity.
Another key advantage is Intuit's ecosystem of approximately 10 million business customers and one million accountants. This large user base provides proprietary financial data that continuously improves AI models, creating a competitive advantage that becomes stronger as adoption expands.
How Is INTU Embedding AI Across Its Verticals?In May, Intuit launched Analytics AI within Mailchimp, enabling marketers to ask questions in natural language instead of manually building reports. The AI analyzes campaign performance, customer engagement, ecommerce activity and revenue trends before recommending actions businesses should take.
In the same month, the company expanded Intuit Enterprise Suite, its AI-native enterprise resource planning platform for mid-market businesses. The cloud-based platform integrates accounting, payroll, payments, HR, project management, marketing and business intelligence while using conversational AI and virtual agents to automate recurring financial workflows.
Importantly, AI is already translating into measurable business growth. Revenues from QuickBooks Online Advanced and Enterprise Suite increased about 38%, indicating growing customer adoption of Intuit's AI-powered enterprise solutions.
TurboTax is also shifting toward higher-value AI-assisted services. Instead of relying primarily on do-it-yourself tax software, Intuit is expanding TurboTax Live, which combines AI with human tax professionals.
Management expects TurboTax Live revenues to reach approximately $2.8 billion in fiscal 2026, representing 36% growth year over year. Customers are projected to increase 38%, while TurboTax Live is expected to contribute about 53% of total TurboTax revenues. The company estimates the assisted-tax market represents a $37 billion opportunity, highlighting the significant runway for future expansion.
INTU’s Estimate Revision & ValuationAnalysts remain constructive on Intuit's earnings outlook despite near-term headwinds. The Zacks Consensus Estimate for Intuit's fiscal 2026 earnings per share (EPS) has marginally increased to $23.86 over the past month. The 2026 EPS estimate suggests 18.41% growth from the prior-year quarter, supported by continued expansion across the company's AI-driven businesses and higher-value service offerings.
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Shares of Intuit are trading at a discount. Based on the forward 12-month Price-to-Sales (P/S) ratio, INTU trades at 3.39X, below the Zacks Computer - Software industry average of 5.24X.
The stock also carries a lower valuation than several industry peers. For comparison, PAYX trades at a forward P/S multiple of 5.95, while ADP trades at 4.41, highlighting Intuit's relatively discounted valuation.
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Investment OutlookWhile pricing pressure in the DIY tax business and continued AI investments could weigh on near-term results, Intuit appears well-positioned to benefit from the long-term expansion of AI-powered financial services. Investors should monitor AI monetization, TurboTax performance and margin trends for evidence that these initiatives are translating into sustainable earnings growth.
Given the current balance of opportunities and risks, the stock appears well-suited for existing shareholders to hold. Prospective investors, however, may prefer to wait for a more attractive entry point or greater visibility into future growth.
Currently, Intuit carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Na Intuit byla podána hromadná žaloba kvůli údajným zavádějícím tvrzením o růstu a silných vyhlídkách, zejména u TurboTax. Firma dříve snížila celoroční výhled růstu tržeb TurboTax na 7 % z 8 % pro fiskální rok 2026.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Intuit Inc. (“Intuit” or the “Company”) (NASDAQ: INTU) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 26-cv-07086, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Intuit securities between August 22, 2025 and May 20, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Intuit securities during the Class Period, you have until September 8, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Intuit provides financial management, payments and capital, compliance, and marketing products and services in the United States. The Company has four reportable business segments: (i) Global Business Solutions; (ii) Consumer; (iii) Credit Karma; and (iv) ProTax. Intuit’s Consumer segment provides do-it-yourself (“DIY”) and assisted income tax preparation products and services under the “TurboTax” brand name, whereas its ProTax segment provides tax-preparation software products and electronic tax filing, payment, and related products and services. The Company sells its products and services through direct sales channels, multichannel shop-and-buy experiences, mobile application stores, and partner and other channels.
At all relevant times, Defendants touted purportedly significant “momentum” across Intuit’s various business segments, particularly with respect to its tax-related business. Defendants attributed this purported “momentum” to, inter alia, Intuit’s purportedly significant competitive advantages, including integration of artificial intelligence (“AI”) in its business and operations.
For example, in August 2025, Defendants provided financial guidance for Intuit’s fiscal full year (“FY”) of 2026, ended July 31, 2026, including 8% revenue growth in its TurboTax business, citing “outstanding execution across our platform” and “breakthrough adoption in assisted tax” as a result of the aforementioned purported competitive advantages.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) they had overstated Intuit’s competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (ii) in reality, Intuit was losing significant business in its tax-related business, particularly in its TurboTax business, as a result of, inter alia, increasing competitive and pricing pressures; (iii) accordingly, Intuit’s previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on May 20, 2026, when, during pre-market hours, Reuters published an article entitled “Intuit to cut 17% of global jobs to streamline operations, memo shows”. Citing an internal Company memorandum and email from Defendant Sasan K. Goodarzi (“Goodarzi”), Intuit’s Chairman and Chief Executive Officer, to staff earlier in the day, the article reported that “Intuit . . . is laying off about 17% of its workforce, or about 3,000 employees worldwide, to streamline operations and sharpen focus on its key bets including its AI efforts[.]” The article further revealed that Intuit “is also winding down its Reno and Woodland Hills offices as part of a strategic restructuring to consolidate teams in key hubs, according to the memo.”
On this news, Intuit’s stock price fell $15.78 per share, or 3.95%, to close at $383.93 per share on May 20, 2026.
The same day, during post-market hours, Intuit issued a press release announcing its fiscal third quarter (“Q3”) 2026 results. Therein, Defendants reported weak Q3 2026 tax season revenue, including, inter alia, TurboTax revenue that grew by only 7% year-over-year, versus consensus estimates of at least 8% revenue growth. During the accompanying earnings call held the same day, also during post-market hours, Defendant Sandeep S. Aujla, Intuit’s Executive Vice President and Chief Financial Officer, acknowledged that, with respect to TurboTax, “we did not have the overall tax season we expected[.]” On the same call, Defendant Goodarzi likewise stated that he was “dissatisfied with our performance”, noting “[w]e faced pressure among the most price-sensitive DIY filers earning less than $50,000 a year”, and that “[w]e lost on price.” Defendant Goodarzi also revealed that TurboTax online paying units were expected to grow by only 2% as total Internal Revenue Service filers were expected to decline by approximately 30 basis points, representing the “most significant industry-wide contraction since the post-COVID tax season.” Accordingly, Defendant Goodarzi acknowledged that “we expect TurboTax to grow 7% for the full year”—down from Defendants’ prior guidance of 8% growth—and that, “[t]o reaccelerate this part of our business,” Defendants will need to “evolve our business model by delivering the right lineups and price points to meet simple filers’ needs at the low end and lean into the power of our broader Consumer platform to monetize beyond tax.”
Following these disclosures, Intuit’s stock price fell $76.86 per share, or 20.02%, to close at $307.07 per share on May 21, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Intuit v prvních devíti měsících odkoupil akcie za 3,37 mld. USD a schválil nové zpětné odkupy za 8 mld. USD. Provozní cash flow vzrostl o 29 % na 7,51 mld. USD.
Key Takeaways Intuit repurchased $3.37B of stock in the first nine months and approved a new $8B buyback authorization.INTU generated $7.51B in operating cash flow, supporting buybacks, dividends and growth investments.Intuit expanded lending, sold $1.4B of business loans and continued investing across AI and core platforms. Intuit's (INTU - Free Report) strong cash generation is enabling it to aggressively invest in growth while returning substantial capital to shareholders. In third-quarter fiscal 2026, the company repurchased $1.6 billion of stock, more than double the prior-year quarter. During the first nine months, it bought back 6.6 million shares for $3.37 billion, up more than 60% year over year.
The board also approved a new $8 billion repurchase authorization, underscoring confidence in the company's long-term prospects. Repurchases reduced shares outstanding to about 273.5 million by May 14, despite 1.7 million shares issued under employee stock plans, resulting in a meaningful net decline in the share count.
Intuit returned roughly $4.4 billion to its shareholders through buybacks and dividends during the first nine months of fiscal 2026, while operating cash flow climbed 29% year over year to $7.51 billion, comfortably funding these returns. The company ended the quarter with about $6.8 billion in cash and investments, and $6.2 billion of debt.
At the same time, Intuit continued investing heavily in AI, TurboTax Live, QuickBooks Online, Intuit Enterprise Suite, payments, payroll, business lending, Credit Karma and mid-market expansion. Research and development spending rose 18% to $2.52 billion, while selling and marketing expenses increased 13% to $4.27 billion.
The company also expanded its lending business, with loan originations and purchases reaching $4.93 billion. Although credit-loss provisions increased, Intuit sold about $1.4 billion of business loans to institutional investors, helping manage balance-sheet risk while supporting continued growth.
How Are INTU’s Competitors Returning CapitalH&R Block (HRB - Free Report) raised its quarterly dividend 12% to 42 cents per share and maintains a $1.5 billion share repurchase authorization. Over the past eight years, HRB has reduced its share count by more than 40% through aggressive buybacks, highlighting HRB's strong focus on shareholder returns.
Automatic Data Processing (ADP - Free Report) is an active dividend payer. It has increased its dividend annually for roughly 50 consecutive years. ADP's current annualized dividend is approximately $6.80 per share, based on a quarterly payout of $1.70. ADP also conducts share repurchases, complementing dividends with buybacks while continuing to invest in cloud payroll, HR software and AI-enabled services.
INTU’s Price Performance, Valuation and EstimatesShares of Intuit have fallen 0.4% over the past month, outperforming the broader industry and underperforming the S&P 500 Index.
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In terms of forward 12-month Price/Sales (P/S), Intuit is currently trading at 3.15X, which is at a discount to the industry average of 5.21X.
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Intuit’s estimate revisions reflect a positive trend. The Zacks Consensus Estimate for fiscal 2026 EPS has been revised upward by a cent to $23.86 over the past 30 days. The consensus estimate for 2026 calls for 18.4% growth year over year.
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Currently, Intuit carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Intuit letos klesl o více než 50 % kvůli obavám z AI, ale ve čtvrtletí překonal odhady a zvýšil výhled pro fiskální rok 2026. Tržby TurboTax vzrostly meziročně o 7 % a celoroční tržby za fiskální rok 2026 mají vzrůst o 13 % až 14 %.
It hasn't been a good year for Intuit (INTU 2.32%). The stock is down by more than 50% year to date as investors worry that artificial intelligence could weaken demand for many of the company's core products, including TurboTax.
However, a stock can only fall by so much before it's considered undervalued, especially given that Intuit is still gaining market share in key industries.
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A beat-and-raise quarter casts doubts on AI worries Intuit eased worries about AI competition by beating guidance and raising its outlook for the rest of its fiscal 2026. Notably, TurboTax revenue was up 7% year over year in a quarter that saw 10% overall revenue growth. Full-year fiscal 2026 sales are expected to increase by 13% to 14% year over year.
TurboTax also has a major growth engine that can accelerate future growth. Intuit said that TurboTax Live will make up more than half of total revenue and that fiscal 2026 will close up 38% year over year. TurboTax Live lets users connect with a professional tax expert who can assist when filing taxes. This service has been around for almost a decade and lets people find tax experts who can answer questions, review paperwork, or handle all the prep work, depending on the tier you choose.
People who enjoy working with tax professionals will likely stick with that route. It saves time, and people who work with the same tax professional come to trust that expert over time.
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Intuit isn't just TurboTax TurboTax is a major part of Intuit's business, but it's not the only software that is driving growth. TurboTax accounts for a little more than half of total revenue, and the other half is made up of many fast-growing businesses.
Global Business Solutions' revenue was up by 15% year over year, with QuickBooks Online Accounting leading the way with 22% year-over-year revenue growth. Intuit serves businesses that may need multiple software products. For instance, it is realistic for a business that uses QuickBooks to also have a Mailchimp subscription.
It's also similar on the consumer segment side. People who use TurboTax may also need to take out a loan or line of credit with Credit Karma.
Intuit has many synergies in its ecosystem, and many of them generate annual recurring revenue through subscription plans. That setup makes growth more scalable and predictable.
AI fears have driven Intuit's stock to a compelling 10 forward P/E ratio. Revenue and net income are still growing, despite the naysayers. It appears Intuit is due for a rebound, and subsequent earnings results may make that point clear.
Intuit (INTU - Free Report) closed at $261.00 in the latest trading session, marking a -2.03% move from the prior day. The stock fell short of the S&P 500, which registered a gain of 0.79% for the day. Meanwhile, the Dow experienced a rise of 0.26%, and the technology-dominated Nasdaq saw an increase of 1.52%.
The maker of TurboTax, QuickBooks and other accounting software's stock has dropped by 24.7% in the past month, falling short of the Computer and Technology sector's loss of 4.61% and the S&P 500's loss of 1.82%.
The upcoming earnings release of Intuit will be of great interest to investors. It is anticipated that the company will report an EPS of $3.59, marking a 30.55% rise compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $4.27 billion, up 11.55% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $23.86 per share and revenue of $21.37 billion, which would represent changes of +18.41% and +13.48%, respectively, from the prior year.
It is also important to note the recent changes to analyst estimates for Intuit. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, there's been a 0.08% rise in the Zacks Consensus EPS estimate. Intuit currently has a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Intuit has a Forward P/E ratio of 11.16 right now. This signifies a discount in comparison to the average Forward P/E of 14.73 for its industry.
Investors should also note that INTU has a PEG ratio of 0.74 right now. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The average PEG ratio for the Computer - Software industry stood at 1.28 at the close of the market yesterday.
The Computer - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 106, finds itself in the top 44% echelons of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Intuit ve 3. fiskálním čtvrtletí 2026 zvýšil tržby o 10,4 % a zvedl výhled růstu tržeb za celý rok na 13–14 %. Block mezitím ve 1. čtvrtletí 2026 hlásí růst hrubého zisku o 27,1 % a nové obchodní zákazníky.
Key Takeaways Intuit reported strong fiscal Q3 2026 results and raised its fiscal 2026 revenue growth outlook to 13-14%.Block is expanding Square and Cash App, supported by strong gross profit growth and new merchant wins.XYZ faces macro and competition risks, while INTU contends with cost pressures and tax software competition. Intuit Inc. (INTU - Free Report) and Block (XYZ - Free Report) operate in the fintech space, offering digital financial tools for consumers and businesses. Intuit focuses on tax and accounting software, while XYZ specializes in payments and financial services.
Intuit leverages its broad ecosystem, QuickBooks, TurboTax, Credit Karma and Mailchimp to build a comprehensive platform for consumers, small businesses and professionals. Meanwhile, Block excels through the dual ecosystem of Square and Cash App, serving merchants and consumers.
Let’s weigh the pros and cons of each to find out which stock deserves a spot in your portfolio.
The Case for IntuitIntuit is a global fintech company that powers products such as TurboTax, Credit Karma, QuickBooks, Mailchimp and Intuit Enterprise Suite. The company focuses on helping consumers manage taxes and personal finances while enabling businesses to run end-to-end operations. It reported strong third-quarter fiscal 2026 results, with revenue growth of 10.4%. As a result, the company expects revenue growth of approximately 13-14% for fiscal 2026.
Intuit’s Global Business Solutions segment is a key driver of its business ecosystem. This segment's Online Ecosystem provides a seamless platform for accounting, payroll, payments and analytics. In the third quarter of fiscal 2026, Global Business Solutions revenues grew 15.3% to $3.29 billion, including Online Ecosystem revenues, which rose 18.7%. For fiscal 2026, management expects the segment’s revenues to grow approximately 16%.
Intuit's Consumer segment features Credit Karma, TurboTax and ProTax, together creating year-round financial tools. Management noted that average revenue per user (ARPU) is approximately 30% higher for customers using both TurboTax and Credit Karma than for those using TurboTax alone. In the third quarter of fiscal 2026, the Consumer segment revenues grew 7.5%. For fiscal 2026, management expects Consumer Group revenue growth of 10%, including TurboTax at 7%, Credit Karma at 19% and ProTax at 4%.
Intuit maintains a disciplined capital distribution strategy, committed to boosting shareholder value via consistent dividend hikes and share repurchases. The company has increased its dividend five times over the past five years, with a 15.61% annualized growth rate. Supported by strong operating fundamentals, we expect dividends to remain sustainable in the future. It also repurchased $1.6 billion of stock in the third quarter of fiscal 2026 and received board approval for a new $8 billion repurchase authorization.
However, Intuit has its share of challenges, as its performance is partly tied to the health of small businesses, lending conditions and consumer tax filing dynamics. A slowdown in consumer spending or credit demand could impact its growth. The company’s high costs and expenses remain a major concern. The competitive landscape in tax preparation and enterprise accounting creates pricing pressure, particularly during large contract renewals.
The Case for BlockBlock continues to grow its comprehensive fintech platform, with its Square, Cash App and Afterpay ecosystems offering end-to-end solutions across payments, commerce, banking, investing and lending. XYZ’s first-quarter 2026 results reflected decent top-line performance and strong gross profit growth. Its net revenues increased 4.9% year over year, while the gross profit climbed 27.1%, with Cash App rising 38.3% and Square increasing 9.4%.
Square, Block’s merchant-facing ecosystem, remains strong. In the first quarter of 2026, Square Gross Payment Volume (GPV) rose 13.2% year over year. Additionally, the company partners with more than 140 independent sales organizations (ISO) to complement its direct sales and extend reach to new sellers. This month’s merchant wins, including Ladurée Canada, Sofive Soccer Centers, Coffee Dose and Baker St Café, demonstrate its growing penetration across restaurants, specialty food, sports centers and retail businesses.
Block’s momentum is driven mainly by Cash App, which has grown beyond peer-to-peer payments into a multi-service financial hub for digitally native users. Cash App is broadening its role in users’ financial lives through payments, banking, commerce and bitcoin transactions. Cash App remains focused on making transactions faster, more convenient and more personalized. This month, it launched Cash App Tags, NFC-enabled physical payment accessories that let customers pay with a single tap without a phone or a card.
In early June, Block announced the launch of Afterpay on Cash App Card, making Buy Now, Pay Later (“BNPL”) available to eligible Cash App Card customers. The feature targets American earners with variable incomes and customers who are underserved by the current financial system. It is being rolled out to Cash App’s roughly 59 million monthly transacting active users. Block stands to benefit from increased card usage and merchant volume while capturing BNPL fees.
While Block faces headwinds, including sensitivity to macroeconomic conditions, intensifying competition and a younger-user base concentration, its diversified revenue streams, solid fundamentals and ongoing product innovation counterbalance those risks, positioning the company for durable growth and making it an attractive fintech investment.
How Do Zacks Estimates Compare for INTU & XYZ?The Zacks Consensus Estimate for Intuit’s fiscal 2026 sales and EPS implies a year-over-year increase of 13.48% and 18.41%, respectively. EPS estimates have been trending northward over the past week.
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Meanwhile, the consensus estimates for Block’s 2026 sales and EPS indicate a year-over-year rise of 8.29% and 64.14%, respectively. EPS estimates have been trending upward over the past week.
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Valuation: INTU vs. XYZIn terms of forward 12-month Price/Sales (P/S), INTU stock is trading at 3.08X, above XYZ, which is currently trading at 1.68X. Although XYZ is trading above its one-year median of 1.53X, INTU is trading below its one-year median of 8.11X.
From a valuation perspective, we note that Intuit shares are trading at a premium to Block.
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Price Performance: INTU vs. XYZOver the past month, shares of XYZ have outperformed INTU and the S&P 500 composite.
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INTU vs. XYZ: Which Stock Is the Better Buy?Both Intuit and Block remain dominant players in the fintech space. Intuit’s advantage lies in its scale and broad financial-software ecosystem, which makes it a reliable market leader. Block is solidifying its role as an innovation leader by growing the Square and Cash App ecosystems. However, Intuit’s rising costs and expenses are a significant concern, while competitive pressures can weigh on pricing, particularly during large contract renewals.
Given Block’s rising earnings estimates, cheaper valuation and recent stronger stock performance, it appears the smarter, lower-risk buy for investors.
Currently, INTU carry Zacks Rank #3 (Hold), while XYZ sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Intuit zrychluje přechod k platformě AI a ve 3. čtvrtletí fiskálního roku 2026 mu business verticals, assisted tax, money portfolio a mid-market business rostly o více než 30 %. Firma zároveň zvýšila celoroční výhled tržeb a non-GAAP zisku.
Key Takeaways Intuit uses AI to automate workflows, improve decisions and expand higher-value assisted services.INTU's AI enhances TurboTax Live, supporting experts and growing assisted tax opportunities.Intuit embeds AI in QuickBooks to streamline business finances and drive mid-market growth. Intuit Inc. (INTU - Free Report) is advancing its transformation into an AI-driven expert platform by combining proprietary financial data, domain-specific AI and human expertise across TurboTax, Credit Karma, QuickBooks, Mailchimp and the Intuit Enterprise Suite. The company's AI strategy is expanding higher-value assisted services, automating workflows, improving decision-making and driving deeper monetization across its ecosystem. This momentum fueled strong third-quarter fiscal 2026 performance, with business verticals, assisted tax, the money portfolio and the mid-market business each growing more than 30%, prompting Intuit to raise its full-year fiscal 2026 revenue and non-GAAP guidance.
AI is enhancing TurboTax Live by supporting human tax experts and expanding assisted tax services. Management estimates assisted tax represents a $37 billion opportunity, covering nearly 88% of TurboTax's total addressable market.
The company's AI-powered ecosystem is also improving monetization. Customers using both TurboTax and Credit Karma generate roughly 30% higher average revenue per user (ARPU) than TurboTax-only users. More than 35% of TurboTax customers adopted fast-money offerings, while tax filers starting in Credit Karma are expected to grow 54%.
Meanwhile, QuickBooks is evolving into a financial "control tower" for businesses. The AI-native platform is gaining traction in the nearly $90 billion mid-market opportunity, with QuickBooks Online Advanced and Intuit Enterprise Suite Online Ecosystem revenues growing about 38% in the third quarter of 2026.
With AI embedded across its core platforms, Intuit is creating multiple avenues for growth through higher-value services, greater cross-selling and increased automation. Continued execution of this strategy should support durable revenue growth and reinforce its competitive advantage.
Other Fintechs’ PerformancePaychex (PAYX - Free Report) is rapidly integrating AI across its HR and payroll platforms, using generative and agentic AI to automate workflows and enhance decision-making. It has introduced AI assistants for conversational support, along with AI-powered analytics for real-time insights and forecasting. The company is also leveraging AI in recruiting and payroll to improve efficiency, accuracy and compliance.
Oracle Corp. (ORCL - Free Report) is a U.S.-based technology company offering cloud infrastructure, databases, enterprise software and ERP solutions such as NetSuite. Oracle is integrating generative AI across its cloud applications, including finance, planning, sales, operations and reporting tools, to improve automation and productivity.
INTU’s Price Performance, Valuation and EstimatesShares of Intuit have declined 24.7% over the past month, underperforming both the broader industry and the S&P 500 Index.
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In terms of forward 12-month Price/Sales (P/S), Intuit is currently trading at 3.08X, which is at a discount to the industry average of 5.91X.
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Intuit’s estimate revisions reflect a positive trend. The Zacks Consensus Estimate for fiscal 2026 EPS has been revised upward by a cent to $23.86 over the past week. The consensus estimate for 2026 calls for 18.4% growth year over year.
Image Source: Zacks Investment Research
Currently, Intuit carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
