Update shared on27 Aug 2025
Fair value Decreased 1.70%Intuit’s analyst price target was revised modestly lower to $820.44 as conservative FY26 guidance and moderating growth expectations—particularly in Global Business Solutions and Mailchimp—outweighed confidence in core segment strength and tax software momentum.
Analyst Commentary
- Bullish analysts recognize Intuit’s solid FY25 revenue acceleration, mid-market momentum, and upside in core business segments, but note FY26 guidance was conservative and below Street expectations.
- Multiple analysts cite after-hours stock weakness as tied to moderating FY26 growth projections, particularly in the Global Business Solutions Group and continued headwinds with Mailchimp.
- Management’s conservative guidance for FY26 is widely noted; several analysts view this as "undemanding" and believe margins and core growth initiatives remain robust.
- Recent and proposed tax legislation, particularly the "One Big Beautiful Bill Act," is expected to support favorable mix and upsell in TurboTax, sustaining momentum in consumer tax.
- Intuit is considered well positioned to dominate the mid-market accounting software and adjacent financial services through scale, platform, and brand, with potential to exceed consensus expectations.
What's in the News
- Intuit completed a $762.65 million buyback tranche, repurchasing 1,034,048 shares, and expanded its total buyback authorization by $3.2 billion to $14.5 billion.
- Issued Q1 and FY26 guidance: expects Q1 revenue growth of 14–15% and GAAP EPS of $1.19–$1.26; FY revenue forecast of $20.997–$21.186 billion (+12–13%), GAAP operating income growth of 17–19%, and EPS of $15.49–$15.69 (+13–15%).
- Announced a quarterly dividend increase to $1.20 per share.
- Introduced major AI advancements: launched task-focused AI agents in QuickBooks and Enterprise Suite to automate accounting, finance, payments, and project management workflows, enabled by the GenOS platform.
- Expanded partnerships and product integrations, including SBA loan access via iBusiness Funding, a new Intuit App Partner Program, Mailchimp’s upgraded AI marketing tools, and e-signature integration with SignWell.
Valuation Changes
Summary of Valuation Changes for Intuit
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $834.66 to $820.44.
- The Future P/E for Intuit has fallen from 49.22x to 46.75x.
- The Consensus Revenue Growth forecasts for Intuit has fallen slightly from 13.1% per annum to 12.8% per annum.
Disclaimer
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