Should Intuit’s (INTU) Cautious Q1 Outlook Shift the Long-Term Investment Narrative?

• Earlier this month, Intuit presented at the Goldman Sachs Communacopia + Technology Conference in San Francisco, with CFO Sandeep Singh Aujla addressing the audience, while director Richard L. Dalzell sold 965 shares totaling US$665,950 under a pre-arranged plan between September 9 and 11, 2025.
• Despite reporting strong fourth-quarter revenue growth, Intuit’s first-quarter fiscal 2026 guidance fell short of investor expectations, prompting analysts to reconsider their outlooks.
• We’ll explore how Intuit’s lighter-than-expected first-quarter guidance affects its longer-term investment narrative and future expectations.

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Intuit Investment Narrative Recap

To own shares in Intuit, investors generally need to believe in the company's AI-powered platform strategy, product integration, and large addressable markets driving sustained revenue and profit growth. The recent conference and first-quarter fiscal 2026 guidance miss may heighten near-term concerns about execution, especially in segments like Mailchimp and Credit Karma, but the impact on the long-term growth catalysts appears immaterial unless guidance revisions persist. Intuit’s August update of a quarterly dividend to US$1.20 per share, up from the prior year, underscores the company’s consistent approach to shareholder returns. This steady increase provides reassurance for those focused on cash flow and long-term value creation, balancing out some uncertainty from the recent softer guidance. On the other hand, investors should be aware that slower-than-expected adoption in international and Mailchimp segments could...

Read the full narrative on Intuit (it's free!)

Intuit's narrative projects $26.9 billion in revenue and $6.2 billion in earnings by 2028. This requires 12.7% yearly revenue growth and a $2.3 billion earnings increase from $3.9 billion today.

Uncover how Intuit's forecasts yield a $819.73 fair value, a 27% upside to its current price.

Exploring Other Perspectives

Seventeen fair value estimates from the Simply Wall St Community range from US$473.01 to US$823.29, highlighting a wide spectrum of individual analysis. While opinions differ, many are watching for signs of accelerating customer adoption in key segments such as Mailchimp, suggesting broader implications for Intuit’s next growth phase.

Explore 17 other fair value estimates on Intuit - why the stock might be worth as much as 27% more than the current price!

Build Your Own Intuit Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Intuit research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Intuit research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intuit's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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