Strong Earnings and Expanded Buyback Could Be a Game Changer for Intuit (INTU)

• Intuit reported fourth quarter and full-year 2025 financial results showing strong year-over-year growth in both revenue and net income, while also providing increased full-year earnings guidance and expanding its share repurchase authorization by US$3.2 billion.
• The company’s enhanced buyback plan, solid profitability, and confident forward guidance offer a clear signal of management's ongoing commitment to shareholder value and operational momentum.
• We’ll examine how Intuit’s raised revenue and profit guidance could influence the company’s outlook and investment narrative.

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Intuit Investment Narrative Recap

To be an Intuit shareholder, you need to believe in the company’s ability to leverage its AI-powered all-in-one financial platform and growing mid-market reach to drive recurring revenue, while overcoming challenges in customer acquisition and segment execution, especially around Mailchimp. The recent report of strong financial results and higher guidance reinforces positive catalysts, but does not materially change short-term risks tied to Mailchimp’s softness or Credit Karma’s exposure to consumer credit cycles.

Of the recent announcements, Intuit’s expanded US$3.2 billion buyback authorization stands out as most relevant, directly linking management’s confidence in operational momentum to tangible shareholder return strategies. This complements raised guidance, signaling continued focus on supporting earnings per share growth even as Mailchimp and international segment recovery present ongoing hurdles.

However, investors should be aware that despite operational strength, a gradual recovery in Mailchimp revenue remains a key question for...

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

Intuit's outlook anticipates $27.0 billion in revenue and $6.2 billion in earnings by 2028. This scenario is based on an annual revenue growth rate of 12.8% and a $2.3 billion increase in earnings from the current $3.9 billion.

Uncover how Intuit's forecasts yield a $820.44 fair value, a 24% upside to its current price.

Exploring Other Perspectives

Seventeen Simply Wall St Community members place Intuit’s fair value between US$473.01 and US$823.29, with sharply differing targets. Despite management’s increased buyback plan, persistent questions around Mailchimp’s growth underline why individual outlooks can vary, explore the full range of opinions to better understand the company’s prospects.

Explore 17 other fair value estimates on Intuit - why the stock might be worth 29% less 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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