As Wall Street gets ready for trading on Monday, December 1, 2025, Intuit Inc. (NASDAQ: INTU) heads into the new week trading around $634 per share, roughly 22% below its 52‑week high of $813.70, with a market value of about $176 billion. [1]
Over the last several days (November 28–30), the stock has been in focus as investors digest:
- A sharp late‑November pullback
- Strong fiscal Q1 2026 results and reiterated full‑year guidance
- A $100M+ multi‑year AI partnership with OpenAI
- New SMB data and advertising partnerships and
- Fresh valuation calls and price targets from analysts and fundamental research sites.
Below is a structured look at Intuit’s stock price, latest news (Nov 28–30), analysis and forecasts that traders may want to have in mind before the bell on December 1.
Intuit stock price now: where INTU stands into December 1
- Last close (Friday, Nov. 28, 2025): Around $634.08, up roughly 0.8% on the day, according to multiple quote services and Intuit’s own investor site. [2]
- 52‑week range: Low near $532.65, high $813.70 set on July 30, 2025. [3]
- Market cap: About $176–176.5 billion as of November 30. [4]
Despite Friday’s small rebound, the stock has cooled notably from midsummer highs. Trefis notes that Intuit shares are down about 7.3% over the last 21 trading days, reflecting renewed worries about Q2 guidance and softness at Mailchimp, even as long‑term fundamentals remain solid. [5]
Smartkarma also highlighted a late‑week slide, pointing to a move to roughly $629 per share with about 2.9% single‑day downside in one recent session, while still showing year‑to‑date performance hovering around flat. [6]
In short, heading into December 1, INTU is in a consolidation phase: well off its highs, no longer cheap in absolute terms, but increasingly backed by upbeat earnings, AI partnerships and supportive analyst forecasts.
What happened between November 28 and 30? Key fresh news and analysis
November 28: Price pressure meets an AI‑driven narrative shift
1. Smartkarma: late‑November sell‑off but positive long‑term scores
On November 28, Smartkarma’s Market Movers note flagged Intuit’s stock around $629.13, down about 2.9% with elevated trading volume. The piece underscored that, despite near‑term weakness, Smartkarma’s “Smart Score” model still assigns the company an overall score of 3.0 (on their internal scale), with: [7]
- Growth score: 4 (strong)
- Resilience: 3
- Momentum: 3
- Lower marks for Value and Dividend (2 and 3), reflecting a rich valuation and modest yield.
The article also highlighted bullish research coverage on Intuit’s evolution into an AI‑driven expert platform, with particular emphasis on how AI capabilities are boosting revenue growth and helping raise financial targets. [8]
Takeaway for Monday: Smartkarma’s commentary reinforces the idea that the pullback looks more like valuation tension than a broken business, with long‑term growth ratings remaining solid.
2. Simply Wall St: AI partnerships and data initiatives rewrite the story
Also on November 28, Simply Wall St published a deep‑dive titled “Should Intuit’s (INTU) New AI Partnerships and Data Initiatives Spur Reassessment by Investors?” [9]
The article ties together several recent strategic moves, including:
- Multi‑year, $100M+ AI partnership with OpenAI
- Intuit and OpenAI will bring Intuit apps (TurboTax, Credit Karma, QuickBooks, Mailchimp, etc.) directly into ChatGPT, giving users personalized financial insights and the ability to take actions (e.g., choosing credit products, answering tax questions, invoicing, cash‑flow planning) from within ChatGPT. [10]
- Intuit will also deepen its use of OpenAI’s frontier models inside its own GenOS generative AI operating system, under a $100M+ multi‑year contract, to power AI agents across its platform. [11]
- SMB MediaLabs audiences on The Trade Desk
- Intuit has made its first‑party small and mid‑market business (SMB) audience segments available on The Trade Desk’s demand‑side platform, turning Intuit’s SMB MediaLabs network into a powerful data source for advertisers targeting verified SMB decision‑makers. [12]
Simply Wall St argues that these moves:
- Strengthen Intuit’s network effects and cross‑sell opportunity across SMBs,
- Support higher average revenue per customer (ARPC) and margin expansion, and
- Bolster the case for double‑digit revenue growth through 2028, with a narrative that projects about $26.9 billion in revenue and $6.2 billion in earnings by 2028, implying roughly 12.7% annual revenue growth and a substantial profit lift from current levels. [13]
Their internal valuation model points to a fair value around $805 per share, suggesting roughly 27% upside from current prices. [14]
November 29: ChartMill calls Intuit “affordable growth”
On November 29, ChartMill issued an article titled “INTUIT INC (NASDAQ:INTU) Balances Strong Growth with Affordable Valuation.” [15]
Key points from their fundamental screen:
- Growth profile
- Earnings per share (EPS) growth of roughly 24% over the past year and around 21% annualized over recent years.
- Revenue growth of about 17% year‑over‑year, with a near‑20% multi‑year average. [16]
- Profitability
- Return on invested capital (ROIC) above 16%, ahead of over 90% of software peers.
- Operating margin around the mid‑20s and gross margin close to 80%, again placing Intuit near the top of its industry. [17]
- Balance sheet
- Low leverage, with a debt‑to‑equity ratio around 0.28 and debt covered comfortably by free cash flow. [18]
- Valuation
- ChartMill’s methodology shows a P/E near 30 and a forward P/E around 23–24, arguing Intuit is cheaper than a majority of software peers when adjusted for growth and margins. [19]
By contrast, MarketBeat’s GAAP‑based snapshot (using different data inputs) pegs Intuit at a P/E just above 46 and a PEG ratio of about 2.5, underscoring how sensitive the valuation picture is to the earnings measure used. [20]
Bottom line from ChartMill: for growth‑oriented investors, Intuit is framed as “growth at an acceptable price” rather than a true value stock.
November 30: Guidance, institutional flows and fresh valuation updates
1. MarketBeat: FY 2026 guidance and dividend details
On November 30, MarketBeat summarized Intuit’s updated guidance and recent earnings in an article titled “Intuit (NASDAQ:INTU) Issues FY 2026 Earnings Guidance.” [21]
Highlights:
- Fiscal Q1 2026 results (quarter ended Oct. 31):
- Revenue: $3.885 billion, up 18% year‑over‑year.
- Non‑GAAP EPS: $3.34, up 34%, beating consensus by roughly $0.25.
- Strong momentum across segments, with Online Ecosystem revenue up 21% and Consumer revenue up 21%, driven by TurboTax, Credit Karma, and other consumer offerings. [22]
- FY 2026 guidance (reiterated)
- Revenue: $21.0–21.2 billion, implying 12–13% growth.
- Non‑GAAP EPS: $22.98–23.18, implying 14–15% growth.
- Q2 FY26 guidance calls for revenue growth of 14–15% and non‑GAAP EPS between $3.63 and $3.68. [23]
- Dividend and capital returns
- Intuit’s board has approved a quarterly dividend of $1.20 per share, a 15% increase year‑over‑year, equating to an annualized $4.80 and a yield around 0.8% at current prices, with a payout ratio in the low‑30% range. [24]
MarketBeat describes analyst sentiment as a “Moderate Buy”, with the average target around $798 and 22 Buy ratings vs. just a few Holds and one Sell. [25]
2. MarketBeat: West Family Investments boosts stake; institutions own ~84%
A separate November 30 MarketBeat note details that West Family Investments Inc. increased its Intuit position by about 110% in Q2, now holding 975 shares worth roughly $768,000 at the time of the filing. [26]
The same article notes that institutional investors and hedge funds own roughly 83–84% of Intuit’s float, reinforcing the picture of a heavily institutionally‑owned large‑cap where fund flows can materially influence short‑term moves. [27]
3. Simply Wall St (Nov. 30): still 20%+ undervalued after the rally
On November 30, Simply Wall St followed up with “Intuit (INTU): Evaluating Valuation After Strong Earnings, Dividend Hike, and AI Partnerships.” [28]
Key takeaways:
- Despite the recent volatility, 1‑year total shareholder return is only slightly negative (~‑0.5%), while 3‑year and 5‑year TSRs stand around 59% and 78%, respectively — signs of a resilient compounder. [29]
- The platform’s most popular narrative values Intuit at about $805 per share, roughly 21% above the latest close, explicitly citing:
- The AI‑driven expert platform, including virtual teams of AI agents plus human experts,
- Increased ability to consolidate customer tech stacks,
- And margin expansion from automation and cross‑sell as primary drivers. [30]
The article concludes that the bull case is very much alive, but warns that Mailchimp’s ongoing softness and international growth risks remain key overhangs that could challenge aggressive expectations. [31]
Analyst ratings and price targets for INTU stock (late November 2025)
Across Wall Street and independent research platforms, Intuit remains overwhelmingly rated a Buy, with most published price targets implying double‑digit upside from the ~$634 level.
Some of the most recent consensus numbers:
- MarketBeat consensus:
- Average 12‑month target: $798.20
- Range: $530–$900
- Implied upside: roughly 26% from around $634
- Rating: “Moderate Buy” based on about 28 analysts. [32]
- TipRanks:
- Average target: $829.33
- Range: $725–$880
- Implied upside: roughly 32%
- Overall rating: Strong Buy. [33]
- TickerNerd / third‑party consensus summary:
- Median target: $819.50
- Range: $600–$971
- Implied upside: about 29%
- Based on 36 Wall Street analysts with 25 Buy, 7 Hold and 1 Sell ratings, and a composite score of 8.7/10 (“Strong Buy”). [34]
- Zacks (snippet, late November):
- Price target range roughly $670–$971, with the average still above the last closing price. [35]
- Notable individual calls:
Taken together, late‑November research paints a clear picture:
Intuit is still broadly viewed as a high‑quality compounder with 25–30% upside over 12 months, albeit with a premium valuation and execution risks around Mailchimp and international growth.
Fundamentals after the Q1 beat: growth, margins and AI tailwinds
Intuit’s bullish case into December 1 rests on more than just sentiment:
Revenue and earnings momentum
From the fiscal Q1 2026 report (released November 20): [38]
- Total revenue: $3.885 billion, +18% year‑over‑year
- Non‑GAAP EPS: $3.34, +34% year‑over‑year
- GAAP EPS: $1.59, more than double the prior‑year quarter
- Operating leverage: GAAP operating income nearly doubled, and non‑GAAP operating income rose 32%
Segment highlights:
- Global Business Solutions (QuickBooks / small business):
- Revenue up 18%, with online ecosystem revenue up 21%
- QuickBooks Online Accounting revenue up 25%, helped by higher effective prices and customer growth.
- Consumer (TurboTax, Credit Karma, ProTax):
- Segment revenue up 21%
- Credit Karma revenue +27%, driven by loans, credit cards and auto insurance.
These numbers underpin the 12–13% full‑year revenue growth and high‑teens profit growth that management reiterated for FY 2026. [39]
AI and data strategy as a structural driver
The recent OpenAI partnership and SMB MediaLabs/The Trade Desk integration add long‑term optionality: [40]
- Embedding Intuit apps inside ChatGPT should:
- Deepen engagement with existing users (tax filers, SMBs, Credit Karma members), and
- Open up new distribution by meeting users where they already are — inside conversational AI interfaces.
- First‑party SMB data on The Trade Desk gives Intuit:
- A way to monetize its unique SMB dataset beyond its own products, and
- Stronger network effects as advertisers target verified SMB decision‑makers using Intuit’s deterministic data.
Most of the independent analysis published between November 28 and 30 sees these AI and data initiatives as incrementally positive to the story, though they will play out over multiple years rather than in a single quarter. [41]
Valuation snapshot: is Intuit stock expensive or attractive?
Depending on the lens you use, INTU can look either expensive or reasonably valued:
- GAAP trailing lens (MarketBeat):
- P/E around 46x
- PEG around 2.5
- Dividend yield ~0.8%. [42]
- Fundamental screen lens (ChartMill):
- P/E closer to 30x
- Forward P/E around 23–24x
- Strong profitability and balance sheet vs peers makes the valuation more palatable. [43]
- Discounted cash-flow / narrative lens (Simply Wall St):
- Fair value in the $800–805 range, implying 20–27% undervaluation at current prices, assuming Intuit can sustain low‑teens revenue growth and expand margins via AI‑driven automation. [44]
- Risk perspective (Trefis):
- Labels Intuit as having “very high” valuation but strong operations, and analyses how the stock behaved in past downturns. It notes that INTU has historically recovered from deep drawdowns faster than the S&P 500, though with substantial volatility along the way. [45]
Net message for traders on December 1:
Intuit is not a bargain in absolute P/E terms, but many models still see room for mid‑20% upside if management can deliver on its AI, data and margin expansion story.
What could move INTU at the December 1, 2025 open?
With most of the hard news already out (earnings, guidance and partnerships), Monday’s open is likely to be driven by how investors continue to digest and re‑price the following themes:
- Reaction to reiterated FY 2026 guidance
- The guidance beat on EPS and matched revenue expectations, but Q2 guidance and Mailchimp softness have already spooked some investors, contributing to November’s drawdown. Any new sell‑side commentary or target changes Monday could nudge the stock. [46]
- AI & data narrative follow‑through
- Coverage over November 28–30 has been broadly constructive on the OpenAI and SMB MediaLabs deals. If the wider market continues to rotate into AI platform “winners”, INTU could benefit; if there’s a sentiment wobble around high‑multiple AI plays, it could lag. [47]
- Technical and positioning factors
- After trading well above $800 in July, the stock now sits near the low‑$600s, below both its 50‑day (~$664) and 200‑day (~$706) moving averages, a setup traders often view as a “repair phase” after a correction. [48]
- Heavy institutional ownership (≈84%) means that even modest shifts in fund positioning can drive outsized moves at the open. [49]
- Macro and rate expectations
- As with all high‑multiple software names, changes in interest‑rate expectations or risk appetite can move the stock even in the absence of company‑specific news.
- Ongoing debate about valuation
- Between ChartMill’s “affordable growth” framing, Simply Wall St’s 20–27% undervaluation call, and Trefis’ warning about high multiples, there is an active debate about how much good news is already in the price. That tension itself can fuel volatility around the open. [50]
Short‑term outlook: balanced but tilted positive
Putting all of this together:
- Bullish forces into December 1
- Strong Q1 beat and reiterated double‑digit FY26 guidance
- AI and data partnerships that deepen Intuit’s moat and broaden its distribution
- A higher dividend and ongoing buybacks
- Broad Buy‑rated analyst coverage with mid‑20% to low‑30% implied upside. [51]
- Bearish or cautious forces
- A still‑elevated valuation multiple, especially on GAAP numbers
- Mailchimp and international growth still viewed as pressure points
- Recent price volatility and drawdown, which can deter new buyers until the chart improves. [52]
Near term, that mix suggests two‑way risk at the December 1 open:
- If investors continue to re‑rate AI platform leaders higher, INTU could grind back toward its mid‑$600s to $700 trading range as confidence rebuilds.
- If concerns about valuation or the macro backdrop flare up again, further tests of the low‑$600s — and even deeper pullbacks — are possible despite the solid fundamentals.
Important note
This article is for information and news/analysis purposes only. It is not investment advice or a recommendation to buy or sell any security. Stock investing involves risk, including the possible loss of principal. Always do your own research and consider consulting a licensed financial advisor before making investment decisions.
References
1. www.marketbeat.com, 2. www.chartmill.com, 3. www.marketbeat.com, 4. www.marketbeat.com, 5. www.trefis.com, 6. www.smartkarma.com, 7. www.smartkarma.com, 8. www.smartkarma.com, 9. simplywall.st, 10. investors.intuit.com, 11. investors.intuit.com, 12. investors.intuit.com, 13. simplywall.st, 14. simplywall.st, 15. www.chartmill.com, 16. www.chartmill.com, 17. www.chartmill.com, 18. www.chartmill.com, 19. www.chartmill.com, 20. www.marketbeat.com, 21. www.marketbeat.com, 22. investors.intuit.com, 23. investors.intuit.com, 24. investors.intuit.com, 25. www.marketbeat.com, 26. www.marketbeat.com, 27. www.marketbeat.com, 28. simplywall.st, 29. simplywall.st, 30. simplywall.st, 31. simplywall.st, 32. www.marketbeat.com, 33. www.tipranks.com, 34. tickernerd.com, 35. www.zacks.com, 36. www.investing.com, 37. www.marketbeat.com, 38. investors.intuit.com, 39. investors.intuit.com, 40. investors.intuit.com, 41. simplywall.st, 42. www.marketbeat.com, 43. www.chartmill.com, 44. simplywall.st, 45. www.trefis.com, 46. investors.intuit.com, 47. simplywall.st, 48. www.marketbeat.com, 49. www.marketbeat.com, 50. www.chartmill.com, 51. investors.intuit.com, 52. www.trefis.com
