Intuit Inc. (NASDAQ: INTU) ended Monday’s session modestly higher and is staying calm in after-hours trading — but the headlines investors are digesting tonight are anything but boring. The company’s growing push into stablecoin-powered money movement, a fresh shareholder-proposal filing tied to the upcoming annual meeting, and the seasonal ramp into tax-time execution are all part of the story as Wall Street heads into Tuesday’s open.
Below is a detailed, publication-ready rundown of where INTU stands after the bell on Monday, December 22, 2025, and what to keep on your radar before the market opens Tuesday, December 23, 2025.
INTU after-hours check: Where Intuit stock stands after the bell
Intuit shares closed at $675.21, up $3.91 (+0.58%) in Monday’s regular session. [1]
In after-hours trading shortly after the close, Intuit was essentially unchanged, with the company’s investor-relations quote showing $675.21 (0.00%) at 4:34 p.m. ET on roughly 36,148 shares. [2]
For the full session, Intuit traded in a relatively tight band (roughly the low $671s to high $679s), reflecting a “steady hands” tape as the broader market moved higher into a holiday-shortened week. [3]
Macro context (why it matters for tomorrow): U.S. equities finished higher Monday, with the S&P 500 up 0.64% and the Dow up 0.47% — a supportive backdrop for mega-cap and high-quality software names like Intuit. [4]
The three Intuit headlines investors are weighing tonight
1) Stablecoins enter the Intuit conversation in a very “mainstream” way
A new profile/interview-style story out Monday highlighted Intuit’s view that stablecoins could become a practical “digital dollar” payment rail — framing the topic less as crypto speculation and more as infrastructure for everyday money movement. [5]
The timing matters because it follows Intuit’s multi-year partnership with Circle (issuer of USDC) announced last week. Intuit says the partnership creates a framework to use Circle’s stablecoin infrastructure and USDC across the Intuit platform — including TurboTax, QuickBooks, and Credit Karma — with an emphasis on “faster, lower-cost” and more global money movement. [6]
Why investors care (beyond the buzzword):
- Refunds and speed: Intuit points out it operates at massive scale in consumer tax workflows, referencing a market of more than $100 billion in annual tax refunds — a natural “use case” if consumers can access money faster and outside banking hours. [7]
- SMB payments and cash flow: For QuickBooks customers, any move toward cheaper/instant settlement could support invoice-to-cash cycles and cross-border payments — if adoption and compliance work. [8]
- Execution and regulatory risk: Stablecoins are increasingly regulated and scrutinized, and adoption tends to be slower than headlines. (Recent industry developments underscore that stablecoin settlement is moving into traditional networks — but the pace and the winners can shift quickly.) [9]
Bottom line: This is a long-horizon product/infrastructure narrative, not something that typically re-prices the stock overnight — but it can shape the growth and “platform multiple” debate over time.
2) A fresh shareholder-proposal filing hit the tape today (PX14A6G)
Intuit’s SEC filings show that on December 22, 2025, a non-management filer (the National Center for Public Policy Research) submitted a PX14A6G “notice of exempt solicitation.” [10]
The document urges shareholders to vote FOR a proposal described as a “Diversity & Inclusion Programs ROI Audit.” The filing itself emphasizes it is not a proxy solicitation to send voting authority to the filer. [11]
Why this matters for INTU investors before tomorrow’s open:
- It can draw incremental attention to governance and proxy-season dynamics.
- It also anchors the calendar: Intuit lists its Annual Stockholder Meeting on January 22, 2026 (8:00 a.m. PST) as an upcoming event. [12]
For most investors, this is unlikely to be a short-term fundamental driver unless additional governance developments emerge — but it’s a real, dated filing, and sometimes these stories gain traction if broader political or corporate-governance themes pick up in the market narrative.
3) Tax season is approaching — and Intuit is already marketing hard
While the newest “today” headlines were stablecoin- and governance-focused, Intuit’s most recent investor-relations news is still the pair of press releases from December 18, 2025 (stablecoins + consumer tax campaign). [13]
On the consumer side, Intuit launched the next phase of its “Now This Is Taxes” campaign for tax year 2025 filings (filed in 2026), positioning TurboTax + Credit Karma as an integrated experience powered by AI + human intelligence. [14]
Notably, Intuit promoted:
- A free DIY mobile app offer for eligible new-to-TurboTax filers who file by Feb. 28, 2026, and
- A flat $150 “full service” expert offer if filing by Feb. 28, 2026 (per the press release terms). [15]
For investors, this frames the key near-term question: Does Intuit convert early-season marketing into paid mix, attach, and retention — while defending share and margins?
Forecasts and analyst outlook: What Wall Street is modeling right now
Analyst price targets (as of today’s read-through)
One widely followed compilation shows an average analyst target around $819 (with a high near $971 and a low near $600). That average target is roughly ~21% above Monday’s close near $675 — a signal that consensus remains constructive even after INTU’s strong run over the past year. [16]
Price targets are not guarantees, but going into Tuesday’s session they help frame the debate:
- Bulls will argue Intuit is building a broader “money platform” (tax + SMB + credit + payments) that can sustain premium growth.
- Bears will argue the stock’s valuation already prices in a lot of execution.
Company guidance that still anchors the next big move
The next major fundamental catalyst for Intuit stock is earnings — and until then, investors typically trade the stock around confidence in the company’s guidance.
From Intuit’s latest earnings release (Q1 fiscal 2026, reported Nov. 20, 2025), the company reiterated full-year fiscal 2026 expectations including:
- Revenue: $20.997B to $21.186B (about 12–13% growth)
- Non-GAAP EPS: $22.98 to $23.18 (about 14–15% growth) [17]
For fiscal Q2 (ending Jan. 31), Intuit guided to:
- Revenue growth: ~14–15%
- Non-GAAP EPS: $3.63 to $3.68 [18]
Reuters also highlighted the setup: revenue growth guidance above Street expectations, while the EPS outlook (at that time) was a bit lighter than consensus — an important reminder that mix, investment pace, and margin expansion remain key swing factors. [19]
What to know before the market opens Tuesday, Dec. 23, 2025
Here’s the practical pre-open checklist for INTU specifically:
Watch 1: Any follow-up headlines on stablecoins (and “payments rail” narratives)
The market will be sensitive to:
- Additional details on how Intuit plans to embed USDC functionality (refund timing, remittances, SMB settlement, consumer use cases), and
- Any regulatory or industry news that changes sentiment around stablecoins as a mainstream financial tool. [20]
Because INTU is not a “crypto stock,” the impact is likely second-order — but narratives can matter in holiday trading, when liquidity is thinner.
Watch 2: Governance/proxy chatter tied to the Jan. 22 annual meeting
The PX14A6G filing may or may not travel — but if it does, it can create short-lived volatility in headlines even without changing near-term fundamentals. [21]
Watch 3: Holiday-week market mechanics
This is a holiday-shortened week. Market coverage Monday night noted that U.S. markets will close early on Wednesday, Dec. 24, ahead of Christmas Day. That often means thinner liquidity and sometimes sharper intraday moves on modest news flow. [22]
Watch 4: Income-focused dates on the horizon
Intuit’s dividend calendar shows a $1.20 quarterly dividend with an ex-dividend date of Jan. 9, 2026 and payment date Jan. 16, 2026. [23]
That’s not a “tomorrow morning” catalyst, but it can matter for positioning in early January (especially for funds that care about dividend capture).
Watch 5: Levels the market is clearly aware of (without overdoing technicals)
Even without a chart, the tape tells you where traders just did business:
- Monday’s range clustered around the low $670s to high $670s,
- While the bigger picture remains: Intuit has traded well below its $813.70 52-week high (a reference point investors still remember). [24]
The bottom line for Intuit stock into Tuesday’s open
Intuit stock is ending Dec. 22 with a steady after-hours profile — up modestly on the day, flat after the close — while investors sort through two narrative tracks:
- Platform expansion (stablecoin rails + AI-driven workflows) that could widen Intuit’s long-term moat, and
- Near-term execution into tax season and the next earnings cycle, where guidance, margins, and product mix will drive the next durable re-rating.
If anything is likely to move the stock meaningfully before Tuesday’s open, it’s not “mystery volatility” — it’s new, incremental information (product details, regulatory developments, or unexpected corporate filings). Otherwise, INTU may trade more with market tone and holiday liquidity than with company-specific shocks.
References
1. finance.yahoo.com, 2. investors.intuit.com, 3. stockanalysis.com, 4. www.marketwatch.com, 5. fortune.com, 6. investors.intuit.com, 7. investors.intuit.com, 8. investors.intuit.com, 9. www.barrons.com, 10. investors.intuit.com, 11. investors.intuit.com, 12. investors.intuit.com, 13. investors.intuit.com, 14. investors.intuit.com, 15. investors.intuit.com, 16. www.marketwatch.com, 17. investors.intuit.com, 18. investors.intuit.com, 19. www.reuters.com, 20. investors.intuit.com, 21. investors.intuit.com, 22. finance.yahoo.com, 23. investors.intuit.com, 24. stockanalysis.com


