Intuit (INTU) Stock Edges Higher After Earnings Beat and AI Partnership: Price, Outlook and Key Drivers on November 28, 2025

Intuit Stock Today: Price Snapshot for 28 November 2025

Intuit Inc. (NASDAQ: INTU) finished the first trading session after the U.S. Thanksgiving break on a positive note. The stock closed Friday, November 28, 2025 at $634.08, up about 0.8% from Wednesday’s close of $629.13. ^[1]

During the session, Intuit shares traded between roughly $626.7 and $634.9, with volume just under 0.86 million shares, below the recent spike levels seen around the company’s earnings release. ^[2]

Key snapshot for Intuit stock as of Friday’s close:

Closing price: $634.08
Day change: +0.79% vs. prior close ^[3]
Day’s range: $626.50 – $634.92 ^[4]
52‑week range: $532.65 – $813.70 ^[5]
Approx. distance from extremes: ~22% below the 52‑week high, ~19% above the 52‑week low (based on Friday’s close and the published 52‑week range) ^[6]
Market cap: around $175–176 billion ^[7]
Trailing P/E: roughly 44x earnings ^[8]
Dividend yield: about 0.7%, with the latest quarterly dividend at $1.20 per share ^[9]

In performance terms, Intuit shares are only modestly higher for the year—up a low single-digit percentage—lagging the broader S&P 500’s double‑digit gain. ^[10]

Recent Performance: From Summer Highs to an Autumn Reset

Intuit has had a volatile 2025. The stock hit an all‑time and 52‑week high of $813.70 on July 30, 2025, before giving back a significant chunk of those gains. ^[11]

By Wednesday, November 26, INTU had slid to $629.13, marking its third straight day of losses and leaving the stock more than 22% below its 52‑week high, on trading volume above its 50‑day average. ^[12]

Friday’s 0.8% rebound to $634.08 comes after:

A 4.03% surge on November 21, when the stock climbed to an intraday high above $680 following earnings and guidance updates. ^[13]
A subsequent pullback, including a 1.50% decline on November 24 and further selling pressure into November 26, even as major indices advanced. ^[14]

Taken together, the pattern paints a familiar growth‑stock story: strong fundamental news driving a post‑earnings rally, followed by profit‑taking and valuation reassessment, and then a tentative rebound. At around $634, Intuit now sits roughly in the middle of its 52‑week range, with sentiment balancing between long‑term optimism and near‑term caution.

Earnings Beat: Q1 FY26 Results Underpin the Story

Intuit’s latest quarter is a key reason the stock still commands a premium valuation despite the pullback.

For Q1 fiscal 2026 (quarter ended October 31, 2025), the company reported: ^[15]

Total revenue: about $3.9 billion, up 18% year over year
Global Business Solutions revenue:$3.0 billion, up 18%
Online Ecosystem revenue: $2.4 billion, up 21%
Consumer revenue:$894 million, up 21%
GAAP operating income: $534 million, up 97%
Non‑GAAP operating income: $1.26 billion, up 32%
GAAP EPS: $1.59, up 127%
Non‑GAAP EPS: $3.34, up 34%

Those figures beat Wall Street expectations. Zacks Equity Research notes that adjusted EPS of $3.34 topped consensus estimates of $3.10, while revenue of $3.89 billion exceeded expectations by about 3.3%, with revenues rising from $3.28 billion a year earlier. ^[16]

Management also reiterated full‑year fiscal 2026 guidance, calling for: ^[17]

Revenue: $21.0–$21.2 billion, 12–13% growth
Non‑GAAP operating income: $8.61–$8.69 billion, 14–15% growth
Non‑GAAP EPS: $22.98–$23.18, 14–15% growth

The company is also guiding for Q2 FY26 revenue growth of 14–15%, with non‑GAAP EPS between $3.63 and $3.68. ^[18]

Intuit’s CEO Sasan Goodarzi highlighted that the quarter reflects execution on its “AI‑driven expert platform strategy”, while CFO Sandeep Aujla reiterated confidence in double‑digit revenue growth and margin expansion for the year. ^[19]

For investors, these results suggest that Intuit is still growing solidly at scale, with strong contributions from:

QuickBooks and the Global Business Solutions segment, driven by higher effective prices, customer growth, and online services expansion. ^[20]
Credit Karma, where revenue grew 27% in Q1, benefiting from demand in personal loans, credit cards and auto insurance. ^[21]

In short, fundamentals are moving in the right direction even as the share price has reset from its summer peak.

AI, OpenAI and Intuit’s Platform Strategy

A major part of the Intuit investment thesis now revolves around artificial intelligence and platform effects.

Intuit’s “System of Intelligence”

In October, Intuit unveiled “Intuit Intelligence”, a system of intelligence that sits at the core of its all‑in‑one business platform. The aim is to unify a business’s data and give customers access to a virtual team of AI agents across key financial workflows—customers, payments, payroll, accounting and tax. ^[22]

Features highlighted by the company include: ^[23]

Ask‑anything AI assistance, letting customers query profitability, leads or cash flow and get instant, data‑backed answers.
Automated task completion, such as running payroll or generating reconciliations via simple natural‑language prompts.
A virtual team of AI agents (Accounting, Finance, Customer, Payroll, Project Management and Sales Tax agents) that automate bookkeeping, generate financial summaries and help manage customers and projects.
Early adopters report saving up to 12 hours per month in simplified operations, according to Intuit’s internal research.

This AI fabric is increasingly embedded in QuickBooks and other business tools, strengthening Intuit’s position with small and mid‑sized businesses.

Agentic Consumer Platform and Done‑For‑You Money Management

On the consumer side, Intuit has introduced an agentic AI‑driven platform that combines TurboTax and Credit Karma to help customers manage debt, build credit and improve their financial outcomes year‑round. ^[24]

Key elements include:

AI + human intelligence experiences that craft personalized debt pay‑down and wealth‑building plans.
AI‑powered tax experts and local AI “concierges” that guide consumers through tax and financial decisions.
New tools like Credit Spark (credit building from everyday bills) and a forthcoming Debt Assistant, which analyzes a user’s finances and proposes an automated debt payoff strategy. ^[25]

These initiatives are designed to deepen engagement across Intuit’s ecosystem, increase cross‑sell opportunities, and keep customers inside the Intuit platform throughout the year instead of just during tax season.

The OpenAI Partnership

Perhaps the highest‑profile development this month is Intuit’s multi‑year strategic partnership with OpenAI, announced on November 18, 2025. ^[26]

Highlights from the joint announcement:

Intuit will bring TurboTax, Credit Karma, QuickBooks and Mailchimp‑powered apps into ChatGPT, letting users take secure, data‑driven financial actions directly inside the ChatGPT experience. ^[27]
Consumers will be able to, for example, optimize debt payoff, estimate tax refunds, schedule time with tax experts and find tailored credit products, all powered by their Intuit data (with permission). ^[28]
Businesses will receive personalized revenue and profitability insights, AI‑generated invoice reminders and tailored financing options, based on real‑time data from Intuit’s platform. ^[29]
Intuit will deepen its use of OpenAI’s frontier models under a new $100M+ multi‑year contract, integrating them into its proprietary GenOS AI operating system to power AI agents across its products. ^[30]

For shareholders, the takeaway is that Intuit is betting heavily that AI‑driven, personalized financial advice and automation will be a key growth engine—and it’s aligning with one of the leading AI model providers to accelerate that vision.

What Wall Street Is Saying About INTU

Analysts remain broadly constructive on Intuit, even after the recent share‑price volatility.

RBC Capital recently reiterated its “Outperform” rating with a $850 price target, reaffirming its confidence in Intuit’s strategy and market position. ^[31]
Wells Fargo lowered its target from $880 to $840 but maintained an “Overweight” rating, signaling continued bullishness despite a slightly more conservative outlook. ^[32]
Other firms such as Evercore ISI, KeyBanc and Barclays have also kept positive ratings while trimming some of their price targets in recent months. ^[33]

According to analyst aggregations cited by GuruFocus and Investing.com, the average 12‑month price target for Intuit is around the low $800s, with estimates generally clustered between $600 and $971. ^[34]

At Friday’s close near $634, that average target implies roughly high‑20% potential upside if those forecasts prove accurate. Of course, analyst targets are not guarantees, and they can move quickly with macro conditions and company‑specific news.

Notably, Zacks currently rates Intuit as a “Hold” (Rank #3), reflecting a more neutral stance in the near term despite the earnings beat. ^[35]

In short, most coverage frames Intuit as a quality growth name with solid fundamentals and attractive long‑term drivers, but with near‑term valuation and sentiment risks.

Valuation Check: Growth at a Price

With the stock around $634, Intuit is not cheap on traditional metrics:

Trailing P/E ratio: about 44–45x
Dividend yield: roughly 0.7%, even after a 15% dividend increase, signaling a focus on reinvestment over income. ^[36]

By comparison, many mature large‑cap software names trade at notably lower earnings multiples, though pure‑play tax and payroll peers can vary widely. ^[37]

Investors paying today’s price are effectively betting that Intuit can:

Sustain double‑digit revenue growth for several years, in line with its FY26 guidance. ^[38]
Convert AI investments into higher margins and higher customer lifetime value, via cross‑sell between QuickBooks, TurboTax, Credit Karma and Mailchimp. ^[39]
Maintain its dominant market position in small‑business accounting and DIY tax filing, where it already enjoys strong share. ^[40]

If those assumptions hold, a premium multiple is easier to justify. If growth slows or AI adoption disappoints, the valuation could compress, putting pressure on the stock.

Key Risks for Intuit Shareholders

Even with a strong quarter and high‑profile AI roadmap, Intuit is not risk‑free. Investors should stay mindful of several important factors highlighted by the company and independent observers: ^[41]

Regulatory and policy risk: Intuit operates in highly regulated tax and financial domains and has previously faced scrutiny over consumer tax products. Changes to tax policy, IRS programs or new regulations around AI and data privacy could affect growth or require costly adjustments.
Competition: From alternative tax solutions to accounting and marketing platforms, Intuit faces both legacy software competitors and newer cloud‑native rivals. AI may lower barriers to entry in some areas.
Execution and integration: Intuit has grown through acquisitions (e.g., Credit Karma, Mailchimp) and must continue integrating these platforms while layering on AI capabilities across them.
Macroeconomic sensitivity: Credit and advertising‑related revenues, particularly at Credit Karma and Mailchimp, can be sensitive to interest‑rate environments and consumer credit health.
AI and data‑governance risk: As AI becomes more embedded in financial decision‑making, missteps around model behavior, data usage or security could damage brand trust or attract regulatory attention.

These risks don’t negate the upside case, but they help explain why some analysts have become more selective on valuation even as they remain positive on the underlying business.

What Today’s Move Could Mean for Investors

For long‑term growth investors, Friday’s modest bounce leaves Intuit:

Well off its July high (down ~22%), potentially more attractive than at peak optimism. ^[42]
Still priced for continued high‑teens EPS growth and successful AI monetization. ^[43]

If you believe Intuit can continue compounding revenue in the low‑teens, expand margins, and turn AI partnerships like the OpenAI deal into tangible monetization, today’s level may look like a reasonable entry point on a high‑quality franchise, albeit not a bargain‑basement one.

For shorter‑term traders, INTU remains:

A volatile large‑cap—the stock has swung several percentage points in both directions over the past two weeks alone. ^[44]
Sensitive to sentiment around AI, growth stocks and interest rates, as well as any updates to guidance or regulatory headlines.

The recent pattern—earnings‑driven pop, pullback, and partial rebound—may offer trading opportunities, but it also underscores the importance of risk management.

Bottom Line on Intuit Stock Today

On November 28, 2025, Intuit stock closed higher at $634.08, breaking a brief losing streak and stabilizing near the midpoint of its 52‑week range. ^[45]

Beneath the day‑to‑day noise, the core story remains:

Fundamentals are strong, with double‑digit revenue and EPS growth, a clean Q1 beat and reiterated FY26 guidance. ^[46]
AI is central to Intuit’s future, from its Intuit Intelligence system and AI agents to a deep new partnership with OpenAI that could extend its reach to millions of ChatGPT users. ^[47]
Valuation is rich but not extreme by high‑growth software standards, supported by a modest dividend and ongoing share repurchases, yet still vulnerable if growth slows. ^[48]

Whether INTU is a buy, hold or avoid at today’s price ultimately depends on your time horizon, risk tolerance and conviction in Intuit’s ability to turn AI and ecosystem synergies into durable, high‑margin growth.

This article is for informational purposes only and does not constitute financial advice. Consider consulting a qualified financial professional and conducting your own research before making investment decisions.