Intuit (INTU) Stock Forecast 2026: Latest News, Price Targets and Key Levels (Dec. 16, 2025)

December 16, 2025 — Intuit Inc. (NASDAQ: INTU) is back in focus today after a sharp dip to start the week, fresh analyst target adjustments, and a wave of institutional-position updates that highlight how heavily owned the stock remains.

After closing Monday at $654.60 (down 2.43%), INTU rebounded in Tuesday trading, swinging between the mid-$650s and high-$660s as investors weighed a still-bullish (but trimmed) price target from Wolfe Research, mixed sentiment across high-multiple software, and the company’s AI-driven product roadmap heading into the 2026 tax season. ^[1]

INTU stock today: price action and what it’s signaling on Dec. 16

Intuit shares were trading around $665 late in the U.S. session (as of 19:26 UTC), up roughly 1.6% on the day after opening near the mid-$650s. The intraday range was wide — roughly $650 to $669 — reflecting active two-way trading after Monday’s selloff.

Daily pricing data shows INTU’s Tuesday move as a +2.10% session gain to about $668.35, after opening around $654.39 and touching an intraday low near $648.52. ^[2]

That bounce matters because Monday’s decline left INTU nearly 20% below its 52-week high of $813.70 (set July 30) — a drawdown that has pushed more investors to ask a simple question: is this a healthy consolidation in a premium-quality fintech platform, or is it the market repricing “expensive software” into 2026? ^[3]

The macro backdrop: why tech tone matters for Intuit stock this week

Today’s INTU coverage is also being shaped by the broader tape. Market commentary circulating this morning emphasized that U.S. stocks fell Monday as investors continued rotating away from AI- and tech-linked leadership, with attention turning to upcoming economic data and persistent inflation worries. ^[4]

For Intuit, which often trades like a “quality growth” name (strong margins, recurring revenue, high retention, but premium valuation), this risk-off tone can exaggerate short-term moves — even when company-specific fundamentals haven’t materially changed.

Key analyst headline: Wolfe trims INTU price target, keeps “Outperform”

One of the most widely repeated analyst developments being digested today is Wolfe Research’s decision to cut its price target on Intuit to $830 from $870, while maintaining an “Outperform” rating. ^[5]

In practice, this kind of move often indicates fine-tuning assumptions (growth, margins, or valuation multiple) rather than a broken long-term thesis. Wolfe’s updated target still implies meaningful upside from current prices — and helps explain why today’s narrative around INTU is less about panic and more about “reset expectations and re-check the story.” ^[6]

Wall Street consensus: price targets, ratings, and what “Overweight” implies

If Wolfe’s adjustment represents the “one-note” headline, broader Wall Street positioning still leans constructive.

FactSet-compiled consensus data reported by MarketWatch lists Intuit’s average recommendation as “Overweight,” with an average target price of $819.23 based on 32 analyst ratings. ^[7]

Other consensus trackers vary slightly (because of differing analyst rosters and update timing), but land in a similar range. MarketBeat, for example, describes INTU as a “Moderate Buy” with an average target near the high-$700s. ^[8]

How to read this (without over-interpreting it):

A ~$819 consensus target vs. a ~$665 trading price suggests analysts still model a re-acceleration / re-rating case. ^[9]
But the dispersion in targets (and the recent trimming trend) signals a market that’s becoming more sensitive to valuation and execution — especially in segments where growth has been choppier (e.g., marketing and consumer credit). ^[10]

The fundamental anchor: what Intuit last reported and guided

While today’s “newsflow” is heavy on targets and technicals, the fundamental baseline still comes from Intuit’s most recent earnings cycle.

Reuters reported that Intuit’s fiscal Q1 revenue rose 18% to $3.89 billion, and adjusted EPS came in at $3.34, both above consensus expectations. ^[11]

On guidance, Reuters said Intuit forecast Q2 revenue growth of about 14% to 15% (above the analyst growth estimate cited by Reuters), while its adjusted EPS outlook ($3.63–$3.68) came in below the consensus estimate referenced in the same report. ^[12]

The company also approved a $1.20 quarterly dividend, described by Reuters as a 15% increase from a year earlier — a signal management continues to emphasize shareholder returns alongside platform investment. ^[13]

Institutional activity on Dec. 16: big ownership stays intact

A notable theme in today’s INTU coverage is how institution-heavy the stock remains — and that new filings continue to show incremental buying.

Two examples published today:

Corient Private Wealth LLC increased its position (per its filing) and held 131,779 shares valued at about $103.79 million. ^[14]
Insight Wealth Strategies LLC increased its stake by 85.1% to 6,092 shares, valued around $4.16 million at the time of its filing. ^[15]

Both reports also emphasize the scale of institutional ownership — cited around 83.66% — reinforcing the idea that INTU’s day-to-day swings can be amplified by broader factor rotations (growth vs. value, tech vs. defensives), not only company-specific headlines. ^[16]

Insider activity: one small Form 4 headline, plus the bigger selling narrative

On the insider front, a Reuters/Refinitiv item distributed via TradingView noted that Kerry J. McLean (Vice President) filed a Form 4 showing an exercise of 244 shares and a related surrender of 244 shares (commonly used to cover exercise costs and/or tax withholding). ^[17]

More broadly, the narrative that “insiders have been net sellers” has also been repeated in multiple summaries today. MarketBeat’s automated filings coverage cites insider sales over the past several months and reports insider ownership around 2.49%. ^[18]

Important nuance for readers: many executive “sales” are routine (scheduled plans, tax withholding, option exercises). Markets care less about the existence of selling and more about whether it coincides with deteriorating fundamentals — something investors will likely revisit when Intuit reports its next quarter.

INTU technical analysis on Dec. 16: the $650–$661 zone is in the spotlight

Technical commentary was unusually specific today.

A DailyForex technical note (created Dec. 16, 2025) framed INTU as having broken down below a support zone, proposing a bearish trade setup with entries between $650.47 and $660.77, and highlighting downside targets in the high-$500s alongside stops above the high-$680s. ^[19]

Whether or not investors agree with the trade idea, that analysis captures the core technical question the market is debating right now:

If $650-ish holds, INTU may stabilize into tax season, with valuation support and bullish analyst targets providing a floor. ^[20]
If $650 breaks convincingly, technicians may interpret it as confirmation of a longer “de-rating” phase, especially since the stock is also well below the 200-day moving average levels cited in market summaries. ^[21]

The strategic bull case still centers on AI + ecosystem depth

Even though today’s headlines are dominated by targets and trading levels, Intuit’s longer-term narrative remains about building an integrated platform across:

QuickBooks (SMBs, accounting workflows)
TurboTax (consumer tax)
Credit Karma (consumer finance discovery)
Mailchimp (marketing + SMB growth)

Two AI-related developments continue to shape that story:

1) The OpenAI partnership

Reuters reported Intuit signed a multi-year deal worth more than $100 million with OpenAI, aiming to power AI agents across products and enabling access to tools like Credit Karma and QuickBooks through ChatGPT for certain use cases (e.g., estimating refunds or loan-related decisions). ^[22]

2) “Agentic” platform positioning into tax season

Intuit has also been pushing “year-round” tax readiness. In a company press release describing its consumer platform, Intuit said some members with simpler tax situations could have up to 80% of their Tax Year 2025 taxes prepared “come tax time,” reflecting a push to reduce friction and increase engagement outside the filing window. ^[23]

For equity investors, the crux is whether these AI initiatives drive:

higher retention and attach rates,
improved conversion into paid tiers/services,
and/or operating leverage strong enough to justify premium multiples.

What investors are watching next: catalysts and risk points into early 2026

Based on today’s news and the latest reported guidance, the next major INTU debate will likely hinge on a few near-term items:

Execution into the January/February window

Intuit guided Q2 (ending Jan. 31) for 14%–15% revenue growth, which is supportive, but the same Reuters report noted the EPS outlook was below the consensus estimate it cited — placing extra attention on cost discipline and margin trajectory. ^[24]

Market sensitivity to valuation

Market summaries today cite INTU trading at a relatively high earnings multiple (with valuation ratios referenced in market coverage), which can leave the stock more exposed during factor rotations away from growth. ^[25]

Next earnings date expectations

Zacks’ earnings calendar lists Intuit’s next earnings release as expected on February 24, 2026 (dates can change). ^[26]

Bottom line for Intuit stock on Dec. 16, 2025

Intuit stock is rebounding today after Monday’s decline, with price action suggesting the market is actively testing whether the mid-$650s can hold as a durable floor. ^[27]

The day’s most actionable “new” inputs are:

Wolfe Research trimming its target to $830 but keeping Outperform, ^[28]
fresh institutional ownership updates that reinforce INTU’s heavyweight positioning in portfolios, ^[29]
and a technical debate that has crystallized around $650–$661 as the key battlefield. ^[30]