December 17, 2025
Intuit Inc. (NASDAQ: INTU)—the fintech platform behind TurboTax, QuickBooks, Credit Karma, and Mailchimp—is back in focus on Dec. 17, 2025 as investors weigh a recent rebound, a steady stream of analyst target updates, and a growing narrative that Intuit’s AI strategy could reshape how consumers and small businesses manage money. [1]
As of Wednesday trading, INTU stock is around $666, slightly lower on the day after Tuesday’s strong close. [2]
INTU stock price check (Dec. 17, 2025)
- INTU last traded: about $666.13 (down ~0.48% on the day at the time of the latest quote)
- Day range: roughly $664.38 to $676.00
- Prior close context: Intuit shares closed at $669.35 on Dec. 16, rising 2.25% and outperforming several large-cap software peers that day [3]
That “down a bit today, up solidly yesterday” pattern matters because it shows Intuit stock is still trading like a high-quality growth name—sensitive to both market risk appetite and company-specific catalysts—rather than moving on one single headline. [4]
What’s new on Dec. 17, 2025: the freshest INTU headlines and research
1) Zacks flags near-term headwinds but stays constructive on the long runway
In a research highlight published Dec. 17, Zacks said Intuit has underperformed its software industry peer group over the past six months, pointing to higher expenses (including marketing and engineering investment) and the company’s tax-seasonality profile (profitability tends to be stronger during peak filing quarters). [5]
At the same time, Zacks emphasized Intuit’s core positioning in small-business and consumer finance—especially QuickBooks and TurboTax—and reiterated that the shift toward a cloud subscription model is designed to produce more durable revenue over time. [6]
2) A new valuation take says “undervalued” on DCF—while warning the multiple is still premium
A Simply Wall St analysis dated Dec. 17 estimated an intrinsic value of about $765.87 per share using a discounted cash flow framework, implying Intuit could be ~12.6% undervalued versus the prevailing share price at the time of its calculation. [7]
But the same piece noted Intuit’s P/E around the mid‑40s, which it framed as elevated versus a broader software industry average—suggesting the stock remains priced for execution, especially if growth decelerates. [8]
3) “Quiet” institutional filing headlines hit the tape
Several market updates circulating on Dec. 17 focused on 13F-related portfolio moves—funds initiating or trimming positions. These types of stories can add short-term noise, but they generally reflect backward-looking reporting periods rather than new changes in Intuit’s underlying fundamentals. [9]
The bigger picture: why Intuit stock still trades on AI + tax season
While today’s research notes and filings provide incremental updates, the two biggest storylines still driving INTU investor attention into year-end 2025 are:
- AI product rollout and distribution (including how Intuit uses AI agents inside QuickBooks and how it connects to external platforms) [10]
- Tax-season setup heading into early 2026, which has outsized importance for TurboTax and related services [11]
Intuit’s OpenAI partnership: “distribution through ChatGPT” becomes investable
A key catalyst from late November that continues to ripple into December trading: Reuters reported Intuit signed a multi-year deal worth more than $100 million with OpenAI to use its models to power AI agents across Intuit apps. Reuters also said Intuit expects its products—like Credit Karma and QuickBooks—to be directly accessible through ChatGPT, supporting tasks such as estimating tax refunds and evaluating loan or mortgage options within the chatbot experience. [12]
This matters to shareholders because it potentially expands Intuit’s funnel beyond “users who come to Intuit,” toward “users who start inside ChatGPT and then transact through Intuit rails.” It’s a distribution bet as much as a technology bet. [13]
QuickBooks pricing and “AI agents” in workflows: a revenue lever with risk
Intuit’s pricing power is also part of the AI story. In a May 2025 QuickBooks update aimed at accounting professionals, Intuit described building automation and AI agents directly into QuickBooks workflows and tied innovation to pricing changes that began rolling out starting July 1, 2025 for various QuickBooks Online subscriptions (with additional effective dates for other billing categories). [14]
For investors, this can be a two-sided catalyst:
- Bull case: AI-driven workflow gains justify price, reduce churn, and lift ARPU. [15]
- Bear case: price increases create friction, especially for smaller customers, and competition intensifies. [16]
Earnings recap and forward guidance: the numbers Wall Street is still trading
Q1 fiscal 2026 results and Q2 outlook
Reuters reported that Intuit’s first-quarter revenue rose 18% to $3.89 billion, beating estimates, and adjusted EPS came in at $3.34, also above expectations. [17]
But Reuters also noted a key sticking point for the stock: Intuit’s Q2 adjusted EPS outlook ($3.63–$3.68) came in below the analyst estimate referenced in the report. [18]
Intuit’s own earnings release added detail: for Q2 (ending Jan. 31), Intuit guided to revenue growth of ~14%–15% and reiterated full-year expectations. [19]
Full-year fiscal 2026 guidance (still the anchor forecast)
In its official guidance, Intuit said it expects:
- Revenue:$20.997B to $21.186B (about 12% to 13% growth) [20]
- Non-GAAP EPS:$22.98 to $23.18 (about 14% to 15% growth) [21]
Intuit also disclosed capital allocation details including $851 million of stock repurchased during the quarter and $4.4 billion remaining on its repurchase authorization, plus a $1.20 quarterly dividend (payable Jan. 16, 2026)—a 15% increase from a year earlier. [22]
Where growth is showing up inside Intuit
Intuit’s earnings release broke out growth by segment:
- Global Business Solutions revenue:$3.0B, up 18%; Online Ecosystem revenue:$2.4B, up 21% [23]
- Consumer revenue:$894M, up 21% [24]
- Credit Karma revenue:$651M, up 27%; TurboTax revenue:$198M, up 6% [25]
For INTU stock, this mix matters because QuickBooks + Credit Karma strength can help offset investor concerns about slower areas (including Mailchimp, which has been cited in earlier coverage as a drag). [26]
Analyst forecasts and price targets: still bullish overall, but trims continue
Even with periodic target reductions, the Street’s overall stance remains constructive.
Consensus: mid‑$800s price targets remain common
MarketWatch’s analyst estimates page lists a wide spread of targets, including:
- High:$971
- Median:$823
- Low:$600
- Average: about $819 (with the page showing the then-current price around the mid‑$650s) [27]
This range captures the market’s current debate: execution + AI upside versus valuation + growth normalization. [28]
Recent notable target changes
Several analyst updates in recent weeks leaned cautious on valuation or near-term setup while maintaining generally positive ratings:
- Wolfe Research: maintained an Outperform rating but reduced its price target to $830 from $870 (reported via market updates on Dec. 15). [29]
- Wells Fargo: maintained Overweight while lowering its target to $840 from $880 following Q1 results. [30]
- BMO Capital: maintained Market Perform while reducing its target to $810 from $870, citing premium valuation even amid strong segment execution. [31]
The common thread is that many analysts still like Intuit’s category leadership and AI roadmap—but want to see either acceleration (revisions higher) or a more forgiving entry valuation. [32]
Insider trading headlines: what they mean (and what they don’t)
Insider sales can spook investors, but context matters—especially 10b5‑1 plans.
- Investing.com reported that Intuit director Scott D. Cook sold about $98 million worth of shares in transactions on Dec. 8 and Dec. 9, stating the trades were executed through a family trust and under a Rule 10b5‑1 trading plan adopted earlier in 2025. [33]
- A separate insider headline noted director Richard L. Dalzell sold a smaller amount (333 shares, about $219,763) on Dec. 11. [34]
For INTU stock watchers, the key is not the existence of insider sales (common for long-tenured executives/directors), but whether the pattern turns into unusual clusters that coincide with fundamental deterioration. The recent reports, as described, don’t establish that on their own. [35]
Corporate governance catalyst: board changes and leadership timeline
Another underappreciated catalyst for sentiment is governance and leadership continuity. Intuit announced it appointed ServiceNow CEO Bill McDermott and Nasdaq CEO Adena Friedman to its board effective Aug. 1, 2026, and also said CEO Sasan Goodarzi is expected to become CEO and Board Chair on Jan. 22, 2026 (with Vasant Prabhu becoming Lead Independent Director). [36]
While this is not an immediate revenue event, investors often read board composition as a signal of strategic direction—here, the messaging explicitly frames Intuit as an “AI-driven expert platform.” [37]
Near-term catalyst calendar: what investors are watching next
Tax season ramp: late January into April
TurboTax’s own materials highlight that U.S. tax season typically starts late January, with the standard filing deadline on April 15, 2026 (extensions can push filing to October, but not payment). [38]
TurboTax product pages also indicate expanded expert availability beginning Jan. 5, 2026 for certain services, which can influence early-season demand patterns. [39]
Next earnings: late-February estimates vary across calendars
Intuit has not (in the sources above) published a confirmed next earnings date. Market calendars currently show different estimates, ranging roughly from Feb. 19 to Feb. 26, 2026, with some services listing Feb. 24 as a common midpoint estimate. [40]
If you’re tracking INTU stock for volatility, that late-February window is likely to be the next major binary event—especially because it will land during the heart of tax-season execution. [41]
Risks investors keep circling with INTU stock
A balanced Intuit stock outlook in December 2025 includes a few recurring concerns:
- Premium valuation: even valuation-friendly takes still acknowledge Intuit trades at a rich multiple relative to many software peers. [42]
- Mailchimp and growth mix: earlier coverage tied guidance caution to Mailchimp performance, and investors continue to watch whether that segment improves or remains a drag. [43]
- AI execution and trust: integrating finance workflows into AI assistants raises stakes around accuracy, user consent, and privacy—issues that can shape adoption curves and regulatory attention. [44]
- Macro sensitivity: broad market sentiment (rates, economic data) still matters for high-multiple software—especially in year-end positioning weeks. [45]
Bottom line for Dec. 17, 2025
Intuit stock is trading in a familiar late‑2025 setup: strong business fundamentals and a credible AI roadmap, but with investors demanding proof that AI-led product upgrades translate into sustained growth and margin expansion—enough to justify a premium multiple. [46]
On today’s tape (Dec. 17), the most relevant “new” inputs are research and valuation updates—Zacks leaning cautious short-term but constructive long-term, and a DCF-based valuation argument that Intuit may be modestly undervalued—while the biggest fundamental anchors remain Intuit’s FY2026 guidance, its OpenAI partnership, and the approaching tax season. [47]
References
1. www.reuters.com, 2. www.marketwatch.com, 3. www.marketwatch.com, 4. www.marketwatch.com, 5. www.nasdaq.com, 6. www.nasdaq.com, 7. simplywall.st, 8. simplywall.st, 9. www.marketbeat.com, 10. www.reuters.com, 11. turbotax.intuit.com, 12. www.reuters.com, 13. www.reuters.com, 14. www.firmofthefuture.com, 15. www.firmofthefuture.com, 16. www.firmofthefuture.com, 17. www.reuters.com, 18. www.reuters.com, 19. investors.intuit.com, 20. investors.intuit.com, 21. investors.intuit.com, 22. investors.intuit.com, 23. investors.intuit.com, 24. investors.intuit.com, 25. investors.intuit.com, 26. investors.intuit.com, 27. www.marketwatch.com, 28. www.marketwatch.com, 29. www.marketscreener.com, 30. www.investing.com, 31. www.investing.com, 32. www.investing.com, 33. www.investing.com, 34. www.investing.com, 35. www.investing.com, 36. investors.intuit.com, 37. investors.intuit.com, 38. turbotax.intuit.com, 39. turbotax.intuit.com, 40. www.marketbeat.com, 41. www.marketbeat.com, 42. simplywall.st, 43. www.reuters.com, 44. www.reuters.com, 45. www.nasdaq.com, 46. investors.intuit.com, 47. www.nasdaq.com
