New York, February 14, 2026, 19:08 (EST) — The market is closed.
- Intuit ended Friday with shares up 0.4%, and after-hours moves were flat.
- Shares have dropped roughly 40% this year, caught up in what some are calling an “AI scare trade” sweeping through the software sector.
- Intuit delivers its fiscal Q2 numbers on Feb. 26, giving investors their next big update.
Intuit Inc wrapped up a volatile week with its stock edging 0.4% higher to finish Friday at $399.40. After the bell, shares nudged up again, last changing hands at $399.75 in after-hours action.
Intuit (INTU) is in the spotlight this week as the TurboTax and QuickBooks maker gears up to release fiscal second-quarter earnings after markets close on Feb. 26. The company noted its quarter wraps up Jan. 31, with execs slated to kick off a conference call at 1:30 p.m. Pacific time.
The report drops as software stocks reel, hammered by fears that artificial intelligence could disrupt tried-and-true subscription models. Intuit has plunged roughly 40% year-to-date. Barclays equity strategist Emmanuel Cau put it plainly: investors are “sell first think later.” Reuters
Friday’s session saw little action from the broader markets. Wall Street finished mixed—softer U.S. inflation numbers just nudged the Dow and S&P 500 into positive territory, while the Nasdaq slipped. Tim Holland, Orion’s chief investment officer, put it this way: CPI is “closer to” the Fed’s 2% mark than 3%. Reuters
The calendar throws in a wrinkle: U.S. stock markets shut down Monday for Washington’s Birthday, so traders will be working with a shortened week. Liquidity comes back Tuesday.
Intuit’s earnings call this time is set to revolve around two key questions: Is demand steady for consumer tax filing and small-business products, and can newer initiatives pick up the slack if adjacent segments lag? Investors will be tuning in for management’s take on AI—whether it’s pitched as a growth lever, a pricing headwind, or a bit of both.
Wild intraday moves have turned the stock back into a favorite for traders, with each new AI headline sparking sympathy rallies across other software names. Company-specific developments? Those can get drowned out, at least in the short-term.
The flip side isn’t hard to sketch. Should Intuit’s outlook fall short, or if execs hint at stiffer rivals or sluggish tax-season demand, shares could take another hit—especially with the sector already trading on low expectations. Sometimes, a merely “okay” quarter lands with a thud if investors sense growth is cooling heading into spring.
Investors are zeroed in on Intuit’s earnings call, lined up for Feb. 26 at 4:30 p.m. Eastern. They’ll be looking for any fresh takes on demand and how the company plans to navigate the shifting software terrain as AI gains ground.
