Intuit Stock (INTU) Today: AI Deal, Earnings Beat and 2026 Forecasts

MOUNTAIN VIEW, Calif. — Intuit Inc. (NASDAQ: INTU) shares were trading near $669.55 on Friday afternoon, up almost 1% on the day as of the latest trade on December 5, 2025.

The TurboTax, QuickBooks, Credit Karma and Mailchimp owner is riding a fresh wave of investor interest after a strong fiscal first‑quarter earnings beat, a higher dividend and a headline‑grabbing AI partnership with OpenAI that cements Intuit’s positioning as a financial‑technology leader rather than a legacy software name. ^[1]

With Wall Street projecting double‑digit revenue growth through at least 2027 and average 12‑month price targets well above today’s quote, Intuit stock is squarely back on the radar for growth investors heading into 2026. ^[2]

Intuit stock price today (December 5, 2025)

On December 5, 2025, Intuit stock trades around $669–670, up roughly 0.98% from Thursday’s close of $663.08. Intraday trading has seen the shares move between about $662 and $673, with volume just under 1 million shares, slightly below Thursday’s heavier activity. ^[3]

This caps a three‑session winning streak. MarketWatch data show Intuit closed at $647.68 on December 3 and $663.08 on December 4, gains of 1.9% and 2.4% respectively. Even after this rebound, the stock remains roughly 18–20% below its 52‑week high of $813.70 and well above its 52‑week low around $532.65. ^[4]

Year‑to‑date, Yahoo Finance estimates Intuit’s total return at about 7.3% as of December 5, reflecting a modest but positive year for shareholders in what has been a volatile tech market. ^[5]

Intuit’s latest MarketBeat summary pegs the company’s market capitalization near $184.5 billion, with a trailing P/E ratio around 45, a PEG ratio of 2.65 and beta of 1.27, signaling above‑average volatility relative to the broader market. The 50‑day moving average sits around $659, while the 200‑day average is closer to $706, underscoring that shares are still below their mid‑year peak despite recent strength. ^[6]

Q1 2026 earnings: double‑digit growth and a bigger dividend

Intuit’s fiscal first quarter 2026 (three months ended October 31, 2025) is the fundamental catalyst behind the stock’s latest rally.

Total revenue: $3.9 billion, up 18% year over year.
GAAP operating income: $534 million, up 97%.
GAAP EPS: $1.59 vs. $0.70 a year earlier, up 127%.
Non‑GAAP operating income: $1.3 billion, up 32%.
Non‑GAAP EPS: $3.34 vs. $2.50, up 34%. ^[7]

Segment performance: small business and consumers both firing

Intuit’s Global Business Solutions (GBS) segment — which includes QuickBooks and Mailchimp — continues to be the company’s growth engine:

GBS revenue grew 18% to $3.0 billion.
Online Ecosystem revenue rose 21% to $2.4 billion.
QuickBooks Online Accounting revenue jumped 25%, driven by higher effective prices, customer growth and mix‑shift to more feature‑rich plans.
Online Services revenue (money, payroll and related offerings) grew 17%. ^[8]

On the consumer side, results were just as strong:

Consumer revenue climbed 21% to $894 million.
Credit Karma revenue increased 27% to $651 million on strength in personal loans, credit cards and auto insurance.
TurboTax revenue rose 6% to $198 million.
ProTax revenue grew 15% to $45 million. ^[9]

This combination of robust small‑business demand and healthy consumer engagement sets Intuit up well for the upcoming tax season.

Guidance and dividend hike

Management reiterated its full fiscal 2026 outlook:

Revenue: $20.997–$21.186 billion (12–13% growth).
GAAP operating income: $5.78–$5.86 billion (17–19% growth).
Non‑GAAP operating income: $8.61–$8.69 billion (14–15% growth).
GAAP EPS: $15.49–$15.69 (13–15% growth).
Non‑GAAP EPS: $22.98–$23.18 (14–15% growth). ^[10]

For Q2 FY 2026, which covers the heart of tax season, Intuit guides to:

Revenue growth of 14–15%,
GAAP EPS of $1.76–$1.81,
Non‑GAAP EPS of $3.63–$3.68 — slightly below some Street profit estimates but ahead on revenue. ^[11]

On capital returns, the board approved a quarterly dividend of $1.20 per share, payable January 16, 2026 to shareholders of record on January 9. That’s a 15% increase from the prior year and equates to $4.80 annually, or roughly a 0.7% yield at current prices, with a dividend payout ratio around 33%. ^[12]

Intuit also repurchased $851 million of its own stock in the quarter and still has $4.4 billion remaining under its authorization. The company ended October with about $3.7 billion in cash and investments and $6.1 billion of debt, giving it substantial firepower for further buybacks, dividends or acquisitions. ^[13]

AI and the OpenAI partnership: why it matters for INTU stock

A core part of the current Intuit bull case is its position at the intersection of financial data and AI.

In mid‑November, Intuit announced a multi‑year partnership with OpenAI, valued at more than $100 million, to integrate OpenAI’s advanced models into its product suite and expose Intuit’s proprietary financial data and AI capabilities through the ChatGPT interface. ^[14]

Under the deal:

AI “agents” will be further embedded in TurboTax, QuickBooks and Credit Karma, helping users estimate tax refunds, evaluate loan options and optimize cash flow directly inside the apps and via ChatGPT.
Intuit expects the partnership to deepen engagement with its roughly 100 million customers and attract new users to its AI‑powered tools. ^[15]

The announcement sent Intuit shares up about 3.4% in pre‑market trading on the day of the news and has reinforced the narrative that the company is an AI beneficiary, not an AI victim. ^[16]

On the earnings call, CEO Sasan Goodarzi highlighted AI‑first features such as:

QuickBooks Accounting Agent, which management says is saving customers up to 12 hours per month, and
Payments Agent, which helps small businesses get paid on average five days faster. ^[17]

According to Intuit and third‑party coverage, Global Business Solutions revenue rose 18% to $2.99 billion, while QuickBooks Online revenue surged 25% to $1.21 billion, growth rates that outpace many other financial‑software peers and underscore the commercial impact of these AI investments. ^[18]

What Wall Street analysts expect from Intuit stock

Consensus ratings and price targets

Fresh data released on December 5 show that Wall Street remains broadly positive on Intuit stock (INTU).

MarketBeat’s new survey of 28 brokerage firms assigns Intuit a consensus rating of “Moderate Buy”. The breakdown: 22 buys, 4 holds, 1 sell and 1 strong buy.
The average 12‑month price target from this group is $798.20. ^[19]

At today’s price near $669.55, that MarketBeat target implies about 19% upside over the next year. ^[20]

Other forecast providers are even more bullish:

StockAnalysis.com compiles estimates from 18 analysts and lists an average target of $811.72, about 21% above current levels, with a consensus rating of “Strong Buy.” ^[21]
Zacks Investment Research cites an average target of $831.29 based on short‑term targets from 24 analysts. ^[22]
StocksGuide aggregates a 2026 target around $838.95, estimating 26.5% upside, and notes that among 39 analysts, 31 rate Intuit a buy, 7 a hold and only 1 a sell. ^[23]

Taken together, mainstream analyst forecasts cluster in the low‑$800s, implying roughly 19–25% upside if Intuit executes as expected.

Revenue, profit and margin forecasts

Street models embedded in StockAnalysis and StocksGuide point to a robust growth trajectory:

Revenue projected to rise from about $18.8 billion (FY 2025) to $21.6 billion in FY 2026 and $24.3 billion in FY 2027, implying mid‑teens annual growth. ^[24]
EPS expected to jump from around $13.7 in 2025 to $23.6 in 2026 and above $27 in 2027, a 70%+ earnings surge in one year followed by mid‑teens growth. ^[25]
Net margin forecasts rise toward 30%+, with EBITDA margins in the low‑40% range by 2026, reflecting scale benefits and AI‑driven efficiency gains. ^[26]

Valuation‑wise, StocksGuide estimates that:

Intuit’s current P/E is about 45,
Falling to roughly 28 on 2026 earnings and ~25 on 2027 earnings, assuming the share price does not change materially,
While EV/sales and price‑to‑sales ratios drift down from about 9.5 today toward the 5–6x range by 2030 as revenue scales. ^[27]

These numbers help explain why many analysts see room for upside even at today’s premium multiple — but they also underscore that the market is pricing Intuit as a high‑growth franchise, not a value stock.

Technical and algorithmic forecasts: a more cautious view

While Wall Street’s fundamental analysts are broadly bullish, some technical and algorithmic models are more cautious.

CoinCodex, which bases its forecasts on price action, moving averages and sentiment indicators, currently labels Intuit’s technical outlook as “bullish” but projects:

A short‑term dip of about 3.98%, with the stock drifting to around $636.67 by early January 2026,
Even as it expects a near‑term pop toward roughly $690 over the next week. ^[28]

The same model is notably pessimistic over longer horizons:

A one‑year price forecast of about $416.49, roughly 37% below today’s level.
A 2030 estimate near $403, also well below the current price. ^[29]

CoinCodex also reports:

A 14‑day RSI around 37,
A 50‑day simple moving average near $661 and a 200‑day average around $675,
16 “green days” out of the last 30, with daily volatility of about 2.1%. ^[30]

The service explicitly warns that its projections are not investment advice, but they highlight that even high‑quality growth stocks can experience significant drawdowns if sentiment shifts or earnings fail to keep pace with expectations. ^[31]

Institutional investors, insiders and CEO pay

Ownership trends around Intuit offer another lens on market sentiment.

Hedge funds and asset managers

Two new MarketBeat articles on December 5 detail recent moves by major institutions:

Marshall Wace LLP cut its Intuit stake by 76% in Q2, selling about 689,854 shares. It still owns roughly 217,921 shares worth $171.64 million, or about 0.08% of the company. ^[32]
Amundi reduced its holdings by 20.5%, selling around 484,946 shares but retaining 1,877,784 shares valued at approximately $1.45 billion, representing 0.67% of Intuit’s equity. ^[33]

Despite these trims, MarketBeat’s consensus piece notes that about 83.66% of Intuit stock is held by institutional investors, while insiders own roughly 2.49% — a level consistent with a widely‑held large‑cap growth stock. ^[34]

Insider selling and dividend details

Recent insider activity has been modest but tilted toward selling:

CFO Sandeep Aujla sold 1,170 shares in early October at an average price around $677, for proceeds of roughly $792,000.
Director Richard Dalzell sold 333 shares in September at about $661 per share.
In total, insiders sold 1,836 shares worth roughly $1.24 million over the last three months. ^[35]

The same MarketBeat report reiterates the new $1.20 quarterly dividend, equivalent to $4.80 annually and a 0.7% yield, with an ex‑dividend date of January 9, 2026, and a current dividend payout ratio around 32.8%. ^[36]

CEO compensation

On the governance front, QuiverQuant’s analysis of Intuit’s latest proxy filing estimates that CEO Sasan Goodarzi received about $36.85 million in total compensation for 2025, up 0.74% from an estimated $36.57 million in 2024. ^[37]

While high by absolute standards, that relatively small year‑over‑year increase may reassure some investors who worry about runaway executive pay in high‑growth tech names.

Upcoming catalysts for Intuit stock

Several near‑term events could act as catalysts for INTU in late 2025 and early 2026:

Intuit announced that executive Mark Notarainni will present at the Barclays 23rd Annual Global Technology Conference, and CFO Sandeep Aujla will present at the Nasdaq 53rd Investor Conference, both disclosed in press releases on December 3. ^[38]
CEO Sasan Goodarzi is scheduled to speak at UBS’s Global Technology and AI Conference, reinforcing the company’s focus on its AI platform narrative. ^[39]
Seeking Alpha and other services expect Intuit’s next earnings report around February 26, 2026, when investors will get a critical read on tax season dynamics, Credit Karma momentum and the early impact of the OpenAI partnership. ^[40]

Macro conditions — including interest rates, small‑business formation and consumer credit trends — will also play a role in how Intuit’s guidance evolves through 2026.

Key risks for Intuit and INTU investors

Despite its strengths, Intuit faces several notable risks:

Valuation risk: With a trailing P/E around 45 and even 2026 forward multiples in the high‑20s, Intuit is priced as a premium growth company. Any slowdown in revenue or EPS growth could trigger multiple compression. ^[41]
Regulatory and competitive risk: Intuit’s own filings highlight potential government encroachment into the consumer tax‑filing market, growing competition in accounting and fintech software, and ongoing regulatory scrutiny of digital finance and AI. ^[42]
Execution risk around AI: The company’s long‑term narrative relies heavily on successfully integrating and monetizing AI agents across its ecosystem, including the OpenAI partnership. Poor user adoption, technical issues or rising AI‑related costs could dent margins and growth. ^[43]
Mailchimp and marketing headwinds: Reuters notes that earlier guidance was pressured by weak performance at Mailchimp; a sustained slowdown here could offset strength in other segments. ^[44]
Macro and credit‑cycle risk: Intuit’s small‑business and consumer lending‑related products are sensitive to economic slowdowns, tighter credit conditions and shifts in consumer spending. ^[45]

Bottom line: how the market sees Intuit stock on December 5, 2025

As of December 5, 2025, the story around Intuit stock (INTU) is one of:

Strong execution — double‑digit revenue growth, expanding margins and rising dividends;
A powerful AI narrative — from in‑product agents to a nine‑figure partnership with OpenAI;
Broad, though not unanimous, analyst support — with most price targets in the low‑$800s;
A rich but arguably justified valuation — supported by expectations for mid‑teens revenue and EPS growth;
Technical and algorithmic caution — with some models calling for meaningful downside if sentiment or momentum breaks. ^[46]

For investors, the central question is whether that growth and AI‑driven upside is enough to compensate for valuation and volatility risk. Growth‑oriented shareholders who believe Intuit can sustain mid‑teens revenue growth and continue monetizing AI may view the recent pullback from July’s highs as an opportunity. More value‑conscious or risk‑averse investors may prefer to wait for a better entry point or clearer evidence that earnings can keep outrunning the share price.

Important: This article is for informational purposes only and does not constitute investment advice. Anyone considering buying, holding or selling Intuit stock should perform independent research and, where appropriate, consult a qualified financial adviser.

References

Intuit Stock (INTU) Today: AI Deal, Earnings Beat and 2026 Forecasts – December 5, 2025