Intuit (INTU)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$331.19+0.91%
Close 2026-10-29 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put INTU beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Full-year revenue at or above $21.34B in FY26: Revenue: $4.35B.
View ThesisRevenue is growing steadily — about 14% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 10%.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 62% in its worst 12-month stretch.
View RiskIntuit’s Big Bets and AI tools must sustain customer growth, despite management’s disruptive changes. Revenue growth accelerated from 10% to 14% year over year, and the latest quarter beat. Intuit trades at 16× P/E versus a 31× peer median, though its history is 15×. The price reflects less growth than our forecast. The full-year revenue pillar faces pressure: the FY26 threshold is $21.34B, against a cited revenue figure of $4.35B. Our model puts the next-quarter miss probability near 18%. Peer multiples imply a price roughly in line with where it trades (about fair); the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. INTU is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 34 analysts currently covering INTU (as of Oct 2026).
Based on 15 Wall Street analysts offering 12-month price targets for INTU in the last 4 months.
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Compare INTU with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| INTU Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put INTU next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Scale Big Bets and accelerate customer growth
New AI tools support Big Bets and customer growth, though adoption and financial impact remain unproven.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $331.19
The last 12 months of price, then the range of analyst 12-month targets from today’s $331.19.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Scale Big Bets and accelerate customer growth
Acquisition aligns with scaling big bets and customer growth.
Advances: Scale Big Bets and accelerate customer growth
Acquisition supports growth strategy and customer expansion.
Concerns about growth visibility could impact revenue guidance.
Threatens: Scale Big Bets and accelerate customer growth
AI focus may not address customer growth shortfall.
Advances: Scale Big Bets and accelerate customer growth
Targets new customers aligns with growth objectives.
Advances: Scale Big Bets and accelerate customer growth
CFO's statement aligns with growth and customer expansion goals.
Advances: Accelerate AI-driven innovation
AI push aligns with management's innovation objective.
