INTU

Intuit stock closed down 3.24%, significantly underperforming the S&P 500's 0.52% decline. Despite a strong 28.06% monthly gain, the company faces headwinds with expected EPS down 26.05% year-over-year for the upcoming quarter, though revenue is projected to grow 10.81%. The stock trades at a discount to its industry with a Forward P/E of 15.1 and maintains a Zacks Rank #2 (Buy) rating.

Zacks equity research analysts published reports on five stocks on October 22, 2026. Salesforce faces macroeconomic sensitivity and competition but is extending its CRM franchise through new products.

S&P Global underperformed its industry with elevated costs and debt but maintains durable franchises. Intuit significantly underperformed the software industry amid a deliberate reset toward customer acquisition and tax pricing changes. Microcap stocks Kewaunee Scientific and Key Tronic both underperformed their respective industries, facing profitability and financial challenges but supported by strategic positioning and new market opportunities.

Zacks analysts published research on 12 major stocks on October 21, 2026. Salesforce maintains a balanced risk-reward profile with growth drivers from Agentforce and Data 360 offsetting macroeconomic sensitivity.

S&P Global faces elevated costs and debt but benefits from recurring revenues and AI adoption. Intuit shows underperformance due to fiscal 2027 reset toward customer acquisition, though long-term growth levers remain. Microcap stocks Kewaunee Scientific and Key Tronic face profitability challenges but benefit from portfolio expansion and supply chain repositioning respectively.

Intuit (INTU) closed at $335.29, up 2.97%, outperforming the S&P 500's 0.28% gain. The company holds a Zacks Rank #2 (Buy) with a Forward P/E of 13.86, trading at a discount to its industry average of 16.54. Upcoming earnings are projected at $2.47 per share with expected revenue of $4.3 billion, though earnings are forecast to decline 26.05% year-over-year.

A comparison of Intuit (INTU) and Microsoft (MSFT) from a value investing perspective reveals that Intuit is more attractive to value investors. INTU has a higher Zacks Rank (#2 Buy vs #3 Hold), lower valuation multiples (P/E of 13.86 vs 27.15, PEG of 0.93 vs 1.71), and a better Value grade (B vs D), making it the preferred choice for value-focused investors.

Intuit has attracted investor attention with a +5.4% return over the past month, outperforming the S&P 500's +1.4% gain. The company is expected to report earnings of $2.47 per share for the current quarter (down 26.1% YoY) and $23.5 for the fiscal year (down 3.2% YoY), though next fiscal year estimates show +12.3% growth.

Intuit has consistently beaten consensus estimates over the trailing four quarters and is trading at a discount to peers. The stock holds a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the broader market.

Intuit (INTU) closed at $310.44, up 2.98% on the day, outperforming the S&P 500's decline. However, the stock has dropped 8.45% over the past month.

Upcoming earnings are projected to show a 26.05% EPS decline year-over-year, though revenue is expected to rise 10.8%. The company holds a Zacks Rank #3 (Hold) with a Forward P/E of 12.83, trading at a discount to industry averages.

Intuit is shifting its tax preparation strategy to prioritize customer acquisition over near-term revenue, launching competitive pricing through Credit Karma Tax (free federal, $15 state filing) while maintaining TurboTax's premium positioning. However, this strategy will moderate TurboTax revenue growth to 2-3% in fiscal 2027 from 7% in 2026, as the company lost 3 percentage points of DIY tax e-file market share due to pricing pressures.

Intuit's Mailchimp division experienced a 1% revenue decline to $1.3 billion in fiscal 2026, with weak growth expected to continue. However, the company improved operating margins to 47.5% and is implementing retention strategies including value-based pricing and cross-selling. Mailchimp will be managed as a separate operating segment starting August 2026 with independent reporting in fiscal 2027.

The article compares Intuit and Oracle as investment options in 2026. Intuit trades at cheaper valuations but faces intense competition from low-cost alternatives and fintech startups in the tax software space.

Oracle shows stronger growth momentum with 30% year-over-year cloud revenue growth and a large backlog of contracted services, though it carries higher debt levels. The author recommends Oracle over Intuit, citing Oracle's positioning in the growing AI infrastructure market versus Intuit's vulnerability to competitive moat erosion.

Intuit (INTU) rose 2.23% to $303.88 in the latest session, outperforming the S&P 500's 0.47% decline. However, the stock has dropped 5.32% over the past month, underperforming its sector.

Upcoming earnings are expected to show a 26.35% EPS decline to $2.46, though revenue is projected to grow 10.8% to $4.3 billion. The company holds a Zacks Rank #3 (Hold) with a Forward P/E of 12.65, trading at a discount to industry averages.

Intuit (INTU) shares gained 8.7% over three months, driven by strong mid-market and financial services growth. The company projects 9-10% revenue growth for fiscal 2027, slower than fiscal 2026.

However, weak customer acquisition, competitive tax pricing pressures, and premium valuation warrant caution. Existing shareholders should monitor quarterly customer gains, while new investors may want to wait for clearer evidence of improved growth.

Intuit's AI-powered Accountant Suite has attracted over 150,000 accountants in fiscal 2026, with users reporting 30% more time on advisory work and 85% experiencing streamlined operations. The platform is driving accountant-led deals, with a fivefold increase in Intuit Enterprise Suite deals from Q1 to Q4 fiscal 2026.

However, monetization remains a key concern as the company seeks to convert adoption into paying users and revenue growth. Intuit's fiscal 2026 revenues grew 14% to $21.45 billion, though recent analyst estimates for fiscal 2027 EPS have been revised downward 15.8%.

Intuit is pursuing a massive $300B+ total addressable market opportunity across business and consumer financial services with only 7% current penetration. The company is leveraging AI to automate financial work and drive engagement across its 82M consumers and 10M businesses.

However, online customer growth remains weak at just 3% despite 15% revenue per customer growth, indicating acquisition challenges. Mid-market shows promise with 39% revenue growth, but Intuit faces downward estimate revisions and carries a Hold rating.

Intuit stock declined 1.04% to $279.84 while the broader market gained, underperforming the S&P 500 and Nasdaq. The stock has dropped 17.87% over the past month, significantly lagging the Computer and Technology sector's 6.36% gain.

Upcoming earnings show projected EPS declining 26.35% year-over-year, though revenue is expected to grow 10.8%. The company holds a Zacks Rank #3 (Hold) rating with a Forward P/E of 12.04, trading at a discount to its industry average.

Intuit has extended its NFL partnership through 2030, expanding to four international markets to showcase Intuit Intelligence—its integrated AI platform combining data, AI, and human expertise across TurboTax, Credit Karma, QuickBooks, and Mailchimp. The campaign will feature Peyton Manning and the Kittles throughout the season, leveraging the platform's reach of 82 million consumers, 10 million businesses, and 650,000 accountants to drive adoption of its AI-powered products.

Intuit stock has declined 19.6% over the past month, significantly underperforming the S&P 500. While the company maintains a Zacks Rank #3 (Hold) rating with consistent earnings beat history and revenue growth forecasts of 9-10%, current fiscal year earnings are expected to decline 3.2% year-over-year. The stock is trading at a discount to peers (Value Grade B) but is expected to perform in line with the broader market in the near term.

Intuit is pivoting its fiscal 2027 strategy to prioritize new customer growth after additions slowed in key business segments. The company is launching QuickBooks Free and Lite to attract entrepreneurs earlier, while TurboTax is adjusting pricing to compete with lower-cost providers. This shift results in lower expected revenue growth of 9%-10% for fiscal 2027 versus 14% in fiscal 2026, as Intuit invests heavily in customer acquisition while betting on deeper platform monetization over time.

Intuit and SoFi represent different approaches to fintech growth. Intuit offers established profitability with 9%-10% revenue growth guidance and trades at a lower forward P/E of 11.18X, while SoFi shows faster expansion with 35.52% revenue growth but trades at a premium 20.92X multiple. Zacks recommends Intuit as the better choice due to its stronger profitability, diversified platform, and more attractive valuation, though both stocks carry a Hold rating.

The article compares Intuit and Oracle as investment options in 2026. Intuit dominates personal tax and small business accounting with $21.4B in revenue and strong profitability (21.3% net margin), but faces AI disruption risks and seasonal business challenges.

Oracle is pivoting to cloud infrastructure with faster growth (17.4% revenue increase) and a $600B+ backlog, but carries higher debt (3.7x debt-to-equity) and negative free cash flow due to aggressive data center spending. The author recommends Oracle for patient long-term investors despite higher risks, citing stronger AI infrastructure upside potential.