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Intuit Stock Holds Steady as Market Anticipates Key Earnings Report

MOUNTAIN VIEW, Calif., August 4, 2025 – Intuit Inc. (NASDAQ: INTU), the financial software behemoth behind TurboTax, QuickBooks, and Credit Karma, closed the trading day on Friday, August 1, at $776.15, showing no change from the previous day’s close. Despite the flat finish, the day was marked by intraday volatility, with the stock fluctuating between a high of nearly $788 and a low around $772.[1] This price action comes as investors eagerly await the company’s fourth-quarter and full-year fiscal 2025 results, scheduled for release on August 21.[2]

The stock is currently trading closer to its 52-week high of $813.70 than its 52-week low of $532.64, a testament to a strong year for the company.[3][4] This performance has been fueled by robust financial results in previous quarters and strategic initiatives, particularly in the realm of artificial intelligence.

A Look Back at a Strong Fiscal Year

Intuit’s fiscal year 2025 has been characterized by impressive growth across its key segments. In its third-quarter report, the company announced a 15% increase in total revenue to $7.8 billion and raised its full-year revenue growth guidance to approximately 15%.[5] This strong showing was driven by an 11% growth in the Consumer Group, which includes the popular TurboTax software, and a 19% increase in the Global Business Solutions Group, powered by the QuickBooks ecosystem.[5] The Credit Karma segment also saw a remarkable 31% revenue growth in the third quarter.[5]

Analysts have been largely bullish on Intuit, with a consensus “Buy” rating.[6] Many have raised their price targets in recent months, citing the company’s successful integration of AI and its expanding market reach.[7][8] BMO Capital Markets and Mizuho, for instance, have set optimistic price targets of $870 and $875, respectively.[7] The average analyst price target sits around $806, suggesting potential upside from the current trading price.[3][4]

The AI Revolution at Intuit

A key driver of this positive sentiment has been Intuit’s aggressive push into artificial intelligence. The company has been at the forefront of integrating generative and agentic AI into its product suite, a move that is expected to be a significant long-term growth catalyst.[9] The “Intuit Assist” AI-powered financial assistant is designed to provide personalized insights and recommendations across its platforms, including TurboTax, QuickBooks, Credit Karma, and Mailchimp.[10]

Recent announcements have highlighted the expansion of these AI capabilities. In July, Intuit launched new agentic AI experiences and financial management tools for its Enterprise Suite, aimed at automating complex tasks for mid-market businesses.[7][11] These innovations are expected to enhance user experience, improve operational efficiency for its customers, and drive higher average revenue per customer.[8][12] Evercore ISI, in a recent note, described these advancements as a “significant advancement in enterprise-grade AI for small businesses.”[8]

Strategic Moves and Future Outlook

Beyond AI, Intuit has been making strategic moves to solidify its market position. The company has focused on expanding its core services, increasing revenue per customer, and growing its global footprint.[13] A key part of this strategy is moving upmarket to serve larger, mid-market businesses with its QuickBooks Online Advanced and Enterprise Suite offerings.[12][14]

The company’s platform strategy, which includes major acquisitions like Credit Karma and Mailchimp, has created a deeply integrated ecosystem of financial tools.[13][14] This has allowed Intuit to serve a broad customer base of approximately 100 million users worldwide.[15][16]

Looking ahead, Intuit has provided optimistic guidance for its fourth quarter and the upcoming fiscal year. For the fourth quarter of fiscal 2025, the company expects revenue growth of approximately 17% to 18%.[17]

Navigating a Complex Market

Despite the overwhelmingly positive news, Intuit is not without its challenges. The company operates in a competitive landscape and is subject to the broader economic climate. There has also been some notable insider selling in recent months, which can sometimes be a point of concern for investors.[4][18]

Furthermore, the company’s high P/E ratio of 63.16 suggests that lofty growth expectations are already priced into the stock.[3] This means that any failure to meet these expectations could lead to significant stock price volatility.

As the August 21st earnings release approaches, all eyes will be on Intuit to see if it can continue its impressive growth trajectory. The results and the company’s guidance for fiscal 2026 will be critical in determining the stock’s direction for the remainder of the year. Investors will also be looking for more details on the adoption and monetization of its new AI-powered tools during the company’s annual Investor Day on September 18th.[2] For now, the market holds its breath, anticipating the next chapter in the story of this financial technology giant.

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