Intuit Stock Price, News & Analysis

Intuit (Nasdaq: INTU) released its 2025 QuickBooks Holiday Shopping Report on October 15, 2025, finding U.S. consumers plan to spend $263 billion this holiday season, a 25% increase from 2024.

The report estimates $109 billion of that spending will go to small businesses (a 44% YoY increase). Survey data includes 6,000 consumers and 1,000 small business owners. Small businesses expect holiday sales to represent 47% of annual revenue (up from 33% in 2024) and 65% anticipate higher holiday revenue vs. last year.

The report highlights consumer concern about tariffs and inflation, widespread AI adoption plans by small businesses, and recommended tactics to capture holiday shoppers.

Intuit (Nasdaq: INTU) announced new Mailchimp features to help retailers boost holiday sales, including a smarter Shopify integration, expanded Shopify triggers and single-use discount codes, global SMS across 10+ countries, multi-audience SMS control, enhanced transactional SMS, and upgraded real-time reporting and conversion analytics.

The release cites Mailchimp research showing 43% of shoppers made a purchase tied to a holiday moment in the Early Lead-Up (Oct 1–31) and lists holiday spending propensity metrics (Christmas Day 74%, Halloween 59%, Christmas Eve 46%).

Intuit (NASDAQ:INTU) has announced significant advancements in its proprietary Generative AI Operating System (GenOS) over the past 90 days. The company has enhanced its platform with custom-trained Financial Intuit LLMs, showing 5% improved accuracy and 50% reduced latency compared to general-purpose LLMs in certain accounting workflows.

Key improvements include new "expert-in-the-loop" capabilities in GenUX for seamless human expert integration, and enhanced Agent Starter Kit with evaluation services. The platform processes 60 billion machine learning predictions daily, leveraging 625,000 customer attributes per small business and 70,000 tax and financial attributes per consumer.

Intuit plans to introduce additional AI agents and experiences in QuickBooks Online, with some agents like Payroll and Project Management already in beta testing.

Intuit (NASDAQ: INTU) has reaffirmed its financial guidance for Q1 and fiscal year 2026 during its Investor Day event. The company projects full-year revenue of $20.997-21.186 billion, representing 12-13% growth, and expects non-GAAP EPS of $22.98-23.18, up 14-15%.

For Q1 FY2026, Intuit anticipates revenue growth of 14-15% and non-GAAP EPS of $3.05-3.12. Segment-wise, Global Business Solutions is expected to grow 14-15%, while Consumer segment projects 8-9% growth, including TurboTax (8%), Credit Karma (10-13%), and ProTax (2-3%).

CEO Sasan Goodarzi emphasized Intuit's position as a global tech leader leveraging AI and human intelligence to deliver financial solutions at scale.

Intuit (NASDAQ:INTU) has announced a strategic partnership with fintech company Clair to introduce Clair On-Demand Pay within Intuit Enterprise Suite and QuickBooks Payroll. This new feature allows employees to access their earned wages before scheduled paydays through the QuickBooks Workforce app.

The service is being offered at no cost to employers and includes key features such as instant access to funds (with a $4.99 fee option), no credit score checks, and automated interest-free repayment. Employees can choose between no-fee access within 1-3 business days or instant access for a flat $4.99 fee.

This initiative addresses a significant need, as 37% of adults cannot cover an unexpected $400 expense. The integration aims to help small and mid-market businesses compete with larger corporations in attracting and retaining talent by offering earned-wage access benefits.

Intuit (Nasdaq: INTU), the global fintech platform behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, has announced its upcoming annual Investor Day. The event will take place at the company's headquarters in Mountain View, CA on September 18, 2025, starting at 8:00 a.m. Pacific Time.

CEO Sasan Goodarzi and CFO Sandeep Aujla, along with other business leaders, will present the company's strategic plans for fiscal year 2026 and beyond. The half-day event will be accessible via live webcast on Intuit's investor relations website, with a replay available shortly after the event concludes.

Intuit (NASDAQ:INTU), the global fintech platform behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced that CFO Sandeep Aujla will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Conference on September 10, 2025. The presentation will take place at 10:50 AM PT in San Francisco and will be accessible via live audio webcast on Intuit's investor relations website. A replay will be available approximately 24 hours after the event.

Intuit (Nasdaq: INTU), the company behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, has announced that Alex Balazs, Executive Vice President and Chief Technology Officer, will participate in the Citi Global TMT Conference.

The presentation will take place on September 3 in New York, starting at 5:50 AM PT (8:50 AM ET). Investors can access the live audio webcast through Intuit's investor relations website, with a replay available approximately 24 hours after the presentation.

Intuit (NASDAQ:INTU) reported strong financial results for Q4 and fiscal year 2025. The company achieved total revenue of $18.8 billion for FY2025, up 16% year-over-year, with Q4 revenue growing 20% to $3.8 billion. Notable highlights include Credit Karma revenue growing 32% to $2.3 billion and TurboTax Live revenue increasing 47% to $2.0 billion.

The company's GAAP earnings per share grew 31% to $13.67, while non-GAAP EPS increased 19% to $20.15. For fiscal 2026, Intuit projects revenue growth of 12-13% to $20.997-21.186 billion. The company also announced a 15% increase in quarterly dividend to $1.20 per share and a new $3.2 billion share repurchase authorization.