In the latest trading session, Intuit (INTU) closed at $554.58, marking a -2.12% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.26% for the day. Elsewhere, the Dow gained 0.6%, while the tech-heavy Nasdaq added 0.25%. Heading into today, shares of the maker of TurboTax, QuickBooks and other accounting software had lost 14.25% over the past month, lagging the Computer and Technology sector's gain of 1.58% and the S&P 500's gain of 1.57%.The upcoming earnings rel ...

Agentic AI-Powered "Done-For-You" Experiences: Intuit's platform automates data entry for 90% of the most commonly used tax forms and enables the preparation of up to 80% of a simple filer's return before they even begin. AI-Driven Expert Matching: Within the store or online, Intuit's AI-powered system of intelligence matches customers with the perfect local tax expert for their specific situation within seconds. Seamless Digital and Physical Integration: Stores are designed for a fluid flow where customers ...

Intuit Inc. (NASDAQ:INTU) is one of the Best Fundamental Stocks to Buy According to Analysts. On January 11, Goldman Sachs analyst Gabriela Borges assumed coverage of the company’s stock with a “Neutral” rating and a price objective of $720. According to the firm, the adoption of AI will be a positive tailwind for the software total addressable market. However, the analyst awaits Intuit Inc. (NASDAQ:INTU)’s assisted tax share gains before recommending its shares. Goldman Sachs Assumes Coverage of Intuit ( ...

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Fundsmith, an investment management firm based in London, has released its annual 2025 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The fund focuses on investing in equities globally. The T Class Accumulation shares where the firm invested returned 0.8% in 2025, compared to 12.8% for the MSCI World Index (‘Index’) in sterling with dividends reinvested. Since its inception, the fund has returned 1.7% p.a. more than the index. The fund attributed its underperfo ...

EQUITY RESEARCH | January 11, 2026 | 5:39PM EST Assuming Software Sector Coverage into the Decade of Agentic Workflow: Buy MSFT, ORCL & NOW; Sell ADBE & DDOG AMERICAS TECHNOLOGY: SOFTWARE We assume coverage of the Software Sector and 12 additional stocks. We are constructive on AI adoption being a positive tailwind to the Software TAM over the next 5-10 years. Datapoints in any given year may be uneven as the ecosystem matures and as competition evolves; nonetheless, we expect signals on uptake will be more ...

Shutthiphong Chandaeng/iStock via Getty Images Dear Fellow Investor, This is the sixteenth annual letter to owners of the Fundsmith Equity Fund (‘Fund’). The table below shows performance figures for the last calendar year and the cumulative and annualised performance since inception on 1st November 2010 and various comparators. % Total Return 1st Jan to 31st Dec 2025 Inception to 31st Dec 2025 Sortino Ratio 6 Cumulative Annualised Fundsmith Equity Fund 1 +0.8 +612.9 +13.8 0.75 Equities 2 +12. ...

USA | Software Equity Research '26 Software Playbook – Waiting Patiently on Shore to Ride the AI Waves We recommend investors stay underweight software as growth decelerates and lags versus other sectors like semis. We believe '26 will be another year of gradual AI monetization, with more meaningful growth contribution/ acceleration needed to ease AI disintermediation fears, thus requiring more selectivity. Top picks - Mega Cap: MSFT, META; Large Cap: INTU, TEAM, ORCL; Mid Cap: PCOR, U, WIX; Small Cap: UPWK ...

Core Insights - Software stocks in 2026 have diverged into two categories: winners with expanding margins and accelerating growth, and losers with stagnant performance despite solid execution. The key differentiator is profitability at scale rather than just revenue growth [1] Group 1: Market Performance - The top five software stocks were ranked based on profitability metrics, revenue growth, and competitive positioning, highlighting the importance of companies that generate real earnings while growing faster than peers [2] - Microsoft leads with a market cap of $3.51 trillion, profit margins of 35.7%, and revenue growth of 18.4% year over year, showcasing a strong business model [12] - Palantir has seen a remarkable 139% increase in stock price over the past year, with revenue growth of 62.8% and profit margins of 28.1%, indicating a rare combination of hypergrowth and profitability [10] Group 2: Company Highlights - Fortinet boasts the highest return on equity in the software sector at 228%, with a P/E ratio of 32x, 14.4% revenue growth, and 28.6% profit margins, demonstrating peak efficiency in cybersecurity [3] - Intuit achieved 41% revenue growth year over year, with earnings per share increasing from $2.64 in fiscal 2015 to $16.97 in fiscal 2024, reflecting a 543% growth over nine years [5] - Oracle reported a 38.7% earnings beat in its latest quarter, with a market cap of $553 billion, 14.2% revenue growth, and 69% return on equity, validating its cloud transformation strategy [7] Group 3: Investment Implications - The market is rewarding companies that convert revenue into profit at scale, leading to premium valuations and strong stock performance, while struggling peers like Snowflake and CrowdStrike fail to achieve similar results [15]

Intuit Inc. ( INTU ) looks like a good buy over the next year or two. The company posted double-digit growth in its most recent quarter and benefits from a large base of ongoing users acrossWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I foll ...