Investors with an interest in Computer - Software stocks have likely encountered both Progress Software (PRGS) and Intuit (INTU) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revisio ...

Intuit Inc. (NASDAQ:INTU) is one of the best NASDAQ stocks to buy according to hedge funds. On September 23, Intuit announced the rapid advancement of its proprietary GenAI Operating System/GenOS. Over the past 90 days, Intuit has accelerated the development of done-for-you agentic AI experiences at scale across its platform to fuel financial success for its ~100 million consumer and business customers worldwide. Intuit’s foundation of AI and data capabilities includes generating 60 billion ML predictions ...

Intuit (INTU) closed the most recent trading day at $682.91, moving -1.7% from the previous trading session. This move lagged the S&P 500's daily gain of 0.41%. Elsewhere, the Dow saw an upswing of 0.18%, while the tech-heavy Nasdaq appreciated by 0.31%. The maker of TurboTax, QuickBooks and other accounting software's stock has climbed by 4.15% in the past month, falling short of the Computer and Technology sector's gain of 7.63% and outpacing the S&P 500's gain of 3.15%.The upcoming earnings release of In ...

Group 1 - The stock market is generally performing well, but some stocks have experienced significant dips, presenting potential buying opportunities [1] - Three stocks were highlighted as attractive investments after recent price declines, with one being Intuit (INTU), which saw a notable drop following its latest earnings report [2] - The decline in Intuit's stock price is perceived as an overreaction to its earnings report, suggesting a potential undervaluation [2]

Intuit Inc. (NASDAQ:INTU) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 19, Stifel reiterated its Buy rating on Intuit Inc. (NASDAQ:INTU) with a price target of $800. This decision came after the company hosted its investor day. During the presentation, Intuit Inc.’s (NASDAQ:INTU) executives shared the company’s AI+HI strategy, which combines artificial intelligence and human intelligence, and is expected to create meaningful long-term acceleration. The company outlined its pla ...

Core Insights - Intuit Inc. has made significant advancements with its Generative AI Operating System (GenOS) in the last 90 days, aiming to enhance agentic AI experiences across its platform and products, which could create financial opportunities for consumers, businesses, and accountants [1] Group 1: GenOS Capabilities - GenOS enables Intuit technologists to create practical agentic AI experiences that connect customers with AI agents and human experts, automating tasks and managing workflows [2] - New features and tools have been added to GenOS to streamline agent development, including custom-trained Financial Intuit LLMs that provide personalized experiences [3] - Initial results from Financial Intuit LLMs show a 5% improvement in accuracy and a 50% reduction in latency for certain accounting workflows compared to general-purpose LLMs, indicating potential cost reduction benefits [4] Group 2: Expert Integration and Developer Tools - GenOS now includes "expert-in-the-loop" capabilities that connect human experts to AI agents for comprehensive support [5] - Enhancements to the Agent Starter Kit with the GenOS Evaluation Service provide frameworks for monitoring agent performance, allowing developers to continuously improve AI agent experiences [6] Group 3: Future Plans and Market Performance - Intuit plans to introduce more AI agents and agentic AI experiences in the coming months, with some agents already in beta for payroll and project management [7] - In the past month, Intuit's shares have increased by 6.4%, outperforming the industry growth of 4.5% [8]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report focuses on the commercialization progress of AI applications, highlighting significant advancements in various sectors, including large models, AI video, AI programming, and enterprise-level AI software [4][28] - The report emphasizes the rapid growth in token consumption for AI applications, indicating accelerated commercialization and the emergence of new revenue streams [4][15] - Key companies in the AI space are experiencing substantial valuation increases, with several achieving over $1 billion in annual recurring revenue (ARR) [16][21] Summary by Sections 1. AI Application Overview: Acceleration of Commercialization - AI applications are witnessing a significant increase in token consumption, reflecting faster commercialization progress [4] - Major models like OpenAI have achieved an ARR of $12 billion, while AI video tools are approaching the $100 million ARR milestone [4][15] 2. Internet Giants: Recommendation System Upgrades + Chatbot - Companies like Google, OpenAI, and Meta are enhancing their recommendation systems and developing independent AI applications [4][26] - The integration of AI chatbots into traditional applications is becoming a core area for computational consumption [14] 3. AI Programming: One of the Hottest Application Directions - AI programming tools are gaining traction, with companies like Anysphere achieving an ARR of $500 million [17] - The commercialization of AI programming is accelerating, with several startups reaching significant revenue milestones [17][18] 4. Enterprise-Level AI: Still Awaiting Large-Scale Implementation - The report notes that while enterprise AI has a large potential market, its commercialization has been slower compared to other sectors [4][25] - Companies are expected to see significant acceleration in AI implementation by 2026 [17] 5. AI Creative Tools: Initial Commercialization of AI Video - AI video tools are beginning to show revenue potential, with companies like Synthesia reaching an ARR of $100 million [15][21] - The report highlights the impact of AI on content creation in education and gaming [4][28] 6. Domestic AI Application Progress - By mid-2025, China's public cloud service market for large models is projected to reach 537 trillion tokens, indicating robust growth in AI applications domestically [4] 7. Key Company Valuation Table - The report provides a detailed valuation table for key companies in the AI sector, showcasing significant increases in their market valuations and ARR figures [16][22]

Group 1 - Intuit Inc. is recognized as one of the best technology stocks for long-term investment, with a Buy rating and a price target of $800 from Bank of America Securities [1][2] - The company's initiatives in the mid-market and tax-assisted segments are gaining traction, and its platform is expected to enhance margins by 80 basis points by fiscal year 2026 [1][2] - The stock is trading at 27 times FY26 free cash flow, which is deemed reasonable, with projected free cash flow growth of 16% supporting the price target [2] Group 2 - A significant catalyst for growth is the upcoming launch of Intuit Connect, which aims to improve cross-selling opportunities, particularly for QuickBooks in the mid-market [2] - TurboTax is anticipated to continue its growth trajectory, focusing on increasing revenue per customer through services like TurboTax Live and Full Service [2] - Intuit Inc. provides a financial technology platform that assists consumers and small to mid-market businesses in managing their finances and compliance [3]

Key Takeaways INTU's mid-market revenues jumped 40% in fiscal 2025, with customers up 23% to nearly 350,000. IES delivers AI-native consolidation, reporting, and automation to cut costs and boost ROI.With 800,000 QuickBooks Online users, IES offers a natural upsell into the $89B mid-market TAM.Intuit Inc. (INTU) is accelerating its expansion into the mid-market, identifying it as one of its largest white-space opportunities. The company estimates that nearly half of its total addressable market lies in mid- ...

Group 1: Uber Technologies, Inc. - Uber Technologies, Inc. reached a new 52-week high, closing at $99.39 with a gain of 0.9% [1][5] - The company launched its first drone delivery program in partnership with Flytrex, enhancing its logistics strategy [1] Group 2: Bitmine Immersion Technologies, Inc. - Bitmine Immersion Technologies announced a registered direct offering of $365.24 million, consisting of 5,217,715 shares at $70 per share and 10,435,430 warrants at $87.50 per share [2] - Shares of Bitmine Immersion fell 10.1% to close at $55.10 [5] Group 3: Intuit Inc. - Intuit reaffirmed its earnings growth expectations during its Investor Day event, maintaining guidance for the first quarter and full fiscal year 2026 [2][3] - Intuit's shares gained 2.1% to close at $702.09 [5] Group 4: Coinbase Global, Inc. - Coinbase Global, Inc. was selected as a final trade by Hightower's CIO, with Barclays raising its price target from $352 to $365 while maintaining an Equal-Weight rating [3] - Coinbase shares dipped 3.1% to close at $331.95 [5]