Intuit(US:INTU) Xin Lang Cai Jing·2025-08-23 00:04Core Viewpoint - Intuit's stock has faced significant challenges, experiencing a cumulative decline of 7.61% over four consecutive days, reaching its lowest point since May 2025, despite a strong fourth-quarter earnings report [1][2] Financial Performance - Intuit reported a 20% revenue growth, reaching $3.83 billion, surpassing market expectations of $3.74 billion [1] - Adjusted earnings per share increased from $1.99 to $2.75, exceeding the anticipated $2.66 [1] Future Outlook - The company projected first-quarter revenue growth between 14% and 15%, below analyst expectations of 16% [1] - Adjusted earnings per share are expected to be between $3.05 and $3.12, slightly below the market expectation of $3.07 [1] - Concerns have arisen regarding the performance of the Mailchimp platform, which has negatively impacted overall results [1] Analyst Reactions - Several investment banks, including Morgan Stanley, Bank of America, and Citigroup, have lowered their price targets for Intuit, reflecting a cautious market sentiment regarding the company's growth prospects [2] Long-term Strategy - Intuit maintains a positive long-term growth target, aiming for 12% to 13% revenue growth in fiscal year 2026, driven by its AI-powered platforms [2] - The TurboTax Live and Credit Karma businesses have shown significant growth, providing new momentum for the company [2]