Mizuho Reiterates Buy Rating on Intuit (INTU) with $875 PT Following Strong FQ4, Full-Year FY2025 Results

Core Insights - Intuit Inc. is highlighted as a stock to consider investing in prior to its anticipated stock split, with a Buy rating and a price target of $875 set by Mizuho Securities analyst Siti Panigrahi [1][3] Financial Performance - The company's total revenue for FY2025 increased by 16%, with Q4 revenue reaching $3.8 billion, marking a 20% year-over-year growth [2] - The Consumer Group revenue grew by 10% for FY2025, with TurboTax Live service experiencing a significant 47% revenue growth [2] - Credit Karma's revenue rose by 32% for FY2025, while the Global Business Solutions Group's revenue grew by 18% in Q4 [2] - Revenue from QuickBooks All-in Accounting increased by 23%, and Online Services revenue saw a 19% rise in Q4 [2] Financial Position - Intuit maintains a solid financial position with approximately $4.6 billion in cash and investments [3] - The company has not included any immediate monetization from its new AI agents in its FY2026 guidance, indicating that the full revenue potential of this initiative is yet to be realized [3] Business Segments - Intuit operates in four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax, providing a range of financial management, payments, compliance, and marketing products and services in the US [4]