Intuit (INTU) Sees Positive Analyst Sentiment Following Strong Fiscal Q1 2026 Results

Core Insights - Intuit Inc. (NASDAQ:INTU) is recognized as one of the top AI stocks to monitor in December 2025, reflecting its strong market position and growth potential [1] Financial Performance - In fiscal Q1 2026, Intuit reported an 18% year-over-year revenue increase to $3.9 billion, driven by strong performance across its segments [3] - The Global Business Solutions segment grew 18% to $3.0 billion, while the Online Ecosystem segment rose 21% and QuickBooks Online surged 25% [3] - The Consumer segment, bolstered by a 27% increase at Credit Karma, recorded a 21% growth to $894 million [3] - GAAP operating income increased by 97%, and GAAP EPS rose by 127% to $1.59, with non-GAAP EPS increasing by 34% to $3.34 [4] Analyst Sentiment - As of December 8, 2025, approximately 80% of analysts maintain a bullish outlook on Intuit, with a median price target of $823.00, indicating a potential upside of 25.41% [2] - Goldman Sachs analyst Kash Rangan reaffirmed a "Buy" rating with a price target of $860 following the strong fiscal Q1 results [2] Future Guidance - Intuit's management has reaffirmed its full-year fiscal 2026 guidance, expecting revenue growth of 12-13%, GAAP operating income growth of 17-19%, and non-GAAP EPS in the range of $22.98-$23.18 [5] - The guidance reflects management's confidence in ongoing expansion and enhancement of AI capabilities across its product offerings [5] Strategic Focus - The CEO of Intuit emphasized the company's commitment to an AI-driven expert platform strategy, aiming to create a comprehensive system of intelligence that integrates data, AI, and human insights to support consumers and businesses [5] - Intuit's product suite includes TurboTax, Credit Karma, QuickBooks, and Mailchimp, providing AI-powered solutions in tax, credit, accounting, and marketing [5]