华尔街最受关注、且足以影响市场走势的分析师研报观点，现已汇总呈现。以下为《The Fly》整理 的、投资者需重点关注的当日最新研报动态。 五大评级上调个股 五大评级下调个股 来源：环球市场播报 1. 美敦力（MDT）：威廉・布莱尔证券将其评级从与大盘持平上调至跑赢大盘，未设定目标价。该 机构在 2026 年医疗科技行业展望报告中指出，美敦力今年有多项新品即将推出并逐步放量。 2. 赛亚物流（SAIA）：史蒂芬斯公司将其评级从持股观望上调至增持，目标价从 308 美元上调至 414 美元。该机构认为，市场对公司新货运枢纽的负面情绪已基本消化，当前业绩目标具备可实 现性。 3. 忠实航空（ALGT）：美国银行将其评级从跑输大盘上调至中性，目标价从 55 美元上调至 95 美 元。该机构表示，潜在的经济刺激政策将利好低成本航空公司；同时指出，忠实航空计划在 2026 年维持运力平稳，此举有助于推动票价上涨，而新增的波音 737 MAX 机型则可助力单位成本管 控。 4. 史赛克（SYK）：雷蒙德・詹姆斯公司将其评级从与大盘持平上调至跑赢大盘，目标价定为 418 美元。该机构称，史赛克当前的估值水平已具备较高的配置吸 ...

Core Insights - Intuit Inc. has entered a multi-year agreement with Circle Internet Group to integrate stablecoin features into its platforms, including Credit Karma, QuickBooks, and TurboTax, aiming for faster, cheaper, and safer international money transfers [1][2] - The partnership is expected to enable programmable, 24/7 financial transactions and create new use cases for payments, savings, remittances, and refunds that traditional payment systems cannot support [2] - BMO Capital has lowered its price target for Intuit from $870 to $810 while maintaining an Outperform rating, citing solid fiscal 2026 results driven by Credit Karma and QuickBooks Online, with a better accounting mix due to growth in payment solutions [3] Company Overview - Intuit Inc. provides online marketing platform Mailchimp and accounting software QuickBooks, targeting small and midsize businesses [4]

In this article, we will discuss: Growth Stock Portfolio: 12 Stock Picks By Ken Fisher.According to Ken Fisher, concerns about a technology and artificial intelligence bubble are prevalent, but they do not match the traits of a real market bubble. The founder and executive chair of Fisher Investments gave an interview to Richard Austin Quest on Quest Means Business on CNN (November 21, 2025). He stated that very few people would believe it to be a tech and AI bubble. He pointed out that the majority would s ...

Sling Money, a digital currency payment app developed by Avian Labs, has received regulatory approval in the United Kingdom to offer crypto-related services. This license comes at a time when stablecoin payments are gaining more popularity globally. Sling Money Joins Other Regulated Crypto Firms in the UK The UK Financial Conduct Authority (FCA) granted Avian Labs approval to operate as a crypto services provider in the region. Before now, the company had secured a license under the European Union’s Mark ...

Intuit (NASDAQ: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced it has signed a partnership with Circle Internet Group, Inc. (NYSE: CRCL), one of the world’s internet financial platform companies, to accelerate next-generation financial services powered by stablecoin technology. The agreement forms a framework for Intuit to use Circle’s stablecoin infrastructure and USDC across the Intuit platform.Sasan Goodarzi, CEO of Intuit sa ...

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today launched the second year of its successful brand campaign "Now This is Taxes†for tax year 2025 (taxes filed in 2026). The campaign demonstrates the future of taxes through its consumer platform, the only all-in-one destination seamlessly fusing Credit Karma and TurboTax with Agentic AI and human intelligence (AI+. ...

Core Viewpoint - Intuit Inc. is highlighted as one of the best FinTech stocks to buy in 2026, with a significant average upside potential of 21.9% and strong hedge fund interest [1]. Group 1: Investment Potential - As of mid-December, Intuit carries a Moderate Buy consensus rating, with an average 12-month price target near $792, indicating approximately 22% upside from recent trading levels [2]. - The company is recognized for its growth trajectory, despite some analysts moderating expectations for near-term execution [2]. Group 2: Business Developments - On November 24, Intuit announced the availability of its SMB MediaLabs audience segments on The Trade Desk platform, allowing advertisers access to first-party small and mid-market business audiences [3]. - This integration is expected to enhance targeting accuracy for advertisers, utilizing aggregated, de-identified insights from Intuit's platform to reach verified SMB decision-makers [4]. - The Trade Desk is the latest DSP partner for SMB MediaLabs, marking the first instance where this first-party SMB data will be accessible for advertisers, along with cross-channel measurement and campaign management [5]. Group 3: Company Overview - Intuit Inc. operates as a global financial technology platform, providing services through products like TurboTax, Credit Karma, QuickBooks, and Mailchimp, serving approximately 100 million customers worldwide [6].

Intuit Inc. (NASDAQ:INTU) is one of the 15 best AI stocks to watch in December 2025. Intuit (INTU) Sees Positive Analyst Sentiment Following Strong Fiscal Q1 2026 Results As of December 8, 2025, roughly 80% of analysts remain bullish on Intuit Inc. (NASDAQ:INTU) with a median price target of $823.00. The consensus price target implies 25.41% upside. On November 21, Intuit Inc. (NASDAQ:INTU) saw Goldman Sachs analyst Kash Rangan reaffirm his “Buy” rating with an $860 price target. This followed the compa ...

Summary of Intuit's Earnings Call Company Overview - **Company**: Intuit - **Industry**: Software, specifically tax preparation and financial management Key Points and Arguments Partnership with OpenAI - Intuit has partnered with OpenAI to enhance customer engagement by leveraging OpenAI's large user base of 800 million weekly active users, which could significantly impact Intuit's customer growth [6][7][8] - The partnership aims to provide specific, actionable insights for customers regarding taxes and financial situations, ensuring data privacy and governance remain intact [8][9] Tax Season Strategy - Intuit is entering the tax season with a strong momentum from the previous year, expecting double-digit growth in tax services and a 47% increase in assisted tax services [13][14] - Key strategies include: - **Early Marketing**: Targeting customers in the fall to keep leads warm until tax filing season [14] - **Local Presence**: Increasing locations from 400 to 600 to enhance customer confidence and conversion rates, with local searches yielding 5x better conversion [14][20] - **Integration with Credit Karma**: Leveraging 40 million monthly active users on Credit Karma to drive traffic to TurboTax [15][30] Market Opportunity - The DIY tax preparation market is valued at approximately $5 billion, while the assisted tax market is significantly larger at $35 billion, indicating a substantial growth opportunity for Intuit [16][17] - Intuit aims to maintain its market share in DIY while aggressively expanding in the assisted tax category [29] Customer Retention and Experience - Intuit reports a high retention rate of nearly 80%, akin to a SaaS model, indicating strong customer satisfaction and repeat business [31] - The company is focused on improving customer experiences to enhance retention and conversion rates, particularly through personalized interactions [31][48] Mid-Market Expansion - Intuit is targeting mid-market businesses (revenues of $2.5-$100 million) with its new Intuit Enterprise Suite, which addresses the complexities of larger businesses [35][36] - The company is seeing success in verticals such as construction, nonprofits, and professional services, with a focus on upgrading existing customers to more suitable products [37][41] Financial Management and Margin Expansion - Intuit is confident in its ability to grow revenues faster than expenses, with a focus on strategic investments in AI and technology to improve productivity [53][54] - The company plans to allocate a significant portion of its spending (up to 80%) towards key growth initiatives, including GenAI experiences and mid-market opportunities [53][54] Credit Karma Integration - Credit Karma continues to be a valuable asset, contributing to TurboTax's growth and providing opportunities for cross-selling financial products [32][34] - The integration aims to drive year-round engagement and enhance customer experiences [34] Mailchimp Performance - Intuit is optimistic about Mailchimp's potential, with improvements in functionality and onboarding processes expected to drive growth in the mid-market segment [50][51] Additional Important Insights - Intuit's strategy includes a disciplined approach to expense management, ensuring investments are directed towards high-impact areas [54] - The company is leveraging AI to enhance operational efficiency, with significant savings projected from AI implementations [54][55] This summary encapsulates the key insights from Intuit's earnings call, highlighting the company's strategic initiatives, market opportunities, and financial outlook.

Intuit (NasdaqGS:INTU) 2025 Conference December 02, 2025 01:35 PM ET Company ParticipantsSasan Goodarzi - CEOConference Call ParticipantsTaylor McGinnis - Equity Research AnalystTaylor McGinnisHello, everyone, and welcome back. For those in the audience that don't know me, my name is Taylor McGinnis, and I head up the SMIDCAP application SaaS space here at UBS. And in this next session, we have Intuit, and more specifically the CEO, Sasan. So, Sasan, thanks so much for being here.Sasan GoodarziThank you so ...