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Intuit reported a strong 18% year-over-year revenue increase to $3.9 billion for Q1 2026, but its softer forward guidance on margins and EPS has created investor uncertainty.
Intuit is expanding its advertising services by making its SMB MediaLabs data available on The Trade Desk, a move analysts believe could contribute to a ~22% upside in its stock price.
Intuit's CEO stated on December 18 that Gen Z's credit card balances have increased by 36-37% due to inflation, a trend that could signal economic risk despite a strong job market.
Intuit launched its 'Now This Is Taxes' campaign on December 18, 2025, targeting Gen Z with new AI-powered TurboTax and Credit Karma integrations, including a $150 flat-fee expert filing service.
Amazon announced new Business Prime benefits with Intuit QuickBooks, CrowdStrike, and Gusto, offering SMBs discounts of up to 70% and potential annual savings of nearly $1,000.
Eastman Kodak's stock has surged 44.1% in the last six months, driven by a successful pivot to its Advanced Materials and Chemicals division, which now constitutes over 30% of sales.
Salesforce is positioned as an undervalued AI play, with its Agentforce product's annual recurring revenue growing 330% year-over-year to $540 million in the third quarter.
Finance and HR software stocks showed mixed Q3 results, with Flywire reporting the fastest revenue growth at 28.2% while Paycom's stock fell 9.8% on mixed earnings.
On December 16, 2025, software company Infragistics made its Ignite UI library of over 50 enterprise-grade components open source for developers working with Angular, Blazor, React, and Web Components.
Analyst reports on December 16 signal strong Q4 sales for Amazon up to $213 billion, while Toyota stock has gained 20.9% in six months on strong hybrid demand.
Intuit has announced a multi-year strategic partnership with OpenAI, committing over $100 million to integrate frontier AI models. The move comes as analysts maintain a cautious stance, holding Intuit's fair value steady while watching for tangible returns on the investment.
Intuit's stock is under scrutiny as analysts revise earnings estimates downwards, despite projected year-over-year growth. The stock's recent modest gains lag the broader market, reflecting investor uncertainty in a shifting landscape.