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

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 company’s fiscal Q1 2026 results, announced the day before.

In fiscal Q1 2026, Intuit Inc. (NASDAQ:INTU) demonstrated the strength of its expanding AI-expert platform. Thanks to broad-based momentum across the company’s ecosystem, revenue climbed 18% YoY to $3.9 billion. The Global Business Solutions segment reported an 18% YoY increase to $3.0 billion. Meanwhile, the Online Ecosystem segment rose 21% and the QuickBooks Online Account segment surged 25%. A 27% increase at Credit Karma and steady gains at TurboTax and ProTax helped the Consumer segment record a 21% growth to $894 million.

The quarter also saw profitability accelerating sharply, with GAAP operating income increasing 97% and GAAP EPS rising 127% to $1.59. Meanwhile, non-GAAP EPS rose 34% to $3.34. During the quarter, Intuit Inc. (NASDAQ:INTU) also repurchased $851 million in stock and raised its quarterly dividend by 15%.

Looking ahead, Intuit Inc. (NASDAQ:INTU)’s management reaffirmed its full-year fiscal 2026 guidance. Accordingly, revenue growth of 12-13%, GAAP operating income growth of 17-19%, and non-GAAP EPS of $22.98-$23.18 are expected. The maintained guidance reflects management’s confidence in sustained expansion as the company boosts its AI capabilities across its product portfolio.

On the results, Intuit Inc. (NASDAQ:INTU)’s CEO Sasan Goodarzi commented,

“We delivered an exceptional first quarter as we continue to execute on our AI-driven expert platform strategy. Intuit is creating a system of intelligence, leveraging data, data services, AI, and human intelligence to fuel the success of consumers, small and mid-market businesses, and accountants. We launched significant done-for-you innovations across our platform that are helping businesses manage from lead to cash, and consumers manage credit building to wealth building, all in one place.”

With its TurboTax, Credit Karma, QuickBooks, and Mailchimp products, Intuit Inc. (NASDAQ:INTU), a global financial technology platform, offers AI-powered tax, credit, accounting, and marketing solutions.

While we acknowledge the potential of INTU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INTU and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None.