In this article, we will discuss: Jim Cramer Took A Side On Biggest AI Debate & Discussed These 5 Stocks. For more stocks, you can head to Jim Cramer Took A Side On Biggest AI Debate & Discussed These 13 Stocks.
5. Intuit Inc. (NASDAQ:INTU)
Number of Hedge Fund Holdings in Q4 2025: 91
Intuit Inc. (NASDAQ:INTU) is a productivity software provider. Its shares are down by 53% over the past year and by 51% year-to-date. May 21st was a tough day for the stock as it closed 20% lower. On the 20th at market close, the firm had announced that it was going to cut its workforce by a whopping 17%. For its fiscal third quarter earnings, Intuit Inc. (NASDAQ:INTU) reported $8.56 billion in revenue and $12.80 in earnings per share to miss analyst revenue estimates of $8.61 billion and beat the earnings estimates of $12.57. The results and the subsequent share price movement came after Cramer asserted that he had faith in Intuit Inc. (NASDAQ:INTU)’s CEO:
“Well I have Sasan Goodarzi tonight, and obviously there are many people who feel that you can beat him, using Anthropic. Perplexity put out a thing that basically says listen you don’t need them. I am glad there are some divisions that are weaker. But this man, he’s just not gonna take it down lying down. He’s got the best, the IRS when you use them, doesn’t like to audit you. . .this man has a good product.”
Eagle Capital Management discussed Intuit Inc. (NASDAQ:INTU) in its Q1 2026 investor letter:
“SAP, Workday, and Intuit are highly entrenched application software businesses. Intuit Inc. (NASDAQ:INTU) is a household name because of TurboTax, but its largest business and growth engine is QuickBooks, which operates as a functional monopoly in small business accounting software in the U.S. Software is lately controversial due to AI-driven disruption. AI is deflationary for engineering costs and will change many workflows in how software is used. The technology is widening the distribution of 5- to 10-year outcomes for these businesses. In some cases, the central tendency shifts lower; in others, it’s stable or even shifts upward. The entire space has sold off over the past year, and we believe the recovery will be more heterogeneous than the decline. Many businesses will be impaired, but a number will likely benefit.
We have positioned ourselves with companies that we expect to be comparatively resilient, that also have idiosyncratic earnings growth paths or call options. Intuit’s QuickBooks has singularly valuable distribution to small businesses and is weaving AI capabilities into its products to better serve this hard-to-reach customer. We expect EPS growth of around 20% for the group.”
