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JPMorgan Lowers Intuit (INTU) PT to $750 Despite Strong FY2025 Revenue, Profit Growth

Intuit Inc. (NASDAQ:INTU) is one of the best QQQ stocks to buy right now. On August 22, JPMorgan lowered the price target on Intuit to $750 from $770, while keeping an Overweight rating on the shares following the earnings report. The company’s FY2025 is modestly above on a dollar basis, but slightly below consensus on a growth percentage basis. However, Intuit’s FQ4 2025 results did beat estimates despite a slight Mailchimp revenue contraction.

The company’s total revenue for FY2025 grew by 16%, which reached $18.8 billion. In the fourth quarter, revenue was $3.8 billion, which was a 20% increase. The company also saw an improvement in profitability, with FQ4 GAAP operating income of $339 million, a stark contrast to a loss of $151 million in the same period last year. Non-GAAP operating income was $1 billion, up 39% year-over-year.

The Consumer Group’s revenue grew 10% for FY2025. Within this segment, TurboTax Live revenue saw a remarkable 47% growth, and its customers grew by 24%. Credit Karma’s revenue also grew at 32% for the full fiscal year. The Global Business Solutions Group’s revenue increased by 18% in FQ4. QuickBooks All-in Accounting revenue grew 23% in Q4. Online Services revenue was up 19% in Q4, or 29% when excluding Mailchimp, which has been a drag on growth but is expected to return to double-digit growth by the end of FY2026. The Desktop Ecosystem revenue also saw a 10% increase in Q4.

Intuit Inc. (NASDAQ:INTU) provides financial management, compliance, and marketing products & services. It has 4 segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax.

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.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We alerted our subscribers, and BTI returned 90% in just 16 months.

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Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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