-+ 0.00%
-+ 0.00%
-+ 0.00%

Should Intuit's (INTU) New AI Partnerships and Data Initiatives Spur Reassessment by Investors?

Simply Wall St·11/28/2025 22:16:54
Listen to the news
  • In recent days, Intuit Inc. announced a series of developments including strong quarterly earnings growth, the initiation of a multi-year AI partnership with OpenAI, new collaborations to expand AI-powered ERP solutions, and the launch of unique first-party SMB audience data on The Trade Desk platform.
  • Of particular note, Intuit is leveraging its proprietary data and artificial intelligence capabilities to enhance product offerings, expand its digital ecosystem, and improve the accessibility of real-time financial insights for businesses and consumers.
  • We’ll explore how Intuit’s OpenAI partnership and AI product innovations are reshaping the company’s investment narrative and future growth trajectory.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

Intuit Investment Narrative Recap

To own shares of Intuit, you must believe in the company’s ability to leverage AI and data-driven platforms to drive adoption across small and mid-market businesses, execute on cross-sell opportunities, and consistently deliver higher customer value, while effectively managing the drag from Mailchimp’s softness and international growth risks. The recent partnership with The Trade Desk, making Intuit’s first-party SMB audience data widely available, enhances the digital ecosystem but does not materially change the main catalyst or risk at play right now.

Among recent announcements, the integration of Intuit’s SMB MediaLabs with The Trade Desk is highly relevant. This move increases access to a hard-to-reach SMB market and deepens Intuit’s network advantage, supporting ongoing efforts to lift average revenue per customer, a central short-term catalyst for the stock.

However, what could complicate that growth story is the persistent risk that Mailchimp’s performance may...

Read the full narrative on Intuit (it's free!)

Intuit's narrative projects $26.9 billion revenue and $6.2 billion earnings by 2028. This requires 12.7% yearly revenue growth and a $2.3 billion earnings increase from $3.9 billion today.

Uncover how Intuit's forecasts yield a $805.22 fair value, a 27% upside to its current price.

Exploring Other Perspectives

INTU Community Fair Values as at Nov 2025
INTU Community Fair Values as at Nov 2025

Sixteen investors in the Simply Wall St Community placed Intuit’s fair value between US$482 and US$823 per share, showing wide-ranging opinions. While many focus on Intuit’s push to consolidate tech stacks and lift revenue per customer, you should also consider how Mailchimp’s weakness could impact future earnings and growth, so it pays to weigh several points of view.

Explore 16 other fair value estimates on Intuit - why the stock might be worth as much as 30% more than the current price!

Build Your Own Intuit Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Intuit research is our analysis highlighting 4 key rewards that could impact your investment decision.
  • Our free Intuit research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intuit's overall financial health at a glance.

Looking For Alternative Opportunities?

Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.