INTUIT INC.
Intuit reported Q4 revenue growth, with QuickBooks Online Accounting up 20% YoY to $1.32B. Credit Karma revenues rose 16.5% to $743M, while TurboTax Live saw 37% full-year growth. TurboTax and ProTax revenues also increased. The company's performance was driven by higher prices, customer growth, and product mix.
Bay Area tech layoffs in 2026 have surpassed 2025 totals, with 12,947 jobs cut by September. PayPal, Amazon, and Synopsys recently announced cuts, including 251 jobs by PayPal. Meta, Amazon, Cisco, and others have also disclosed significant layoffs. PayPal's cuts follow a reorganization into three business units.
Paycom raised full-year guidance, with its stock up 36.2% since reporting. Intuit reported $4.35B revenue, up 13.7% YoY, but missed EPS guidance, causing a 3.4% stock decline. BILL reported $436.2M revenue, up 13.8% YoY, with mixed guidance. Marqeta reported $176M revenue, up 17% YoY, but missed revenue guidance, causing a 9.2% stock decline.
Over the past 7 days, alphai's AI scored 12 news stories mentioning INTU (INTUIT INC.). Coverage has been balanced: 4 bullish, 4 neutral, and 4 bearish.
Recent INTU coverage spans earnings, sector analysis and technology.
In the last 30 days, INTU insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($314K). The most active reporter was Hotz Lauren D, SVP, Chief Accounting Officer, with 2 filings.
Positive earnings beat and revenue growth suggest upside potential for INTU stock.
Intuit's cuts could be viewed as operational tightening.
Weaker guidance may pressure the stock lower in the short term.
Guidance slowdown may pressure the stock despite strong FY2026 performance.
Strong earnings beat and upbeat guidance suggest upside potential, but noted pricing pressure in TurboTax.
alphai scores every news story that mentions INTU with an AI model for sentiment and relevance, and aggregates insider trades from INTUIT INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Intuit reported Q4 revenue growth, with QuickBooks Online Accounting up 20% YoY to $1.32B. Credit Karma revenues rose 16.5% to $743M, while TurboTax Live saw 37% full-year growth. TurboTax and ProTax revenues also increased. The company's performance was driven by higher prices, customer growth, and product mix.
2 min readBay Area tech layoffs in 2026 have surpassed 2025 totals, with 12,947 jobs cut by September. PayPal, Amazon, and Synopsys recently announced cuts, including 251 jobs by PayPal. Meta, Amazon, Cisco, and others have also disclosed significant layoffs. PayPal's cuts follow a reorganization into three business units.
3 min readPaycom raised full-year guidance, with its stock up 36.2% since reporting. Intuit reported $4.35B revenue, up 13.7% YoY, but missed EPS guidance, causing a 3.4% stock decline. BILL reported $436.2M revenue, up 13.8% YoY, with mixed guidance. Marqeta reported $176M revenue, up 17% YoY, but missed revenue guidance, causing a 9.2% stock decline.
3 min readIntuit's INTU TurboTax Live reported 37% revenue growth in fiscal 2026, with 53% of TurboTax revenues coming from Live. Assisted tax, 88%-90% of TurboTax's addressable market, is a key growth driver. Intuit plans to invest in customer acquisition and AI. Growth is expected to slow in fiscal 2027. H&R Block HRB and Thomson Reuters TRI also reported growth in tax services.
3 min readIntuit reported fiscal 2026 revenue of $21.4B, up 14%, with non-GAAP EPS at $24.27, a 20% increase. Growth was driven by Big Bets, including assisted tax and mid-market offerings. TurboTax Live revenue grew 37%, while TurboTax unit volume declined 2%. Fiscal 2027 guidance projects 9-10% revenue growth. Management plans to prioritize customer acquisition and market share growth, with adjustments in pricing models and distribution channels. Risks include customer churn in TurboTax DIY and flat to
3 min readIntuit (INTU) reported Q2 revenue of $4.35B, up 13.7% YoY, but guidance showed slowing growth. Workiva (WK) reported $255.3M in revenue, up 18.6% YoY, and beat EPS and income estimates. Paylocity (PCTY) reported $444.7M in revenue, up 11% YoY, and exceeded income and EBITDA guidance. WK and PCTY stocks rose 29.7% and 12.3% since reporting, respectively.
2 min readIntuit (INTU) reported Q2 revenue of $4.35B, up 13.7% YoY, but gave weak full-year guidance, with shares flat at $357.79. Workday (WDAY) reported $2.65B in revenue, up 12.8% YoY, beating estimates, and shares rose 4.4% to $204.36. Paychex (PAYX) reported $1.61B in revenue, up 12.5% YoY, meeting expectations, with shares up 27.8% to $126.91.
3 min readIntuit and Perplexity have partnered to integrate Intuit's business software into Perplexity Computer, an AI assistant. The collaboration aims to streamline tasks like cash flow management, payroll access, and marketing campaigns. Intuit's CTO and Perplexity's CBO highlighted the benefits for business owners. Separately, Nvidia is reportedly in talks to invest in Perplexity, valuing it at over $30 billion, with its revenue growing to over $750 million annually.
2 min readIntuit (INTU) and PayPal (PYPL) are major fintech players with different growth strategies. Intuit reported fiscal 2026 revenue of $21.4B, up 14% YoY, with strong growth in QuickBooks and AI adoption. PayPal focuses on digital payments and expanding financial services. Both invest in AI and customer monetization.
3 min readIntuit (INTU), BJ's Wholesale (BJ), and AutoZone (AZO) stocks hit 52-week lows. INTU fell 5% after price target cuts due to tax software concerns. BJ dropped 2% on slowing demand and margin pressure. AZO tumbled 9% on weak earnings, inflation, and international growth issues.
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