• In recent weeks, Intuit announced major advancements to its proprietary Generative AI Operating System (GenOS), expanding agentic AI capabilities across QuickBooks Online and the Intuit Enterprise Suite, and introduced new fine-tuned financial language models and "expert-in-the-loop" systems for seamless human-AI collaboration.
• This accelerated rollout of custom AI models and developer tools positions Intuit technologists to rapidly create and optimize AI-driven financial workflows for millions of business and consumer clients, highlighting a shift toward deeply embedded, automated financial management experiences.
• We'll assess how Intuit's deeper integration of bespoke AI agents across its platform could influence its long-term growth outlook and analyst expectations.

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Intuit Investment Narrative Recap

To be a shareholder in Intuit, you need to believe in the company’s execution of AI-driven automation to consolidate tech stacks and drive higher productivity for its millions of business and consumer users. While the recent GenOS advancements showcase rapid innovation, they don’t materially change the most significant short-term catalyst, accelerated growth in the mid-market, and the biggest risk remains execution lag in reviving Mailchimp’s revenue trajectory and improving adoption rates.

Of the company’s recent product updates, the expansion of agentic AI capabilities across QuickBooks and the Intuit Enterprise Suite is the most relevant, directly supporting Intuit’s push into larger, more complex workflows for businesses, an area tied closely to both growth catalysts and execution risks in the platform transition.

By contrast, investors should be aware that despite these technology rollouts, uncertainty around the pace of Mailchimp segment recovery remains a key risk…

Intuit's outlook anticipates $26.9 billion in revenue and $6.2 billion in earnings by 2028. This projection is based on a 12.7% annual revenue growth rate and a $2.3 billion increase in earnings from the current $3.9 billion.

Uncover how Intuit's forecasts yield a $819.73 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Twenty members of the Simply Wall St Community estimate Intuit's fair value between US$482 and US$823 per share, showing a wide span of outcomes. Despite such variance, ongoing questions about Mailchimp’s performance continue to influence sentiment about Intuit’s long-term revenue prospects.

Explore 20 other fair value estimates on Intuit - why the stock might be worth 28% less 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.

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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.