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Intuit (INTU) Stock Could Be Cheap After Its QuickBooks Card Launch
Simply Wall St.18d agoneutral
Intuit (INTU) Stock Could Be Cheap After Its QuickBooks Card Launch

Intuit stock has dropped 61.5% over the past year. Current checks still lean toward the shares looking cheap rather than expensive, which puts the recent rebound under closer scrutiny for valuation minded investors. Over the last 12 months, Intuit has declined 61.5%, which puts recent gains into the context of a stock that has already seen a large reset in expectations. Launches such as the new QuickBooks integrated business credit card can support the case for durable customer...

Software Is Beating Chips for Once. It May Not Be a Flash in the Pan.
Barrons.com19d agobullish
Software Is Beating Chips for Once. It May Not Be a Flash in the Pan.

Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.

Intuit (INTU) Lost Appeal on AI Disruption and Earnings Concerns
Insider Monkey19d agoneutral
Intuit (INTU) Lost Appeal on AI Disruption and Earnings Concerns

Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Composite “. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]

Generative AI Disruption Fears Hurt Intuit (INTU)
Insider Monkey23d agoneutral
Generative AI Disruption Fears Hurt Intuit (INTU)

Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, […]

Intuit (INTU) Faces Class Action Over TurboTax Growth Claims And Job Cuts
Simply Wall St.23d agobearish
Intuit (INTU) Faces Class Action Over TurboTax Growth Claims And Job Cuts

A class action lawsuit has been filed against Intuit alleging materially false or misleading statements about its business and growth. The complaint focuses on Intuit's TurboTax segment, including claimed overstatements of tax season performance and business prospects. The suit comes alongside workforce reductions and restructuring moves that have raised questions about the health of the core tax business. For investors watching Intuit, ticker NasdaqGS:INTU, the lawsuit lands at a time when...

Chip Stocks Surge but Software Sector Feels the Pain Again
Barrons.com25d agobullish
Chip Stocks Surge but Software Sector Feels the Pain Again

Technology stocks were surging early Tuesday but the beaten-down software sector was only enduring more pain as the artificial-intelligence trade sparked back into life. Chip stocks, including Intel, Micron and Marvell were among the biggest risers ahead of the open, along with memory storage names Sandisk and Western Digital.

L1 Capital International Sees Intuit’s (INTU) Decline as Market’s Overreaction
Insider Monkey26d agoneutral
L1 Capital International Sees Intuit’s (INTU) Decline as Market’s Overreaction

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]