Intuit (INTU): Gauging Valuation as AI Strategy and GenOS Updates Take Center Stage

Intuit (INTU) recently took the stage at GraphQL Summit 2025 in San Francisco, where the company’s engineers explored the latest AI-based platforms and highlighted a key update to their generative AI operating system.

Check out our latest analysis for Intuit.

Intuit’s leading role at the GraphQL Summit follows a strong year for shareholders, with the company’s one-year total shareholder return of 4.8% and an outstanding three-year return of over 72%. Although the past few weeks have seen some downward momentum, with a 7-day stock price return of -5.6%, the longer-term performance indicates resilience and continued interest related to Intuit’s continued push into AI-based financial technology.

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But with the stock still significantly below analyst targets and recent gains reflecting optimism about AI, investors must ask themselves: Is Intuit undervalued right now, or is optimism around its AI strategy already fully entrenched?

Most popular story: 21.7% undervalued

With Story’s fair value estimate at $819.73, well above Intuit’s recent close of $641.79, this outlook presents the stock as significantly undervalued. Such a valuation highlights bullish expectations for future financial performance and product expansion, paving the way for further debate over whether current growth is fully reflected in the price.

Accelerated adoption of Intuit’s all-in-one AI-powered platform, including virtual teams of AI agents and human experts, enables the company to consolidate customer technology stacks, drive workflow automation, and unlock substantial ROI for customers. This supports higher average revenue per customer (ARPC) and net margin expansion over time.

Read the full story.

Curious how this story achieves such premium? There is a bold foundation built on some aggressive forecasts for future revenues and margins. The big revelation? Clicking through will reveal the key assumptions and how much profit expansion Intuit fans are betting on. Don’t miss the deeper story behind this sky-high price target.

Result: Fair value of $819.73 (UNDERVALUED)

Read the full story and understand what’s behind the predictions.

However, Mailchimp’s continued revenue struggles and slow international expansion could challenge the bullish case and pose stumbling blocks to Intuit’s future growth.

Learn about the key risks in this Intuit story.

Another perspective: multiples encourage caution

While the most popular view sees Intuit as undervalued, a look at the market’s price-to-earnings ratios paints a conservative picture. Intuit trades at 46.2 times earnings, which is higher than both the U.S. software industry’s 34.8 and its fair ratio of 43.5. This indicates that it is more expensive than its sector and than what regression models suggest. Could this premium indicate untapped potential, or is it a sign that expectations have been pushed too far?

Find out what the numbers say about this price – find out in our review breakdown.

Build your own intuitive story

If you see the story differently or want to dig into the details yourself, you can shape your own Intuit vision in just a few minutes. Do it your way

A good place to start is our analysis highlighting 4 key awards that investors are bullish on in Intuit.

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

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