Intuit Stock (INTU) Soars on ’Bold’ 20% Revenue Surge Blueprint

INTU rockets upward as the financial software giant unveils an aggressive growth strategy that's turning heads—and moving markets.

The 20% Target: More Than Just Numbers

Intuit isn't playing small ball. Their revenue hike plan cuts through typical corporate hesitation, aiming to bypass incremental growth for something far more ambitious. This isn't just about pleasing shareholders—it's about redefining what's possible in the financial tech space.

Why Wall Street's Biting

Analysts see this as a power move in an era where most companies hedge their bets. While traditional finance plays defense, Intuit goes on offense—almost makes you wonder if they know something the rest of the sector doesn't. Or maybe they just remember that fortune favors the bold—and those with better accounting software.

One cynical finance jab: Because nothing says 'innovation' like promising double-digit growth to distract from quarterly volatility.

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Growth Targets

Analyst Arjun Bhatia of William Blair said that at an investor day at Intuit’s Californian headquarters this week the company reiterated its fiscal 2026 guidance but also set out “bold” long-term growth targets.

Bhatia, who has an Outperform rating on the stock and a price target of $674.96, said Intuit had set out an aspiration to reaccelerate revenue growth to 20%.

“Though this was not formal guidance, it caught our attention as Intuit’s revenue for the past fiscal year reached $19 billion in scale and grew 16%,” he said. “For it to accelerate to 20% at a larger scale WOULD be a truly impressive accomplishment.”

Intuit management has identified AI as a key driver. As part of the Intuit Enterprise Suite, the company has recently added new ‘proactive AI agents’ and enhanced automation and business intelligence to help mid-market businesses grow and boost profits.

Compelling AI

Intuit recently reported better-than-expected fiscal fourth quarter results driven by robust demand for its AI-powered platform and diversified fintech offerings. 

INTU reported Q4 revenue of $3.8 billion, up 20% year-over-year and slightly ahead of the $3.75 billion consensus estimate. Also, adjusted earnings per share (EPS) came in at $2.75, topping the $2.66 analyst forecast and rising 38% year-over-year. The beat reflected strong execution across Intuit’s business segments, particularly in Credit Karma, TurboTax Live, and QuickBooks Online. But, as can be seen below, its performance has been volatile over recent quarters.

At the time CEO Sasan Goodarzi credited the company’s “virtual team of AI agents and AI-enabled human experts” for driving success across consumer and business segments.

“Its AI capabilities look compelling as the agentic launch has shown positive early results,” said Bhatia. “We continue to view Intuit as a mission-critical platform for small businesses and believe it is positioning itself well to win in the AI era.”

Is INTU a Good Stock to Buy Now?

On TipRanks, INTU has a Strong Buy consensus based on 18 Buy and 1 Hold ratings. Its highest price target is $900. INTU stock’s consensus price target is $829.24, implying a 20.44% upside.