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The AI Trade Has Flip Flopped (At Least for Today)
Barrons.com30d agoneutral
The AI Trade Has Flip Flopped (At Least for Today)

Well, today software stocks are back from the dead. The index was down 0.7% with some of the year-to-date top performers among the top laggards. The iShares Expanded Tech-Software Sector ETF was up 0.8%, compared to the PHLX Semiconductor Index which was down 4.6%.

INTU Stock: Where Compounding Could Take The Price
Trefis33d agoneutral
INTU Stock: Where Compounding Could Take The Price

At $273.38, Intuit (INTU) looks set up for roughly 41% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Is Intuit (INTU) Still Undervalued After A 64% Drop?
Simply Wall St.34d agobearish
Is Intuit (INTU) Still Undervalued After A 64% Drop?

Intuit stock has fallen sharply over the past year, yet the current valuation checks and recent commentary on its earnings multiples suggest the market may be pricing the company more pessimistically than its fundamentals alone might justify. Over the last 12 months, Intuit shares are down 64.2%, which puts recent price moves firmly at odds with earlier expectations that treated the company as a higher quality compounder. Cost cuts, a fresh US$8b buyback and ongoing dividend payments can...

Intuit (INTU) Joins Value Indexes, Is The Stock Now Cheap?
Simply Wall St.34d agoneutral
Intuit (INTU) Joins Value Indexes, Is The Stock Now Cheap?

Index reshuffle puts Intuit in value-focused benchmarks Intuit (INTU) is moving across several Russell indices after the latest annual reconstitution, with the stock added to multiple value benchmarks and removed from a set of defensive and growth defensive indexes. On 27 June, Intuit joined the Russell 1000 Value, Russell 3000 Value, Russell 3000E Value, and Russell Top 200 Value benchmarks, while being dropped from the Russell 1000 Defensive and Russell 1000 Growth Defensive indices. A day...

Here’s Why Intuit (INTU) is Struggling
Insider Monkey34d agoneutral
Here’s Why Intuit (INTU) is Struggling

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here. Equity markets experienced a significant rally in the second quarter, fueled by robust earnings and increasing optimism regarding easing geopolitical tensions. The S&P 500 Index climbed 15.2% during this period, […]

Stifel and Goldman Cut Intuit (INTU) Ratings
Insider Monkey34d agoneutral
Stifel and Goldman Cut Intuit (INTU) Ratings

Intuit Inc. (NASDAQ:INTU) is one of the 12 Most Profitable Cheap Stocks to Buy Right Now. As of July 6, 2026, Wall Street analysts remain positive on Intuit Inc. (NASDAQ:INTU), with the stock holding a consensus Buy rating. Analysts have set a median 12-month price target of $446.50, suggesting a potential upside of 62% from […]

Citi Remains a Buy on Intuit (INTU) Despite 8% Decline Over the Past Month
Insider Monkey35d agobullish
Citi Remains a Buy on Intuit (INTU) Despite 8% Decline Over the Past Month

Intuit Inc. (NASDAQ:INTU) is one of the Best Software Stocks to Buy in 2026. Intuit Inc. (NASDAQ:INTU) has declined more than 8% over the past month, mainly due to valuation concerns and AI disruption fears. The Street has a bullish outlook on the stock, with analysts’ 12-month average price target suggesting more than 62% upside […]

Atlassian and Intuit Shares Skyrocket, What You Need To Know
StockStory35d agoneutral
Atlassian and Intuit Shares Skyrocket, What You Need To Know

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

Stock Indexes Fall as Chipmakers Retreat
Barchart36d agobearish
Stock Indexes Fall as Chipmakers Retreat

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...