Intuit (INTU) Valuation Check After Strong Q1 Beat, Guidance Reaffirmation and 15% Dividend Hike

Intuit (INTU) just turned in an upbeat fiscal Q1 2026, delivering revenue and EPS ahead of expectations, reaffirming full year guidance, and lifting its dividend by 15%, all while leaning harder into its AI driven platform strategy.

See our latest analysis for Intuit.

At a share price of $670.93, Intuit has largely treaded water over the past year with a modest 0.57% one year total shareholder return. Its 78.44% three year total shareholder return signals that long term momentum is still intact despite some recent volatility around guidance and AI related expectations.

If Intuit’s AI push has you thinking more broadly about digital leaders, this is a good moment to explore high growth tech and AI stocks as potential next wave candidates.

With revenue and earnings still compounding double digits and Wall Street targets sitting roughly 20% above today’s price, is Intuit quietly undervalued here, or has the market already priced in its next leg of AI powered growth?

Most Popular Narrative: 16.7% Undervalued

With Intuit last closing at $670.93 against a narrative fair value of about $805, the storyline leans toward upside if its growth script plays out.

The accelerating adoption of Intuit's AI-driven all-in-one platform, including virtual teams of AI agents and human experts, positions the company to consolidate customers' tech stacks, drive automation of workflows, and unlock substantial ROI for customers, supporting higher average revenue per customer (ARPC) and net margin expansion over time.

Read the complete narrative.

Want to see the math behind that optimism? The narrative leans on brisk revenue compounding, climbing margins, and a premium future earnings multiple. Curious which assumptions really carry the valuation lift? Dive in to unpack the full blueprint driving this fair value call.

Result: Fair Value of $805.22 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, sluggish Mailchimp growth and Credit Karma’s cyclicality could quickly challenge these upbeat assumptions if execution stumbles or consumer credit conditions tighten.

Find out about the key risks to this Intuit narrative.

Build Your Own Intuit Narrative

If this viewpoint does not quite match your own or you prefer to dig into the numbers yourself, you can build a custom narrative in minutes: Do it your way.

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Intuit.

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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.

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