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    The Bull Case For Intuit (INTU) Could Change Following Its USDC And SMB Platform Expansion - Learn Why

    Simply Wall St·12/21/2025 18:17:15
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    • Earlier this week, Amazon announced new Business Prime benefits that include discounted access to Intuit’s QuickBooks Online Simple Start, alongside offers from CrowdStrike and Gusto, aimed at helping small and midsize businesses manage finances, cybersecurity, and HR more efficiently.
    • A separate multi-year partnership with Circle to integrate USDC stablecoin infrastructure across Intuit’s platforms positions the company to modernize payments and refunds with faster, lower-cost, programmable money movement for consumers and businesses.
    • We’ll now explore how Intuit’s USDC integration with Circle could reshape its AI-driven platform narrative and broaden future financial services opportunities.

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    Intuit Investment Narrative Recap

    To own Intuit, you need to believe in its ability to deepen its AI driven, all in one financial platform across consumers and SMBs, while keeping growth resilient across Mailchimp, Credit Karma and international markets. The new Amazon Business Prime and Circle USDC partnerships reinforce that platform story, but do not materially change the near term focus on driving quicker Mailchimp improvement and reigniting paying customer growth in the online ecosystem, which remains the key risk right now.

    The Circle USDC integration is the most directly relevant development, because it ties into Intuit’s push to expand adjacent financial services like payments, refunds and money movement. If USDC based experiences are adopted across TurboTax, QuickBooks and Credit Karma, they could support the existing catalyst around higher customer stickiness and multi product usage, even as pricing driven uplift moderates in fiscal 2026.

    Yet while the story sounds compelling, investors should be aware that Mailchimp’s slower growth and user complexity...

    Read the full narrative on Intuit (it's free!)

    Intuit's narrative projects $26.9 billion revenue and $6.2 billion earnings by 2028.

    Uncover how Intuit's forecasts yield a $805.22 fair value, a 20% upside to its current price.

    Exploring Other Perspectives

    INTU 1-Year Stock Price Chart
    INTU 1-Year Stock Price Chart

    Seventeen fair value estimates from the Simply Wall St Community span about US$482 to over US$823 per share, showing how far apart individual views can be. Set against this, the key risk many overlook is still Mailchimp’s drag on overall growth and what that could mean for Intuit’s ability to sustain its AI driven platform ambitions over time.

    Explore 17 other fair value estimates on Intuit - why the stock might be worth 28% less than the current price!

    Build Your Own Intuit Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Intuit research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free Intuit research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intuit's overall financial health at a glance.

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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.