Intuit Inc. (INTU), headquartered in Mountain View, California, provides financial management, compliance, and marketing products and services. With a market cap of $187.5 billion, the company provides business management and payroll processing, personal finance, and tax preparation and filing software solutions. 

Shares of this software giant have underperformed the broader market over the past year. INTU has gained marginally over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 11.9%. However, in 2025, INTU’s stock rose 6.8%, surpassing the SPX’s 1% rise on a YTD basis. 

Narrowing the focus, INTU’s underperformance is also apparent compared to the iShares Expanded Tech-Software Sector ETF (IGV). The exchange-traded fund has gained about 23% over the past year. However, INTU’s gains on a YTD basis outshine the ETF’s 4.6% returns over the same time frame.

On Feb. 25, INTU reported its Q2 results, and its shares closed up more than 12% in the following trading session. Its adjusted EPS of $3.32 beat Wall Street expectations of $2.58. The company’s revenue was $4 billion, exceeding Wall Street forecasts of $3.8 billion. INTU expects full-year adjusted EPS in the range of $19.16 to $19.36, and its revenue is expected to be $18.2 billion to $18.3 billion.

For the current fiscal year, ending in July, analysts expect INTU’s EPS to grow 21.8% to $14.14 on a diluted basis. The company’s earnings surprise history is impressive. It beat the consensus estimate in each of the last four quarters.

Among the 29 analysts covering INTU stock, the consensus is a “Strong Buy.” That’s based on 24 “Strong Buy” ratings, one “Moderate Buy,” three “Holds,” and one “Strong Sell.”

This configuration is more bullish than two months ago, with 23 analysts suggesting a “Strong Buy.” 

On May 18, Stifel Nicolaus analyst Brad Reback initiated coverage with a “Buy” rating on INTU and set a price target of $725, implying a potential upside of 8% from current levels.

The mean price target of $712.70 represents a 6.2% premium to INTU’s current price levels. The Street-high price target of $800 suggests an upside potential of 19.2%.