Mountain View, California-based Intuit Inc. (INTU) provides financial management, compliance, and marketing products and services for individuals, small businesses, and accountants. Valued at a market cap of $186.1 billion, the company leverages artificial intelligence and data-driven insights to simplify financial decision-making, enhance compliance, and improve economic outcomes for its global customer base.

Companies worth $10 billion or more are typically classified as “large-cap stocks,” and Intuit fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the software - application industry. The company's strong brand recognition, loyal customer base, and continuous innovation make it a trusted partner for millions of individuals and businesses worldwide. 

Despite its notable strength, this accounting and tax software provider has slipped 18% from its 52-week high of $813.70, reached on Jul. 30. Moreover, shares of INTU have fallen 11.9% over the past three months, considerably underperforming the Dow Jones Industrial Average’s ($DOWI) 7.9% return during the same time frame.

In the longer term, INTU has gained 8.1% over the past 52 weeks, lagging behind DOWI's 10.8% uptick over the same time period. Moreover, on a YTD basis, shares of Intuit are up 6.1%, compared to DOWI’s 7.1% rise. 

To confirm its bullish trend, INTU has been trading above its 200-day moving average since late April, with slight fluctuations. However, it has remained below its 50-day moving average since early August. 

On Aug. 21, Intuit posted better-than-expected Q4 adjusted earnings of $2.75 per share and revenue of $3.8 billion. Moreover, its revenue surged 20.3% year-over-year, while adjusted EPS advanced by an impressive 38.2%. Despite the upbeat results, its shares slipped 5% in the following trading session mainly due to the perceived weak fiscal 2026 guidance. The company projects fiscal 2026 revenue to be between $21 billion and $21.2 billion, implying growth of 12% to 13%, a marked slowdown compared to the momentum in Q4. This conservative outlook suggests that Intuit may be approaching a near-term growth peak, raising investor concerns.

INTU has lagged behind its rival, Automatic Data Processing, Inc.’s (ADP) 11.5% return over the past 52 weeks. However, it has outpaced ADP’s 3.9% rise on a YTD basis. 

Despite INTU’s recent underperformance, analysts remain highly optimistic about its prospects. The stock has a consensus rating of "Strong Buy” from the 30 analysts covering it, and the mean price target of $837.56 suggests a 25.6% premium to its current price levels.