Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
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MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

Intuit's growth came from its existing customers paying more, and the new guide is what winning back volume costs.

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Financials ETF”. A letter can be downloaded here. In the quarter ended June 30, 2026, Baron Financials ETF (the Fund) increased by 1.82%, underperforming both the MSCI USA Financials Index (up 8.93%) and the FactSet Global FinTech Index (up 6.14%). […]

Rothschild & Co Asset Management, an investment management company, released its “LongRun Equity Strategy” second-quarter 2026 investor letter. The letter can be downloaded here. The fund focuses on acquiring high-quality franchises for the long term, focusing on companies with strong competitive positions and sustainable business models. The strategy increased 7.6% (in EUR, unhedged) in the […]

Intuit stock has fallen nearly 48% this year after soft fiscal 2027 guidance, but mid-market growth, AI adoption, and heavy share buybacks point to a strategic reset rather than a broken business.

Five dividend-growth stocks, including Nordson and MGE Energy, have recently declared payouts as investors seek income amid market uncertainty.

Intuit Inc. (NASDAQ:INTU) expects growth to slow after reporting a strong fiscal 2026. Revenue increased 14% to $21.4 billion, but fiscal 2027 guidance calls for only 9% to 10% growth, including just 2% to 3% growth at TurboTax. Intuit Inc. (NASDAQ:INTU) said it will deliberately accept lower initial revenue per DIY tax customer to attract […]

Financial technology platform Intuit (NASDAQ:INTU) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 13.7% year on year to $4.35 billion. On the other hand, next quarter’s revenue guidance of $4.31 billion was less impressive, coming in 1.3% below analysts’ estimates. Its non-GAAP profit of $4.03 per share was 12.3% above analysts’ consensus estimates.
Investing.com -- Intuit is heading into a transition year as artificial intelligence reshapes demand for its tax products and weaker customer growth raises concerns about the pace of expansion, BofA Securities said on Wednesday, cutting its rating on the financial software company to Neutral from Buy.

Check out the companies making headlines yesterday:

JPMorgan downgraded Intuit stock due to disappointing full-year guidance. The firm also trimmed its price target on INTU shares rather aggressively to $331.

Shares of financial technology platform Intuit (NASDAQ:INTU) fell 3.2% in the afternoon session after the company issued weaker-than-expected near-term and 2027 revenue guidance while projecting slowing growth across key consumer segments, overshadowing its second-quarter earnings beat.

Mailchimp will be a separate reportable segment starting in fiscal 2027.
A key growth engine is facing a tougher 2027

INTU's Q4 revenues rise 13.7%, but fiscal 2027 guidance points to slower growth. Can its key businesses sustain momentum?
Intuit's (INTU) fiscal 2027 guidance reflects a reset, rather than confirmed stabilization, with cau

Find insight on TSMC, ASML, SAP and more in the latest Market Talks covering technology, media and telecom.
Intuit Shares Tumble as 2027 Outlook Falls Well Below Expectations

📣 "We are well aware that there is a price-to-value disconnect with certain customers in TurboTax." —Sandeep Aujla, CFO of Intuit, in an interview with the Journal. The company is considering offering a free version of its tax-preparation software in a bid to win over new customers.

Intuit stock is on sale today, but the sale price won't last long.

On this episode of Stock Movers: - Intuit (INTU) shares are down after the tax-preparation software company gave a full-year forecast for both adjusted earnings and revenue that was weaker than expected. - Abercrombie & Fitch (ANF) is climbing as it raised its outlook for the year after logging higher second-quarter profit and sales, driven by improving demand across multiple geographies. - JM Smucker (SJM) shares are rising as it raised its full-year outlook for sales and profit, buoyed by growth in its Uncrustables sandwiches and coffee.
Intuit (INTU) is planning to improve its underlying trends by focusing on customer acquisition actio

The software sector’s artificial-intelligence pain is starting to look chronic. Intuit Zoom Communications and Germany’s SAP were the latest stocks to join the industry’s increasingly crowded sickbed on Wednesday. Enterprise software giant SAP was downgraded to Neutral from Buy by UBS analysts.

INTU resets fiscal 2027 expectations, invests in customer acquisition as it widens QuickBooks access, reworks TurboTax pricing and scales key offerings.

Intuit just handed Wall Street something rare: guidance so cautious it sparked fears that AI disruption has moved from theory to measurable damage, pulling Adobe, ServiceNow, and the entire enterprise software sector into the fallout.


