Intuit

INTU

Market cap $108B

INTU's AI and human intelligence blend powers done-for-you financial workflows, boosting automation, accuracy and growth across its expanding platform.

Intuit (INTU) continues to expand. In Q2 FY26 (January 2026), the firm announced $4.7 billion in revenue, marking a 17% increase compared to the previous year.

While macro and execution risks remain, we believe long-term demand drivers support the durability of Ecolab's business model and may contribute to steady growth and margin improvement over time. We believe GE Vernova is well-positioned to continue generating strong returns on invested capital and remain a critical player in the global electricity value chain. We sold our remaining position in SAP ADR during the quarter, as the range of outcomes expanded amid growing perceived risk of disruption to traditional software from AI.

Wall Street's latest bullish turn is becoming more selective. As US stocks push back toward record territory after absorbing a bruising spell of geopolitical anxiety, Morgan Stanley is steering investors away from blanket optimism.

Mar Vista's U.S. Quality Premier strategy returned -10.17% net-of-fees in the first quarter of 2026, while the Russell 1000 and S&P 500 indices returned -4.18% and -4.33%, respectively. Johnson & Johnson appreciated 18.74% during the first quarter driven by strong Innovative Medicine growth and an improved outlook for the medical device segment. Taiwan Semiconductor Manufacturing reported a strong quarter and raised its outlook, as it continues to benefit from robust demand for leading-edge semiconductors.

Investors with an interest in Computer - Software stocks have likely encountered both Progress Software (PRGS) and Intuit (INTU). But which of these two companies is the best option for those looking for undervalued stocks?

INTU, AMAT, MSFT and TXN use strong moats to fend off rivals and deliver consistent returns amid market shifts.

Overall, the best strategy for these stocks is to buy all or almost all of them. Buying just one or two means taking on more single-stock risk.

INTU trades at a discounted valuation after a sharp stock decline, but solid fundamentals, mid-market expansion and AI integration could signal a potential turnaround.

INTU joins FedNow, enabling instant payments across its platform, cutting wait times and boosting cash flow efficiency for businesses and consumers.