Intuit's AI-Driven Growth Surge Propels Stock to 64th in Market Activity Ranking

On June 16, 2025, Intuit (NASDAQ: INTU) closed with a trading volume of $1.094 billion, ranking 64th in the day's market activity. The stock price increased by 1.87%.

Intuit is leveraging AI to create a powerful growth engine by integrating its TurboTax Live and QuickBooks/Mailchimp platforms into a unified, data-driven ecosystem. This strategy is reducing customer acquisition costs, enhancing upselling opportunities, and strengthening small and medium-sized business (SMB) loyalty. With revenue growth exceeding 15% and expanding margins, Intuit's valuation at 24x forward earnings appears undervalued compared to its peers.

TurboTax Live, a key component of Intuit's AI strategy, now accounts for 40% of the Consumer Group's revenue, reaching $2.0 billion after a 47% year-over-year surge. The AI-driven personalization in TurboTax Live reduces preparation time by 12%, leading to a 13% increase in average revenue per return (ARPR) as customers opt for premium services. By automating 80% of routine tax tasks, Intuit has significantly lowered customer acquisition costs and improved retention rates. TurboTax Live's 24% unit growth outpaces the declining “pay-nothing” segment, demonstrating Intuit's focus on high-value customers.

The integration of Mailchimp with QuickBooks and Credit Karma creates a high-margin, sticky platform for SMBs. QuickBooks Mid-Market revenue grew 40% year-over-year as Intuit attracted mid-sized firms with its Enterprise Suite, built on AI-driven workflows that save developers 40% of their coding time. The fusion of Mailchimp's marketing data and QuickBooks' financial data enables hyper-targeted upselling, boosting cross-selling opportunities. Operating income rose 61% year-over-year, with non-GAAP margins hitting 56% in Q3. SMBs using multiple Intuit tools spend twice as much as single-product users, highlighting the customer stickiness and margin expansion.

Intuit's AI integration goes beyond efficiency, focusing on data unification. By linking TurboTax, QuickBooks, and Mailchimp into a single ecosystem, Intuit can predict customer needs, reduce churn, and scale margins. Customers using multiple tools have 50% lower churn than single-product users, and higher customer lifetime value (LTV) means every dollar of R&D investment generates $3+ in incremental revenue. This results in a 15%+ revenue growth trajectory that is accelerating, with full-year 2025 revenue projected at $18.76 billion, up from $18.35 billion just months ago, and margins widening further.