Intuit's Strong Financials Amidst Macroeconomic Uncertainty and AI-Driven Disruption

Intuit's (INTU) Q3 revenue grew 15.1% YoY to $7.75 billion, prompting management to raise full-year fiscal 2025 guidance to 15% revenue growth. Despite macroeconomic uncertainty and potential AI-driven disruption, Intuit's strong performance and mission-critical offerings suggest it is more likely to benefit from AI than be harmed by it. Recent business trends support a Bullish outlook, despite competitive forces intensifying.

Intuit Inc. (INTU) reported a 15.1% year-over-year (YoY) increase in revenue for the third quarter (Q3) of fiscal 2025, reaching $7.75 billion. This growth, which exceeded analysts' expectations, prompted management to raise its full-year fiscal 2025 revenue guidance to 15%. Despite macroeconomic uncertainty and potential AI-driven disruption, Intuit's strong performance and mission-critical offerings suggest it is more likely to benefit from AI than be harmed by it. Recent business trends support a bullish outlook, despite intensifying competitive forces.

The company's Q3 earnings per share (EPS) of $11.65 also exceeded analysts' estimates by $0.76, with a return on equity (ROE) of 21.46% and a net margin of 19.07% [1]. Intuit's expanding portfolio, which includes TurboTax, Credit Karma, QuickBooks, and Mailchimp, has significantly bolstered its customer base, with over 100 million users [3]. The company's AI-powered TurboTax Live service, which combines human experts with AI automation, saw sales surge 47% last quarter [3].

Intuit's AI initiatives are not only driving growth but also positioning the company to stay ahead of potential AI-driven disruption. The company's mission-critical offerings, such as TurboTax, are likely to benefit from AI enhancements rather than be harmed by them. For instance, AI-powered innovations and personalized offerings have spurred growth across Intuit's entire portfolio [3].

While the company faces competitive forces, its steady growth and expanding AI capabilities suggest it is well-positioned to weather these challenges. Intuit's expanding reach and AI-powered services are likely to continue driving revenue and earnings growth, supporting a bullish outlook.

References:
[1] https://www.ainvest.com/news/intuit-q3-earnings-shine-stock-slides-100th-trading-volume-2508/
[2] https://www.marketbeat.com/instant-alerts/filing-benjamin-edwards-inc-acquires-8995-shares-of-intuit-inc-nasdaqintu-2025-08-09/
[3] https://finance.yahoo.com/news/buy-big-tech-stock-intu-120000367.html