The Bull Case For Intuit (INTU) Could Change Following Its USDC And SMB Platform Expansion - Learn Why

Simply Wall St.12-22 02:17

Earlier this week, Amazon announced new Business Prime benefits that include discounted access to Intuit’s QuickBooks Online Simple Start, alongside offers from CrowdStrike and Gusto, aimed at helping...

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A separate multi-year partnership with Circle to integrate USDC stablecoin infrastructure across Intuit’s platforms positions the company to modernize payments and refunds with faster, lower-cost, programmable money movement for consumers and businesses. We’ll now explore how Intuit’s USDC integration with Circle could reshape its AI-driven platform narrative and broaden future financial services opportunities. AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.Intuit Investment Narrative RecapTo own Intuit, you need to believe in its ability to deepen its AI driven, all in one financial platform across consumers and SMBs, while keeping growth resilient across Mailchimp, Credit Karma and international markets. The new Amazon Business Prime and Circle USDC partnerships reinforce that platform story, but do not materially change the near term focus on driving quicker Mailchimp improvement and reigniting paying customer growth in the online ecosystem, which remains the key risk right now. The Circle USDC integration is the most directly relevant development, because it ties into Intuit’s push to expand adjacent financial services like payments, refunds and money movement. If USDC based experiences are adopted across TurboTax, QuickBooks and Credit Karma, they could support the existing catalyst around higher customer stickiness and multi product usage, even as pricing driven uplift moderates in fiscal 2026. Yet while the story sounds compelling, investors should be aware that Mailchimp’s slower growth and user complexity... Read the full narrative on Intuit (it's free!)Intuit's narrative projects $26.9 billion revenue and $6.2 billion earnings by 2028.Uncover how Intuit's forecasts yield a $805.22 fair value, a 20% upside to its current price.Exploring Other PerspectivesINTU 1-Year Stock Price Chart Seventeen fair value estimates from the Simply Wall St Community span about US$482 to over US$823 per share, showing how far apart individual views can be. Set against this, the key risk many overlook is still Mailchimp’s drag on overall growth and what that could mean for Intuit’s ability to sustain its AI driven platform ambitions over time.Explore 17 other fair value estimates on Intuit - why the stock might be worth 28% less than the current price!Build Your Own Intuit NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Intuit research is our analysis highlighting 3 key rewards that could impact your investment decision.Our free Intuit research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intuit's overall financial health at a glance.Contemplating Other Strategies?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Find companies with promising cash flow potential yet trading below their fair value.We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.Uncover the next big thing with financially sound penny stocks that balance risk and reward.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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