The Motley Fool
26 Sept 2026, 15:12 UTC · 2h ago
Verdict
Headline takes no side. We score INTU +0.30 across four claims — moderately bullish.
+0.30moderately bullish
More positive than 61% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
Intuit reported FY 2026 revenue of nearly $21.4 billion, a growth rate of approximately 13.9% over the previous year.
Priced inanalysis of FY 2026 results
So whatAt this growth rate, revenue would need to reach ~$24.4B in FY 2027 to maintain momentum.
More positive than 79% of claims this week
Oracle reported FY 2026 revenue of close to $67.4 billion, representing a 17.4% increase compared to the prior year.
Continue reading
5 related stories
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
Priced inanalysis of FY 2026 results
So whatThe 17.4% growth exceeds Intuit's 13.9%, suggesting stronger momentum for the infrastructure play heading into FY 2027.
More positive than 79% of claims this week
Intuit's stock-based compensation represented roughly 23.3% of its operating cash flow.
Priced inanalysis of FY 2026 results
So whatHigh SBC relative to cash flow suggests significant potential dilution for shareholders in upcoming equity grants.
More negative than 69% of claims this week
Intuit achieved a net income of close to $4.6 billion for FY 2026, yielding a net margin of about 21.3%.
Priced inanalysis of FY 2026 results
So whatWith a P/E of 16.72, the company is trading at a lower multiple than Oracle's 21.50.
More positive than 53% of claims this week
Which stocks this story touches
More positive than 61% of ticker scores this week
Reported strong revenue growth and net income, though currently seeing a slight stock price dip.
More positive than 61% of ticker scores this week
Reported strong revenue growth and strategic pivot to cloud infrastructure, despite a current stock price dip.
More positive than 50% of ticker scores this week
Mentioned as a distribution platform for Intuit's apps.
More positive than 50% of ticker scores this week
Mentioned as a cloud services partner for Intuit.
More positive than 50% of ticker scores this week
Mentioned as a strategic multicloud partner for Oracle.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
More positive than 56% of relationship scores this week
[mutual] The article explicitly refers to Microsoft as a major competitor of Oracle.
More positive than 34% of relationship scores this week
[mutual] Intuit distributes its apps through platforms owned by Apple.
More positive than 13% of relationship scores this week
[mutual] Oracle has strategic multicloud partnerships for interoperability with Microsoft.
—
INTU hasn't traded since this ran. Last close $275.79 (Sep 25); the reaction starts at the next open.
INTU chart →
