Intuit Stock Falls After 'Solid' Earnings, Analysts Say AI Investments Will 'Yield Dividends'
Intuit Stock Falls After 'Solid' Earnings, Analysts Say AI Investments Will 'Yield Dividends'
Analyst Brad Sills reiterated a Buy rating, while raising the price target from $730 to $780.Shares of Intuit Inc (NASDAQ:INTU) were dipping on Friday, even after the company reported upbeat quarterly results.
Intuit股票（纳斯达克:INTU）周五下跌，即便公司发布了乐观的季度业绩。
The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.
该公司在充满活力的盈利季中公布了其财报结果。以下是一些主要的分析师观点。
BofA Securities On Intuit
摩根大通关于Intuit
Analyst Brad Sills reiterated a Buy rating, while raising the price target from $730 to $780.
分析师布拉德·希尔斯重申买入评级，将价格目标从730美元上调至780美元。
Intuit delivered "solid" quarterly results, "with $100 million upside to total revenue led by better small business growth (20% versus our 17%) and Credit karma growth (14% versus our 3%)," Sills said in a note. The fiscal 2025 guidance was broadly in-line with expectations, he added.
希尔斯在一份声明中表示，Intuit交出了"扎实"的季度业绩，"营业收入比我们预期高出1亿美元，主要受益于更好的中小企业增长（20%，而非我们的17%）和信用积分增长（14%，而非我们的3%）"。他补充称，2025财年指引与预期大体一致。
Management lowered the long-term growth outlook from 8%-12% to 6%-10%, providing "a more reasonable expectation and one that could be exceeding with better traction in the new full-service segment," the analyst stated. "The AI enabled Intuit Assist offering has potential to accelerate this effort, via more automated returns processing and targeted marketing," he further wrote.
管理层将长期增长展望从8%-12%下调至6%-10%，提供"更为合理的预期，而且更具有能力在新的全方位服务领域获得更好的发展"，该分析师指出。他进一步写道："AI技术赋能的Intuit Assist产品有潜力加快这项工作，通过更多的自动化退税处理和有针对性的营销。"
Check out other analyst stock ratings.
查看其他分析师的股票评级。
JPMorgan On Intuit
摩根大通关于Intuit
Analyst Mark Murphy reiterated a Neutral rating, while lifting the price target from $585 to $600.
分析师马克·墨菲(JPMorgan)表示中立，但将目标价从585美元上调至600美元。
Total revenue growth of 17% was much higher than expected, Murphy said. The company achieved "good profitability, though there is some degradation in the FCF margin for which we don't entirely understand the drivers," he added.
墨菲表示，总营收增长17%，远高于预期。公司实现了“良好的盈利能力，尽管自由现金流边际出现一些下降，我们对其驱动因素不完全理解。”
The full-year guidance coming in-line to slightly above expectation is a "positive development given the choppy macro and SMB exposure," the analyst stated. "We do recognize that the FY25 guidance framework is heavily back-end loaded, but see this as an accounting dynamic and aren't overly worried given Intuit's history of execution," he further wrote.
分析师表示，全年业绩预期与略高于预期相符，这是一个“积极的发展，考虑到宏观环境波动和小型中小企业(abbrev. SMb)的敏感性”。我们认识到FY25业绩指引框架更多地集中在后期，但我们认为这是会计上的动态，并没有过分担忧，考虑到Intuit的执行历史。”
Goldman Sachs On Intuit
高盛(Goldman Sachs)关于Intuit的观点
Analyst Kash Rangan maintained a Buy rating and price target of $765.
分析师卡什·兰根(Goldman Sachs)维持买入评级，目标价为765美元。
The company reported solid results with "metrics largely achieved" and announced full-year guidance that aligned with consensus "across key metrics," Rangan said in a note.
兰根在一份研究报告中表示，公司报告的成果表现良好，关键指标“基本达成”，并宣布的全年业绩指引与共识一致。
"As management focuses on the mid-market (characterized by more complex customers), we believe Intuit's AI investments (like Intuit Assist – a Gen-AI tool) can yield dividends," the analyst wrote. "With the heightened requirements of more complex customers, AI investments could help address needs that complement its already leading capabilities (e.g., more complex bookkeeping and accounting), while potentially expanding into nascent areas, like helping perform CFO-esque tasks," he added.
分析师写道：“随着管理层集中于中市场(特点是客户更复杂)，我们认为Intuit的人工智能投资(例如Intuit Assist - 一种新一代的人工智能工具)有望产生回报。”他补充道：“在满足更复杂客户需求的要求不断提高的情况下，人工智能投资可以帮助满足需求，这与其已经领先的能力(例如更复杂的簿记和会计)相辅相成，同时可以扩展到新兴领域，如辅助执行CFO任务。”
INTU Price Action: Shares of Intuit had declined by 7.77% to $613.62 at the time of publication on Friday.
INTU股价行情：截至周五发布时，Intuit股价下跌7.77%，至613.62美元。
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Photo: Shutterstock
Photo: shutterstock
