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（納斯達克:INTU）週五下跌，即便公司發佈了樂觀的季度業績。
The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.
該公司在充滿活力的盈利季中公佈了其業績結果。以下是一些主要的分析師觀點。
BofA Securities On Intuit
摩根大通關於Intuit
Analyst Brad Sills reiterated a Buy rating, while raising the price target from $730 to $780.
分析師布拉德·希爾斯重申買入評級，將價格目標從730美元上調至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.
希爾斯在一份聲明中表示，Intuit交出了"紮實"的季度業績，"營業收入比我們預期高出1億美元，主要受益於更好的中小企業增長（20%，而非我們的17%）和信用積分增長（14%，而非我們的3%）"。他補充稱，2025財年指引與預期大體一致。
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.
管理層將長期增長展望從8%-12%下調至6%-10%，提供"更爲合理的預期，而且更具有能力在新的全方位服務領域獲得更好的發展"，該分析師指出。他進一步寫道："AI技術賦能的Intuit Assist產品有潛力加快這項工作，通過更多的自動化退稅處理和有針對性的營銷。"
Check out other analyst stock ratings.
查看其他分析師的股票評級。
JPMorgan On Intuit
摩根大通關於Intuit
Analyst Mark Murphy reiterated a Neutral rating, while lifting the price target from $585 to $600.
分析師馬克·墨菲(JPMorgan)表示中立，但將目標價從585美元上調至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，總營收增長17%，遠高於預期。公司實現了「良好的盈利能力，儘管自由現金流邊際出現一些下降，我們對其驅動因素不完全理解。」
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.
分析師表示，全年業績預期與略高於預期相符，這是一個「積極的發展，考慮到宏觀環境波動和小型中小企業(abbrev. SMb)的敏感性」。我們認識到FY25業績指引框架更多地集中在後期，但我們認爲這是會計上的動態，並沒有過分擔憂，考慮到Intuit的執行歷史。”
Goldman Sachs On Intuit
高盛(Goldman Sachs)關於Intuit的觀點
Analyst Kash Rangan maintained a Buy rating and price target of $765.
分析師卡什·蘭根(Goldman Sachs)維持買入評級，目標價爲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.
蘭根在一份研究報告中表示，公司報告的成果表現良好，關鍵指標「基本達成」，並宣佈的全年業績指引與共識一致。
"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.
分析師寫道：「隨着管理層集中於中市場(特點是客戶更復雜)，我們認爲Intuit的人工智能投資(例如Intuit Assist - 一種新一代的人工智能工具)有望產生回報。」他補充道：「在滿足更復雜客戶需求的要求不斷提高的情況下，人工智能投資可以幫助滿足需求，這與其已經領先的能力(例如更復雜的簿記和會計)相輔相成，同時可以擴展到新興領域，如輔助執行CFO任務。」
INTU Price Action: Shares of Intuit had declined by 7.77% to $613.62 at the time of publication on Friday.
INTU股價行情：截至週五發佈時，Intuit股價下跌7.77%，至613.62美元。
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Photo: Shutterstock
Photo: shutterstock