TLDRs;
- Intuit partners with Circle, adding stablecoin rails to TurboTax and QuickBooks for faster payments.
- TurboTax and Credit Karma drive tax-season marketing to boost consumer engagement and revenue growth.
- Intuit teams with OpenAI to integrate AI across products, improving usability and monetization potential.
- Analysts remain optimistic on INTU, with targets around $800–$830 amid AI, payments, and tax-season execution.
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Intuit Inc. (NASDAQ: INTU) opened the market on December 22, 2025, with shares rising nearly 1% as investors focused on the company’s upcoming tax-season initiatives.
Intuit Inc., INTU
The software giant’s strategy to combine core products, TurboTax, QuickBooks, Credit Karma, and Mailchimp, with artificial intelligence and new payments infrastructure has intensified attention from market participants.
Stablecoin Integration Signals Strategic Shift
On December 18, Intuit announced a multi-year partnership with Circle, enabling the integration of USDC stablecoin rails across its ecosystem. TurboTax, QuickBooks, and Credit Karma users could soon benefit from faster, low-friction digital payments, covering refunds, remittances, savings, and other financial activities.
Investors see this as an indication that Intuit is moving beyond traditional tax software into broader financial services. At the same time, stablecoin adoption brings execution and regulatory challenges, requiring careful oversight of compliance and consumer trust.
TurboTax and Credit Karma Lead Tax-Season Push
Intuit launched its “Now This Is Taxes” campaign ahead of the 2026 filing season, emphasizing expert-assisted filing and maximized refunds. This marketing push is designed to enhance consumer engagement, conversion, and loyalty across Intuit’s platforms.
Tax-season performance remains a key driver of INTU’s stock price. Even with the excitement around AI and stablecoins, the company’s revenue still heavily depends on effective consumer acquisition, retention, and the mix of services provided.
OpenAI Deal Enhances AI Capabilities
In mid-November, Intuit confirmed a multi-year partnership with OpenAI valued at over $100 million. The deal integrates advanced AI models into Intuit’s products, offering AI-powered agents across TurboTax, QuickBooks, and other applications. These agents aim to simplify workflows, reduce friction, and enhance user outcomes.
While investors are optimistic about monetizable AI, scrutiny over data privacy, adoption rates, and margin impact remains high. Intuit’s opt-in structure ensures control over sensitive financial information, which is crucial for customer trust and regulatory compliance.
Earnings Guidance and Analyst Sentiment
Intuit’s fiscal Q1 2026 results highlighted strong growth: QuickBooks revenue +25%, Credit Karma +27%, and TurboTax early-season revenue +6%. Q2 guidance projects 14–15% revenue growth, with slightly softer EPS expectations than analysts had anticipated. Full-year FY2026 revenue is expected between $20.997B–$21.186B, with non-GAAP EPS of $22.98–$23.18.
Analyst sentiment remains broadly positive, with average price targets ranging from $800–$830. The outlook assumes continued execution on AI monetization, payments expansion, and Mailchimp stabilization without surprising margin erosion.
Looking Ahead: Key Catalysts
Investors will monitor the tax-season campaign, adoption of AI features, and progress on USDC stablecoin integration. Upcoming events include the ex-dividend date on January 9, 2026, and the annual shareholder meeting on January 22, 2026. Holiday-week liquidity may amplify short-term price movements.
Intuit’s near-term performance reflects the balance of legacy revenue streams, innovation-driven growth, and execution risk. With shares up nearly 1% at the open, confidence in the company appears to remain solid, anchored by its ability to execute on multiple strategic initiatives.
