Financial-software names have become favorite plays for investors chasing steady subscription cash and fresh payment revenue. Traders now reward platforms that turn routine transactions into sticky services and higher margins. Intuit (INTU) just took a bold step into that playbook by partnering with Circle (CRCL) to put USDC and Circle’s stablecoin infrastructure across its products. The deal could let QuickBooks, TurboTax, and Credit Karma move money faster, trim settlement costs, and open doors to new s ...

24/7 Wall St. Quick Read BILL.com processes $89B in quarterly payment volume with 72.6% of revenue from transaction fees tied to AI-enhanced automation. Only 5% of larger SMBs have fully automated AP and AR processes. BILL targets a 95% addressable market gap. BILL’s newer customer cohorts spend 40% more than earlier cohorts while the company maintains 83.8% gross margins. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize th ...

Intuit (NASDAQ: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced it has signed a partnership with Circle Internet Group, Inc. (NYSE: CRCL), one of the world’s internet financial platform companies, to accelerate next-generation financial services powered by stablecoin technology. The agreement forms a framework for Intuit to use Circle’s stablecoin infrastructure and USDC across the Intuit platform.Sasan Goodarzi, CEO of Intuit sa ...

Intuit, the financial services firm behind popular products like TurboTax, QuickBooks, and MailChimp, agreed to a multi-year partnership with stablecoin issuer Circle, the firm announced on Thursday.  The partnership creates a framework that will enable the use of Circle’s dollar-backed stablecoin—USDC—across Intuit's products and services. “Intuit is at the forefront of financial innovation to deliver faster, lower-cost, and programmable money movement to millions of consumers and businesses to fuel their ...

Fact checked by Vikki Velasquez Alistair Berg / Getty Images Filing taxes for your side hustle is easier with a little organization and the right forms Key Takeaways Side hustle earnings are taxable and must be reported, even without a 1099 form. Self-employment tax covers Social Security and Medicare contributions. Organized recordkeeping helps maximize deductions and accuracy. You may qualify for valuable tax breaks like the QBI deduction. Planning ahead can help prevent penalties and simplify ...

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today launched the second year of its successful brand campaign "Now This is Taxes†for tax year 2025 (taxes filed in 2026). The campaign demonstrates the future of taxes through its consumer platform, the only all-in-one destination seamlessly fusing Credit Karma and TurboTax with Agentic AI and human intelligence (AI+. ...

A runaway affordability crisis is pushing Gen Z consumers to rack up their credit card balances to an all-time high. As Intuit CEO, Sasan Goodarzi has a wealth of data at his disposal to piece together an outlook for America’s economy. The global financial technology company owns personal finance brands including TurboTax, QuickBooks, and Credit Karma. Goodarzi says while the job market is “still strong” Gen Z is still struggling with credit-card debt. “Credit scores are lower than they’ve ever been, pa ...

Intuit Inc. (NASDAQ:INTU) is one of the best FinTech stocks to buy in 2026. In our list of high performers, it has an average upside of 21.9% and the highest number of hedge funds at 96 holding stake in it. As of mid-December, MarketBeat data shows Intuit (NASDAQ:INTU) carries a Moderate Buy consensus rating. The average 12-month price target sits near $792, implying roughly ~22% upside from recent trading levels. This reflects continued confidence in Intuit’s growth trajectory, even as some analysts temp ...

文章核心观点 - Zacks Equity Research 发布了2025年12月17日的分析师博客重点 其中包含对亚马逊、丰田汽车、Intuit、伊士曼柯达以及Armanino Foods of Distinction五家公司的研究报告摘要 [1][2] 亚马逊 - 过去六个月股价上涨+3% 略低于Zacks互联网-商务行业+3.8%的涨幅 [4] - 公司通过国际扩张以及在电子商务、AWS云服务、广告和流媒体领域的多元化 创造了多重收入来源并降低了集中风险 [4] - 管理层对2025年第四季度的业绩指引为：净销售额2060亿至2130亿美元 营业利润210亿至260亿美元 这反映了运营效率的提升 [4] - 人工智能在运营、物流和AWS服务中的整合 增强了其竞争地位 Zacks分析师预计2025年净销售额将比2024年增长10.6% [5] - 人工智能基础设施和数据中心的巨额资本支出需求 给财务资源带来压力并压缩利润率 不断扩大的债务负担在利率上升的背景下降低了财务灵活性 来自沃尔玛、微软Azure和谷歌云的激烈竞争构成压力 [6] 丰田汽车 - 过去六个月股价上涨+20.9% 显著跑赢Zacks汽车-外国行业+12.4%的涨幅 [7] - 混合动力车型的普及推动了公司销售 RAV4车型的混合动力版本约占其销量的一半 是美国最畅销的SUV 对2026财年销售的乐观展望提振了市场情绪 [7] - 公司的成本优化努力预计将对2026财年的营业利润产生积极影响 投资者友好举措也激发了乐观情绪 [7] - 然而 公司2026财年的营业利润预计将受到材料价格、汇率以及美国政府对整车和零部件进口征收的关税的影响 同时人力资源和增长领域的投资也会产生影响 [8] - 2026财年的资本支出预计将激增 这可能对近期现金流造成压力 Zacks分析师目前对该股持谨慎态度 [9] Intuit - 过去六个月股价下跌-14.5% 表现逊于Zacks计算机-软件行业-4%的跌幅 [10] - 由于在营销和工程团队方面增加投资 公司正面临更高的支出 这可能会影响其盈利 税务相关销售的季节性进一步影响了非报税高峰季度的盈利能力 [10] - 尽管如此 公司凭借其核心产品QuickBooks和TurboTax在财务和税务管理市场地位稳固 其2026财年第一季度业绩显示所有部门收入均有所增长 [11] - 其将业务转向基于云的订阅模式的战略旨在长期产生稳定收入 剥离非核心业务增强了其对数字业务的关注 而收购Credit Karma则扩大了客户基础 加速了收入增长并拓宽了个人金融产品线 [12] 伊士曼柯达 - 过去六个月股价大幅上涨+44.1% 跑赢Zacks电子-杂项产品行业+24.1%的涨幅 [13] - 这家微市值公司市值为8.1265亿美元 正从传统印刷业务转向先进制造 呈现混合机遇 先进材料与化学品部门正成为关键增长动力 该部门业务获得FDA认证的药品生产、制造业回流趋势以及涂层技术专长的支持 其2025年第三季度收入同比增长15% 目前占总销售额的30%以上 [13] - 基于美国的垂直整合提高了利润率 同时PROSPER ULTRA 520的进展使印刷业务EBITDA恢复盈利 C系列优先股转换也消除了一个主要压力 [14] - 然而风险依然显著 印刷量在长期不利因素下持续下降 尽管养老金资产回流 但债务和限制性信贷条款限制了财务灵活性 养老金资产货币化的执行风险很高 盈利波动大 资本密集度高 新投资尚未展现出持续、规模化的盈利能力 [15] Armanino Foods of Distinction - 过去六个月股价上涨+42.8% 大幅跑赢Zacks食品-杂项行业-8.9%的跌幅 [16] - 这家微市值公司市值为3.5149亿美元 受益于其在美国食品服务香蒜酱领域的领先地位、强大的厨师忠诚度以及全球和融合菜肴的品类顺风 2025财年第三季度销售额同比增长11% 达到1970万美元 增长动力来自核心香蒜酱需求、经销商网络扩张以及不断增长的食品服务和国际渠道 [16] - 持续的自动化和设施升级支持其向冷冻意面等邻近领域进行可扩展的增长 同时 无债务的资产负债表、2460万美元现金以及积极的股票回购提供了财务灵活性 [17] - 但投资逻辑受到以下因素制约：客户集中度高（一家分销商占销售额>50%）、库存和营运资金负担增加、经常性的现金结算虚拟股票义务、关税和采购风险、对合作包装商的依赖 以及运营费用增速快于收入 随着增长投资的继续 需要严格的执行纪律来维持利润率 [18]

公司近期表现与市场情绪 - 截至2025年12月8日，约80%的分析师对Intuit持看涨观点，其中位目标价为823美元，意味着25.41%的上涨潜力 [2] - 高盛分析师Kash Rangan在2025年11月21日重申“买入”评级，目标价为860美元，此举紧随公司发布2026财年第一季度业绩之后 [2] 2026财年第一季度财务业绩 - 总收入同比增长18%，达到39亿美元，这得益于其AI专家平台的扩展和整个生态系统的广泛增长势头 [3] - 全球商业解决方案部门收入同比增长18%，达到30亿美元 [3] - 在线生态系统部门增长21%，QuickBooks在线会计部门激增25% [3] - 消费者部门收入增长21%，达到8.94亿美元，主要受Credit Karma增长27%以及TurboTax和ProTax的稳定增长推动 [3] - GAAP营业利润大幅增长97%，GAAP每股收益增长127%至1.59美元 [4] - 非GAAP每股收益增长34%至3.34美元 [4] - 当季公司回购了8.51亿美元的股票，并将季度股息提高了15% [4] 管理层展望与战略 - 管理层重申了2026财年全年指引，预计收入增长12-13%，GAAP营业利润增长17-19%，非GAAP每股收益在22.98至23.18美元之间 [5] - 维持的指引反映了管理层对公司持续扩张的信心，这源于其在整个产品组合中增强AI能力 [5] - 公司CEO表示，其战略是执行AI驱动的专家平台策略，通过整合数据、数据服务、人工智能和人类智慧，为消费者、中小型企业和会计师创造成功 [5] - 公司在平台上推出了重要的“为您完成”式创新，帮助企业从潜在客户管理到现金流管理，并帮助消费者从信用建立到财富建立 [5] 公司业务概览 - Intuit是一家全球金融科技平台，通过TurboTax、Credit Karma、QuickBooks和Mailchimp等产品，提供由AI驱动的税务、信贷、会计和营销解决方案 [5] - 公司被列为2025年12月值得关注的15支最佳AI股票之一 [1]