William Blair analyst Arjun Bhatia has reiterated their bullish stance on INTU stock, giving a Buy rating today.
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Arjun Bhatia has given his Buy rating due to a combination of factors tied to Intuit’s expanding AI strategy and strategic partnerships. He views the multiyear collaboration with Anthropic as a key catalyst, as it allows Intuit’s midmarket customers to design and deploy customized AI agents while also exposing Intuit’s products to Anthropic users through platforms like Claude and Cowork starting in 2026.
In his view, these initiatives strengthen Intuit’s long-term AI roadmap rather than supplanting its existing in-house capabilities, particularly benefiting larger, more complex Intuit Enterprise Suite customers that need tailored solutions. Moreover, because all transactions and data interactions remain within Intuit’s established security, compliance, and data frameworks, Bhatia believes the partnership reinforces Intuit’s competitive moat and should support new customer acquisition and incremental growth, justifying a Buy recommendation.
In another report released today, Susquehanna also maintained a Buy rating on the stock with a $720.00 price target.
Based on the recent corporate insider activity of 105 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of INTU in relation to earlier this year.