More AI adoption visibility by Intuit would drive greater confidence, says RBC

RBC Capital analyst Rishi Jaluria keeps an Outperform rating and $850 price target on Intuit (INTU) ahead of the company’s Investor Day presentation. The firm does not expect material changes to long-term targets but also sees opportunity for management to provide disclosures on Al adoption and monetization – including usage metrics, the analyst tells investors in a research note. Clearer visibility into these levers could help investors gain confidence in growth durability and reduce skepticism around expansion beyond core small business performance, the firm adds.