기업
Intuit Expands NFL Partnership Through 2030, Reaching 400M Fans영어 원문
이번 계약으로 인튜이트 인텔리전스와 금융 플랫폼을 알리고 브랜드 도달 범위를 넓힌다
첫날 +2.6%
제품호재🔥진행 중
인튜이트, QuickBooks Free 및 Lite 출시, 신규 고객 확보에 집중영어 원문
FY27 전략, 신규 고객 확보로 전환…무료 제품은 초기 창업자 대상
첫날 -1.6% · 5일 후 -11.5%
›전개 과정 2회
- 2026-09-17 Reports say free/lite tiers widen funnel as online customer growth slows
- 2026-09-30 FY27 전략이 신규 고객 확보로 전환, 무료 제품은 초기 창업자 대상
이전 이벤트 25건›
기업
인튜이트, 소기업 액셀러레이터 확대…LA28 올림픽 앞두고 새 코호트 추가
회사 발표에 따르면 소기업 지원 프로그램 확장이 계속되고 있으며, 올림픽 관련 마케팅과 고객 성장을 준비하는 모습이다
첫날 -0.5% · 현재까지 +5.5%
애널리스트악재🔥진행 중
INTU 주가, 다년래 최저치 근접; 시장, 밸류에이션과 사업 압박 저울질
주가 2.32% 하락해 $269.4에 마감; 소셜 미디어에서는 고점 대비 약 68% 하락 언급, 소비자 부문 압박 받는 중
첫날 -2.3% · 현재까지 +5.0%
›전개 과정 2회
- 2026-09-26 조정 후 밸류에이션이 역사적 저점에 있지만, DIY 세금 부문은 가격 압력과 고객 이탈에 직면
- 2026-09-29 주가 2.32% 하락해 $269.4에 마감; 소셜 미디어에서는 고점 대비 약 68% 하락 언급, 소비자 부문 압박 받는 중
M&A·자금조달호재
Trump-linked accounts add INTU, trim MSFT/AMZN영어 원문
New disclosures show Trump-linked accounts bought INTU, consistent with July purchase
첫날 -1.9% · 5일 후 -3.9%
›전개 과정 2회
- 2026-09-23 Presidential disclosure shows >$1M INTU buy in July, drawing market attention
- 2026-09-24 New disclosures show Trump-linked accounts bought INTU, consistent with July purchase
기업
Intuit Reaffirms Q1/FY27 Guidance at Investor Day, Focuses on AI영어 원문
Multiple outlets cover guidance reaffirmation and AI-driven growth reset amid stock decline
첫날 -1.6% · 5일 후 -11.5%
기업
Intuit CFO to Present at Goldman Sachs Tech Conference영어 원문
Executive appearance at industry conference offers investors a window into latest business outlook
첫날 +0.4% · 5일 후 -6.6%
기업
Intuit to Host Annual Investor Day on September 17영어 원문
Annual Investor Day is a key event for company to present strategy and financial outlook, drawing high market attention
첫날 +0.4% · 5일 후 -6.6%
기업악재
Intuit Chief Accounting Officer Sells Over a Third of Holdings영어 원문
Executive trims stake amid 48% share decline over past year
첫날 +0.3% · 5일 후 -11.2%
실적악재
Intuit Beats Q4 but Soft FY27 Outlook Sinks Stock영어 원문
FY2027 revenue guidance of $2.328B-$2.351B misses estimates; weak Q1 2027 sales outlook triggers sell-off
첫날 -0.2% · 5일 후 -3.8%
›전개 과정 6회
- 2026-08-20 Multiple media analyze Q4 results, potential upside surprise, focus on TurboTax Live and other segments
- 2026-08-21 Multiple sources confirm earnings date; large call option trade noted
- 2026-08-24 Multiple sources flag earnings date; options imply ~±7.91% move
- 2026-08-26 Q4 revenue beat but FY27 guide missed, reflecting growth pressure; stock fell in after-hours.
- 2026-08-27 Earnings beat but guidance disappoints, growth slowdown concerns
- 2026-08-27 FY2027 revenue guidance of $2.328B-$2.351B misses estimates; weak Q1 2027 sales outlook triggers sell-off
애널리스트
JP Morgan: 투자의견 하향 → Neutral
첫날 -3.2% · 5일 후 -0.9%
8-K 공시
8-K: 실적 공시, 기타 주요 사항
첫날 -3.2% · 5일 후 -0.9%
실적
실적 발표
첫날 -3.4% · 5일 후 -3.5%
실적
실적 발표
첫날 -0.2% · 5일 후 -3.8%
M&A·자금조달
Focus Partners Buys New Stake in Intuit in Q2영어 원문
Institutional stake purchase signals capital allocation move
첫날 -2.9% · 5일 후 +10.2%
제품
Intuit Expands AI Features to Mid-Market, Advances Enterprise Platform영어 원문
Adds conversational AI and industry workflows for CFOs and accounting firms
첫날 +7.0% · 5일 후 +1.0%
›전개 과정 2회
- 2026-08-13 Intuit Intelligence Chat and enterprise features roll out to Enterprise Suite and QBOA customers
- 2026-08-13 Adds conversational AI and industry workflows for CFOs and accounting firms
애널리스트악재
Truist Cuts Intuit to Hold, Lowers PT to $350영어 원문
Downgrade on softening growth outlook pressures shares
첫날 +1.6% · 5일 후 +4.0%
›전개 과정 4회
- 2026-08-04 On Aug 4, multiple brokerages downgraded, PT $350
- 2026-08-11 Truist's downgrade and target cut reflect softening growth outlook, adding to recent bearish sentiment
- 2026-08-12 Truist cites slowing growth and lack of near-term catalysts; shares dip
- 2026-08-13 Downgrade on softening growth outlook pressures shares
규제악재
Intuit Class Action Continues, Robbins Geller Adds Investor Recruitment영어 원문
Law firm announces investors can lead suit, alleging TurboTax growth misstatements and disclosure failures
첫날 -2.5% · 5일 후 +2.7%
›전개 과정 28회
- 2026-07-14 Multiple law firms sue after 20% stock drop, alleging investor deception
- 2026-07-15 Multiple firms announce class actions and investigations alleging investor misled; lead plaintiff deadline Sept 8, 2026.
- 2026-07-16 Multiple law firms issue class action notices, reminding investors of the Sept 8 deadline
- 2026-07-18 Multiple law firms remind of Sept 8 deadline for lead plaintiff motions
- 2026-07-18 Schall, Faruqi & Faruqi, Rosen and others issue reminders; Sept 8 is key deadline.
- 2026-07-20 Two new lawsuits allege misrepresentations about pricing issues, adding to at least four similar cases.
- 2026-07-21 Multiple law firms remind investors of deadlines, alleging pricing issues caused stock drop over 20%
- 2026-07-22 Multiple firms set Sept 8-9 deadlines; claims cite 20% drop on inadequate risk disclosures
- 2026-07-22 Multiple law firms remind Sept 8 deadline, lawsuit alleges misleading statements
- 2026-07-24 Multiple firms remind investors of deadlines; claims allege misrepresentations on pricing and TurboTax growth
- 2026-07-25 Multiple law firms issued class action notices with September 8 deadline for investor losses.
- 2026-07-27 Multiple firms remind investors of Sept 8 lead plaintiff deadline; class period Aug 22, 2025-May 20, 2026
- 2026-07-28 Multiple law firms issued reminders; class period set Aug 22, 2025–May 20, 2026; investors may seek lead plaintiff after >20% stock drop.
- 2026-07-29 Multiple firms remind investors of deadline, allege insider selling and misleading statements
- 2026-07-29 At least 6 law firms issued notices; class period Aug 22, 2025-May 20, 2026; references TurboTax growth guidance cut.
- 2026-07-31 BFA, RGRD, Rosen, and SueWallSt issue alerts; lead plaintiff deadline Sept 8, 2026
- 2026-07-31 At least 6 independent law firms issued notices confirming the class action and flagging the Sept 8 lead plaintiff deadline
- 2026-08-01 Kessler Topaz and Rosen issue same-day reminders; class period ends May 20, 2026
- 2026-08-03 Multiple law firms issue notices; Sept 8 deadline; claims over pricing misrepresentations
- 2026-08-04 Multiple law firms remind investors of Sept 8 deadline; stock fell 20% on pricing issues
- 2026-08-05 Multiple law firms remind investors of deadlines, alleging pricing issues caused 20% stock drop
- 2026-08-05 Multiple firms file or remind class actions for buyers Aug 22-May 20, alleging AI growth claims misled.
- 2026-08-06 Multiple firms issued notices on same day alleging inadequate TurboTax risk disclosures; investors with losses may join claims
- 2026-08-07 Rosen and Pomerantz reiterate reminders, class period unchanged, no new facts.
- 2026-08-09 Law firm deadline notice amid 51% YTD drop and 52-week low, litigation pressure intensifies
- 2026-08-10 Multiple firms issue reminders; class period spans Aug 2025-May 2026, investors must act by Sept 8
- 2026-08-11 New law firm announces class action, alleging overstated growth; deadline Sept 8 approaches
- 2026-08-11 Law firm announces investors can lead suit, alleging TurboTax growth misstatements and disclosure failures
애널리스트
Truist Securities: 투자의견 하향 → Hold
첫날 +0.7% · 5일 후 +5.0%
기업호재
Intuit Rises as Top ChatGPT Advertiser as OpenAI Doubles Ad Load영어 원문
Sensor Tower shows OpenAI doubled US mobile ad load; Home Depot, Intuit among big brands displacing smaller software firms as top ad buyers
첫날 +0.2% · 5일 후 +2.9%
애널리스트악재
TD Cowen: 투자의견 하향 → Hold
첫날 +3.0% · 5일 후 +3.4%
제품호재
Intuit Launches Small Business Credit Card Linked to QuickBooks영어 원문
In partnership with Mastercard, integrates spend management, rewards, insights
첫날 -1.9% · 5일 후 +17.1%
애널리스트악재
Morgan Stanley: 투자의견 하향 → Equal Weight
첫날 -1.3% · 5일 후 +8.0%
M&A·자금조달악재
Intuit Worst Performer YTD, Institutions Trim or Hold Ratings영어 원문
Swedish pension fund cuts stake 23.3%; multiple downgrades to hold/sell
첫날 +0.9% · 5일 후 +3.4%
›전개 과정 4회
- 2026-07-19 Angeles Wealth cut 68.2%, 32 brokerages average 'Moderate Buy', YTD drop 56%.
- 2026-07-20 AIA cut stake by 54.1%, Boston Common by 94.4%, stock near $290.
- 2026-07-21 Andra AP fonden reduces stake by 23.3%, among worst S&P 500 performers
- 2026-07-21 Swedish pension fund cuts stake 23.3%; multiple downgrades to hold/sell
애널리스트악재
Piper Sandler Initiates Underweight on Intuit, PT $250영어 원문
Independent source confirms bearish analyst view, citing risks in TurboTax, Desktop, Mailchimp
첫날 -1.0% · 5일 후 +1.7%
›전개 과정 2회
- 2026-07-15 Analyst flags risks from TurboTax pricing changes, Desktop declines, and slowing Mailchimp growth.
- 2026-07-16 Independent source confirms bearish analyst view, citing risks in TurboTax, Desktop, Mailchimp
애널리스트악재
Stifel: 투자의견 하향 → Hold
첫날 -0.8% · 5일 후 +0.3%
8-K 공시
8-K: 기타 주요 사항
첫날 -2.6% · 5일 후 -3.6%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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