Intuit Inc.
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Virtus SGA U.S. Large Cap Growth Q2 2026 Portfolio Update
Seeking Alpha · Wed, 23 Sep 2026 12:30:00 -0400
The SGA U.S. LCG Portfolio returned 6.8% (Gross) and 6.0% (Net) in Q2 compared to the Russell 1000 Growth Index return of 16.7% and the S&P 500 Index return of 15.2%. Recent purchases include Equinix and Arista Networks. We liquidated our position in Intuit and Aon.
Virtus SGA U.S. Large Cap Growth Q2 2026 Contributors And Detractors
Seeking Alpha · Wed, 23 Sep 2026 12:25:00 -0400
The SGA U.S. LCG Portfolio returned 6.8% (Gross) and 6.0% (Net) in Q2 compared to the Russell 1000 Growth Index return of 16.7% and the S&P 500 Index return of 15.2%. The largest contributors to performance were Arm Holdings, Alphabet, and Nvidia. The largest detractors from performance were Netflix, Intuit, and Salesforce.
Intuit Crashed Over Agentic AI Fears in 2026: One Wall Street Analyst Says Nope, Near 50% Gains on the Way
24/7 Wall Street · Wed, 23 Sep 2026 09:24:27 -0400
Intuit has shed more than half its value while peers like ADP and Paychex held steady or climbed, leaving analysts split on whether a cratered franchise is a generational buying opportunity or the first casualty of an AI disruption nobody
Intuit Stock Slides Amid Meta's AI Collaboration Uncertainty
Benzinga · Tue, 22 Sep 2026 14:43:37 -0400
Intuit Inc. (NASDAQ:INTU) shares are slipping Tuesday as traders lean into a risk-off move in the stock, with enterprise software names broadly under pressure amid growing questions about whether Meta's new Muse AI agent could reduce demand for legacy software offerings.
Columbia Global Technology Growth Fund Q2 2026 Portfolio Recap
Seeking Alpha · Tue, 22 Sep 2026 03:45:00 -0400
Institutional class of the fund returned 39.25% during the quarter, outperforming the S&P Global 1200 Information Technology Index benchmark, which returned 37.76%. Semiconductors and semiconductor equipment were the primary drivers of relative outperformance during the quarter. Communications and electronic equipment represented modest sources of relative underperformance.
INTU's Big Bets Keep Scaling: Can These Become Its Main Growth Engine?
Zacks Investment Research · Mon, 21 Sep 2026 12:30:55 -0400
Intuit's Big Bets now drive about 30% of revenues, growing above 30% as AI helps scale tax, money and mid-market businesses.
Intuit Inc. (INTU) Analyst/Investor Day Transcript
Seeking Alpha · Fri, 18 Sep 2026 16:48:49 -0400
Intuit Inc. (INTU) Analyst/Investor Day Transcript
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