Financial-software companies are popular among investors due to stable subscription cash and payment revenue. Intuit partners with Circle to integrate USDC and Circle’s stablecoin infrastructure. This move could lead to faster money transfers, lower costs, and new services. Investors must consider execution and policy changes before buying, selling, or holding.

Intuit, a financial tech company founded in 1983, serves 100 million users with AI-driven financial solutions. A recent $100 million deal with OpenAI allows users to seek financial advice through ChatGPT. Despite fluctuating stock prices, Intuit remains up 6% YTD. AI tools and new payment options support its long-term outlook.

Intuit’s partnership with Circle signals a significant transaction, boosting CRCL and INTU stocks. The stablecoin integration could expedite refunds and transactions, potentially driving user engagement and generating new fees. Instant tax refunds, payments, and remittances in USDC within Intuit’s ecosystem aim to create low-cost financial rails and modernize payment infrastructure.

Intuit’s strong Q1 fiscal 2026 results show revenue growth of 18% year-over-year, with EPS exceeding expectations at $3.34. Subscription growth, led by TurboTax, Global Business Solutions, and Credit Karma, drove profits up by over 20%. The company’s balance sheet looks robust, with free cash flow exceeding $6 billion.

Analysts are optimistic about INTU stock, with price targets ranging from $750 to $880. Morgan Stanley, RBC Capital, and BMO Capital maintain ratings of “Overweight” or “Outperform,” citing AI, automation, and strong profit margins. The consensus rating among 28 analysts is “Moderate Buy,” with an average price target of $829.62, suggesting 24% upside potential.

Read more at Yahoo Finance: As Intuit Jumps Into Stablecoin Business, Should You Buy, Sell, or Hold INTU Stock?