Intuit vs Applied Materials
Intuit and Applied Materials are compared to illuminate business models, financial performance, and market context. This page presents a neutral, accessible overview of how each company operates, performs financially, and positions itself within its respective industry, helping readers understand key differences and similarities. Educational content, not financial advice.
Intuit and Applied Materials are compared to illuminate business models, financial performance, and market context. This page presents a neutral, accessible overview of how each company operates, perf...
Why It's Moving
Intuit rallying after strong Q3 results and upbeat FY26 guide, but director stock sales add a note of caution.
- Earnings beat: Intuit reported Q3 revenue of about $3.87–$3.89 billion, up ~18% year‑over‑year and roughly 3% above analyst estimates, with adjusted EPS of $3.34 beating consensus — a result that underscores sustained demand across QuickBooks, Credit Karma and consumer offerings.
- Raised near‑term outlook: Management set Q2 FY2026 revenue guidance above Street estimates (midpoint ~14% growth expectation), implying continued monetization of AI features and pricing power in core small‑business and consumer segments.
- Insider activity & dividend: The company declared a $1.20 quarterly dividend while multiple insiders — including a director who sold roughly $49 million of stock — executed notable share sales this week, which investors interpret as partial profit‑taking despite the positive operating print.
Applied Materials Hits New 1-Year High After Q4 Earnings Beat Fuels AI Optimism.
- Q4 EPS hit $2.17 versus $2.11 expected on $6.8B revenue topping $6.68B forecasts, underscoring robust demand for AI chipmaking tools.
- Analysts raised targets sharply—TD Cowen to $315, JPMorgan to $260—citing strong positioning in high-growth AI inflections despite China curbs.
- New AI-focused products like cold-field emission metrology boost resolution 50% and speed 10x, signaling edge in next-gen semiconductor tech.
Intuit rallying after strong Q3 results and upbeat FY26 guide, but director stock sales add a note of caution.
- Earnings beat: Intuit reported Q3 revenue of about $3.87–$3.89 billion, up ~18% year‑over‑year and roughly 3% above analyst estimates, with adjusted EPS of $3.34 beating consensus — a result that underscores sustained demand across QuickBooks, Credit Karma and consumer offerings.
- Raised near‑term outlook: Management set Q2 FY2026 revenue guidance above Street estimates (midpoint ~14% growth expectation), implying continued monetization of AI features and pricing power in core small‑business and consumer segments.
- Insider activity & dividend: The company declared a $1.20 quarterly dividend while multiple insiders — including a director who sold roughly $49 million of stock — executed notable share sales this week, which investors interpret as partial profit‑taking despite the positive operating print.
Applied Materials Hits New 1-Year High After Q4 Earnings Beat Fuels AI Optimism.
- Q4 EPS hit $2.17 versus $2.11 expected on $6.8B revenue topping $6.68B forecasts, underscoring robust demand for AI chipmaking tools.
- Analysts raised targets sharply—TD Cowen to $315, JPMorgan to $260—citing strong positioning in high-growth AI inflections despite China curbs.
- New AI-focused products like cold-field emission metrology boost resolution 50% and speed 10x, signaling edge in next-gen semiconductor tech.
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Explore BasketInvestment Analysis
Intuit
INTU
Pros
- Intuit reported a 16% revenue increase in fiscal 2025, reaching $18.8 billion, with fourth-quarter revenue growth of 20%, demonstrating strong top-line momentum.
- The company is advancing AI innovation with virtual AI agents integrated across QuickBooks, TurboTax, and other platforms, driving automation and customer engagement.
- Strong growth in consumer segments, including a 47% jump in TurboTax Live revenues and 32% revenue rise for Credit Karma, expands monetization beyond seasonal tax services.
Considerations
- Despite solid revenue and profit growth, Intuit's trailing PE ratio above 47 and forward PE near 28 suggests relatively high valuation which may limit further upside.
- Stock price volatility remains a risk, evidenced by a 12.8% plunge over three months and a wide 52-week trading range from $532 to $814.
- Expansion into competitive mid-market enterprise software with Intuit Enterprise Suite involves execution risk as customer adoption and market penetration accelerate.
Pros
- Applied Materials benefits from its leadership position in semiconductor equipment, a sector critical for global chip manufacturing growth driven by AI and technology demand.
- Recent dividend yield and upward revisions in dividend payments demonstrate shareholder return focus alongside capital investment in technology.
- The company’s exposure to high-growth semiconductor markets aligns it well with broad technological trends such as AI, 5G, and electric vehicles.
Considerations
- Applied Materials’ stock price sits below its 52-week high, reflecting some market uncertainty and pressure from cyclical semiconductor industry dynamics.
- Performance metrics indicate sensitivity to global supply chain constraints and geopolitical tensions that can disrupt semiconductor production and capital expenditure.
- Valuation and analyst sentiment have shown mixed signals recently, suggesting near-term volatility and challenges in maintaining rapid earnings growth.
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