Intuit vs AT&T
Intuit Inc. and AT&T, Inc. are examined side by side to reveal how their business models, financial performance, and market positions differ and align. The comparison aims to present clear, accessible information for readers, without a promotional tone. Educational content, not financial advice.
Intuit Inc. and AT&T, Inc. are examined side by side to reveal how their business models, financial performance, and market positions differ and align. The comparison aims to present clear, accessible...
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.
AT&T shares dip harder than the market amid telecom sector pressures.
- Stock closed at $24.84 after -1.74% decline, outpacing the market's fall and reflecting telecom-specific headwinds.
- Zacks Consensus sees 2025 earnings at $2.06 per share, down 8.85% year-over-year, raising flags on margin compression.
- Revenue outlook holds at $124.96 billion, up 2.14%, but recent price action from $25.95 on Dec 1 to $24.56 shows building selling pressure.
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.
AT&T shares dip harder than the market amid telecom sector pressures.
- Stock closed at $24.84 after -1.74% decline, outpacing the market's fall and reflecting telecom-specific headwinds.
- Zacks Consensus sees 2025 earnings at $2.06 per share, down 8.85% year-over-year, raising flags on margin compression.
- Revenue outlook holds at $124.96 billion, up 2.14%, but recent price action from $25.95 on Dec 1 to $24.56 shows building selling pressure.
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Explore BasketInvestment Analysis
Intuit
INTU
Pros
- Intuit maintains a dominant market share in small business accounting and do-it-yourself tax filing in the US, underpinned by strong brand recognition.
- The company has delivered robust revenue and earnings growth, with 15.6% revenue growth and over 30% earnings growth in the latest fiscal year.
- Intuit is investing heavily in AI-driven enhancements across its platforms, which could drive future efficiency and customer retention.
Considerations
- Intuit trades at a high valuation, with a price-to-earnings ratio above 45, which may limit upside and increase downside risk in volatile markets.
- The company faces regulatory scrutiny over its tax filing practices, which could lead to legal costs or changes in business model.
- Intuit's growth is heavily dependent on US small business and consumer trends, making it sensitive to economic cycles and interest rate changes.
AT&T
T
Pros
- AT&T has built a nationwide 5G wireless network and a substantial fiber footprint, positioning it for long-term infrastructure-driven growth.
- The company has a stable dividend yield, appealing to income-focused investors seeking consistent payouts.
- AT&T has improved its balance sheet through asset sales and debt reduction, enhancing financial flexibility.
Considerations
- AT&T's revenue growth has slowed, with wireless segment performance weakening in recent quarters, raising concerns about future top-line momentum.
- The company faces intense competition in both wireless and broadband markets, pressuring margins and pricing power.
- AT&T's stock trades at a premium to its fair value estimate, which may limit near-term capital appreciation potential.
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