Intuit says its AI‑driven expert platform shields it from AI disruption, emphasizing confidence‑selling over software sales.
Shares have fallen up to 31.7% YTD, while Intuit reports 18% revenue growth and expanding margins in FY26 H1.
The company cancelled all Rule 10b5‑1 stock‑sale plans and plans to accelerate buybacks, using up to $3.5 bn remaining authorization.
Mizuho analyst Raimo Lenschow views the buyback acceleration and pause of management sales as a positive signal for investors.