INTU Stock Slumps 31.6% as AI Anxiety Drives Sell-Off Amid Bullish Analyst Outlook

Intuit Inc. (INTU) shares have declined 31.6% in the past year and 39.7% year-to-date through February 16, 2026, lagging the S&P 500 and iShares U.S. Technology ETF (IYW). Analysts project FY2026 EPS of $17.23 (+12.1% YoY), with INTU beating consensus in each of the last four quarters. The consensus rating remains a "Moderate Buy" supported by 20 "Strong Buys" and one "Strong Sell." BMO Capital lowered its price target to $624 from $810 but maintained "Outperform," citing TurboTax Full Service growth. The mean price target of $787.78 implies 97.2% upside, with a high target of $971 suggesting 143.1% potential.