All 3 stocks look intriguing at these prices.The stock market continues to roar higher, for the most part, but not all stocks are trading at record highs. In fact, we have had a few stocks take a nice-sized dip of late, and I believe these represent buying opportunities.As such, in today's video I am going to discuss three stocks I recently bought the dip on and added to my portfolio. One of those stocks I bought was Intuit (INTU 0.92%), which took a sizable dip after its latest earnings report, something I ...

Intuit Inc. (NASDAQ:INTU) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 19, Stifel reiterated its Buy rating on Intuit Inc. (NASDAQ:INTU) with a price target of $800. This decision came after the company hosted its investor day. During the presentation, Intuit Inc.’s (NASDAQ:INTU) executives shared the company’s AI+HI strategy, which combines artificial intelligence and human intelligence, and is expected to create meaningful long-term acceleration. The company outlined its pla ...

Key Takeaways Intuit's GenOS powers AI agents and expert teams in QuickBooks Online and Enterprise Suite.Financial Intuit LLMs improved accuracy by 5% and cut latency by 50% in accounting workflows.GenOS adds expert-in-the-loop features and developer tools to enhance AI agent performance.Intuit Inc. (INTU) has made significant strides with its proprietary Generative AI Operating System (GenOS), advancing its capabilities rapidly over just the past 90 days. The company aims to accelerate development of agent ...

行业投资评级 - 报告对AI应用行业持积极态度 投资评级为看好 [4] 核心观点 - AI应用Tokens消耗量大幅增长体现落地进展加速 大模型实现大规模商业化且收入向头部集中 OpenAI年化收入达到120亿美元 [4] - AI视频工具已迈入1亿美元ARR台阶 大规模商业化节点即将到来 [4] - AI编程为最热门融资方向 商业模式已跑通并加速兑现收入 Anysphere实现5亿美元ARR [4] - 企业级AI软件商业化偏慢 但具备坚实应用场景的AI法律 招聘 客服等领域已渐次兑现收入 [4] - 互联网巨头通过AI推荐系统升级和AI应用孵化推动商业化 META业绩已体现生成式推荐系统效果 [4] AI应用总览 - 大模型API调用量2025年后增长明显 OpenRouter平台显示谷歌Gemini Anthropic Claude OpenAI GPT等模型竞争格局高波动 [11] - 互联网公司AI Chatbot成为核心算力消耗场景 ChatGPT周活跃用户达8亿 谷歌Gemini月活用户达4.5亿 [14] - 微软Tokens消耗量从2024Q1的20万亿增长至2025年3月的400万亿 谷歌Tokens消耗量从2024年5月的9.7万亿增长至2025年7月的980万亿 [13] - 初创公司商业化进展分化 OpenAI估值3000亿美元 Anthropic拟以1700亿美元估值融资 xAI估值1130亿美元 [16] - AI视频工具Runway ARR达8400万美元 Synthesia ARR达1亿美元 Midjourney年营收预计3亿美元 [16] - AI编程工具Anysphere估值99亿美元 ARR达5亿美元 Replit估值30亿美元 ARR达1.4亿美元 [18] - 垂类AI应用Scale AI年营收预计20亿美元 Surge AI年营收超10亿美元 ElevenLabs ARR达1亿美元 [22] 互联网巨头进展 - 生成式推荐架构正替代传统DLRM模型 META GRs 快手OneREC 字节HLLM等方案推动推荐系统升级 [34] - META生成式推荐系统使Facebook用户使用时长提升7% Instagram提升6% 广告转化率提升5% [42] - 谷歌AI搜索功能AI Overview月活用户超20亿 AI Mode月活达1亿 Gemini月活达4.5亿 [47] - OpenAI年化收入120亿美元 其中C端订阅55亿 B端订阅36亿 API收入29亿 [53] - Anthropic年化收入50亿美元 其中API收入31亿（60%来自编程工具） 编程工具Claude Code ARR达4亿美元 [53] AI编程领域 - AI编程工具ARR总和超30亿美元 GitHub Copilot用户达2000万 Cursor ARR从1亿快速提升至5亿 [61] - 应用层公司仍需完成代码库感知 编辑器整合 UI优化等工作 具备独立竞争壁垒 [65] - Cursor通过VS Code集成 影子工作区验证 多模型智能路由等技术实现出色用户体验 [68] - 长期看AI编程可能演进为UGC应用程序平台 降低开发门槛并丰富应用生态 [73] 企业级AI软件 - 企业级AI部署前期需3-18个月完成数据清洗 工作流结合等工作 大规模落地节点或在2026年后 [80] - 定制化AI平台更适合企业落地 ServiceNow AI ACV订单达2.5亿美元 指引2026年达10亿美元 [77] - 竞争壁垒来自数据获取能力和行业Know-how Palantir Snowflake ServiceNow SAP等公司具优势 [85] - Palantir通过数据层归一化 逻辑层模型结合 行动层人工审核等构建企业AI操作系统 [91] 内容生产工具 - AI视频工具Runway Synthesia ARR接近1亿美元 但文本忠实度等仍有提升空间 [96] - 设计软件市场分化 Adobe面向专业设计者市场 Figma Canva面向传播者市场 [99] - Figma高价值客户数量高速增长 超过1万美元ARR客户达11107家 超过10万美元客户达1031家 [101] - 多邻国Max会员渗透率达8% 定价29.99美元/月 高于Super会员的12.99美元 [109] 国内AI应用 - 2025H1中国大模型公有云服务Tokens调用量达537万亿 2024全年为114万亿 [112] - 互联网公司通过推荐系统升级 AI Chatbot和云业务推动AI落地 [115]

Intuit Inc. (NASDAQ:INTU) is one of the Best Technology Stocks to Invest in for the Long Term. On September 19, Bradley Sills from Bank of America Securities maintained a Buy rating on Intuit Inc. (NASDAQ:INTU) with a price target of $800. The analyst noted that the company’s key initiatives in the mid-market and tax-assisted segments are gaining traction. Moreover, the company’s platform also remains strong and is expected to boost margins by 80 basis points by fiscal year 2026. ​The analyst noted that ...

Key Takeaways INTU's mid-market revenues jumped 40% in fiscal 2025, with customers up 23% to nearly 350,000. IES delivers AI-native consolidation, reporting, and automation to cut costs and boost ROI.With 800,000 QuickBooks Online users, IES offers a natural upsell into the $89B mid-market TAM.Intuit Inc. (INTU) is accelerating its expansion into the mid-market, identifying it as one of its largest white-space opportunities. The company estimates that nearly half of its total addressable market lies in mid- ...

On CNBC's “Halftime Report Final Trades,” Joe Terranova, senior managing director at Virtus Investment Partners, picked Uber Technologies, Inc. UBER as his final trade.The car service provider surged to a new 52-week high on Monday.Uber recently partnered with Flytrex to launch its first drone delivery program, expanding the San Francisco-based company’s logistics strategy.Don't forget to check out our premarket coverage hereBryn Talkington, managing partner of Requisite Capital Management, named Bitmine Im ...

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for shareholders. The strategy outperformed its benchmark during the quarter, driven by investment selection within Information Technology and Industrials. In ...

公司评级与目标价 - 高盛重申Intuit买入评级及860美元目标价 [1] 增长驱动因素 - AI平台整合推动采用率留存率及增速提升 [1] - 早期AI应用与工作流自动化成为核心增长引擎 [2] - TurboTax Live业务增长潜力显著 [2] - 小企业板块通过QuickBooks Advanced及Enterprise Suite保持强劲势头 [2] 财务与业务前景 - 公司加速收入增长及扩大运营利润率的往绩支持长期目标 [2] - AI技术成为SaaS模式增长倍增器 [2] - AI催化Intuit扩大SaaS市场领导地位 [1]

Key Takeaways Intuit projects fiscal year 2026 revenues of $20.997-$21.186B, with 12-13% growth and strong EPS guidance.AI-driven strategies, TurboTax Live growth and IES scaling underpin Intuit's long-term vision.Mailchimp and international softness weigh on Global Business Solutions, tempering momentum.Intuit Inc. (INTU) reaffirmed its first-quarter and fiscal 2026 guidance at Investor Day, reflecting management’s confidence in sustained momentum. For fiscal year 2026, the company anticipates revenues of ...