Does Intuit (INTU) Have an Excellent Runway For Growth?

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market continued its strong performance in the third quarter of 2025, driven by enthusiasm for generative AI and strength in the semiconductor sector. In the quarter, the focus shifted to positive economic surprises, fiscal policy optimism, and better-than-expected corporate earnings. In the quarter, the strategy returned 3.34% (gross) and 3.14% (net) compared to 10.51% for the Russell 1000 Growth Index and 8.12% for the S&P 500 Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as Intuit Inc. (NASDAQ:INTU). Intuit Inc. (NASDAQ:INTU) offers financial management and compliance products and services. The one-month return of Intuit Inc. (NASDAQ:INTU) was 0.67%, and its shares gained 6.12% of their value over the last 52 weeks. On October 13, 2025, Intuit Inc. (NASDAQ:INTU) stock closed at $655.68 per share, with a market capitalization of $182.807 billion.

Polen Focus Growth Strategy stated the following regarding Intuit Inc. (NASDAQ:INTU) in its third quarter 2025 investor letter:

"In addition, we initiated a new position in Intuit Inc. (NASDAQ:INTU), a solutions business which houses Quickbooks accounting software, payroll and payments services mostly for small businesses. The company has a dominant share of the small business accounting and do-it yourself tax software market. Even so, we believe there remains an excellent runway for growth as many small businesses still do not use accounting software, and Intuit has been adept at introducing new features and services to make its products easier and more "intuit"ive to use. Gen AI agents fit neatly into the company's offerings to help guide small businesses manage their finances and business software easily, which frees up time for them to run their businesses, and also see the introduction of AI agents into their Quickbooks offerings enhancing selling prices. We expect Intuit to grow revenue at a mid-teens rate and earnings at a high-teens rate going forward."

Intuit Inc. (NASDAQ:INTU) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 105 hedge fund portfolios held Intuit Inc. (NASDAQ:INTU) at the end of the second quarter, which was 87 in the previous quarter. In the fiscal fourth quarter of 2025, Intuit Inc. (NASDAQ:INTU) reported revenue of $3.8 billion, representing an increase of 20% year-over-year. While we acknowledge the potential of Intuit Inc. (NASDAQ:INTU) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Intuit Inc. (NASDAQ:INTU) and shared Mar Vista U.S. Quality Strategy's views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.