Intuit has shed more than half its value while peers like ADP and Paychex held steady or climbed, leaving analysts split on whether a cratered franchise is a generational buying opportunity or the first casualty of an AI disruption nobody

Intuit Inc. (NASDAQ:INTU) shares are slipping Tuesday as traders lean into a risk-off move in the stock, with enterprise software names broadly under pressure amid growing questions about whether Meta's new Muse AI agent could reduce demand for legacy software offerings.

Intuit's Big Bets now drive about 30% of revenues, growing above 30% as AI helps scale tax, money and mid-market businesses.

Intuit Inc. (INTU) Analyst/Investor Day Transcript

Intuit is betting on AI-driven product gains to fuel growth as it targets faster development, broader adoption and stronger customer acquisition.