Intuit Crashed Over Agentic AI Fears in 2026: One Wall Street Analyst Says Nope, Near 50% Gains on the Way

Intuit has lost more than half of its market value while payroll-software peers ADP and Paychex have remained stable or appreciated. Analysts are divided over whether the selloff represents a generational buying opportunity or evidence that Intuit is especially vulnerable to AI-driven disruption, creating significant uncertainty around its franchise durability.