Intuit, Cognex, Toast And More On CNBC’s ‘Final Trades’

NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI

NVIDIA announced the Jetson Orin Nano 2, a new robotics computer delivering 2x the inference performance of its predecessor while consuming 40% less power. The device targets entry-level edge AI applications for robots, drones, and vision systems. Over 3 million developers use NVIDIA's robotics stack, with early adopters including Cognex, Doosan Bobcat, Matic, and Wing. The module and developer kit are expected to be available in H1 2027.

CNBC Halftime Report Final Trades: Toast, Intuit, Cognex, Microchip Technology

Goldman Sachs Maintains Sell on Intuit, Raises Price Target to $304

Goldman Sachs analyst Kash Rangan maintains Intuit (NASDAQ:INTU) with a Sell and raises the price target from $276 to $304.

Oppenheimer Maintains Outperform on Intuit, Lowers Price Target to $380

Oppenheimer analyst Scott Schneeberger maintains Intuit (NASDAQ:INTU) with a Outperform and lowers the price target from $406 to $380.

Nasdaq 100 Falls as Hot PCE Inflation Stirs Rate-Hike Bets: Stock Market Today

Nasdaq 100 falls 0.6% as traders wait on Nvidia and hot July PCE revives September rate-hike bets. Energy leads, gold sinks 1.3% to $4,599.

Why Intuit Stock Dropped Today

Intuit stock fell 4% despite beating Q4 and fiscal 2026 earnings expectations with strong 14% revenue growth. The sell-off was triggered by weaker-than-expected forward guidance, with the company forecasting Q1 2027 sales growth to slow to 11% and full-year 2027 growth of only 9-10%. However, the analyst argues the stock appears undervalued at a sub-1.0 PEG ratio with expected 22-24% earnings growth.