Intuit, AppLovin, and Strategy Are the Nasdaq-100's Worst Performers in 2026

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โดย The Motley Fool·Read original

Summary · why it matters

Intuit, AppLovin, and Strategy are the three worst-performing stocks on the Nasdaq-100 index in 2026, with year-to-date declines ranging from 36% to 53% as of Monday's close. Intuit has fallen about 53% this year and 61% over the past 12 months, pressured by fears that artificial intelligence will disrupt its financial software business, though the company reported 10% sales growth last quarter and raised full-year guidance. AppLovin is down 38% in 2026 despite posting 59% revenue growth to $1.8 billion and doubling net income to $1.2 billion in the first quarter, as investors worry that AI-powered tools could intensify competition in app monetization. Strategy has declined 36% this year and 76% over 12 months, weighed down by falling cryptocurrency prices and the company's recent Bitcoin sales after previously pledging to hold. The article suggests Intuit may be undervalued at a forward price-to-earnings multiple of 11, while AppLovin's forward P/E of 26 offers little margin of safety, and Strategy is deemed too risky given its dependence on Bitcoin.