Added to YB: 2026-06-09
Pitch date: 2026-06-05
INTU [bullish]
Intuit Inc.
+3.49%
current return
Author Info
No bio for this author
Company Info
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.
Market Cap
$88.1B
Pitch Price
$295.20
Price Target
534.20 (+80%)
Dividend
N/A
EV/EBITDA
N/A
P/E
19.70
EV/Sales
4.22
Sector
Software
Category
value
That's exactly how I read the $INTU story.
INTU: Stock dumped 50% after CEO admitted 'we lost on price' in low-end TurboTax DIY to free FreeTaxUSA, costing $17B mkt cap. Market ignores QuickBooks (62% US accounting share, 84% retention, GBS +15%, +20% ex-Mailchimp). Raised FY guidance. Insider bought $542K at $309. At 10-11x P/E, re-rating to 18-20x post Aug 2026 free SKU launch = 60-80% upside. Risk: cannibalization.
Read full article (5 min)