Added to YB: 2026-08-28
Pitch date: 2026-08-26
INTU [bullish]
Intuit Inc.
-1.57%
current return
Author Info
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Company Info
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.
Market Cap
$94.6B
Pitch Price
$353.54
Price Target
460.00 (+32%)
Dividend
1.60%
EV/EBITDA
13.68
P/E
21.01
EV/Sales
4.46
Sector
Software
Category
value
The Lazy Consensus Has Four Stocks Backwards - Intuit Inc.
INTU: Intuit's 47% drawdown to $370 and ~13.5x forward non-GAAP P/E price in AI-driven decline despite 13-14% revenue growth guidance and an 18% EPS growth outlook. TurboTax Live is projected to grow 36% to nearly $2.8B, while Q3 Global Business Solutions revenue rose 15% and QuickBooks Online Accounting grew 22%, supporting $420-$460 fair value. Key risks are heavy stock compensation and DIY erosion outpacing Live adoption; Q4 must meet revenue guidance, with initial FY2027 EPS growth of at least 10%.
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