Added to YB: 2026-10-09
Pitch date: 2026-10-07
INTU [bullish]
Intuit Inc.
+11.26%
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
$81.8B
Pitch Price
$296.76
Price Target
452.00 (+37%)
Dividend
1.80%
EV/EBITDA
11.84
P/E
18.59
EV/Sales
3.87
Sector
Software
Category
value
Buy Alert: Priced for Decline, Still Growing Profits - Intuit Inc.
INTU: Intuit’s shares are down about 58% despite FY2026 revenue growth of 14% and GAAP EPS growth of 20%; at $284.68, the stock trades at 14.1x FY2027 guided GAAP earnings and implies roughly 4.3% annual revenue contraction through FY2032. The consensus-anchored base case assumes 8–9% growth and values shares at $452, or 59% upside. The main risk is that weak customer acquisition reflects structural erosion; full sizing awaits a sustained close above $298–$305.
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