INTU
Intuit Inc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 325.25
Buy <=wait / entry
USD 280.00
Trim >=take some off
USD 360.00
Thesis breakQuickBooks Online subscriber growth falling to mid-single digits for two consecu...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 32% | 100 / 100 | 32.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 19% | 10 / 100 | 1.9 |
| Weighted conviction | 64 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Q3 2026 EPS beat of 4.23% ($12.80 actual vs $12.28 est) versus $11.65 prior year
- Consensus Buy rating from 35 analysts with average price target $456.47 (+40.34% upside)
- Dominant position in US small-business accounting and consumer tax software with high switching costs