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INTU

Intuit Inc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 325.25 Technology - Software - ApplicationAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

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

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case49%62 / 10030.4
Bear case19%10 / 1001.9
Weighted conviction64 / 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
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