Added to YB: 2026-07-16
Pitch date: 2026-07-13
INTU [neutral]
Intuit Inc.
+2.27%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. Sign up for the newsletter.
Company Info
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.
Market Cap
$79.3B
Pitch Price
$273.48
Price Target
N/A
Dividend
1.66%
EV/EBITDA
12.11
P/E
17.72
EV/Sales
3.79
Sector
Software
Category
value
Q2 2026: Portfolio Update + Investable Universe - Intuit Inc.
INTU (holding update): Est. up modestly YoY but stock -66%, multiple collapsed 35x→10x adj EPS. TurboTax +7% vs 8% forecast pushed it into AI-loser penalty box. Good guidance won't be believed until May 2027 proof; bad guidance punished immediately. Fav long-term idea but heads-I-lose setup near-term.
Read full article (1 min)