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Intuit Inc.

INTU Technology Unknown Updated July 31, 2026
$316.12
52W $252.84 – $794.09
57/100
$86.46B
19.1
1.00
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+34.0%
-20.0%
1.70:1
Contested

Is INTU Bullish or Bearish?

Mixed. Innellis AI committee rates Intuit Inc. (INTU) Watch with a composite score of 57/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +3.30 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -16.70 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 34.4% yoy. Risk Analyst remains cautious — bollinger bandwidth of 22.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 23.3% shows genuine earnings power backing the valuation — Value
  • EPS growing 34.4% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 60 articles, 14d) — News
Bear Case
  • Price-to-book of 11.1x prices in significant intangible value — Value
  • Bollinger bandwidth of 22.5% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
57/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 25%
of 172 Technology peers
Value Analyst neutral
59 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 23.3% shows genuine earnings power backing the valuation
− Price-to-book of 11.1x prices in significant intangible value
Growth Analyst bullish
78 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 34.4% YoY
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 22.5% signals elevated volatility
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 60 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 55.4 to 56.7.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: stance neutral->bullish; score 58->64 (+6); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: score 48->58 (+10).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
62.7
Neutral
MACD Histogram
5.177
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$252.93
Resistance
$423.65
Bollinger %B
0.86
Inside Bands
Price vs Moving Averages
EMA 9
$307.46 Above
EMA 21
$297.10 Above
EMA 50
$307.44 Above
EMA 200
$433.17 Below

Fundamental Analysis

Valuation
81
Growth
71
Profitability
1
Financial Health
77
Cash Flow
37
Valuation
P/E Ratio 19.1×
P/B Ratio 4.23×
PEG Ratio 0.57
Dividend Yield 0.02%
52W High $794.09
52W Low $252.84
Quality & Growth
ROE 19.6%
ROA 10.5%
Gross Margin 81.0%
Operating Margin 27.5%
Revenue Growth YoY
Debt / Equity 0.33
AI Fundamental Assessment
P/E ratio of 19.1 (inexpensive relative to a 15-40x range); Price-to-book of 4.2x; PEG ratio of 0.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.1%; Net margin of 0.2%; Gross margin of 0.8%; Current ratio of 1.45 (tight short-term liquidity); Debt-to-equity of 0.33; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (27.95); Most recent quarter missed estimates by 0.2%; EPS growth accelerating (+24.3% -> +208.4% QoQ); Analyst estimates rising over recent quarters
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Explore INTU Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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