$INTU

3 theses

bullish 67%neutral 0%bearish 33%

Avg return (3m)

-16.8%

Win rate (3m)

50% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 8, 4:30 PM ET

$INTUr/ValueInvestingDiscussionbullish

u/Longjumping_Ad_424 · 32d ago1 prior · awaiting results

“chose these two stocks since I think they were so low in share price compared to the past yet still have a completely viable product that continues to grow”

Do you guys believe there is value with Adobe and Intuit?

Intuit is undervalued after market overreaction to AI replacement fears. The company's viable products will benefit from AI enhancements rather than be disrupted by them, and current depressed pricing presents opportunity for long-term holders.

At post $334.43Now $318.93-4.6% since postedas of Sep 8, 4:30 PM ET

original post →

$INTUr/wallstreetbetsYOLObullish

u/Background_Ranger917 · 112d agono track record yet

Long 300 shares of INTU

INTUit gonna SKYROKET 🚀🧨💸

Intuit's QuickBooks dominance and sticky customer base ensure revenue resilience despite AI disruption concerns. The company's aggressive AI integration (Claude partnerships, AI-assisted features) and CEO's upcoming earnings call messaging will drive stock appreciation to $450+.

At post $383.93Now $318.93-16.9% since postedas of Sep 8, 4:30 PM ET

1d-20.0%

3d-16.7%

1w-19.8%

1m-30.5%

3m-8.7%

6m—

1y—

original post →

$INTUr/wallstreetbetsDDbearish

u/sqlgenius · 153d agono track record yet

Short 100,000 shares of INTU

Claude just did my taxes. $INTU is cooked

AI language models can now perform tax preparation tasks that historically required TurboTax, directly undermining Intuit's core tax revenue stream (29% of revenue). TurboTax is functionally obsolete with AI available; while eFile restrictions temporarily limit adoption, this moat will erode, and the market will recognize significant further downside as TurboTax revenue collapses in 2025-2026.

At post $361.69Now $318.93-11.8% since postedas of Sep 8, 4:30 PM ET

1d-3.0%

3d-3.0%

1w+7.0%

1m+9.6%

3m-24.8%

6m—

1y—

original post →

End of results.