INTU INTUIT INC.

BEARISH Impact: 5/10 ANALYST-DOWNGRADE
Processed 22d 18h ago SEC analyst-INTU-freedomb-20260521
Freedom Broker double downgrade: Buy → Hold
Latest settled — T+5d ⚠ clustered
INTU ▲ +8.46% at T+5d
SHORT call ✗ call lost -8.46% · α vs SPY -6.61% · entry $305.50 → $331.35
Next anchor: T+20d in 9d
Currently $276.73 · +9.42% from $305.50 entry (call sign-flipped)
Entry anchored
May 21, 2026
via day open
T+1d
+4.29%
call -4.29% · α -3.85%
$318.61
settled 22d ago
T+5d
+8.46%
call -8.46% · α -6.61%
$331.35
settled 15d ago
T+20d
call — · α —
in 9d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Freedom Broker double-downgraded INTU to Hold from Buy on May 21, slashing its price target to $430 from $600 — a 28% cut. The call is sharply contrarian to consensus: 33 of 41 analysts rate the stock Buy or Strong Buy, with a mean target of $592.33 implying 54% upside. Freedom Broker’s 66% accuracy on 68 calls and 11.8% average return rank it above average, but the magnitude of the target cut and the rare double downgrade signal conviction. Concurrently, UBS, Evercore ISI, Citigroup, and others maintained their ratings, with targets ranging from $360 to $591, showing no broad bearish shift. EPS revisions over the past 30 days are mixed — last quarter’s estimate edged up, but next quarter saw 10 downward revisions vs. 7 upward. Short interest stands at 59.7%, reflecting heavy bearish positioning, while recent insider sells by director Richard Dalzell (~$457K in March) add a mild bearish tint. The signal is bearish but isolated against a bullish consensus; traders should watch for follow-through from other firms before acting decisively.

Impact Score

Base Score
4/7
LLM Adjustment
+1
Final Score
5/10

Consensus & Targets

Buy / Strong Buy
33 (80%)
Hold
8
Sell / Strong Sell
0
Total Analysts
32
Mean PT
$592.33
Median PT
$578.00
High PT
$916.00
Low PT
$425.00
Current Price
$383.93
Implied Upside
+54.3%

Out of 41 analysts covering INTU, 12 rate it Strong Buy, 21 Buy, 8 Hold — 33 Buy vs. 8 Hold, with zero Sell ratings. The consensus is overwhelmingly bullish, contrasting sharply with Freedom Broker’s cautious view.

Current price: $383.93. Mean target: $592.33 (implied upside +54%). Median: $578. High: $916. Low: $425. Freedom Broker’s $430 target sits just above the low and is 27% below the mean — the most bearish target among recent revisions.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-21 Freedom Broker downgrade Hold $430.00
2026-05-21 UBS maintain Neutral $360.00
2026-05-21 Evercore ISI Group maintain Outperform $400.00
2026-05-21 Citigroup maintain Buy $591.00
2026-05-21 Truist Securities maintain Buy $410.00
2026-05-21 Wells Fargo maintain Equal-Weight $360.00
2026-05-21 BMO Capital maintain Outperform $412.00
2026-05-21 RBC Capital maintain Outperform $500.00
2026-05-21 Barclays maintain Overweight $443.00
2026-05-21 Stifel maintain Buy $375.00

Only 1 analyst action in the past 30 days — Freedom Broker’s downgrade. Zero upgrades. EPS revisions are mixed: current-quarter average rose 2.6% over 30 days (to $3.22), but next-quarter estimates saw 10 downward revisions vs. 7 upward, a net negative tilt.

Firm Track Record — Freedom Broker

Freedom Broker accuracy: 66% on 68 calls | avg return: 11.8%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Susquehanna 100% 2/2 3.8% top tier
B of A Securities 80% 4/5 2.7% top tier
Scotiabank 67% 2/3 13.4% top tier
Keybanc 67% 4/6 4.8% top tier
Jefferies 60% 3/5 2.7% above average
Stifel 60% 3/5 -2.7% above average
UBS 60% 3/5 0.3% above average
JP Morgan 60% 3/5 1.7% above average
Morgan Stanley 50% 4/8 2.7% below average
Evercore ISI Group 50% 2/4 -0.8% below average

Freedom Broker has a 66% accuracy rate (45 correct out of 68 scored calls) with an average return of 11.8%, placing it above average among firms covering INTU. Top-tier performers by accuracy include Susquehanna (100% on 2 calls) and BofA Securities (80% on 5), while bottom firms include Barclays (40%, avg return -6%) and BMO Capital (33%, avg return -7.6%).

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $3.22 $3.16 — $3.37 $4.1B ↑1 ↓0
+1q $3.94 $3.53 — $4.37 $4.4B ↑0 ↓0
0y $23.31 $23.14 — $23.78 $21.2B ↑1 ↓0
+1y $26.48 $25.44 — $28.96 $23.9B ↑1 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 3 sells
Congressional
Michael McCaul (republican) — buy $1,001 - $15,000
Congressional
Michael McCaul (republican) — buy $1,001 - $15,000
Congressional
Ro Khanna (democrat) — buy $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
RENAISSANCE TECHNOLOGIES LLC — exit (-100%)
Institutional
TWO SIGMA INVESTMENTS, LP — doubled (539.3%)
Short Interest
Short: 1,091,211 | Exempt: 22 | TRF Vol: 1,827,174 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)

Insider trades show recent sells by director Richard Dalzell ($457K total in March 2026) — small in size but aligning with the downgrade. Congressional buys (Reps. McCaul and Khanna, totaling ~$30K) are negligible. Short interest is elevated at 59.7%, indicating crowded bearish positioning. Institutional moves are split: Norges Bank built a massive new $3.1B stake, while Renaissance Technologies exited and re-entered. Two Sigma increased holdings 539%. No clear convergence with the bearish analyst call.

Actionable Insight

Freedom Broker’s double-downgrade is a credible contrarian signal from a decent-accuracy firm, but the lack of broader analyst support and mixed earnings momentum suggest it’s premature to short. Wait for additional downgrades or a breakdown below $380 before acting bearishly.

Documents Analyzed

Report based on filing metadata.

6 reports for INTU
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+1▲ +3.30%Jun 2, 2026
Filters
Rows
Reports for INTU — sortable, filterable
Type Now
Jun 11, 2026
1d ago
8-K
NEUTRAL ★ 4/10
$278.02 awaiting T+1awaiting T+1$276.73 (−0.46%)
Jun 8, 2026
5d ago
424B5
NEUTRAL ★ 4/10
$295.80 awaiting T+1awaiting T+1$276.73 (−6.45%)
Jun 2, 2026
11d ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$321.98 $311.34▲ +3.30%▲ +2.61%$276.73 (+14.05%)
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$452.74 $439.27▼ −2.98%▼ −2.87%$276.73 (−38.88%)
May 21, 2026
22d ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$305.50 $318.61▼ −4.29%▼ −3.85%$276.73 (+9.42%)
May 1, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$452.74 $439.27▼ −2.98%▼ −2.87%$276.73 (−38.88%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (47h 38m)

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