INTU INTUIT INC.

BULLISH Impact: 1/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-INTU-rothschi-20260310
11 firms acted on INTU: Rothschild & Co, Wells Fargo, TD Cowen, Truist Securities, Scotiabank, JP Morgan, Morgan Stanley, Scotiabank, Morgan Stanley, RBC Capital, Erste Group
Final — all horizons settled through T+60d
INTU ▼ -31.21% at T+60d
LONG call ✗ call lost -31.21% · α vs SPY -42.89% · entry $452.74 → $311.44
Currently $276.73 · -38.88% from $452.74 entry
Entry anchored
Mar 10, 12:41 PM ET
via Databento tick
T+1d
-2.98%
call -2.98% · α -2.87%
$439.27
settled 3mo ago
T+5d
+1.18%
call +1.18% · α +2.09%
$458.10
settled 3mo ago
T+20d
-14.00%
call -14.00% · α -13.85%
$389.35
settled 2mo ago
T+60d
-31.21%
call -31.21% · α -42.89%
$311.44
settled 9d ago

Price Chart

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Executive Summary

Rothschild & Co upgraded Intuit to Buy from Neutral on March 10, 2026, raising its price target from $670 to $700, as part of a cluster of 11 firms acting on the stock. The firm has a 57% accuracy rate on 40 calls with an average return of 3.1%, placing it above the median among covering analysts. Consensus is overwhelmingly bullish: 33 of 41 analysts (80.5%) rate the stock Buy or Strong Buy, with zero Sell ratings. The mean price target of $594.11 implies 52.9% upside from the current $388.50; Rothschild's $700 target is well above consensus. Short-term EPS revisions have turned negative—13 downward revisions in the last 30 days for the current quarter—though full-year estimates are stable. Insider selling by director Richard Dalzell totaled ~$457k over three days, while short interest stands at an elevated 55.5% ratio. Congressman Michael McCaul and Ro Khanna made small purchases. The upgrade aligns with the bullish consensus but is not contrarian, and the high short interest introduces asymmetrical risk into the trade.

Impact Score

Base Score
2/7
LLM Adjustment
-1
Final Score
1/10

Consensus & Targets

Buy / Strong Buy
33 (80%)
Hold
8
Sell / Strong Sell
0
Total Analysts
32
Mean PT
$594.11
Median PT
$590.00
High PT
$916.00
Low PT
$425.00
Current Price
$388.50
Implied Upside
+52.9%

The analyst consensus is heavily bullish: 12 Strong Buy, 21 Buy, 8 Hold, 0 Sell, 0 Strong Sell across 41 analysts. That's 80.5% Buy ratings. No analyst recommends selling, reflecting broad positive sentiment.

Current price: $388.50. Mean target: $594.11, median: $590, high: $916, low: $425. Implied upside to mean: 52.9%. Rothschild's $700 target is 18% above the mean and sits at the 79th percentile of all targets, signaling above-consensus conviction.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-03-10 Rothschild & Co upgrade Buy $700.00
2026-03-02 Citigroup maintain Buy $649.00
2026-03-02 Goldman Sachs maintain Neutral $519.00
2026-03-02 Mizuho maintain Outperform $600.00
2026-02-27 RBC Capital maintain Outperform $600.00
2026-02-27 Oppenheimer maintain Outperform $558.00
2026-02-27 Evercore ISI Group maintain Outperform $540.00
2026-02-24 Wells Fargo maintain Equal-Weight $425.00
2026-02-10 BMO Capital maintain Outperform $624.00
2026-02-09 TD Cowen maintain Buy $658.00

30-day analyst activity is flat: 0 upgrades and 0 downgrades, though the March 10 cluster broke the silence. EPS revisions are mixed: the current quarter (ending soon) saw 13 downward revisions in 30 days, while the next fiscal year had 2 upward revisions. Near-term estimates are being trimmed.

Firm Track Record — Rothschild & Co

Rothschild & Co accuracy: 57% on 40 calls | avg return: 3.1%

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

Rothschild & Co has a 57% accuracy rate on 40 rated stocks with an average return of 3.1% — slightly above the covering universe median. Top-tier firms include Susquehanna (100% on 2 calls, avg return +3.8%), BofA (80% on 5), and Keybanc (67% on 6). Worst: BMO Capital (33% on 6, avg return -7.6%).

Earnings Estimates

Next earnings: May 20, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0y $23.22 $23.01 — $24.06 $21.2B ↑0 ↓0
0q $12.52 $12.42 — $13.03 $8.5B ↑0 ↓0
+1y $26.48 $25.44 — $28.96 $23.9B ↑1 ↓0
+1q $3.16 $2.94 — $3.37 $4.1B ↑1 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 3 sells
Congressional
Ro Khanna (democrat) — buy $15,001 - $50,000
Congressional
Michael McCaul (republican) — buy $1,001 - $15,000
Congressional
Michael McCaul (republican) — 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: 459,597 | Exempt: 453 | TRF Vol: 827,854 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)

Insider trades show selling: director Richard Dalzell disposed of ~$457k in three consecutive days. Congress: Rep. Michael McCaul (R) bought $1k-$15k on four dates, and Rep. Ro Khanna (D) bought $15k-$50k. Institutional activity is contradictory — Norges Bank and Renaissance Technologies both show new and exit filings, likely data quirks; Two Sigma increased its position 539%. Short interest is elevated at 55.5% of float, indicating significant bearish bets. The bullish analyst upgrade diverges from insider selling and high short interest.

Actionable Insight

The Rothschild upgrade reinforces the overwhelmingly bullish consensus but does not introduce new information. Traders should weigh the bullish consensus against elevated short interest and insider selling; the stock's move off the March 10 cluster may offer a tactical opportunity if short sellers are squeezed, but the May 20 earnings date warrants caution.

Documents Analyzed

Report based on filing metadata.

6 reports for INTU
Performance horizon
67% Hit rate 2 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 37m)

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