INTU INTUIT INC.
Price Chart
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
Consensus & Targets
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
| Date | Firm | Action | Rating | Price 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.
| Firm | Accuracy | Calls | Avg Return | vs 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
| Period | EPS Est. | EPS Range | Revenue | Revisions (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 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.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
8-K
| $278.02 awaiting T+1 | awaiting T+1 | — | $276.73 (−0.46%) |
|
Jun 8, 2026
5d ago
|
424B5
| $295.80 awaiting T+1 | awaiting T+1 | — | $276.73 (−6.45%) |
|
Jun 2, 2026
11d ago
|
ANALYST-DOWNGRADE
| $321.98 $311.34 | ▲ +3.30% | ▲ +2.61% | $276.73 (+14.05%) |
|
May 31, 2026
12d ago
|
ANALYST-UPGRADE
| $452.74 $439.27 | ▼ −2.98% | ▼ −2.87% | $276.73 (−38.88%) |
|
May 21, 2026
22d ago
|
ANALYST-DOWNGRADE
| $305.50 $318.61 | ▼ −4.29% | ▼ −3.85% | $276.73 (+9.42%) |
|
May 1, 2026
6w ago
|
ANALYST-UPGRADE
| $452.74 $439.27 | ▼ −2.98% | ▼ −2.87% | $276.73 (−38.88%) |
US Market Status
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