INTU INTUIT INC.
Price Chart
Executive Summary
Rothschild & Co upgraded INTU from Neutral to Buy with a $700 price target, up from $670, representing 111% upside from the current $331.53. The upgrade is part of a cluster of 11 firms acting on INTU, though most recent actions have been maintains. Consensus is heavily bullish at 82% Buy/18% Hold, with a mean target of $502.02 implying 51% upside. Rothschild's 57% accuracy on 40 calls is below the top-tier firms covering INTU (Susquehanna 100%, BofA 80%, Scotiabank 67%). EPS revisions are strongly positive: 21 upward revisions in the last 30 days for the current quarter vs. 1 downward. Insider buying by President Vasant Prabhu ($542K in two trades) aligns with the bullish rating, while congressional buys from McCaul and Khanna add minor confirmation. Short interest at 59.7% of off-exchange volume is elevated, suggesting potential squeeze risk. The bottom line: Rothschild's upgrade is a contrarian call given the stock's 35% decline from the mean target, but the firm's below-average accuracy tempers conviction.
Impact Score
Consensus & Targets
Of 41 analysts covering INTU, 33 (80%) rate it Buy or Strong Buy, 8 (20%) rate it Hold, and 0 rate it Sell. The consensus is overwhelmingly bullish, with no bearish voices. Rothschild's upgrade aligns with the majority view.
Mean price target is $502.02, median $482.50, high $921, low $315. Current price of $331.53 implies 51% upside to the mean. Rothschild's $700 target is 39% above the mean and 45% above the median, placing it in the upper quartile of targets.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-26 | Mizuho | maintain | Outperform | $500.00 |
| 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 |
30-day analyst activity shows 0 upgrades and 1 downgrade (Freedom Broker from Buy to Hold). EPS revisions are strongly positive: 21 upward revisions in the last 30 days for the current quarter vs. 1 downward, and 25 upward for the current fiscal year vs. 1 downward. Estimates are being revised higher across all periods.
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 scored calls with an average return of 3.1%. This is below top-tier firms like Susquehanna (100% on 2 calls) and BofA (80% on 5 calls), but above the worst performers like BMO Capital (33% on 6 calls, -7.6% avg return). Rothschild's track record is middling.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $3.59 | $3.49 — $3.72 | $4.3B | ↑20 ↓0 |
| +1q | $4.04 | $3.66 — $4.51 | $4.4B | ↑15 ↓0 |
| 0y | $23.83 | $23.68 — $23.96 | $21.4B | ↑24 ↓0 |
| +1y | $27.32 | $26.37 — $28.93 | $23.9B | ↑22 ↓0 |
Cross-Platform Signals
Insider buying is a strong bullish signal: President Vasant Prabhu bought $542K in two trades on May 22 and May 26, 2026. This aligns with the upgrade. Congressional activity shows 4 buys (McCaul x3, Khanna) vs. 1 sell (Donalds). Institutional moves are mixed: Norges Bank had a new $3.06B position but also an exit; Renaissance Technologies both exited and entered. Short interest at 59.7% of off-exchange volume is elevated, indicating potential squeeze risk. Overall, insider buying and congressional buys converge with the bullish analyst signal.
Actionable Insight
The Rothschild upgrade is a bullish signal reinforced by insider buying and strong EPS revisions, but the firm's below-average accuracy and the stock's deep discount to the mean target suggest caution. Traders should watch for a catalyst to close the gap to the $502 mean target; the elevated short interest adds a squeeze potential.
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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access