INTU INTUIT INC.

BULLISH Impact: 3/10 ANALYST-UPGRADE
Processed 12d 20h 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 ⚠ clustered
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 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

Base Score
2/7
LLM Adjustment
+1
Final Score
3/10

Consensus & Targets

Buy / Strong Buy
33 (80%)
Hold
8
Sell / Strong Sell
0
Total Analysts
32
Mean PT
$502.02
Median PT
$482.50
High PT
$921.00
Low PT
$315.00
Current Price
$331.53
Implied Upside
+51.4%

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

DateFirmActionRatingPrice 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.

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 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

PeriodEPS Est.EPS RangeRevenueRevisions (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 Trades (90d)
2 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 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.

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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