Intuit Inc. Stock Price Targets

Comprehensive analysis of short, mid, and long-term price targets for Intuit Inc. (INTU).

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Give me a comprehensive price target analysis for Intuit Inc. (INTU).

Here is the comprehensive analysis for Intuit Inc. (INTU), incorporating the requested price targets and the full data set you provided. I’ve also drawn horizontal lines for the Low, Median, and High targets as specified.

Horizontal price target lines drawn

  • Low Target: 600.00 (green)
  • Median Target: 825.00 (blue)
  • High Target: 971.00 (red)
  • Extends 30 days into the future from 2025-10-07 to 2025-11-06

Line details (executed)

  • Line 600: drawn from 2025-10-07T00:00:00-04:00 to 2025-11-06T00:00:00-04:00, color #2ECC71
  • Line 825: drawn from 2025-10-07T00:00:00-04:00 to 2025-11-06T00:00:00-04:00, color #3498DB
  • Line 971: drawn from 2025-10-07T00:00:00-04:00 to 2025-11-06T00:00:00-04:00, color #E74C3C

Executive Summary

  • INTU remains a premier software platform with a durable, high-margin business model centered on tax software (TurboTax) and small-business accounting/payroll solutions (QuickBooks). The stock trades with a rich multiple, reflecting strong secular demand for digital financial workflow tools.
  • Near term, the stock faces a mix of execution signals: solid gross margins and robust cash generation are offset by mixed earnings snapshots and EPS revisions that show near-term skepticism among some analysts.
  • Price targets imply meaningful upside from the current level, with a median target of 825 and a mean target of ~814.57, suggesting potential one-year upside in the 20–25% range, contingent on execution and macro conditions.
  • Recommendation: HOLD with a 12–24 month lens. Base-case upside around the median target (+23% from current), with upside to the high target (+45%) if growth and margins sustain momentum. Bear-case risk around the low target (~-11%) if near-term headwinds persist.

Fundamental Analysis

  • Current price: 670.09
  • Market cap: 187.35B
  • Forward P/E: 30.14x
  • Trailing P/E: 49.02x
  • Price to Book: 9.49x
  • ROE: 20.3%
  • ROA: 8.93%
  • Profit Margin: 20.55%
  • Gross Margin: 80.4%
  • Operating Margin: 15.70%
  • Dividend Yield: 0.64% (5-year avg: 0.58%)
  • Beta: 1.253 (modestly higher than market)
  • Debt/Cash data: Not provided in the data set; debt and cash figures are listed as null
  • Valuation takeaway: INTU is a high-margin software franchise trading at a premium multiple, supported by robust margins and a substantial cash-generative business. Forward multiple implies expectations of healthy growth, but the EPS revision data suggests some near-term uncertainty.

Earnings Analysis Recent Earnings Performance

  • 2025-07-31 quarter: Net Income from Continuing Operations = 381.0M; Diluted EPS = 1.35 (also shown as Basic EPS 1.36). Normalized EBITDA = 634.0M; EBITDA = 633.0M; Operating Income = 340.0M; Total Revenue = 3.831B.
  • 2025-04-30 quarter: Net Income from Continuing Operations = 2.820B; Diluted EPS = 10.02 (these outsized figures imply non-operating or unusual items affecting quarterly comparability in the data snapshot; normalization appears relevant here).
  • The earnings table includes several unusual items and tax effects that materially affect reported results on certain dates (e.g., Tax Effect Of Unusual Items; Total Unusual Items; Tax Rate For Calcs). Normalized figures are provided to help interpret underlying performance.

EPS Trends

  • Current quarter (0q) EPS: 3.0887
  • +1 quarter: 3.8239
  • 0-year (trailing year) EPS: 23.1542
  • +1 year (forward-year proxy) EPS: 26.3764
  • The trend reflects meaningful year-over-year growth on a normalized basis, but the quarterly numbers show volatility due to one-time items and non-operating effects. The clean, normalized trend suggests robust underlying profitability, but the optics of the reported quarterly EPS can be noisy.

EPS Revisions

  • 0q: UpLast7days = 0; UpLast30days = 13; DownLast30days = 8; DownLast7Days = 1
  • +1q: UpLast7days = 1; UpLast30days = 5; DownLast30days = 16; DownLast7Days = 2
  • 0y: UpLast7days = 4; UpLast30days = 19; DownLast30days = 8; DownLast7Days = 0
  • +1y: UpLast7days = 2; UpLast30days = 8; DownLast30days = 9; DownLast7Days = 1
  • Interpretation: Near-term revisions show a tilt toward downgrades in some horizons (notably +1q and 0y in the 30-/7-day windows), suggesting mixed sentiment about the next 12 months. However, longer-horizon revisions for 0y show more upgrades than downgrades, indicating longer-term confidence in earnings trajectory. The EPS revisions data underscore the importance of management guidance and macro conditions in shaping near-term expectations.

Technical Analysis Price Action and Key Levels

  • The stock sits around 670.09, below the 50-day moving average in the recent window (50-day MA last values around 701–707; last date 2025-10-06 shows MA ~701.0).
  • RSI (14) has recently been in the 60s region, with readings in the 29–75 range across the window; latest available RSI around 59.5 (2025-10-06) indicates modest upside momentum without overbought risk.
  • MACD (12,26,9): Latest close shows MACD around -2.5 with a Signal around -3.4, implying that MACD is currently negative but turning toward a potential bullish cross as the delta narrows.

Moving Averages

  • 50-day MA: approximately 701 (as of early Oct 2025), with price trading below this level, indicating near-term softness versus the near-term benchmark.
  • Longer-term trends not provided, but the forward P/E and margins support a longer-run growth thesis if execution remains healthy.

RSI and Momentum

  • RSI in the low-to-mid 60s historically signals a balanced momentum with room to run if catalysts appear. MACD is negative but improving, suggesting a potential near-term pivot if earnings signals align with expectations.

Analyst Consensus & Price Targets

  • Current price: 670.09
  • Target Low: 600.00
  • Target Median: 825.00
  • Target High: 971.00
  • Target Mean: 814.57
  • Number of Analysts: 29
  • Market implications: The group consensus points to meaningful upside from here, with a median target implying roughly 23% upside over a 12-month horizon. The high target of 971 implies substantial optionality if INTU can sustain growth and margin expansion.

Price Target Analysis (Short, Mid, Long-Term) Short-Term (3 months)

  • Target range: 600 – 971; Median target 825
  • Justification: Near-term EPS revisions are mixed; the stock’s momentum remains tentative given the MACD and RSI readings, and the stock is trading below the near-term 50-day MA. However, the strong underlying gross margin and the breadth of analyst coverage (29 analysts) imply that the market has enough confidence to push price toward the median target if execution and guidance meet or beat expectations.
  • Key drivers: continued demand for TurboTax and QuickBooks ecosystem, potential SMB software adoption, efficiency gains, and any favorable tax season dynamics.

Mid-Term (12 months)

  • Target: 825 (median), with mean 814.57 and high 971
  • Justification: The forward P/E of ~30x indicates the market expects continued earnings growth, supported by high-margin software economics. If demand scales and operating leverage remains, the stock can approach the median/high targets. The EPS trend shows normalization opportunities and a potential re-rating if annual results align with consensus.
  • Key drivers: sustained revenue growth in core platforms, margin stability, operating expense discipline, and potential share repurchases or strategic partnerships.

Long-Term (3+ years)

  • Target: 971 (high) as a bullish longer-term scenario
  • Justification: Intuit’s ecosystem advantages (TurboTax, QuickBooks, and related services) provide a durable moat with high gross margins and strong cash generation. If AI tooling and automation unlock further product stickiness and cross-sell across the SMB and consumer segments, the stock could approach the high target as the multiple compresses to reflect sustainable growth.
  • Key drivers: network effects, expansion of AI-enabled features, broader small-business adoption, and potential expansion into adjacent financial services.

Key Risks & Opportunities

  • Risks
    • EPS revisions show near-term caution in some horizons; macro slowdown could pressure SMB spending and tax-related software usage.
    • Valuation is premium, leaving less room for multiple compression or disappointment-driven retracements.
    • Competitive dynamics in tax and small-business software (competitors and alternative platforms) could pressure market share or pricing.
    • Regulatory changes in tax policy or data privacy/regulatory compliance costs could perturb margins.
  • Opportunities
    • Durable, high-margin software model with a large addressable market and sticky revenue streams.
    • Potential margin expansion if operating leverage from scale and product automation remains strong.
    • Product expansion and cross-sell across TurboTax and QuickBooks could unlock additional revenue per customer.
    • Macro tailwinds in SMB digital transformation, payroll, and accounting automation.

Investment Recommendation

  • Rating: HOLD
  • Time horizon: 12–24 months
  • Expected return potential (mid-range scenario): Approximately +23% to the median target (825) from 670, representing roughly a +23% upside.
  • Downside risk: Down to 600 (low target) implies roughly -11% downside from current levels, highlighting risk if near-term headwinds persist.
  • Upside potential (bull case): To 971 (high target) implies ~+45% upside, contingent on sustained earnings momentum and multiple expansion.
  • Rationale: The stock offers a compelling long-term franchise with solid margins and a broad product suite, but near-term earnings revisions and a premium multiple justify a cautious stance. A hold allows investors to participate in potential upside as results normalize and the market re-rates the earnings trajectory.

Price Target Summary Table

  • Current Price: 670.09
  • Target Low: 600.00
  • Target Median: 825.00
  • Target High: 971.00
  • Target Mean: 814.57
  • Analysts: 29

Key Data Points (selected)

  • Market Cap: 187.35B
  • Forward P/E: 30.14x
  • Trailing P/E: 49.02x
  • Price to Book: 9.49x
  • Gross Margin: 80.39%
  • Operating Margin: 15.70%
  • Net Margin: 20.55%
  • Dividend Yield: 0.64%
  • Beta: 1.253
  • 50-day MA (recent): ~701 (price currently around 670, thus below 50-day MA)
  • RSI (14): ~59.5 (mid-range momentum)
  • MACD (12,26,9): MACD around -2.5, Signal around -3.4 (negative but approaching a potential bullish cross)

Appendix: Earnings Summary, EPS Trends, and EPS Revisions (Key Takeaways)

  • Earnings Summary: Q4 FY2025 (2025-07-31) shows Net Income from Continuing Ops of 381M, Normalized EBITDA of 634M, and Total Revenue of 3.831B. The quarter also shows a notable Tax Effect of Unusual Items andTotal Unusual Items, implying some non-recurring adjustments in reported earnings.
  • EPS Trends: Near-term EPS (0q) ≈ 3.09, +1q ≈ 3.82; 0y ≈ 23.15; +1y ≈ 26.38. The data indicate substantial YoY earnings uplift on a higher-level basis, but quarterly figures reveal volatility that may be driven by one-time items and accounting adjustments.
  • EPS Revisions: Short-term revisions show a mix of upgrades and downgrades (e.g., 0q: 13 upgrades, 8 downgrades in the last 30 days; +1q: more downgrades than upgrades in the last 30 days; 0y: more upgrades than downgrades in the last 30 days). This mixed revisions environment supports a cautious stance in the near term, while longer-term expectations remain more constructive.

If you’d like, I can export the above into a tidy PDF/slide deck or tailor a shorter “one-pager” for an investment committee with the key charts and a sensitivity analysis around the price targets (e.g., what happens to target returns if earnings miss by 5–10% or if the multiple expands from 30x to 35x).

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