Intuit Inc. (INTU) — closed signal from September 8, 2025
Partial Published before the outcome was known, scored automatically when the window closed on December 7, 2025.
Predicted vs. what happened
What happened
Reached 29% of the predicted growth at its peak, without hitting the target.
The thesis — published September 8, 2025
Intuit is growing well, helped by AI features in QuickBooks and TurboTax. Trading shows lots more people are buying than usual, and the price looks ready to recover after a pullback. This week, sales rose 16% and profit beat forecasts. A major bank nudged its price target to $750 but stayed positive, and a respected model also agreed. Strong cash generation suggests buying dips over the next few months.
Primary drivers
- Sales rose 16% this year and profits per share were better than expected
- Buying activity is stronger than usual and price looks set to recover soon
- New AI helpers in products give more ways to charge and keep customers
- A bank slightly cut its price target, but a trusted model still looks positive
How it played out
INTU: target was not reached
Lyra published INTU at $668.90 on 2025-09-08, with an expected 18% short-term gain and a $787.86 target. The thesis pointed to sales up 16%, profit ahead of forecasts, stronger buying activity, artificial intelligence helpers in QuickBooks and TurboTax, and a still-positive outside target at $750.
Inside the window from 2025-09-08 to 2025-12-07, INTU peaked at $703.79 on 2025-09-22. That was a 5.2% gain, but it stayed below the $787.86 target. The stock ended at $673.63. The thesis partially played out on direction, but it missed the published target.
What happened during the window
On 2025-11-18, Intuit and OpenAI announced a multi-year partnership for financial applications. On 2025-11-20, Intuit reported fiscal first-quarter revenue of $3.89 billion and adjusted earnings of $3.34 per share.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.