Intuit Inc. (INTU) — closed signal from July 17, 2025
Partial Published before the outcome was known, scored automatically when the window closed on October 15, 2025 — -13.4% at the close.
Predicted vs. what happened
What happened
Reached 52% of the predicted growth at its peak, without hitting the target.
The thesis — published July 17, 2025
After a small 6 percent drop, Intuit is sitting in a price pocket where buyers often step in. Investor mood is still very upbeat, helped by a bank raising its goal price to $870. New AI tools could get more people to pay for TurboTax, and strong cash profits lessen risk. The share could bounce back to around $790-800 over the next three months.
Primary drivers
- The share looks cheap for now inside a long-running upward trend.
- A major bank lifted its target price to $870, keeping optimism high.
- New AI features could make each customer spend more, boosting growth.
- Big cash margins let Intuit spend $10B on buying back its own stock.
How it played out
INTU: target was not reached after a July peak
Lyra published INTU at $753.57 on July 17, 2025, with expected growth of 15 percent and a target of $865.02. The thesis pointed to a recent 6 percent drop, a price pocket where buyers often step in, a bank target of $870, new artificial intelligence tools for TurboTax, strong cash profits, and $10B of buybacks.
Inside the window, the stock rose to $812.22 on July 30. That was a 7.8 percent peak gain, but it stayed below the $865.02 target. It ended the window at $652.69 on October 15. The thesis partly played out, then missed the target.
What happened during the window
On August 21, 2025, Intuit reported fiscal fourth-quarter results, and coverage said revenue was $3.83 billion with adjusted earnings of $2.75 per share. On August 22, 2025, Investopedia reported that the stock fell in premarket trading after the company gave a fiscal 2026 outlook that was below analyst expectations.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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