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.
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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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.