Intuit. Every tracked FinTwit mention of $INTU, newest first. 47 mentions since the first on Nov 19, 2025. See the price chart.
July 2026 · 7 mentions
Jul 10
James East — Bottom #5 of S&P 500 YTD:
$TTD -48%
$ACN -48%
$BSX -53%
$CSGP -57%
$INTU -59%
Honorable mentions: $LULU $ZTS $TSCO $CRM↗
Jul 9
Jerry Capital — "The things to watch now are brutally simple: how many real returns Prime Meridian, Chime Tax, Perplexity Tax, and similar tools file next season; whether they expand beyond simple…↗
The Future Investors — The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸
1. $MELI | MercadoLibre - 13.2%
2. $PDD | PDD Holdings - 13.2%
3. $ADBE | Adobe - 11…↗
June 2026 · 8 mentions
Jun 30
Alphatica — AVAV just filed their annual 10-K.
The Alphatica Earnings Quality Signal: 1/6 BEARISH.
Here is what the filing shows:
Revenue: $1.98B, up 141%
Net income: -$265M
Operating incom…↗
Alphatica — @HodlThesis Buybacks are not bearish. Buybacks that fail to reduce the share count are.
INTU spent $7.1B on buybacks since FY2020. The share count went up from 260M to 280M.
That…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 24
Alphatica — INTU is down 20% since we posted the below on February 26.
The Alphatica Earnings Quality Signal called every single one of these before the price moved.
We flagged the dilution…↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
Serenity — @pocimont It's nuanced, I do think companies like $INTU are going to get slightly disrupted by Claude and others doing taxes + filing for you. And it's not a great contrarian buy-t…↗
Apr 3
Shay Boloor — Perplexity Computer can now help users prepare federal tax returns with its new “Navigate my taxes” feature.
Another sign AI is moving into tax prep which is a category long domin…↗
March 2026 · 3 mentions
Mar 29
Alphatica — $INTU showing relative strength off the lows.
Since Feb 13, Intuit is +4.3% while SPY is -7.0% — that's +11.3% of alpha during a broad market selloff.
Stock bottomed at $349 on F…↗
Mar 25
James East — Bottom #5 of S&P 500 YTD:
-39% $CSGP
-39% $FICO
-40% $WDAY
-41% $IT
-42% $TTD
Honorable mentions: $GDDY $INTU $HOOD $NOW↗
Mar 1
Leandro — Intuit on the opportunity for TAM expansion driven by AI
Labor is now up for grabs, but unclear who the value will accrue to (agent providers, software providers, consumers…)
$IN…↗
February 2026 · 7 mentions
Feb 25
InvestmentGuru — The Anthropic “Hit List” – What Just Happened
Cowork / SaaS Productivity
AI agents embedded directly inside enterprise workflows → per-seat SaaS pricing gets challenged.
$TEAM, $…↗
Feb 24
amit — GOLDMAN:
- Anthropic is hosting an event today around "Enterprise Agents Briefing"
- Several single name moves on Anthropic mentions...many of which were primary constituents of…↗
Feb 24
Daave “3 and 30” Tepper — Intuit now flat on anthropic news.
can't fault intuit for dancing with the devil
classic "prisoners' dilemma" Nash equilibrium is to defect
they do or someone else will
$intu…↗
rubicon59 — $INTU spent ~$7.5b on stock repurchases in the past 4 years - 40% of its FCF - and share count hasn't changed.↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…
December 2025 · 4 mentions
Dec 30
InvestmentGuru — WALL STREET’S MESSAGE IS CLEAR: DON’T FADE THE GIANTS
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $META
RBC Cap…↗
Dec 29
amit — WALL STREET TOP STOCK PICKS FOR 2026:
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $EL
RBC Capital Markets → $…↗
Dec 18
Shay Boloor — @PolymarketMoney $INTU data distribution is a goldmine for new digital economy↗
Dec 5
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…
November 2025 · 1 mention
Nov 19
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…↗
Jun 18
Alphatica — Wall Street is catching up.
INTU was downgraded last night. Target cut from $375 to $275.
The Alphatica Earnings Quality Signal scored INTU 2/6 BEARISH on February 26. The stock…↗
Jun 14
Alphatica — ADBE is down 51% from its 52-week high. It hit a new 52-week low recently.
The Alphatica Earnings Quality Signal: 3/6 NEUTRAL.
Here is what our signal shows:
Revenue: +10% to $2…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
— Don't think anyone could have imagined $INTU trading at 12x earnings, but here we are... https://t.co/0kNhVFHdMA
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $NVDA reported a massive Q1 2026, with revenue reaching $81.6 billion, up 85% year over year. Data Ce…↗
unusual_whales — BREAKING: Intuit, $INTU, earnings:
- EPS: $12.8 , est: $12.57
- Revenue: $8.55 billion, est: $8.54 billion↗
May 20
unusual_whales — BREAKING: Intuit, $INTU, is laying off about 17% of its workforce, or about 3000 employees worldwide↗
May 8
Tech Fund — Software is well positioned to see a sustained rally
Take $INTU for example, the leader in accounting software:
1. It has never been easier to start a business and those business…↗
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 6
The Future Investors — Stocks that got absolutely hammered YTD by AI fears 😱🩸
$U | Unity -47.5%
$APP | AppLovin -44.3%
$HUBS | HubSpot -44.3%
$FIG | Figma -40.6%
$IT | Gartner -39.7%
$TEAM | Atlassian…↗
Feb 4
amit — $GOOGL
SUNDAR ON THE RECENT SAAS MELTDOWN:
- AI is going to be an enabling tool for software companies, we are seeing massive token usage
- Many companies are incorporating Gem…↗