Intuit Inc. (INTU): A Bull Case Theory

We came across a bullish thesis on Intuit Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on INTU. Intuit Inc.'s share was trading at $776.00 as of July 23^rd. INTU’s trailing and forward P/E were 63.35 and 34.48, respectively according to Yahoo Finance.

Intuit, the global leader in consumer and small-business financial software, is capitalizing on AI advancements and the strong performance of its Consumer Group to drive significant growth in revenue and earnings while strengthening its competitive positioning for the AI-defined software era. The company’s recent Q1 results exceeded expectations, with revenue up 15% and EPS up 18% year-over-year, led by a 24% surge in TurboTax Live adoption.

Leveraging data from 100 million customers and years of AI investment, Intuit has improved internal operating efficiency, boosting expert filing productivity by double digits and reducing tax filing times for customers. This efficiency frees up advisors for onboarding, enhances cross-selling, and reduces churn, lowering customer acquisition costs and strengthening customer economics as management focuses on disrupting the advisor market.

AI has also powered robust growth at Credit Karma, where revenues climbed 31% year-over-year on stronger credit-card and loan matching via its AI-driven “Lightbox” engine. Meanwhile, the Global Business Solutions division is accelerating share gains in the mid-market, driven by an eightfold increase in development velocity since 2020 and the success of QuickBooks Online Advanced and Intuit Enterprise Suite, with revenues up 40% year-over-year.

Looking ahead, the company plans to launch AI agents across customer service, payments, project management, and finance in the coming weeks, further cementing its leadership. Reflecting management’s confidence in its AI-enabled strategy and enterprise software consolidation tailwinds, full-year guidance was raised, with expected revenue growth of 15% and adjusted EPS growth of 19%, offering an attractive long-term investment case.

Previously we covered a bullish thesis on Intuit Inc. (INTU) by Quality Equities in May 2025, highlighting its durable advantages, recurring revenue model, and strategic ecosystem driving growth. The stock has appreciated ~17% since as the thesis played out with strong results. The thesis stands as Intuit’s ecosystem remains entrenched. Stock Analysis Compilation shares a similar view but emphasizes AI-driven growth and efficiency.

Intuit Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 87 hedge fund portfolios held INTU at the end of the first quarter which was 89 in the previous quarter. While we acknowledge the potential of INTU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.