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Get what investors say about INTU next
1 investor call on INTU in the last 90 days (1 bullish, 0 bearish). Follow INTU free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what INTU did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about INTU
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Sarat Setti | Bullish | CNBC (uncut) | Intuit is worth substantially more on a sum-of-the-parts basis, with improved execution, buybacks, or… |
| 2026-07-27 | Terry SmithFounder & CIO, Fundsmith | Bearish | Fundsmith LLP UK | Sold Intuit because roughly 37% of revenue comes from TurboTax tax-filing, which is highly vulnerable to… |
| 2026-03-17 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | Shares cratered after a demonstrably bad Mailchimp acquisition, creating an opportunity to re-enter a… |
| 2026-02-02 | Terry SmithFounder & CIO, Fundsmith | Bullish | Superinvestors | Intuit is the sole survivor among the top 10 software companies of 1984 — demonstrating rare technological… |
| 2025-11-21 | Terry SmithFounder & CIO, Fundsmith | Bullish | AJ Bell | Mailchimp acquisition disaster is now priced into the stock and management appears to have learned not to… |
Next report: 19 Nov 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 25 Aug 2026 | after the close | 4.03 vs 3.65 | +8.6% |
Notable options days
Sessions in the last 120 where INTU’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-26 | ||||||
| 2026-08-25 | ||||||
| 2026-08-13 | ||||||
| 2026-05-21 | ||||||
| 2026-05-20 |
INTU on the Wheel
INTU did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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