@Simonwhite 1 week ago
Thoughts on Intuit's recent dip
Thoughts on Intuit's recent dip
it’s been surprising to see Intuit drop so much this year considering how dominant they usually are in the tax space. i'm wondering if is still a solid long-term pick or if the new competition is actually starting to eat their lunch. what are you all looking for in their next earnings report?
@SevenProblem148 1 week ago
INTU’s dominance in tax and SMB is hard to disrupt overnight. The dip feels more like multiple compressions than a broken story. Next earnings, I’d watch user growth, pricing power, and guidance, which will tell us if competition is actually biting.
@IsabelLynn 1 week ago
i'm curious to see how they handle the free filing options coming from the government. it's definitely a big headwind for intuit right now.
