Intuit's Collapse Created A Rare Buying Window

Daniel Schönberger13.67K FollowersFollow5ShareSavePlay(16min)CommentsSummaryIntuit is now rated a 'Buy' for the first time in seven years, following a significant 44% stock decline and improved valuation metrics.INTU's Q2/26 results showed 17.4% revenue growth and 48.5% EPS growth, with management guiding for 12–13% revenue and 13–15% EPS growth in FY26.Despite GenAI competitive threats, the company's proprietary data, regulatory barriers, and customer trust provide strong competitive advantages and protect core businesses.DCF analysis suggests INTU is slightly to clearly undervalued, with intrinsic value estimates ranging from $494 to $646 depending on growth assumptions.JHVEPhoto/iStock Editorial via Getty Images It has been almost five years since I published my last article about Intuit Inc. (INTU), and back then I argued that Intuit was almost priced for perfection. In the conclusion I wrote: As IThis article was written byDaniel Schönberger13.67K FollowersFollowMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic background is in sociology and I hold a Master’s Degree in Sociology (with main emphasis on organizational and economic sociology) and a Bachelor’s Degree in Sociology and History.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.