INTU
Intuit Inc.
Price as of Jul 20, 2026
INTU analysis
Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.
Research
Legacy enterprise tech like Oracle and IBM scale AI cloud to 15-22% of revenue, beating estimates by 18%, yet trade at 2-3x lower multiples than pure-plays. Cisco's 52-week high underscores the theme amid spiking coverage. Long ORCL/IBM/CRM relative to index targets 10-15% over 6 months, breaks on sub-15% AI growth in Q1 FY2027.
Research
A UK study flags AI risks to high-paid jobs and taxes, spotlighting enterprise AI winners like MSFT and GOOGL automating professional roles. We rank six leaders by exposure and valuation, with Microsoft topping conviction amid Copilot's explosive growth.
Research
A UK study warns AI threatens high-paid jobs and tax revenue, spotlighting productivity opportunities for enterprise AI leaders. Microsoft, Salesforce, Adobe, Intuit, IBM, and Alphabet are automating professional roles with agents like Copilot and Firefly, backed by strong growth and margins. Ranked by conviction, MSFT and ADBE top the list amid accelerating adoption.
