|
Feb 18
|
|
$389.57
$389.57
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Intuit (INTU) Laps the Stock Market: Here's W...
|
|
Feb 18
|
|
$389.57
$389.57
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Intuit: An Economic Moat Deepened By Artifici...
|
|
Feb 18
|
|
$389.57
$389.57
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Fourlane Now an Official Reseller of Intuit E...
|
|
Feb 18
|
|
$389.57
$389.57
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Is Intuit’s (INTU) Deeper Wix Integration Qui...
|
|
Feb 17
|
|
$379.17
$389.57
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Intuit (INTU) Stock Falls Amid Market Uptick:...
|
|
Feb 17
|
|
$379.17
$389.57
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
8x8, Strategy, MongoDB, Fastly, and Intuit Sh...
|
|
Feb 17
|
|
$379.17
$389.57
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Intuit And Wix Partnership Deepens QuickBooks...
|
|
Feb 17
|
|
$379.17
$389.57
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Finding Focus: Meet Erin Macdonald
|
|
Feb 17
|
|
$379.17
$389.57
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Wix and Intuit Deepen Partnership to Unlock G...
|
|
Feb 17
|
|
$379.17
$389.57
+2.7%
|
SHORT
|
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
|
"The revenues from all these companies are basically going to get back in and reinvested in the mega caps... I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." AI drastically lowers the barrier to entry for software creation. Companies will stop paying premium subscriptions for "System of Record" software (Salesforce, Atlassian, Intuit, Adobe, Workday) when they can build bespoke internal solutions for a fraction of the cost using AI. This leads to a structural collapse in B2B SaaS revenue. Short legacy B2B SaaS providers on bounces. AI adoption slows down, or these legacy companies successfully pivot to becoming essential AI platforms themselves. |
1000x Podcast
AI Capex Meets SaaS Apocalypse, 18-Month Bear...
|
|
Feb 17
|
|
$379.17
$389.57
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
TD Cowen Lowers PT on Intuit Inc. (INTU) Stoc...
|
|
Feb 17
|
|
$379.17
$389.57
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Wix.com Expands Collaboration With Intuit To ...
|
|
Feb 17
|
|
$379.17
$389.57
+2.7%
|
SHORT
|
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
|
"In the next three years, I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." The "SaaS Apocalypse." AI allows companies to build bespoke "System of Record" tools in-house rather than paying expensive per-seat licensing fees. This creates a secular downtrend for B2B SaaS companies that rely on high switching costs that AI is now eroding. Short legacy SaaS providers. (Tactical note: Do not short in the hole; wait for 15-20% rallies/bounces to enter shorts). Institutional inertia; companies may be slower to switch off legacy systems than anticipated. |
1000x Podcast
Bitcoin Is Either Going To Zero Or A Million
|
|
Feb 16
|
|
$399.40
$389.57
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Intuit Stock Outlook: Is Wall Street Bullish ...
|
|
Feb 16
|
|
$399.40
$389.57
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Intuit: Investors Fear AI, But AI Is Exactly ...
|
|
Feb 15
|
|
$399.40
$389.57
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Adrien Brody’s multimillion‑dollar TurboTax S...
|
|
Feb 15
|
|
$399.40
$389.57
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Intuit’s AI Construction ERP Targets Mid Mark...
|
|
Feb 13
|
|
$399.40
$389.57
-2.5%
|
LONG
|
Dmitry Solodin
Trader / Investor
|
Adobe (ADBE) is down ~60%, Intuit (INTU) ~50%, and Workday (WDAY)/ServiceNow (NOW) have seen significant corrections despite stable or growing revenues. Similar to Salesforce, these companies are industry standards. For Adobe, while AI image generation exists, professional workflows require the full Adobe suite (editing, layers, vector). Professionals won't switch to a generic AI tool for complex deliverables. The "AI threat" is overstated; AI will be a feature *within* these platforms (e.g., Firefly in Photoshop). LONG. Buying the "best in breed" during a sector-wide panic. Pricing pressure from clients demanding AI-driven cost reductions. |
Dmitry Solodin
Почему упали ИНФОТЕХИ и стоит ли их ПОКУПАТЬ?...
|
|
Feb 13
|
|
$399.40
$389.57
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Intuit Options Activity Signals Potential Bul...
|
|
Feb 13
|
|
$399.40
$389.57
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Mizuho Trims Target Price on Affirm (AFRM) to...
|
|
Feb 13
|
|
$399.40
$389.57
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Intuit Inc. (INTU) Launches a Specialized “Co...
|
|
Feb 12
|
|
$397.96
$389.57
-2.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Is Intuit (INTU) Now Attractive After A 34% S...
|
|
Feb 12
|
|
$397.96
$389.57
-2.1%
|
SHORT
|
Peter Boockvar
Chief Investment Officer, BFG Wealth Partners
|
"Fees are going to come down... If you're in a services business and fees are associated with the moat that you've built, AI is going to chip away at that... Tax planning, wealth management, now real estate services." AI acts as a deflationary force for white-collar services. Companies that rely on human capital to perform tax (Intuit) or real estate (CBRE/JLL) tasks will face intense price competition from automated AI agents, destroying their "fee-based moats." Short service-heavy sectors susceptible to AI automation. These incumbents successfully integrate AI to reduce their own headcount costs, maintaining margins. |
CNBC
Panel weighs AI disruption, margin pressure a...
|
|
Feb 12
|
|
$397.96
$389.57
-2.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
Is Trending Stock Intuit Inc. (INTU) a Buy No...
|
|
Feb 12
|
|
$397.96
$389.57
-2.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
The Fortune 500 CEO Who Puts a Premium on Pai...
|
|
Feb 12
|
|
$397.96
$389.57
-2.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
BMO Capital Maintains an Outperform Rating on...
|
|
Feb 12
|
|
$397.96
$389.57
-2.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - INTU
How Tech Executives Are Navigating the Rapid ...
|
|
Feb 07
|
|
$443.77
$389.57
-12.2%
|
LONG
|
Jim Cramer
Host, Mad Money
|
Enterprise software stocks have been decimated (down 30-70%) due to fears that Generative AI will allow companies to write their own code and replace SaaS providers. The sell-off is overdone for profitable companies with strong growth. * Intuit (INTU): AI is not a threat to the consumer TurboTax business or SMBs who cannot afford to build internal software. * Salesforce (CRM): Trading at its lowest P/E multiple in history (14x), cheaper than during the 2008 recession. * ServiceNow (NOW): Strong growth (19%) and a massive buyback program ($2B). * Box (BOX): Cheap (16x earnings) with consistent execution. * Atlassian (TEAM): Down 70% from highs but growing earnings at 30%. * Workday (WDAY): Trading at less than 15x earnings despite 18% expected growth. A proprietary screen identified these specific names as having >25% drawdowns but above-market earnings growth and profitability. The market may continue to punish software stocks irrationaly in the short term if AI fears persist. |
CNBC
Mad Money 02/06/26 | Audio Only
|