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Intuit: The most hated stock in the S&P500

u/k_ristovski · Reddit — r/ValueInvesting · July 16, 2026 at 19:30 · ⬆ 15 pts · 💬 23 comments  | View on Reddit ↗
AI Summary

Summary

  • The post argues that Intuit (INTU) is deeply undervalued after a 50% decline, with a fair value estimate of $387 per share (vs. $276 at writing).
  • The author believes Intuit’s core offerings are largely immune to disruption and that the company is best positioned for “agentic” AI offerings.

  • The thesis is supported by a detailed Substack deep-dive; the author holds no position but presents a clear bullish valuation case.

  • Quality assessment: Well-researched deep dive with a structured valuation thesis and industry reasoning. Falls under high-quality DD.

Score 15
Comments 23
Upvote % 89%
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Ideas
u/k_ristovski Reddit r/ValueInvesting
Intuit’s share price has fallen over 50% YTD, yet the author estimates fair value at $387 — a ~30% upside from $276. The market is mispricing Intuit due to fear of disruption, but the author argues its tax and financial software moat is durable and enhanced by agentic AI. Buying Intuit at current levels offers a margin of safety with a clear catalyst as sentiment recovers and AI adoption materializes. Regulatory changes in tax filing, faster disruption from competitors (e.g., AI-native startups), or macro slowdown affecting small business spending.
INTU HIGH
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This Reddit post, published July 16, 2026, features u/k_ristovski discussing INTU. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/k_ristovski  · Tickers: INTU