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Intuit ($INTU) Q3 FY2025 Earnings Strategy Report – Stalling Platform Growth and Bearish Skew Into Print

  • Writer: thedailyeaac
    thedailyeaac
  • May 22
  • 1 min read

TheDailyEAAC outlines a high-conviction short thesis into Intuit’s Q3 FY2025 earnings. While management projects double-digit growth and margin expansion, multiple data points suggest mounting risks: TurboTax search trends are declining, Mailchimp engagement is deteriorating, and Credit Karma remains flat despite broader macro stabilization.

Recent options flow shows aggressive PUT buying at $640–$672.50 strikes, alongside longer-dated bearish bets into September, indicating institutional hedging or short positioning. Technical resistance near $695 remains intact, and Intuit’s current valuation—trading above 40x earnings—leaves little room for even modest disappointment. Without a material beat-and-raise, the stock risks retracing toward the $620–$640 range as guidance clarity and user growth become focal points. This report breaks down each business segment’s headwinds and details why current Street optimism is misaligned with actual engagement and monetization trends. Report Download:


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