Intuit: Buy the AI-Panic Dip — A $106B Cash-Generative SaaS with Too Much Bad News Priced In
Intuit (INTU) has been slammed alongside the software sector on fears that new AI agents will erase subscription economics. The stock is trading near its 52-week low after a 50% fall from the 52-week high, but the company still generates strong free cash flow ($6.39B), has a healthy balance sheet and high incremental profitability. This trade idea …