Meet Kevin 对 $INTU 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 2 条
2026-08-26看涨
《Nvidia Stock Earnings (And Salesforce, Veeva, & Crowdstrike) LIVE》
INTU底部位于336,当前价格接近该水平暗示反弹或突破机会。

Into It发布了财报。我们的Into It“小狗”在哪里?我想看看他们收盘情况如何,因为他们在财报后暴跌了约11%,而现在实际上只下跌了3.6%。

you know, into it had earnings. Where is our Into It puppy? I want to see how they're ending because they tanked like 11% after earnings and they actually are only down 3.6% now.

方向翻转
2026-08-25
《Russia, Markets, Stocks, Recovery》
INTU的预测失误源于重组和AI转型成本;若属实,每股收益受到的冲击对长期利润率而言是积极的。

今日财报日历显示,Intuit(INTU)的股价为 405。

earnings calendar today into it is 4 Zoom 405.

本周的重磅财报。之前讨论过同样的情况,显然 Intuit 的表现超出了预期。其净收入达到 43.5 亿美元,而预期为 42.7 亿美元。

Big earnings report of the week. talked about the same light obviously into it beats. In it net revenue coming in at 4.35 billion versus 4.27.

当然,该股实际上因财报下跌。这很常见。就像“哦,来了,这是指引”,在收盘时出现这种情况。指引中点略低于 2351,计算方式为 (2351 - 2328.23) / 23.28... 等等,是 2351 除以 23.82?

不,原文是“2351 minus 2328.23 plus 23.28 51 divided by 23.82”。让我重新梳理一下数字逻辑:通常指引对比是 (实际/预期 - 1)。

这里说话人似乎在口算或引用某个公式。根据上下文“1.3% miss”,可能是指营收指引中点比共识低 1.3%。说话人说:“指引中点略低于 2351... 所以 Intuit 的指引约有 1.3% 的未达预期。”

Of course, the stock is actually falling on it. That's usual. That's like Oh, here we go. Here's the forecast. closing out the trading. Uh forecast comes in at a midpoint a little bit below 2351 divided by or 2351 minus 2328.23 plus 23.28 51 divided by 23.82. So it comes in at about a 1.3% miss on into it.