Why The Narrative Around Intuit Is Shifting With OpenAI Partnership And Credit Karma Momentum [Yahoo! Finance]
Evercore Inc. Class A (EVR)
Last evercore inc. class a earnings: 4/22 06:00 am
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Source: Yahoo! Finance
revenue growth assumptions and a small cut to the discount rate that reflects a touch less perceived risk. Some market participants argue that the OpenAI partnership and an improving Credit Karma backdrop still support a premium view on the stock by potentially driving stronger than expected revenue and reinforcing confidence in the durability of double digit growth. Stay tuned to see how you can track these incremental shifts in growth and risk expectations as the story around Intuit continues to evolve. Stay updated as the Fair Value for Intuit shifts by adding it to your watchlist or portfolio . Alternatively, explore our Community to discover new perspectives on Intuit. ?? Bullish Takeaways Evercore ISI argues that the multi year OpenAI partnership removes a key strategic overhang by signaling that OpenAI intends to work with leading software providers rather than compete directly. They see this as supportive of Intuit's long term positioning and premium valuation. Evercor
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