HRB Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: H&R Block's investment in digital solutions and AI advancements positions it strongly, potentially capturing market share as IRS Direct File faces scrutiny.




Bearish Case: Legal challenges, IRS Direct File's uncertain future, and competition from tech-savvy platforms could undercut H&R Block's traditional market dominance.




Potential Outcomes:
  • AI tool success, boosting efficiency: 40%
  • IRS free filing impacts market share: 25%
  • Legal or regulatory hurdles impeding growth: 20%
  • Unexpected positive earnings: 15%



May 11, 2025


H&R Block Forecast

HRB        H&R Block











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HCA Forecast + Options Trading Strategies   HCA  HCA Healthcare (0.71)


BZH Forecast + Options Trading Strategies   BZH  Beazer Homes USA (0.63)


CL Forecast + Options Trading Strategies   CL  Colgate-Palmolive (0.63)



Uncorrelated Assets

Assets with little price relationship to HRB



ODP Forecast + Options Trading Strategies   ODP  ODP (-0.0)


UDN Forecast + Options Trading Strategies   UDN  Invesco DB US Dollar Index Bearish (0.0)


USAU Forecast + Options Trading Strategies   USAU  U.S. Gold (-0.0)


YPF Forecast + Options Trading Strategies   YPF  YPF (0.0)


AB Forecast + Options Trading Strategies   AB  AllianceBernstein (-0.01)



Anticorrelated Assets

Assets that tend to move strongly against HRB



MBI Forecast + Options Trading Strategies   MBI  MBIA (-0.68)


BBWI Forecast + Options Trading Strategies   BBWI  Bath & Body Works (-0.69)


TBT Forecast + Options Trading Strategies   TBT  PowerShares UltraShort Lehman 20+ Yea (-0.71)


DAN Forecast + Options Trading Strategies   DAN  Dana (-0.73)


ETR Forecast + Options Trading Strategies   ETR  Entergy (-0.76)









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