HRB Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: HRB's ongoing digital transformation and AI integration in tax services enhance client retention and operating efficiency, potentially boosting market share and revenue.




Bearish Case: Legal challenges and increasing competition from IRS free-filing services could erode HRB's market share, impacting revenue and stock performance.




Potential Outcomes:
  • Successful AI integration boosts revenue (40%).
  • IRS free-filing pressures HRB's market share (25%).
  • Ongoing legal challenges reduce stock price (20%).
  • Unexpectedly strong tax season performance (15%).



June 20, 2025


H&R Block Forecast

HRB        H&R Block











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