Growth ChallengesIntapp faces challenges from AI adoption, less customer hiring, a weak capital markets cycle, and increasing competition that will constrain the company’s ability to improve growth anytime soon.
Investor Sentiment20%+ of the shares outstanding are held by investors who bought the stock when Intapp was private, and these holders have sold the stock when INTA was in the mid $30-low $40’s, creating downward pressure to the stock price.
Market PositionIntapp has deep relationship management expertise and AI technologies but is not a core system of records, unlike Salesforce and Oracle.