Intapp (INTA)
NASDAQ:INTA
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Intapp
(NASDAQ:INTA)
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Rating:66Neutral
Price Target:
$22.00
▲(3.43% Upside)
Action:ReiteratedDate:03/04/26
INTA scores well on fundamentals and the latest earnings-call readthrough, driven by strong free cash flow, low leverage, and continued SaaS/cloud momentum with constructive FY26 guidance. The overall score is held back by clearly weak technicals (price far below key moving averages with negative MACD) and limited valuation support due to ongoing GAAP losses (negative P/E) and no dividend yield provided.
Positive Factors
Cash Generation
Sustained, sizable free cash flow gives Intapp durable funding for product development, cloud migration costs, and buybacks without reliance on external debt. Strong cash conversion supports reinvestment in SaaS expansion and provides flexibility to weather cyclical softness while preserving strategic optionality.
Negative Factors
GAAP Profitability
Despite improving non‑GAAP metrics, persistent GAAP losses mean the company has not fully translated operating strength into reported profitability. This limits long-term free cash yield clarity and could constrain strategic choices if margins deteriorate or investments fail to generate expected returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash Generation
Sustained, sizable free cash flow gives Intapp durable funding for product development, cloud migration costs, and buybacks without reliance on external debt. Strong cash conversion supports reinvestment in SaaS expansion and provides flexibility to weather cyclical softness while preserving strategic optionality.
Read all positive factors
Intapp (INTA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.64B
Dividend YieldN/A
Average Volume (3M)1.05M
Price to Earnings (P/E)―
Beta (1Y)1.36
Revenue Growth17.11%
EPS Growth-19.12%
CountryUS
Employees1,235
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)0.33
Shares Outstanding80,395,790
10 Day Avg. Volume695,782
30 Day Avg. Volume1,045,108
Financial Highlights & Ratios
PEG Ratio4.56
Price to Book (P/B)7.82
Price to Sales (P/S)8.06
P/FCF Ratio33.34
Enterprise Value/Market Cap0.92
Enterprise Value/Revenue2.82
Enterprise Value/Gross Profit3.77
Enterprise Value/Ebitda-93.06
Forecast
1Y Price Target
$41.86Price Target Upside96.79% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)1.22
Revenue Forecast (FY)$572.91M
Intapp Business Overview & Revenue Model
Company Description
Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides industry-specific cloud-based software solutions for the professional and financial services industry in the United States, the United Kingdom, and internationally. Its so...
How the Company Makes Money
Intapp primarily makes money by selling subscription access to its software products (SaaS and/or term-based software arrangements) to professional and financial services firms. Key revenue streams typically include: (1) Software subscriptions: re...
Intapp Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Data provided by:
The Fly
The FlyIntapp Earnings Call Summary
Earnings Call Date:Feb 03, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:May 12, 2026
Earnings Call Sentiment Positive
The call conveyed strong positive operational and financial momentum: sizable cloud ARR growth (+31% YoY), robust SaaS revenue growth (+28% YoY), improved margins, high retention (124% NRR), growing enterprise client base, significant partner/Microsoft traction, and active capital return via buybacks. Offsetting items are largely transitional or investment-driven: declines in legacy license/services revenue, higher operating expenses from intentional investments, near-term modeling complexity tied to cloud migration, and early-stage uncertainty around AI monetization. On balance the positives (growth, retention, margin expansion, cash flow, partner-driven enterprise wins and product momentum) materially outweigh the mentioned risks.Positive Updates
Robust Cloud ARR Growth
Cloud ARR was $433.6M (reported as $434M), up 31% year over year; cloud now represents ~81% of total ARR (total ARR ~$535M), reflecting strong progress in the company's cloud transition and enterprise traction.
Negative Updates
Declines in License and Professional Services Revenue
License revenue was $25.4M, down 9% year over year; professional services revenue was $12.3M, down 7% year over year—reflecting the ongoing shift from on-prem/license and services toward SaaS/cloud consumption.
Read all updates
Q2-2026 Updates
Positive
Negative
Robust Cloud ARR Growth
Cloud ARR was $433.6M (reported as $434M), up 31% year over year; cloud now represents ~81% of total ARR (total ARR ~$535M), reflecting strong progress in the company's cloud transition and enterprise traction.
Read all positive updates
Company Guidance
The company guided fiscal Q3 2026 to SaaS revenue of $105.0M–$106.0M, total revenue of $143.8M–$144.8M, non‑GAAP operating income of $23.1M–$24.1M and non‑GAAP diluted EPS of $0.27–$0.29 (based on ~83M diluted shares), noting the quarter includes incremental marketing spend for its Intapp Amplify showcase and targeted investments to accelerate AI delivery; for full‑year 2026 it guided SaaS revenue of $415.0M–$419.0M, total revenue of $570.3M–$574.3M, non‑GAAP operating income of $99.9M–$103.9M and non‑GAAP diluted EPS of $1.20–$1.24 (also based on ~83M diluted shares).Intapp Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
78
Positive
Cash Flow
74
Positive
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 537.37M | 504.12M | 430.52M | 350.87M | 272.07M | 214.63M |
| Gross Profit | 401.78M | 372.97M | 306.86M | 239.41M | 172.99M | 140.26M |
| EBITDA | -16.27M | -4.65M | -10.71M | -47.70M | -82.71M | -8.32M |
| Net Income | -26.19M | -18.22M | -32.02M | -69.42M | -99.68M | -46.76M |
Balance Sheet | ||||||
| Total Assets | 795.18M | 894.16M | 894.16M | 628.91M | 628.91M | 494.41M |
| Cash, Cash Equivalents and Short-Term Investments | 191.35M | 313.11M | 313.11M | 131.19M | 130.38M | 50.78M |
| Total Debt | 36.77M | 16.11M | 16.11M | 20.89M | 16.20M | 0.00 |
| Total Liabilities | 384.93M | 374.40M | 374.40M | 287.70M | 287.70M | 238.53M |
| Stockholders Equity | 410.25M | 519.76M | 519.76M | 341.21M | 341.21M | 255.88M |
Cash Flow | ||||||
| Free Cash Flow | 92.62M | 121.86M | 64.77M | 19.75M | 13.68M | -14.75M |
| Operating Cash Flow | 96.62M | 123.53M | 67.23M | 27.49M | 14.24M | -9.75M |
| Investing Cash Flow | -13.84M | -62.88M | -19.83M | -14.34M | -7.29M | -25.60M |
| Financing Cash Flow | -124.49M | 41.18M | 30.32M | 64.10M | 6.65M | 32.40M |
Intapp Technical Analysis
Negative
21.27
Price Trends
25.01
Negative
33.87
Negative
38.03
Negative
Market Momentum
-1.08
Positive
28.44
Positive
5.66
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For INTA, the sentiment is Negative. The current price of 21.27 is below the 20-day moving average (MA) of 24.60, below the 50-day MA of 25.01, and below the 200-day MA of 38.03, indicating a bearish trend. The MACD of -1.08 indicates Positive momentum. The RSI at 28.44 is Positive, neither overbought nor oversold. The STOCH value of 5.66 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for INTA.
Intapp Risk Analysis
Intapp disclosed 45 risk factors in its most recent earnings report. Intapp reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Intapp Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | $1.78B | 83.96 | 10.50% | ― | 17.77% | -76.05% | |
68 Neutral | $3.24B | 197.73 | 2.22% | ― | 4.89% | 55.80% | |
68 Neutral | $2.00B | 465.26 | 0.49% | ― | 12.14% | -19.29% | |
66 Neutral | $1.64B | -156.46 | -5.49% | ― | 17.11% | -19.12% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
57 Neutral | $1.30B | -12.84 | -94.12% | ― | 9.47% | 16.97% | |
54 Neutral | $1.80B | 168.71 | 6.57% | ― | 7.36% | -40.62% |
* Technology Sector Average
INTA
Intapp
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Intapp Corporate Events
Business Operations and StrategyStock Buyback
Intapp Authorizes New $200 Million Share Repurchase Program
Positive
Feb 3, 2026
On February 3, 2026, Intapp announced that its board had authorized a new common stock repurchase program of up to $200 million, approved on January 29, 2026. The new authorization follows and replaces a previously authorized $150 million buyback ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.