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Intapp
(NASDAQ:INTA)
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Rating:71Outperform
Price Target:
$28.00
▲(22.70% Upside)
Action:Reiterated
Date:06/27/26
INTA scores well primarily on improving financial performance (strong growth, expanding gross margins, solid and rising free cash flow, and low leverage) and a constructive earnings-call backdrop (strong cloud ARR/retention, higher RPO, and supportive buybacks). The score is held back by still-negative GAAP profitability (negative P/E) and a longer-term technical downtrend with the stock well below its 200-day moving average.
Positive Factors
High recurring cloud ARR and retention
Intapp’s revenue base has shifted materially toward high-quality, recurring cloud subscriptions (cloud ARR +31% YoY; 82% of total ARR) with ~123% net retention. This durable subscription mix and strong retention support predictable renewal/expansion revenue and long-term unit economics.
Negative Factors
GAAP unprofitability persists
Despite margin improvement, ongoing GAAP net losses (≈-7% TTM) mean returns on equity remain negative and reported profitability hasn’t fully scaled. Persistent accounting losses limit distributable earnings, can weigh on investor confidence, and increase reliance on continued strong cash generation.
Read all positive and negative factors
Positive Factors
Negative Factors
High recurring cloud ARR and retention
Intapp’s revenue base has shifted materially toward high-quality, recurring cloud subscriptions (cloud ARR +31% YoY; 82% of total ARR) with ~123% net retention. This durable subscription mix and strong retention support predictable renewal/expansion revenue and long-term unit economics.
Read all positive factors
Intapp Key Performance Indicators (KPIs)
Any
Revenue by Geography
Details regional revenue contributions to show geographic concentration and expansion trends for Intapp. Useful for spotting reliance on a single market, tracking international traction, and assessing sensitivity to local economic or competitive shifts.
Details regional revenue contributions to show geographic concentration and expansion trends for Intapp. Useful for spotting reliance on a single market, tracking international traction, and assessing sensitivity to local economic or competitive shifts.
Data provided by:
The Fly
The FlyIntapp (INTA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.11B
Dividend YieldN/A
Average Volume (3M)1.21M
Price to Earnings (P/E)―
Beta (1Y)1.32
Revenue Growth15.90%
EPS Growth-91.64%
CountryUS
Employees1,336
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)-0.49
Shares Outstanding77,061,590
10 Day Avg. Volume1,029,362
30 Day Avg. Volume1,207,328
Financial Highlights & Ratios
PEG Ratio4.59
Price to Book (P/B)7.82
Price to Sales (P/S)8.06
P/FCF Ratio33.34
Enterprise Value/Market Cap0.74
Enterprise Value/Revenue2.82
Enterprise Value/Gross Profit3.76
Enterprise Value/Ebitda-176.91
Forecast
1Y Price Target
$34.57Price Target Upside51.50% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)1.48
Revenue Forecast (FY)$656.36M
Intapp Business Overview & Revenue Model
Company Description
Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally. It provides DealCloud that manages client relationships, prospective clients, investmen...
How the Company Makes Money
Intapp primarily makes money by selling enterprise software subscriptions delivered via cloud/SaaS, typically under term-based contracts priced by factors such as number of users, modules purchased, and/or enterprise scale. Subscription revenue is...
Intapp Earnings Call Summary
Earnings Call Date:May 05, 2026
(Q3-2026)
| % Change Since: |
Next Earnings Date:Sep 09, 2026
Earnings Call Sentiment Positive
The call conveyed a predominantly positive tone: strong cloud ARR growth (+31% YoY), SaaS revenue expansion (+27% YoY), robust cash generation (record free cash flow), high cloud net revenue retention (~123%), meaningful forward visibility (RPO +27%) and early but notable traction for Celeste (over 15% of net new bookings and strong event/demand metrics). Lowlights were limited and mostly expected execution dynamics (license revenue decline -22% due to cloud migration, higher operating expenses from deliberate investments, early-stage monetization of Celeste) and industry-level risks around AI governance and competition. Overall, the business appears to be executing well while investing for the next phase of AI-driven growth.Positive Updates
Strong ARR and Cloud Momentum
Cloud ARR grew 31% year-over-year to $459.3M and now represents 82% of total ARR of $560M (total ARR +23% YoY), demonstrating strong cloud migration and subscription mix.
Negative Updates
Decline in License Revenue
License revenue declined 22% year-over-year to $24.8M, cited as an expected headwind as clients prepare for cloud migrations.
Read all updates
Q3-2026 Updates
Positive
Negative
Strong ARR and Cloud Momentum
Cloud ARR grew 31% year-over-year to $459.3M and now represents 82% of total ARR of $560M (total ARR +23% YoY), demonstrating strong cloud migration and subscription mix.
Read all positive updates
Company Guidance
Intapp guided Q4 FY2026 SaaS revenue of $113.1M–$114.1M, total revenue of $149.1M–$150.1M, non‑GAAP operating income of $28.4M–$29.4M and non‑GAAP diluted EPS of $0.36–$0.38 (on ~79M diluted shares); for full FY2026 it expects SaaS revenue of $421M–$422M, total revenue of $574.3M–$575.3M, non‑GAAP operating income of $102.7M–$103.7M and non‑GAAP diluted EPS of $1.22–$1.24 (on ~82M diluted shares).Intapp Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
78
Positive
Cash Flow
85
Very Positive
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 554.34M | 504.12M | 430.52M | 350.87M | 272.07M | 214.63M |
| Gross Profit | 415.89M | 372.97M | 306.86M | 239.41M | 172.99M | 140.26M |
| EBITDA | -8.85M | 6.57M | -8.42M | -47.70M | -86.10M | -8.32M |
| Net Income | -38.73M | -18.22M | -32.02M | -69.42M | -99.68M | -46.76M |
Balance Sheet | ||||||
| Total Assets | 709.14M | 894.16M | 894.16M | 628.91M | 628.91M | 494.41M |
| Cash, Cash Equivalents and Short-Term Investments | 146.82M | 313.11M | 313.11M | 131.19M | 130.38M | 50.78M |
| Total Debt | 13.93M | 16.11M | 16.11M | 20.89M | 16.20M | 0.00 |
| Total Liabilities | 388.94M | 374.40M | 374.40M | 287.70M | 287.70M | 238.53M |
| Stockholders Equity | 320.20M | 519.76M | 519.76M | 341.21M | 341.21M | 255.88M |
Cash Flow | ||||||
| Free Cash Flow | 120.84M | 121.86M | 64.77M | 19.75M | 13.68M | -12.22M |
| Operating Cash Flow | 125.04M | 123.53M | 67.23M | 27.49M | 14.24M | -9.75M |
| Investing Cash Flow | -14.04M | -62.88M | -19.83M | -14.34M | -7.29M | -25.60M |
| Financing Cash Flow | -233.18M | 41.18M | 30.32M | 64.10M | 6.65M | 32.40M |
Intapp Technical Analysis
Positive
22.82
Price Trends
22.92
Positive
23.49
Positive
32.08
Negative
Market Momentum
0.78
Negative
68.00
Neutral
91.06
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For INTA, the sentiment is Positive. The current price of 22.82 is below the 20-day moving average (MA) of 23.74, below the 50-day MA of 22.92, and below the 200-day MA of 32.08, indicating a neutral trend. The MACD of 0.78 indicates Negative momentum. The RSI at 68.00 is Neutral, neither overbought nor oversold. The STOCH value of 91.06 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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 |
|---|---|---|---|---|---|---|---|
80 Outperform | $3.12B | 79.72 | 12.72% | ― | 15.85% | 63.44% | |
71 Outperform | $2.11B | -55.90 | -8.92% | ― | 15.90% | -91.64% | |
67 Neutral | $1.94B | 136.54 | 1.29% | ― | 9.58% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
61 Neutral | $2.45B | 74.44 | 4.25% | ― | 28.38% | ― | |
60 Neutral | $1.75B | 68.17 | 7.70% | ― | 8.12% | -82.54% | |
58 Neutral | $1.69B | -10.63 | -92.84% | ― | 9.47% | 31.43% |
* Technology Sector Average
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Intapp
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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.