Intapp (INTA) AI Stock Analysis

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Intapp

(NASDAQ:INTA)

Select Model

Neutral 65 (OpenAI - 4o)

Rating:65Neutral

Price Target:

$48.00

▲(17.36% Upside)

Intapp's overall stock score reflects strong financial stability and growth prospects, particularly in its SaaS and cloud segments, supported by strategic partnerships and AI advancements. However, persistent profitability challenges and valuation concerns weigh on the score. The positive sentiment from the recent earnings call and guidance for continued revenue growth contribute positively, but the lack of profitability and valuation issues remain significant risks.

Positive Factors

Revenue Growth

Intapp's strong revenue growth, particularly in SaaS, indicates robust demand for its software solutions, supporting long-term business expansion and market penetration.

Strong Client Base Expansion

The significant increase in high-value clients suggests strong market acceptance and customer retention, which are critical for sustained revenue growth and competitive positioning.

Partnerships and AI Expansion

Strategic partnerships with major players like Microsoft and AI capability expansion enhance Intapp's product offerings, driving innovation and competitive edge.

Negative Factors

Profitability Challenges

Ongoing profitability challenges, despite revenue growth, indicate potential difficulties in cost management and achieving sustainable financial health.

Professional Services Revenue Decline

The decline in professional services revenue may signal challenges in service delivery or market demand, impacting overall revenue diversification and growth potential.

Minimal Impact from TermSheet Acquisition

The limited contribution from the TermSheet acquisition suggests integration challenges or misalignment with strategic growth objectives, potentially affecting ROI.

Intapp (INTA) vs. SPDR S&P 500 ETF (SPY)

Market Cap

$3.44B

Dividend YieldN/A

Average Volume (3M)827.14K

Price to Earnings (P/E)―

Beta (1Y)1.66

Revenue Growth17.09%

EPS Growth48.66%

CountryUS

Employees1,235

SectorTechnology

Sector Strength88

IndustrySoftware - Application

Share Statistics

EPS (TTM)0.27

Shares Outstanding82,120,030

10 Day Avg. Volume593,095

30 Day Avg. Volume827,136

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market Cap1.13

Enterprise Value/Revenue7.75

Enterprise Value/Gross Profit10.47

Enterprise Value/Ebitda-125.97K

Forecast

1Y Price Target

$65.00

Price Target Upside58.92% Upside

Rating ConsensusModerate Buy

Number of Analyst Covering9

Intapp Business Overview & Revenue Model

Company DescriptionIntapp, 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 solutions include DealCloud, a deal and relationship management solution that manages financial services firms' market relationships, prospective clients and investments, current engagements and deal processes, and operations and compliance activities; and OnePlace, a solution to manage various aspects of professional services firms' client and engagement lifecycle. The company's solutions enable private capital, investment banking, legal, accounting, and consulting firms to realize the benefits of modern AI and cloud-based architectures for their critical business functions without compromising industry-specific functionality or regulatory compliance. It sells its software on a subscription basis through a direct enterprise sales model. The company was formerly known as LegalApp Holdings, Inc. and changed its name to Intapp, Inc. in February 2021. Intapp, Inc. was founded in 2000 and is headquartered in Palo Alto, California.

How the Company Makes MoneyIntapp generates revenue primarily through subscription-based licensing for its software solutions, which are offered in a SaaS (Software as a Service) model. This model allows clients to pay for access to the software on a recurring basis, providing a stable revenue stream for the company. Key revenue streams also include professional services for implementation and customization of their software, as well as ongoing support and maintenance contracts. The company has formed significant partnerships with leading technology providers and industry organizations, which enhance its product offerings and expand its market reach. These collaborations not only contribute to revenue growth but also help position Intapp as a trusted leader in the professional services software sector.

Intapp Key Performance Indicators (KPIs)

Any

Gross Margin by Segment

Gross Margin by Segment
Analyzes the profitability of each segment by comparing revenue to direct costs, indicating efficiency and pricing power within different areas of the business.

Chart InsightsIntapp's Professional Services segment is showing a significant improvement in gross margin, narrowing losses substantially since 2020. This suggests effective cost management or operational efficiencies. The SAAS segment maintains a robust margin, indicating strong demand and pricing power. Meanwhile, the License segment remains highly profitable, though a slight dip in late 2023 suggests potential volatility. Overall, Intapp's strategic focus on enhancing service efficiency and maintaining high-margin software offerings appears to be stabilizing its financial performance.

Data provided by:

Main Street Data

Intapp Earnings Call Summary

Earnings Call Date:Aug 12, 2025

(Q4-2025)

% Change Since: |

Next Earnings Date:Nov 10, 2025

Earnings Call Sentiment Positive

The earnings call highlighted strong growth in cloud ARR and SaaS revenue, significant client expansion, and successful partnerships, particularly with Microsoft. The expansion of AI capabilities also contributed positively. However, there was a slight decline in professional services revenue, and the recent TermSheet acquisition had a minimal immediate impact on ARR growth.

Q4-2025 Updates

Positive Updates

Strong Cloud ARR Growth

Cloud ARR grew 29% year-over-year to $383 million, now representing 79% of total ARR.

Significant Increase in High-Value Clients

The number of clients with ARR of more than $1 million increased by 49% year-over-year to 109 clients.

SaaS Revenue and Total Revenue Growth

SaaS revenue was $90 million, up 27% year-over-year, and total revenue was $135 million, up 18% year-over-year.

AI Capabilities Expansion

Release of additional AI capabilities, including Intapp DealCloud Activator and Intapp Assist for DealCloud, driving client enthusiasm.

Partnership Success with Microsoft

Microsoft was involved in nearly half of the largest Q4 deals, enhancing deal execution through Azure investment dollars.

Strong Free Cash Flow

Free cash flow was $37.5 million for the quarter, or 28% of total revenue.

Negative Updates

Decrease in Professional Services Revenue

Professional services revenue was $13 million, down 2% year-over-year.

Minimal Contribution from TermSheet Acquisition

The TermSheet acquisition contributed less than 5% to the incremental ARR from the cloud.

Company Guidance

During the call, Intapp provided guidance for its fiscal first quarter and full year 2026, highlighting several key financial metrics. For the first quarter, the company expects SaaS revenue between $95.7 million and $96.7 million, total revenue in the range of $134.8 million to $135.8 million, and non-GAAP operating income between $16 million and $17 million. Non-GAAP EPS is anticipated to be between $0.18 and $0.20, with a diluted share count of approximately 85 million. For the full fiscal year 2026, Intapp forecasts SaaS revenue between $411.4 million and $415.4 million, total revenue ranging from $566.7 million to $570.7 million, and non-GAAP operating income between $96 million and $100 million. Non-GAAP EPS is expected to be between $1.09 and $1.13, with a diluted share count of approximately 87 million. The company also expects a professional services revenue mix consistent with fiscal 2025, at approximately 10% of total revenue.

Intapp Financial Statement Overview

Summary

Intapp demonstrates solid revenue growth and improving cash flow metrics, which are positive indicators for future performance. However, persistent profitability issues, as seen in negative net income and return on equity, remain a concern. The company's low leverage and strong equity position provide a stable financial foundation, but achieving consistent profitability will be crucial for long-term success.

Income Statement

Positive

Intapp has shown consistent revenue growth over the years, with a notable increase in gross profit margin from 61.85% in 2020 to 73.98% in 2025. However, the company has struggled with profitability, as evidenced by negative net profit margins and EBIT margins throughout the period. The improvement in EBITDA margin in 2025 indicates some operational efficiency gains.

Balance Sheet

Positive

The company's balance sheet shows a strong equity position with a low debt-to-equity ratio of 0.03 in 2025, indicating financial stability. However, the negative return on equity in recent years highlights ongoing profitability challenges. The equity ratio has improved, reflecting a stronger asset base.

Cash Flow

Positive

Intapp's cash flow has improved significantly, with a strong free cash flow growth rate of 13.34% in 2025. The operating cash flow to net income ratio has also improved, suggesting better cash generation relative to earnings. The free cash flow to net income ratio close to 1 indicates efficient cash management.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	504.12M	504.12M	430.52M	350.87M	272.07M	214.63M
Gross Profit	372.97M	372.97M	306.86M	239.41M	172.99M	140.26M
EBITDA	-31.00K	-3.30M	-10.71M	-49.81M	-86.10M	-8.32M
Net Income	-18.22M	-18.22M	-32.02M	-69.42M	-99.68M	-46.76M
Balance Sheet
Total Assets	894.16M	894.16M	733.00M	628.91M	494.41M	459.83M
Cash, Cash Equivalents and Short-Term Investments	313.11M	313.31M	208.37M	130.38M	50.78M	37.64M
Total Debt	16.11M	16.11M	19.61M	16.20M	0.00	275.59M
Total Liabilities	374.40M	374.40M	329.76M	287.70M	238.53M	473.26M
Stockholders Equity	519.76M	519.76M	403.24M	341.21M	255.88M	-13.43M
Cash Flow
Free Cash Flow	119.81M	121.86M	58.38M	19.75M	9.45M	-14.75M
Operating Cash Flow	123.53M	123.53M	67.23M	27.49M	14.24M	-9.75M
Investing Cash Flow	-62.88M	-62.88M	-19.83M	-14.34M	-7.29M	-25.60M
Financing Cash Flow	41.18M	41.18M	30.32M	64.10M	6.65M	32.40M

Intapp Technical Analysis

Technical Analysis Sentiment

Negative

Last Price40.90

Price Trends

50DMA

42.61

Negative

100DMA

47.51

Negative

200DMA

55.19

Negative

Market Momentum

MACD

-0.50

Positive

RSI

34.97

Neutral

STOCH

10.04

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 40.9 is below the 20-day moving average (MA) of 44.10, below the 50-day MA of 42.61, and below the 200-day MA of 55.19, indicating a bearish trend. The MACD of -0.50 indicates Positive momentum. The RSI at 34.97 is Neutral, neither overbought nor oversold. The STOCH value of 10.04 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

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
AGYS	73 Outperform	$2.91B	212.54	4.95%	―	17.91%	-86.60%
INTA	65 Neutral	$3.44B	―	-3.95%	―	17.09%	48.66%
CALX	65 Neutral	$4.01B	-151.31	-3.48%	―	-8.80%	-657.91%
NCNO	64 Neutral	$3.24B	-93.23	-3.48%	―	13.24%	-12.97%
BL	61 Neutral	$3.27B	42.72	21.25%	―	7.99%	-28.47%
ASAN	51 Neutral	$3.21B	-14.94	-92.63%	―	9.74%	22.36%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%

* Technology Sector Average

Performance Comparison

INTA

Intapp

40.06

-8.24

-17.06%

AGYS

Agilysys

101.29

-4.12

-3.91%

CALX

Calix

61.37

23.20

60.78%

BlackLine

51.08

-3.52

-6.45%

NCNO

nCino

26.15

-4.86

-15.67%

ASAN

Asana

13.27

1.93

17.02%

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.Date of analysis: Sep 20, 2025